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
IAC
Iac/Inter Active Corp

Communication Services
339
+ 7.8%
$45.12 - $54.7 $15.3K - $18.5K
4.69K $252K
QLD
Proshares Ultra Qqq

ETFs
437
+ 7.0%
$81.06 - $109.83 $35.4K - $48K
6.68K $672K
JCPB
J P Morgan Exchange Traded Fd

ETFs
698
+ 9.04%
$45.87 - $48.53 $32K - $33.9K
8.42K $406K
PRGO
Perrigo CO PLC

Healthcare
1.64K
+ 18.69%
$25.44 - $29.27 $41.8K - $48.1K
10.4K $273K
GGG
Graco Inc

Industrials
92
+ 1.94%
$77.82 - $87.64 $7.16K - $8.06K
4.83K $422K
ADUS
Addus Home Care Corp

Healthcare
83
+ 3.9%
$116.16 - $133.58 $9.64K - $11.1K
2.21K $293K
TRNO
Terreno Realty Corp

Real Estate
85
+ 1.62%
$59.43 - $71.02 $5.05K - $6.04K
5.33K $356K
ESAB
Esab Corp

Industrials
25
+ 0.69%
$91.98 - $107.0 $2.3K - $2.68K
3.62K $385K
VOD
Vodafone Group Public LTD CO

Communication Services
2.74K
+ 16.99%
$8.8 - $10.35 $24.1K - $28.3K
18.8K $188K
SCHO
Schwab Short Term Us Treasury

ETFs
501
+ 2.12%
$47.93 - $49.06 $24K - $24.6K
24.1K $1.18M
LECO
Lincoln Electric Holdings Inc

Industrials
182
+ 6.28%
$173.3 - $211.48 $31.5K - $38.5K
3.08K $591K
GMAB
Genmab A/S

Healthcare
2.6K
+ 10.05%
$23.84 - $28.48 $61.9K - $73.9K
28.4K $692K
LOGI
Logitech International S.A.

Technology
677
+ 28.98%
$83.7 - $96.51 $56.7K - $65.3K
3.01K $270K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
698
+ 10.47%
$33.2 - $41.73 $23.2K - $29.1K
7.37K $307K
DECK
Deckers Outdoor Corp

Consumer Cyclical
19.2K
+ 514.41%
$150.73 - $974.56 $2.89M - $18.7M
22.9K $3.66M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
446
+ 5.53%
$104.47 - $116.17 $46.6K - $51.8K
8.52K $919K
FNX
First Tr Mid Cap Core Alphadex

ETFs
63
+ 1.54%
$106.85 - $117.19 $6.73K - $7.38K
4.15K $485K
IDV
Ishares Tr

ETFs
191
+ 1.33%
$27.62 - $30.64 $5.28K - $5.85K
14.5K $438K
YMAR
First Tr Ex Tr Viii Cboe Vest
657
+ 2.69%
$22.76 - $24.37 $15K - $16K
25.1K $608K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
362
+ 3.35%
$23.0 - $28.7 $8.33K - $10.4K
11.2K $297K
RS
Reliance Steel & Aluminum CO

Basic Materials
131
+ 12.93%
$271.23 - $308.75 $35.5K - $40.4K
1.14K $330K
BRP
Brp Group, Inc.

Financial Services
167
+ 2.2%
$35.8 - $40.92 $5.98K - $6.83K
7.75K $310K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
2.91K
+ 14.96%
$13.31 - $15.65 $38.7K - $45.6K
22.4K $322K
DAR
Darling Ingredients Inc.

Consumer Defensive
994
+ 9.35%
$33.99 - $41.78 $33.8K - $41.5K
11.6K $431K
LSCC
Lattice Semiconductor Corp

Technology
1.1K
+ 30.04%
$41.64 - $62.95 $45.6K - $68.9K
4.74K $251K
LYB
Lyondell Basell Industries N.V.

Basic Materials
325
+ 0.82%
$92.56 - $99.46 $30.1K - $32.3K
39.8K $3.82M
HLMN
Hillman Solutions Corp.

Industrials
220
+ 1.0%
$8.66 - $10.66 $1.91K - $2.35K
22.3K $235K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
336
+ 10.49%
$81.14 - $92.39 $27.3K - $31K
3.54K $314K
ATR
Aptargroup, Inc.

Healthcare
43
+ 2.6%
$138.54 - $160.11 $5.96K - $6.88K
1.7K $271K
FXL
First Tr Exchange Traded Fd Fi

ETFs
203
+ 4.9%
$122.48 - $142.51 $24.9K - $28.9K
4.35K $602K
AVT
Avnet Inc

Technology
339
+ 4.76%
$49.63 - $55.43 $16.8K - $18.8K
7.47K $405K
PBI
Pitney Bowes Inc

Industrials
933
+ 6.14%
$5.65 - $7.49 $5.27K - $6.99K
16.1K $114K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
529
+ 5.11%
$48.27 - $49.43 $25.5K - $26.1K
10.9K $537K
RDN
Radian Group Inc

Financial Services
4
+ 0.04%
$31.05 - $37.16 $124 - $149
9.99K $346K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
305
+ 2.51%
$42.76 - $45.16 $13K - $13.8K
12.5K $556K
SNX
Td Synnex Corp

Technology
208
+ 9.9%
$109.37 - $122.34 $22.7K - $25.4K
2.31K $277K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.41K
+ 11.34%
$25.19 - $25.5 $35.5K - $36K
13.9K $352K
UBSI
United Bankshares Inc

Financial Services
73
+ 1.11%
$31.56 - $39.32 $2.3K - $2.87K
6.66K $247K
LANC
Lancaster Colony Corp

Consumer Defensive
461
+ 12.0%
$167.65 - $198.49 $77.3K - $91.5K
4.3K $759K
AEIS
Advanced Energy Industries Inc

Industrials
524
+ 8.31%
$92.85 - $119.61 $48.7K - $62.7K
6.83K $718K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
415
+ 7.04%
$46.67 - $50.52 $19.4K - $21K
6.31K $318K
HFRO
Highland Income Fund\Ma

Financial Services
6.31K
+ 13.03%
$5.8 - $6.44 $36.6K - $40.6K
54.7K $335K
AKAM
Akamai Technologies Inc

Technology
370
+ 5.73%
N/A
6.82K $619K
HPE
Hewlett Packard Enterprise CO

Technology
2.19K
+ 13.22%
$16.1 - $21.44 $35.2K - $46.8K
18.7K $382K
SIGI
Selective Insurance Group Inc

Financial Services
359
+ 10.29%
$82.08 - $101.2 $29.5K - $36.3K
3.85K $359K
SON
Sonoco Products CO

Consumer Cyclical
298
+ 7.35%
$48.33 - $56.57 $14.4K - $16.9K
4.36K $237K
WTM
White Mountains Insurance Group LTD

Financial Services
49
+ 11.5%
$1671.79 - $1844.24 $81.9K - $90.4K
475 $805K
SEE
Sealed Air Corp

Consumer Cyclical
160
+ 0.97%
$32.27 - $38.05 $5.16K - $6.09K
16.7K $604K
AIN
Albany International Corp

Consumer Cyclical
145
+ 3.67%
$81.29 - $94.16 $11.8K - $13.7K
4.1K $364K
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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