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
BLKB
Blackbaud Inc

Technology
60
+ 1.91%
$74.5 - $85.69 $4.47K - $5.14K
3.2K $270K
FN
Fabrinet

Technology
262
+ 7.01%
$193.84 - $273.5 $50.8K - $71.7K
4K $946K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.53K
+ 18.35%
$11.38 - $14.48 $40.2K - $51.1K
22.8K $287K
APG
A Pi Group Corp

Industrials
1.77K
+ 28.96%
$32.29 - $38.37 $57K - $67.8K
7.87K $259K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.56K
+ 8.49%
$76.83 - $91.38 $120K - $142K
19.9K $1.64M
WCC
Wesco International Inc

Industrials
60
+ 3.31%
$149.47 - $183.24 $8.97K - $11K
1.88K $315K
AM
Antero Midstream Corp

Energy
1.32K
+ 4.7%
$13.39 - $15.16 $17.6K - $20K
29.3K $441K
NOK
Nokia Corp

Technology
4.77K
+ 43.25%
$3.62 - $4.48 $17.2K - $21.3K
15.8K $69K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
55
+ 2.47%
$109.24 - $121.48 $6.01K - $6.68K
2.28K $273K
BOTZ
Global X Fds

ETFs
221
+ 1.45%
$27.68 - $32.27 $6.12K - $7.13K
15.4K $496K
STZ
Constellation Brands, Inc.

Consumer Defensive
73
+ 0.32%
$236.42 - $259.82 $17.3K - $19K
22.8K $5.87M
CDW
Cdw Corp

Technology
3
+ 0.03%
$206.67 - $239.84 $620 - $720
9.72K $2.2M
EDOW
First Tr Exchange Traded Fd

ETFs
135
+ 1.69%
$32.74 - $36.1 $4.42K - $4.87K
8.13K $292K
NICE
Nice Ltd.

Technology
130
+ 7.98%
$154.95 - $184.96 $20.1K - $24K
1.76K $305K
GATX
Gatx Corp

Industrials
175
+ 3.4%
$130.67 - $150.26 $22.9K - $26.3K
5.32K $704K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
99
+ 0.5%
$47.01 - $48.2 $4.65K - $4.77K
19.8K $955K
FCFS
First Cash Holdings, Inc.

Financial Services
5
+ 0.23%
$102.0 - $120.09 $510 - $600
2.18K $250K
BKR
Baker Hughes CO

Energy
416
+ 5.29%
$32.92 - $38.72 $13.7K - $16.1K
8.29K $299K
TKR
Timken CO

Industrials
40
+ 0.81%
$78.36 - $87.89 $3.13K - $3.52K
5.01K $421K
ARCC
Ares Capital Corp

Financial Services
1.03K
+ 7.71%
$19.8 - $21.28 $20.3K - $21.9K
14.3K $300K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
303
+ 1.61%
$26.36 - $28.69 $7.99K - $8.69K
19.2K $548K
NEOG
Neogen Corp

Healthcare
250
+ 1.87%
$14.73 - $17.71 $3.68K - $4.43K
13.6K $228K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.99K
+ 87.71%
$128.47 - $280.94 $256K - $559K
4.26K $660K
NSP
Insperity, Inc.

Industrials
339
+ 10.72%
$85.48 - $103.18 $29K - $35K
3.5K $307K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
2
+ 0.03%
$67.53 - $70.89 $135 - $142
7.17K $506K
ICLN
Ishares

ETFs
204
+ 1.77%
$13.26 - $14.77 $2.71K - $3.01K
11.7K $172K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
30
+ 1.32%
$96.28 - $112.4 $2.89K - $3.37K
2.3K $246K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
16
+ 0.32%
$44.69 - $48.87 $715 - $782
5.04K $246K
OMF
One Main Holdings, Inc.

Financial Services
483
+ 11.51%
$43.27 - $53.14 $20.9K - $25.7K
4.68K $220K
FRPT
Freshpet, Inc.

Consumer Defensive
3
+ 0.16%
$115.58 - $142.2 $347 - $427
1.86K $254K
CNMD
Conmed Corp

Healthcare
73
+ 2.15%
$64.09 - $76.92 $4.68K - $5.62K
3.47K $249K
AIG
American International Group, Inc.

Financial Services
453
+ 2.41%
$70.16 - $79.23 $31.8K - $35.9K
19.3K $1.41M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
588
+ 2.02%
$20.05 - $20.17 $11.8K - $11.9K
29.6K $596K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
84
+ 2.2%
$82.41 - $92.06 $6.92K - $7.73K
3.9K $351K
DGX
Quest Diagnostics Inc

Healthcare
83
+ 0.72%
$137.09 - $137.09 $11.4K - $11.4K
11.6K $1.58M
ACHC
Acadia Healthcare Company, Inc.

Healthcare
502
+ 11.22%
$63.28 - $81.93 $31.8K - $41.1K
4.98K $315K
OLN
Olin Corp

Basic Materials
172
+ 3.84%
$40.38 - $50.21 $6.95K - $8.64K
4.66K $223K
PAPR
Innovator U.S. Equity Power Bu

ETFs
77
+ 0.98%
$33.61 - $35.94 $2.59K - $2.77K
7.93K $284K
CCJ
Cameco Corp

Energy
427
+ 7.22%
$36.9 - $53.72 $15.8K - $22.9K
6.35K $303K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
53
+ 2.33%
$114.52 - $127.8 $6.07K - $6.77K
2.32K $291K
USPH
U S Physical Therapy Inc

Healthcare
434
+ 13.01%
$81.64 - $98.68 $35.4K - $42.8K
3.77K $319K
DELL
Dell Technologies Inc.

Technology
1.3K
+ 17.62%
$87.89 - $145.97 $114K - $189K
8.65K $1.03M
CNSL
Consolidated Communications Holdings, Inc.

Communication Services
1.19K
+ 7.58%
$4.39 - $4.64 $5.21K - $5.51K
16.9K $78K
WWD
Woodward, Inc.

Industrials
111
+ 3.4%
$151.73 - $187.23 $16.8K - $20.8K
3.38K $579K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
143
+ 1.65%
$24.98 - $25.63 $3.57K - $3.67K
8.81K $224K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
832
+ 2.62%
$9.97 - $11.33 $8.3K - $9.43K
32.6K $360K
GM
General Motors CO

Consumer Cyclical
2.92K
+ 3.78%
$39.95 - $49.9 $117K - $146K
80.2K $3.59M
SHO
Sunstone Hotel Investors, Inc.

Real Estate
875
+ 6.32%
$10.15 - $10.15 $8.88K - $8.88K
14.7K $149K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
7
+ 0.13%
$40.48 - $45.39 $283 - $318
5.23K $230K
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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