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
NVEE
Nv5 Global, Inc.

Industrials
1.5K
+ 3.8%
$89.07 - $103.63 $134K - $156K
41K $3.83M
AAT
American Assets Trust, Inc.

Real Estate
2.73K
+ 13.78%
$21.79 - $27.37 $59.4K - $74.7K
22.5K $601K
MQ
Marqeta, Inc.

Technology
41.3K
+ 52.63%
$4.67 - $5.61 $193K - $232K
120K $588K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
1.86K
+ 7.04%
$39.23 - $44.22 $72.9K - $82.2K
28.3K $1.24M
IBTX
Independent Bank Group, Inc.

Financial Services
324
+ 2.83%
$44.7 - $61.0 $14.5K - $19.8K
11.8K $679K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
4.88K
+ 1.88%
$5.1 - $5.68 $24.9K - $27.7K
264K $1.49M
GBF
Ishares Tr

ETFs
700
+ 3.57%
$101.73 - $107.63 $71.2K - $75.3K
20.3K $2.17M
JPEM
Jp Morgan Diversified Return

ETFs
1.97K
+ 11.3%
$52.23 - $56.96 $103K - $112K
19.4K $1.1M
HNDL
Strategy Shs

ETFs
5.72K
+ 22.12%
$20.96 - $22.29 $120K - $128K
31.6K $702K
AFIF
Two Rds Shared Tr

ETFs
15.7K
+ 18.33%
$9.12 - $9.25 $143K - $145K
101K $933K
FHI
Federated Hermes, Inc.

Financial Services
2.42K
+ 15.16%
$32.18 - $37.3 $77.9K - $90.3K
18.4K $675K
NBTB
Nbt Bancorp Inc

Financial Services
1.73K
+ 13.19%
$37.75 - $49.84 $65.4K - $86.3K
14.9K $657K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
10.7K
+ 26.12%
$16.12 - $18.36 $172K - $196K
51.5K $874K
TWST
Twist Bioscience Corp

Healthcare
6.02K
+ 20.16%
$36.72 - $58.88 $221K - $354K
35.9K $1.62M
CGO
Calamos Global Total Return Fund

Financial Services
2.48K
+ 1.82%
$10.91 - $11.96 $27.1K - $29.7K
139K $1.66M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
1.18K
+ 29.23%
$98.38 - $105.75 $116K - $125K
5.23K $548K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
938
+ 3.12%
$49.13 - $54.55 $46.1K - $51.2K
31K $1.67M
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
7.11K
+ 8.6%
$9.1 - $10.62 $64.7K - $75.5K
89.9K $954K
TROW
Price T Rowe Group Inc

Financial Services
8.77K
+ 6.92%
$101.71 - $120.75 $892K - $1.06M
136K $14.8M
AZZ
Azz Inc

Industrials
1.33K
+ 19.73%
$72.09 - $86.75 $95.8K - $115K
8.06K $666K
STOT
Spdr Doubleline Short Duration

ETFs
2.66K
+ 8.63%
$46.63 - $47.52 $124K - $127K
33.5K $1.59M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.7K
+ 1.24%
$23.25 - $24.3 $39.6K - $41.4K
139K $3.36M
UTL
Unitil Corp

Utilities
964
+ 9.97%
$51.06 - $62.47 $49.2K - $60.2K
10.6K $644K
JOE
St Joe CO

Real Estate
1.94K
+ 22.69%
$52.59 - $63.7 $102K - $123K
10.5K $610K
OCFC
Oceanfirst Financial Corp

Financial Services
5.77K
+ 44.46%
$15.35 - $18.91 $88.5K - $109K
18.7K $348K
WTTR
Select Energy Services, Inc.

Energy
12.3K
+ 109.53%
$10.2 - $12.2 $126K - $150K
23.6K $262K
PTH
Invesco Exchange Traded Fd Tr

ETFs
1.88K
+ 12.37%
$42.08 - $47.87 $79.1K - $89.9K
17.1K $793K
PKB
Invesco Exchange Traded Fd Tr

ETFs
712
+ 9.97%
$66.28 - $79.78 $47.2K - $56.8K
7.86K $625K
NEP
Nextera Energy Partners, LP

Utilities
5.13K
+ 14.58%
$23.83 - $28.64 $122K - $147K
40.3K $1.11M
WEN
Wendy'S CO

Consumer Cyclical
7.58K
+ 51.88%
$15.83 - $18.24 $120K - $138K
22.2K $388K
CYRX
Cryoport, Inc.

Industrials
13.8K
+ 58.38%
$5.55 - $9.56 $76.5K - $132K
37.4K $303K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
2.02K
+ 8.9%
$39.71 - $44.22 $80.2K - $89.3K
24.7K $1.09M
PAC
Pacific Airport Group

Industrials
116
+ 1.79%
$150.24 - $184.66 $17.4K - $21.4K
6.58K $1.15M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
210
+ 1.41%
$72.52 - $82.35 $15.2K - $17.3K
15.1K $1.23M
TILE
Interface Inc

Consumer Cyclical
3.31K
+ 19.26%
$14.17 - $19.02 $46.8K - $62.9K
20.5K $388K
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
1.53K
+ 11.51%
$50.67 - $56.52 $77.7K - $86.7K
14.9K $824K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1.26K
+ 4.1%
$38.71 - $42.43 $48.7K - $53.3K
31.9K $1.35M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
6.46K
+ 1.22%
$14.16 - $14.47 $91.5K - $93.5K
534K $7.69M
LXP
Lxp Industrial Trust

Real Estate
8.94K
+ 18.71%
$9.14 - $10.46 $81.7K - $93.5K
56.7K $569K
QAI
Iq Hedge Multi Strategy Compos

ETFs
3.05K
+ 8.81%
$30.5 - $32.13 $93K - $98K
37.7K $1.21M
PUBM
Pub Matic, Inc.

Technology
18.6K
+ 70.45%
$13.63 - $22.78 $254K - $424K
45.1K $670K
SHLS
Shoals Technologies Group, Inc.

Technology
25.2K
+ 205.16%
$5.1 - $7.06 $129K - $178K
37.6K $210K
BSMO
Invesco Bulletshares 2024 Muni

ETFs
5.35K
+ 4.43%
$24.78 - $24.91 $132K - $133K
126K $3.13M
JAMF
Jamf Holding Corp.

Technology
4.65K
+ 7.59%
$15.95 - $18.91 $74.2K - $88K
65.9K $1.14M
PLTK
Playtika Holding Corp.

Communication Services
16.5K
+ 132.82%
$6.68 - $8.19 $110K - $135K
28.9K $228K
CMPR
Cimpress PLC

Communication Services
3.34K
+ 13.25%
$80.04 - $101.04 $267K - $337K
28.5K $2.34M
CLVT
Clarivate PLC

Technology
564
+ 0.63%
$5.08 - $7.1 $2.87K - $4K
89.8K $637K
ABSI
Absci Corp

Healthcare
18.8K
+ 24.96%
$2.97 - $4.49 $55.8K - $84.3K
94K $359K
BV
Bright View Holdings, Inc.

Industrials
5.44K
+ 31.52%
$12.56 - $15.97 $68.3K - $86.9K
22.7K $357K
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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