Envestnet Asset Management Inc New Holdings in Q3 2024

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PQDI
Prin Exch Trad Fds Prin Spectr

Technology
500K
New
$18.61 - $19.33 $9.31M - $9.67M
500K $9.65M
CRVL
Corvel Corp

Financial Services
16.1K
New
$250.37 - $326.89 $4.02M - $5.25M
16.1K $5.25M
LPI
Laredo Petroleum, Inc.

Energy
57.1K
New
N/A
57.1K $2.78M
LFVN
Lifevantage Corp

Consumer Defensive
223K
New
$5.51 - $13.01 $1.23M - $2.9M
223K $2.69M
BANF
Bancfirst Corp

Financial Services
21K
New
$85.41 - $110.34 $1.79M - $2.31M
21K $2.2M
RNA
Avidity Biosciences, Inc.

Healthcare
37.1K
New
$37.21 - $48.14 $1.38M - $1.78M
37.1K $1.7M
VVR
Invesco Senior Income Trust

Financial Services
406K
New
$4.02 - $4.41 $1.63M - $1.79M
406K $1.65M
FLJH
Franklin Templeton ETF Tr

ETFs
51.6K
New
$26.51 - $33.3 $1.37M - $1.72M
51.6K $1.57M
TOK
Ishares Msci Kokusai ETF

ETFs
13.2K
New
$105.24 - $116.62 $1.38M - $1.53M
13.2K $1.53M
BILI
Bilibili Inc.

Communication Services
59K
New
$12.96 - $23.38 $764K - $1.38M
59K $1.38M
DOLE
Dole PLC

Consumer Defensive
81.4K
New
$12.17 - $17.12 $990K - $1.39M
81.4K $1.33M
UI
Ubiquiti Inc.

Technology
5.31K
New
$147.13 - $221.72 $781K - $1.18M
5.31K $1.18M
IMAX
Imax Corp

Communication Services
56.3K
New
$16.51 - $21.95 $929K - $1.24M
56.3K $1.15M
ITIC
Investors Title CO

Financial Services
4.03K
New
$176.15 - $234.63 $710K - $946K
4.03K $926K
S
Sentinel One, Inc.

Technology
34.1K
New
$19.76 - $25.26 $674K - $862K
34.1K $816K
LAND
Gladstone Land Corp

Real Estate
58.3K
New
$13.38 - $15.2 $779K - $885K
58.3K $809K
AUSF
Global X Fds Adaptive U S Fact

ETFs
18.2K
New
$39.51 - $42.7 $717K - $775K
18.2K $775K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
32.3K
New
$23.04 - $23.97 $744K - $774K
32.3K $766K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
32.3K
New
$22.76 - $23.41 $736K - $757K
32.3K $756K
BRFS
Brf S.A.

Consumer Defensive
171K
New
$3.63 - $4.75 $622K - $814K
171K $749K
GVA
Granite Construction Inc

Industrials
8.76K
New
$58.93 - $80.33 $516K - $704K
8.76K $694K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
16K
New
$38.22 - $43.47 $610K - $694K
16K $691K
SRCE
1 St Source Corp

Financial Services
11K
New
$52.28 - $65.47 $577K - $723K
11K $661K
PFS
Provident Financial Services Inc

Financial Services
32.9K
New
$14.22 - $19.44 $467K - $639K
32.9K $609K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
32.9K
New
$13.65 - $23.25 $449K - $765K
32.9K $605K
ASPN
Aspen Aerogels Inc

Industrials
21.6K
New
$18.5 - $31.72 $400K - $686K
21.6K $599K
ACT
Enact Holdings, Inc.

Financial Services
16.2K
New
$30.19 - $36.99 $488K - $598K
16.2K $587K
BDN
Brandywine Realty Trust

Real Estate
103K
New
$4.3 - $5.44 $442K - $559K
103K $558K
WLDN
Willdan Group, Inc.

Industrials
13.5K
New
$29.09 - $41.12 $393K - $555K
13.5K $552K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
21.5K
New
$16.18 - $25.66 $348K - $551K
21.5K $551K
FBP
First Bancorp

Financial Services
24.6K
New
$17.74 - $21.83 $436K - $536K
24.6K $520K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
7.5K
New
$55.15 - $64.23 $414K - $482K
7.5K $481K
JMIA
Jumia Technologies Ag

Consumer Cyclical
89.5K
New
$4.16 - $14.56 $372K - $1.3M
89.5K $478K
BZ
Kanzhun LTD

Industrials
27.2K
New
$10.95 - $19.09 $298K - $519K
27.2K $471K
THY
Toews Agility Shares Dynamic T

Technology
20.2K
New
$22.18 - $23.08 $448K - $466K
20.2K $465K
BFH
Bread Financial Holdings, Inc.

Financial Services
9.01K
New
$44.5 - $58.6 $401K - $528K
9.01K $428K
SYBT
Stock Yards Bancorp, Inc.

Financial Services
6.89K
New
$48.52 - $64.71 $334K - $446K
6.89K $427K
RVMD
Revolution Medicines, Inc.

Healthcare
9.38K
New
$36.92 - $47.94 $346K - $450K
9.38K $425K
AWR
American States Water CO

Utilities
4.9K
New
$71.55 - $85.38 $350K - $418K
4.9K $407K
FTXH
First Tr ETF Vi Nasdaq Pharmac

ETFs
14K
New
$26.75 - $29.66 $375K - $416K
14K $404K
DUG
Proshares Tr Ultrashort Oil &

ETFs
39.6K
New
$9.11 - $11.21 $361K - $444K
39.6K $398K
TIPT
Tiptree Inc.

Financial Services
19.8K
New
$15.74 - $20.11 $312K - $399K
19.8K $387K
HCI
Hci Group, Inc.

Financial Services
3.61K
New
$84.96 - $108.91 $307K - $393K
3.61K $386K
SG
Sweetgreen, Inc.

Consumer Cyclical
10.5K
New
$23.87 - $37.65 $251K - $397K
10.5K $373K
RNG
Ring Central, Inc.

Technology
11.4K
New
$27.72 - $35.26 $315K - $401K
11.4K $359K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
38K
New
$8.35 - $9.49 $317K - $360K
38K $357K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
8.01K
New
$37.39 - $42.2 $300K - $338K
8.01K $338K
MHO
M/I Homes, Inc.

Consumer Cyclical
1.97K
New
$116.02 - $172.21 $228K - $339K
1.97K $337K
AINV
Apollo Investment Corp

Financial Services
30.3K
New
N/A
30.3K $336K
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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