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
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
211
+ 1.34%
$20.08 - $23.22 $4.24K - $4.9K
15.9K $369K
JBGS
Jbg Smith Properties

Real Estate
186
+ 0.86%
$15.1 - $18.49 $2.81K - $3.44K
21.8K $381K
OILK
Proshares Tr K 1 Free Crude Oi

ETFs
4.8K
+ 18.79%
$40.63 - $49.13 $195K - $236K
30.3K $1.29M
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
7.86K
+ 3.49%
$2.9 - $3.12 $22.8K - $24.5K
233K $719K
DSL
Double Line Income Solutions Fund

Financial Services
2.72K
+ 8.52%
$12.42 - $13.06 $33.7K - $35.5K
34.6K $449K
FDHY
Fidelity Covington Trust High

ETFs
863
+ 16.41%
$47.71 - $49.43 $41.2K - $42.7K
6.12K $301K
FLCH
Franklin Templeton ETF Tr

ETFs
407
+ 3.48%
$15.81 - $20.11 $6.43K - $8.18K
12.1K $243K
PLAB
Photronics Inc

Technology
1.9K
+ 5.37%
$20.78 - $27.99 $39.5K - $53.2K
37.4K $924K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
919
+ 2.1%
$13.15 - $14.12 $12.1K - $13K
44.8K $632K
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
987
+ 7.59%
$28.41 - $33.26 $28K - $32.8K
14K $448K
NNI
Nelnet Inc

Financial Services
33
+ 0.92%
$100.81 - $115.58 $3.33K - $3.81K
3.61K $409K
WGO
Winnebago Industries Inc

Consumer Cyclical
575
+ 14.68%
$49.68 - $62.52 $28.6K - $35.9K
4.49K $260K
EASG
Dbx ETF Tr Xtrackers Msci Eafe

ETFs
351
+ 1.76%
$29.65 - $33.31 $10.4K - $11.7K
20.3K $668K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
212
+ 0.64%
$44.87 - $47.18 $9.51K - $10K
33.5K $1.58M
SMB
Vaneck Short Muni ETF

ETFs
1.27K
+ 1.42%
$16.96 - $17.29 $21.5K - $21.9K
90.6K $1.57M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
872
+ 2.08%
$10.79 - $12.29 $9.41K - $10.7K
42.8K $516K
REVG
Rev Group, Inc.

Industrials
709
+ 8.49%
$23.9 - $31.84 $16.9K - $22.6K
9.06K $254K
VMEO
Vimeo, Inc.

Technology
6.15K
+ 48.73%
$3.55 - $5.35 $21.8K - $32.9K
18.8K $94K
BST
Black Rock Science & Technology Trust

Financial Services
2.68K
+ 12.41%
$33.05 - $38.95 $88.5K - $104K
24.3K $857K
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
70
+ 1.43%
$92.01 - $101.97 $6.44K - $7.14K
4.98K $507K
QLVE
Flexshares Emerging Mkts Quali

ETFs
497
+ 3.58%
$24.45 - $27.65 $12.2K - $13.7K
14.4K $390K
GNL
Global Net Lease, Inc.

Real Estate
2.5K
+ 11.55%
$7.3 - $8.96 $18.2K - $22.4K
24.1K $203K
OTTR
Otter Tail Corp

Utilities
1.08K
+ 25.68%
$75.49 - $100.47 $81.4K - $108K
5.28K $412K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
882
+ 5.14%
$50.28 - $51.29 $44.3K - $45.2K
18.1K $923K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
360
+ 3.76%
$50.43 - $55.76 $18.2K - $20.1K
9.95K $554K
TDC
Teradata Corp

Technology
12K
+ 15.98%
$24.51 - $34.97 $294K - $420K
87.2K $2.64M
BHK
Blackrock Core Bond Trust

Financial Services
1.86K
+ 12.1%
$10.55 - $12.06 $19.7K - $22.5K
17.3K $208K
FYLD
Cambria Foreign Shareholder Yi

ETFs
221
+ 0.84%
$24.79 - $28.04 $5.48K - $6.2K
26.6K $740K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
5.79K
+ 28.44%
$7.06 - $7.82 $40.9K - $45.3K
26.1K $200K
PHR
Phreesia, Inc.

Healthcare
242
+ 1.01%
$18.82 - $26.01 $4.55K - $6.29K
24.2K $551K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
7.01K
+ 16.21%
$7.12 - $7.12 $49.9K - $49.9K
50.3K $357K
PNQI
Invesco Nasdaq Internet ETF

ETFs
15
+ 0.08%
$37.37 - $43.48 $561 - $652
17.9K $775K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
74
+ 1.79%
$91.59 - $101.53 $6.78K - $7.51K
4.2K $425K
TEF
Telefonica S A

Communication Services
4.15K
+ 12.22%
$4.18 - $4.9 $17.3K - $20.3K
38.1K $185K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
6.83K
+ 12.32%
$4.53 - $5.04 $30.9K - $34.4K
62.2K $311K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
274
+ 1.08%
$11.37 - $13.03 $3.12K - $3.57K
25.6K $332K
SCSC
Scansource, Inc.

Technology
514
+ 10.82%
$41.83 - $52.3 $21.5K - $26.9K
5.27K $252K
DLY
Double Line Yield Opportunities Fund

N/A
1.86K
+ 13.96%
$15.67 - $16.79 $29.1K - $31.2K
15.2K $251K
ASET
Flexshares Tr Real Assets Allo

ETFs
334
+ 2.93%
$30.04 - $32.89 $10K - $11K
11.7K $384K
IVZ
Invesco Ltd.

Financial Services
533
+ 4.38%
$14.85 - $17.74 $7.92K - $9.46K
12.7K $223K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
3.21K
+ 10.87%
$5.25 - $6.62 $16.8K - $21.2K
32.7K $204K
BEP
Brookfield Renewable Partners L.P.

Utilities
67
+ 0.6%
$23.3 - $28.3 $1.56K - $1.9K
11.3K $317K
FSMO
Fidelity Covington Tr

ETFs
1.03K
+ 8.85%
$24.77 - $27.18 $25.5K - $28K
12.7K $333K
FGRO
Fidelity Covington Tr

ETFs
2.54K
+ 18.48%
$21.1 - $24.63 $53.5K - $62.4K
16.3K $364K
KAPR
Innovator U.S. Small Cap Power

ETFs
348
+ 2.01%
$30.54 - $32.65 $10.6K - $11.4K
17.6K $572K
CPER
United States Copper Index Fun

ETFs
614
+ 3.11%
$24.71 - $28.93 $15.2K - $17.8K
20.3K $576K
INT
World Fuel Services Corp

Energy
1.81K
+ 2.59%
N/A
71.9K $1.58M
OEUR
Alps ETF Tr Oshares Europe Qua

ETFs
102
+ 0.46%
$29.16 - $32.29 $2.97K - $3.29K
22.3K $710K
CACI
Caci International Inc

Technology
315
+ 0.78%
$427.76 - $427.76 $135K - $135K
40.9K $17.5M
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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