Envestnet Portfolio Solutions, Inc. Purchases in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ALGN
Align Technology Inc

Healthcare
629
+ 10.54%
$204.03 - $257.2 $128K - $162K
6.6K $1.68M
GD
General Dynamics Corp

Industrials
37
+ 0.2%
$279.51 - $308.09 $10.3K - $11.4K
18.9K $5.73M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.7K
New
$39.33 - $41.74 $224K - $238K
5.7K $237K
WMG
Warner Music Group Corp.

Communication Services
7.59K
New
$27.51 - $32.17 $209K - $244K
7.59K $237K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
12.5K
New
$17.09 - $20.23 $214K - $253K
12.5K $237K
APH
Amphenol Corp

Technology
6.11K
+ 8.35%
$58.39 - $70.41 $357K - $430K
79.2K $5.16M
PRU
Prudential Financial Inc

Financial Services
1.59K
+ 14.03%
$105.53 - $127.32 $168K - $202K
12.9K $1.56M
EOG
Eog Resources Inc

Energy
2.91K
+ 6.97%
$117.9 - $132.65 $343K - $386K
44.7K $5.49M
SKYW
Skywest Inc

Industrials
2.75K
New
$68.08 - $87.62 $187K - $241K
2.75K $233K
GBCI
Glacier Bancorp, Inc.

Financial Services
5.08K
New
$36.29 - $47.47 $184K - $241K
5.08K $232K
INDA
Ishares Msci India Index Fund

ETFs
3.96K
New
$54.86 - $59.22 $217K - $235K
3.96K $231K
FDVV
Fidelity High Dividend ETF

ETFs
2.91K
+ 13.46%
$46.26 - $50.65 $135K - $147K
24.5K $1.24M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.52K
+ 5.63%
$50.52 - $50.95 $228K - $230K
84.8K $4.31M
YUM
Yum Brands Inc

Consumer Cyclical
1.15K
+ 12.31%
$125.95 - $139.96 $145K - $161K
10.5K $1.47M
BGNE
Bei Gene, Ltd.

Healthcare
1.02K
New
$143.93 - $224.51 $146K - $228K
1.02K $228K
MTH
Meritage Homes Corp

Consumer Cyclical
1.11K
New
$152.23 - $213.69 $169K - $238K
1.11K $228K
SLG
Sl Green Realty Corp

Real Estate
3.28K
New
$54.99 - $72.21 $181K - $237K
3.28K $228K
TNDM
Tandem Diabetes Care Inc

Healthcare
5.38K
New
$35.21 - $47.3 $189K - $254K
5.38K $227K
CBT
Cabot Corp

Basic Materials
456
+ 5.13%
$86.96 - $111.73 $39.7K - $50.9K
9.34K $1.04M
UMBF
Umb Financial Corp

Financial Services
1.23K
+ 26.91%
$81.41 - $108.94 $99.7K - $133K
5.78K $606K
VNO
Vornado Realty Trust

Real Estate
1.66K
+ 13.44%
$25.5 - $39.4 $42.2K - $65.2K
14K $550K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
7.29K
New
$25.77 - $35.16 $188K - $256K
7.29K $227K
REG
Regency Centers Corp

Real Estate
3.15K
New
$61.64 - $75.18 $194K - $237K
3.15K $227K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.64K
+ 14.0%
$80.13 - $88.89 $132K - $146K
13.4K $1.18M
GFL
Gfl Environmental Inc.

Industrials
5.37K
+ 55.15%
$37.64 - $43.49 $202K - $233K
15.1K $602K
HTRB
Hartford Fds Total Return Bd E

ETFs
2.59K
+ 2.86%
$33.29 - $35.33 $86.2K - $91.5K
93.2K $3.26M
APO
Apollo Global Management, Inc.

Financial Services
1.07K
+ 8.0%
$99.16 - $125.81 $106K - $134K
14.4K $1.8M
AAXJ
Ishares Msci All Country Asia

ETFs
2.86K
New
$68.09 - $79.71 $195K - $228K
2.86K $224K
TTC
Toro CO

Industrials
3.07K
+ 49.98%
$81.82 - $99.44 $252K - $306K
9.22K $799K
JPIE
J P Morgan Exchange Traded Fd
4.09K
+ 11.29%
$45.17 - $46.39 $185K - $190K
40.3K $1.87M
INTA
Intapp, Inc.

Technology
4.66K
New
$31.5 - $51.19 $147K - $239K
4.66K $223K
EHC
Encompass Health Corp

Healthcare
1.5K
+ 20.56%
$83.97 - $97.17 $126K - $145K
8.77K $847K
AZO
Autozone Inc

Consumer Cyclical
48
+ 12.4%
$2815.0 - $3212.87 $135K - $154K
435 $1.37M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
2.41K
New
$82.38 - $93.84 $198K - $226K
2.41K $222K
OKE
Oneok Inc

Energy
1.88K
+ 35.94%
$78.62 - $95.27 $148K - $179K
7.12K $649K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
3.6K
New
$55.06 - $62.25 $198K - $224K
3.6K $221K
IGM
Ishares Expanded Tech Sector E

ETFs
2.31K
New
$84.03 - $98.62 $194K - $228K
2.31K $221K
CASH
Meta Financial Group Inc

Financial Services
3.35K
New
$56.5 - $69.1 $190K - $232K
3.35K $221K
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.56K
New
$56.04 - $62.2 $199K - $221K
3.56K $221K
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
4.58K
+ 31.41%
$39.85 - $42.56 $183K - $195K
19.2K $816K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
5.98K
New
$35.43 - $36.8 $212K - $220K
5.98K $219K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.29K
New
$50.61 - $50.96 $217K - $219K
4.29K $218K
RWX
Spdr Dow Jones International R

ETFs
7.9K
New
$23.88 - $28.19 $189K - $223K
7.9K $217K
AAON
Aaon, Inc.

Industrials
2.02K
New
$83.58 - $107.82 $168K - $217K
2.02K $217K
CRTO
Criteo S.A.

Communication Services
5.39K
New
$37.88 - $49.66 $204K - $267K
5.39K $216K
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
2.73K
New
$66.28 - $79.27 $181K - $216K
2.73K $216K
TIGO
Millicom International Cellular Sa

Communication Services
7.92K
New
$24.2 - $28.65 $192K - $227K
7.92K $215K
CVNA
Carvana Co.

Consumer Cyclical
1.23K
New
$122.32 - $175.15 $151K - $216K
1.23K $214K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.45K
+ 14.28%
$169.92 - $205.38 $246K - $297K
11.6K $2.21M
Activity Summary
Buys All Purchases 978 New Holdings 134 Increased Positions 844 Sells All Sells 688 Reductions 688 Sold out 0 Options Calls 0 Puts 0
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