Envestnet Asset Management Inc Incresed Positions in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
3.73K
+ 29.09%
$49.94 - $56.3 $186K - $210K
16.5K $930K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
2.18K
+ 12.13%
$54.75 - $61.2 $119K - $134K
20.2K $1.23M
SPNS
Sapiens International Corp N V

Technology
1.3K
+ 2.25%
$34.15 - $41.02 $44.3K - $53.2K
59.1K $2.2M
RUN
Sunrun Inc.

Technology
1.27K
+ 3.65%
$10.91 - $21.5 $13.9K - $27.4K
36.2K $653K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
19.9K
+ 90.04%
$10.51 - $11.28 $209K - $225K
42K $473K
WLY
John Wiley & Sons, Inc.

Communication Services
1.76K
+ 8.7%
$40.69 - $48.34 $71.5K - $85K
22K $1.06M
BECN
Beacon Roofing Supply Inc

Industrials
4.66K
+ 11.28%
$80.05 - $102.8 $373K - $479K
45.9K $3.97M
ERC
Allspring Multi Sector Income Fund

Financial Services
16.9K
+ 13.84%
$8.98 - $9.58 $151K - $162K
139K $1.33M
DWLD
Davis Fundamental ETF Tr

ETFs
69
+ 0.14%
$31.58 - $38.08 $2.18K - $2.63K
51.1K $1.94M
PCH
Potlatchdeltic Corp

Real Estate
2.56K
+ 12.07%
$37.5 - $46.09 $96.1K - $118K
23.8K $1.07M
DJD
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 10.17%
$47.17 - $52.59 $106K - $118K
24.3K $1.28M
FDD
First Trust Stoxx European Sel

ETFs
10.5K
+ 7.61%
$11.46 - $12.62 $120K - $132K
148K $1.84M
OMAB
Central North Airport Group

Industrials
3.37K
+ 13.97%
$59.37 - $74.89 $200K - $252K
27.5K $1.86M
PBW
Invesco Exchange Traded Fd Tr

ETFs
11.7K
+ 49.67%
$17.77 - $23.99 $209K - $282K
35.4K $708K
BIT
Black Rock Multi Sector Income Trust

Financial Services
7.28K
+ 3.54%
$14.44 - $15.2 $105K - $111K
213K $3.23M
BELFB
Bel Fuse Inc.

Technology
2.25K
+ 54.89%
$61.07 - $81.01 $137K - $182K
6.35K $498K
FNB
Fnb Corp

Financial Services
11.4K
+ 6.71%
$13.41 - $15.55 $152K - $177K
181K $2.55M
UE
Urban Edge Properties

Real Estate
2.75K
+ 4.67%
$18.09 - $21.5 $49.8K - $59.2K
61.7K $1.32M
SONO
Sonos Inc

Technology
37.5K
+ 40.07%
$11.09 - $14.96 $416K - $562K
131K $1.61M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
15.7K
+ 5.82%
$18.29 - $20.25 $288K - $319K
286K $5.63M
UMMA
Listed Fds Tr Wahed Dow Jones

ETFs
7.7K
+ 19.57%
$23.2 - $26.07 $179K - $201K
47.1K $1.2M
UGI
Ugi Corp

Utilities
1.6K
+ 1.8%
$22.23 - $25.05 $35.5K - $40.1K
90.3K $2.26M
GII
Spdr S&P Global Infrasture ETF

ETFs
1.6K
+ 9.17%
$54.45 - $61.92 $87.1K - $99.1K
19.1K $1.18M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
891
+ 2.24%
$46.13 - $52.38 $41.1K - $46.7K
40.7K $2.1M
LMNR
Limoneira CO

Consumer Defensive
4.47K
+ 24.8%
$19.76 - $27.62 $88.3K - $123K
22.5K $596K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
9.15K
+ 9.02%
$15.21 - $18.46 $139K - $169K
111K $1.97M
CSQ
Calamos Strategic Total Return Fund

Financial Services
12.1K
+ 57.6%
$15.71 - $17.51 $190K - $212K
33.1K $573K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
443
+ 0.26%
$49.07 - $50.44 $21.7K - $22.3K
168K $8.47M
ALEX
Alexander & Baldwin, Inc.

Real Estate
4.38K
+ 7.24%
$16.77 - $19.85 $73.4K - $86.9K
64.8K $1.24M
FXE
Invesco Currency Shares Euro Trust

ETFs
1.95K
+ 43.99%
$99.07 - $103.41 $193K - $202K
6.39K $657K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.92K
+ 5.39%
$55.15 - $59.31 $106K - $114K
37.6K $2.23M
RGLD
Royal Gold Inc

Basic Materials
943
+ 16.59%
$125.01 - $146.5 $118K - $138K
6.63K $929K
ISCV
Ishares Morningstar Small Cap

ETFs
2.84K
+ 42.86%
$57.26 - $64.12 $163K - $182K
9.47K $600K
LOGI
Logitech International S.A.

Technology
10.7K
+ 10.29%
$83.7 - $96.51 $897K - $1.03M
115K $10.3M
LUMN
Lumen Technologies, Inc.

Communication Services
891
+ 2.55%
$1.03 - $7.28 $918 - $6.49K
35.8K $254K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
34K
+ 51.99%
$5.37 - $6.81 $182K - $231K
99.3K $629K
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.7K
+ 44.87%
$40.69 - $42.46 $191K - $200K
15.2K $641K
BXSL
Blackstone Secured Lending Fund

Financial Services
19.8K
+ 7.17%
$28.75 - $31.59 $569K - $625K
296K $8.67M
XCEM
Columbia ETF Tr Ii

ETFs
6.13K
+ 38.79%
$30.17 - $33.79 $185K - $207K
21.9K $716K
GLBE
Global E Online Ltd.

Consumer Cyclical
5.2K
+ 93.3%
$31.53 - $38.44 $164K - $200K
10.8K $413K
TAL
Tal Education Group

Consumer Defensive
16.1K
+ 92.19%
$7.42 - $11.84 $120K - $191K
33.7K $398K
CARG
Car Gurus, Inc.

Communication Services
4.33K
+ 20.34%
$22.11 - $30.58 $95.6K - $132K
25.6K $768K
SFNC
Simmons First National Corp

Financial Services
5.76K
+ 25.88%
$17.05 - $22.07 $98.1K - $127K
28K $602K
DBA
Invesco Db Agriculture Fund

ETFs
5.63K
+ 20.49%
$23.26 - $26.55 $131K - $149K
33.1K $863K
BEAM
Beam Therapeutics Inc.

Healthcare
7.63K
+ 37.17%
$22.57 - $33.14 $172K - $253K
28.2K $690K
DBAW
Xtrackers Msci All World Ex Us

ETFs
4.06K
+ 9.11%
$31.36 - $35.15 $127K - $143K
48.6K $1.7M
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
15.4K
+ 19.02%
$8.04 - $9.03 $124K - $139K
96.4K $862K
CHGX
Investment Managers Ser Tr Ii

ETFs
3.6K
+ 12.01%
$34.58 - $38.49 $124K - $138K
33.5K $1.29M
PBRA
Petroleo Bras Ads (Ea Reptg 2
15.8K
+ 11.91%
N/A
148K $1.94M
Activity Summary
Buys All Purchases 2599 New Holdings 209 Increased Positions 2390 Sells All Sells 1584 Reductions 1584 Sold out 0 Options Calls 0 Puts 0
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