Envestnet Asset Management Inc Incresed Positions in Q1 2025

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Trust For Professional Manag
1.16M
+ 6.87%
N/A
18M $0
Trust For Professional Manag
32.2K
+ 206.26%
N/A
47.9K $0
CGV
Two Rds Shared Tr Conductor Gl
253K
+ 55.55%
N/A
708K $0
Ul Solutions Inc
5.24K
+ 3.1%
N/A
174K $0
OAEM
Unified Ser Tr Oneascent Emerg
1.56K
+ 5.2%
N/A
31.6K $0
OAIM
Unified Ser Tr Oneascent Intl
3.66K
+ 19.99%
N/A
22K $0
VUSB
Vanguard Bd Index Fds
13.2K
+ 18.7%
N/A
83.5K $0
Vanguard Malvern Fds
428K
+ 1071.88%
N/A
468K $0
Vanguard Malvern Fds
607
+ 21.26%
N/A
3.46K $0
Vanguard Mun Bd Fds
210K
+ 437.1%
N/A
258K $0
Veren Inc
87.5K
+ 26.32%
N/A
420K $0
Victory Portfolios Ii
181K
+ 9.68%
N/A
2.05M $0
MODL
Victory Portfolios Ii Victorys
140K
+ 108.78%
N/A
269K $0
Victory Portfolios Ii
3.95K
+ 1.65%
N/A
243K $0
Viper Energy Inc
16.1K
+ 6.07%
N/A
281K $0
Wisdomtree Tr
21.7K
+ 50.76%
N/A
64.5K $0
Wisdomtree Tr
28.2K
+ 31.3%
N/A
118K $0
Wk Kellogg CO
2.02K
+ 13.3%
N/A
17.2K $0
Wns Hldgs LTD
7.67K
+ 13.34%
N/A
65.2K $0
Xperi Inc
437
+ 3.32%
N/A
13.6K $0
BGH
Barings Global Short Duration High Yield Fund

Financial Services
265
+ 1.85%
$15.12 - $16.04 $4.01K - $4.25K
14.6K $220K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.62K
+ 2.78%
$10.43 - $10.86 $16.9K - $17.6K
60.1K $627K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
1.13K
+ 0.65%
$5.75 - $6.1 $6.52K - $6.92K
175K $1.01M
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
44.3K
+ 33.62%
$25.0 - $39.76 $1.11M - $1.76M
176K $4.4M
CYH
Community Health Systems Inc

Healthcare
853
+ 7.09%
$2.54 - $3.92 $2.17K - $3.34K
12.9K $34K
EIS
Ishares Inc Mcsi Israel ETF

ETFs
141
+ 3.49%
$74.36 - $83.68 $10.5K - $11.8K
4.18K $310K
IVR
Invesco Mortgage Capital Inc.

Real Estate
84
+ 0.62%
$7.6 - $8.96 $638 - $753
13.5K $106K
CCO
Clear Channel Outdoor Holdings, Inc.

Communication Services
3.48K
+ 12.93%
$1.1 - $1.52 $3.83K - $5.29K
30.4K $33K
IGT
International Game Technology PLC

Consumer Cyclical
1.14K
+ 7.53%
$16.24 - $18.35 $18.4K - $20.8K
16.2K $263K
OSUR
Orasure Technologies Inc

Healthcare
991
+ 4.15%
$3.06 - $4.11 $3.03K - $4.07K
24.9K $83K
EGY
Vaalco Energy Inc

Energy
776
+ 7.44%
$3.71 - $4.74 $2.88K - $3.68K
11.2K $42K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
713
+ 4.45%
$12.7 - $13.72 $9.06K - $9.78K
16.7K $216K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
946
+ 9.1%
$2.21 - $4.48 $2.09K - $4.24K
11.3K $42K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
2.72K
+ 0.52%
$2.1 - $2.18 $5.71K - $5.93K
527K $1.12M
DNN
Denison Mines Corp.

Energy
9.62K
+ 28.61%
$1.3 - $2.1 $12.5K - $20.2K
43.3K $56K
FIBK
First Interstate Bancsystem Inc

Financial Services
5.7K
+ 13.06%
$27.77 - $33.5 $158K - $191K
49.4K $1.41M
XBJA
Innovator Etfs Tr Us Equity Ac

ETFs
68
+ 0.56%
$27.88 - $29.48 $1.9K - $2K
12.2K $343K
ABCL
Ab Cellera Biologics Inc.

Healthcare
3.53K
+ 19.17%
$2.2 - $3.53 $7.77K - $12.5K
22K $48K
BST
Black Rock Science & Technology Trust

Financial Services
2.48K
+ 10.24%
$32.99 - $38.94 $81.9K - $96.7K
26.7K $881K
CLAR
Clarus Corp

Consumer Cyclical
2K
+ 12.58%
$3.75 - $5.0 $7.48K - $9.98K
17.9K $66K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
133
+ 1.37%
$97.76 - $107.35 $13K - $14.3K
9.88K $993K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.27K
+ 13.21%
$19.0 - $24.32 $24K - $30.8K
10.8K $205K
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
276
+ 6.45%
$91.6 - $105.6 $25.3K - $29.1K
4.56K $425K
CSAN
Cosan S.A.

Energy
87
+ 0.31%
$4.71 - $5.84 $410 - $508
27.9K $145K
PWB
Invesco Exchange Traded Fd Tr

ETFs
5.88K
+ 5.87%
$94.5 - $110.71 $555K - $651K
106K $10.2M
TPG
Tpg Inc.

Financial Services
1.66K
+ 30.11%
$46.15 - $69.77 $76.6K - $116K
7.17K $340K
ABSI
Absci Corp

Healthcare
621
+ 0.78%
$2.51 - $5.82 $1.56K - $3.61K
80.2K $201K
ARLO
Arlo Technologies, Inc.

Industrials
5.93K
+ 11.92%
$9.87 - $14.38 $58.5K - $85.2K
55.6K $549K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.12K
+ 1.75%
$28.69 - $31.94 $32.2K - $35.8K
65.1K $1.91M
Activity Summary
Buys All Purchases 2615 New Holdings 221 Increased Positions 2394 Sells All Sells 1701 Reductions 1701 Sold out 0 Options Calls 0 Puts 0
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