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
XYLD
Global X Fds S&P 500 Covered C

ETFs
3.11K
+ 41.94%
$38.49 - $41.61 $120K - $129K
10.5K $436K
TOL
Toll Brothers, Inc.

Consumer Cyclical
269
+ 11.3%
$109.16 - $155.35 $29.4K - $41.8K
2.65K $409K
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.09K
+ 21.7%
$30.74 - $34.07 $95.1K - $105K
17.4K $591K
UNF
Unifirst Corp

Industrials
315
+ 11.98%
$164.34 - $198.74 $51.8K - $62.6K
2.95K $585K
FR
First Industrial Realty Trust Inc

Real Estate
857
+ 8.39%
$47.13 - $56.97 $40.4K - $48.8K
11.1K $619K
MUSA
Murphy Usa Inc.

Consumer Cyclical
188
+ 11.31%
$452.85 - $536.35 $85.1K - $101K
1.85K $910K
NTAP
Net App, Inc.

Technology
1.99K
+ 9.08%
$114.18 - $134.62 $227K - $268K
23.9K $2.95M
MGM
Mgm Resorts International

Consumer Cyclical
6.47K
+ 28.23%
$34.07 - $46.78 $220K - $302K
29.4K $1.15M
CHH
Choice Hotels International Inc

Consumer Cyclical
517
+ 9.49%
$117.06 - $133.72 $60.5K - $69.1K
5.97K $777K
FNDF
Schwab Fundamental Intl Large

ETFs
3.06K
+ 51.74%
$33.67 - $37.71 $103K - $115K
8.97K $335K
IXC
Ishares Tr Global Energy ETF

ETFs
5.98K
+ 5.41%
$38.94 - $42.35 $233K - $253K
116K $4.71M
HRB
H&R Block Inc

Consumer Cyclical
916
+ 12.58%
$52.99 - $66.6 $48.5K - $61K
8.2K $520K
GPN
Global Payments Inc

Industrials
651
+ 6.39%
$92.66 - $112.97 $60.3K - $73.5K
10.8K $1.11M
CSX
Csx Corp

Industrials
61
+ 0.05%
$32.48 - $35.45 $1.98K - $2.16K
115K $3.96M
BIO
Bio Rad Laboratories, Inc.

Healthcare
75
+ 4.6%
$263.97 - $344.64 $19.8K - $25.8K
1.71K $570K
MFG
Mizuho Financial Group Inc

Financial Services
30.1K
+ 132.18%
$3.69 - $4.62 $111K - $139K
52.9K $221K
BCPC
Balchem Corp

Basic Materials
213
+ 5.43%
$154.1 - $181.56 $32.8K - $38.7K
4.14K $728K
BRKR
Bruker Corp

Healthcare
482
+ 2.83%
$60.3 - $70.67 $29.1K - $34.1K
17.5K $1.21M
VRSN
Verisign Inc

Technology
372
+ 8.56%
$174.18 - $190.64 $64.8K - $70.9K
4.72K $895K
CMA
Comerica Inc

Financial Services
947
+ 13.11%
$49.93 - $61.49 $47.3K - $58.2K
8.17K $489K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.33K
+ 14.52%
$55.81 - $61.01 $74K - $80.9K
10.5K $637K
MAA
Mid America Apartment Communities Inc.

Real Estate
480
+ 17.79%
$138.8 - $166.65 $66.6K - $80K
3.18K $504K
BC
Brunswick Corp

Consumer Cyclical
907
+ 22.95%
$69.46 - $84.53 $63K - $76.7K
4.86K $407K
SSB
South State Corp

Financial Services
228
+ 4.87%
$75.47 - $101.63 $17.2K - $23.2K
4.91K $477K
STT
State Street Corp

Financial Services
124
+ 1.67%
$73.37 - $89.31 $9.1K - $11.1K
7.54K $667K
ESE
Esco Technologies Inc

Technology
473
+ 20.06%
$102.11 - $128.98 $48.3K - $61K
2.83K $365K
SLGN
Silgan Holdings Inc

Consumer Cyclical
631
+ 7.63%
$41.32 - $52.69 $26.1K - $33.2K
8.9K $467K
FXZ
First Tr Exchange Traded Fd Fi

ETFs
1.62K
+ 38.4%
$61.2 - $67.95 $99K - $110K
5.83K $390K
HST
Host Hotels & Resorts, Inc.

Real Estate
7.56K
+ 17.33%
$15.92 - $18.86 $120K - $143K
51.2K $900K
LAD
Lithia Motors Inc

Consumer Cyclical
39
+ 2.46%
$243.05 - $320.83 $9.48K - $12.5K
1.63K $516K
IBP
Installed Building Products, Inc.

Consumer Cyclical
201
+ 12.39%
$198.8 - $270.35 $40K - $54.3K
1.82K $449K
FLSP
Franklin Templeton ETF Tr Lib

ETFs
4.67K
+ 50.22%
$23.38 - $24.14 $109K - $113K
14K $336K
INSM
Insmed Inc

Healthcare
1.17K
+ 23.74%
$62.0 - $79.01 $72.4K - $92.3K
6.09K $444K
FRI
First Tr S&P Reit Index Fd

ETFs
2.16K
+ 17.4%
$25.47 - $29.98 $55K - $64.8K
14.6K $432K
EMLP
First Tr Exchange Traded Iv

ETFs
44
+ 0.12%
$30.38 - $34.0 $1.34K - $1.5K
35.6K $1.2M
CYBR
Cyber Ark Software Ltd.

Technology
221
+ 8.56%
$241.52 - $291.61 $53.4K - $64.4K
2.8K $817K
AVA
Avista Corp

Utilities
2.14K
+ 31.96%
$33.57 - $39.64 $71.8K - $84.8K
8.84K $342K
MGA
Magna International Inc

Consumer Cyclical
3.76K
+ 7.38%
$38.03 - $45.82 $143K - $172K
54.6K $2.24M
TECK
Teck Resources LTD

Basic Materials
923
+ 6.69%
$43.48 - $53.4 $40.1K - $49.3K
14.7K $769K
EEMV
Ishares Msci Emerging Markets

ETFs
108
+ 0.59%
$56.77 - $63.31 $6.13K - $6.84K
18.5K $1.16M
DFHY
Donoghue Forlines Tactical Hig

ETFs
1.31K
+ 1.3%
$20.78 - $21.88 $27.3K - $28.7K
102K $2.21M
ACWI
Ishares Msci Acwi ETF

ETFs
23
+ 0.16%
$107.24 - $119.84 $2.47K - $2.76K
14.8K $1.77M
EWC
Ishares Msci Canada ETF

ETFs
351
+ 1.67%
$36.52 - $41.67 $12.8K - $14.6K
21.4K $887K
FYX
First Tr Small Cap Core Alphad

ETFs
673
+ 14.98%
$89.32 - $100.62 $60.1K - $67.7K
5.17K $514K
EGP
Eastgroup Properties Inc

Real Estate
210
+ 5.16%
$169.51 - $191.71 $35.6K - $40.3K
4.28K $799K
CRI
Carters Inc

Consumer Cyclical
1.5K
+ 44.87%
$57.26 - $71.06 $85.7K - $106K
4.83K $313K
NEU
Newmarket Corp

Basic Materials
137
+ 16.12%
$507.12 - $579.02 $69.5K - $79.3K
987 $544K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.78K
+ 3.67%
$23.61 - $24.64 $65.6K - $68.5K
78.5K $1.92M
POST
Post Holdings, Inc.

Consumer Defensive
353
+ 6.41%
$103.64 - $118.23 $36.6K - $41.7K
5.86K $678K
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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