Envestnet Portfolio Solutions, Inc. Incresed Positions in Q3 2024

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
3.45K
+ 0.68%
$36.65 - $44.13 $126K - $152K
514K $20.4M
PODD
Insulet Corp

Healthcare
153
+ 8.0%
$180.69 - $239.01 $27.6K - $36.6K
2.07K $480K
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.12K
+ 9.52%
$52.31 - $58.18 $58.7K - $65.3K
12.9K $750K
SOFI
So Fi Technologies, Inc.

Financial Services
10K
+ 82.41%
$6.32 - $8.19 $63.3K - $82K
22.2K $174K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
1.27K
+ 6.73%
$43.21 - $46.51 $54.8K - $59K
20.1K $935K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
852
+ 12.49%
$36.06 - $46.59 $30.7K - $39.7K
7.68K $347K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
520
+ 3.04%
$57.2 - $62.94 $29.7K - $32.7K
17.6K $1.1M
BAX
Baxter International Inc

Healthcare
498
+ 3.16%
$32.85 - $40.26 $16.4K - $20K
16.3K $617K
KMX
Carmax Inc

Consumer Cyclical
23
+ 0.11%
$71.21 - $85.78 $1.64K - $1.97K
21.4K $1.66M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
2.32K
+ 4.93%
$27.88 - $28.71 $64.5K - $66.5K
49.3K $1.42M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
3.37K
+ 27.14%
$23.57 - $24.19 $79.5K - $81.6K
15.8K $381K
RGEN
Repligen Corp

Healthcare
47
+ 1.35%
$119.79 - $167.35 $5.63K - $7.87K
3.52K $523K
COLD
Americold Realty Trust

Real Estate
955
+ 4.46%
$25.65 - $30.24 $24.5K - $28.9K
22.4K $632K
STC
Stewart Information Services Corp

Financial Services
232
+ 4.27%
$61.23 - $76.01 $14.2K - $17.6K
5.66K $423K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
939
+ 12.9%
$44.56 - $50.18 $41.8K - $47.1K
8.22K $410K
HIW
Highwoods Properties, Inc.

Real Estate
777
+ 9.67%
$25.97 - $33.6 $20.2K - $26.1K
8.81K $295K
AIZ
Assurant, Inc.

Financial Services
176
+ 11.97%
$161.28 - $199.95 $28.4K - $35.2K
1.65K $327K
CMBS
Ishares Cmbs ETF

ETFs
240
+ 0.68%
$46.61 - $48.93 $11.2K - $11.7K
35.5K $1.74M
EXPD
Expeditors International Of Washington Inc

Industrials
469
+ 14.78%
$116.1 - $131.42 $54.5K - $61.6K
3.64K $478K
BWA
Borgwarner Inc

Consumer Cyclical
1.32K
+ 15.64%
$31.19 - $36.75 $41.2K - $48.5K
9.77K $354K
ICSH
Blackrock Ultra Short Term Bon

ETFs
1.59K
+ 37.39%
$50.32 - $50.75 $79.9K - $80.5K
5.83K $295K
CHTR
Charter Communications, Inc.

Communication Services
169
+ 16.47%
$290.56 - $383.07 $49.1K - $64.7K
1.2K $387K
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
2.93K
+ 6.18%
$15.21 - $18.46 $44.6K - $54.1K
50.4K $896K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
2.88K
+ 18.28%
$20.82 - $22.27 $59.9K - $64.1K
18.6K $414K
AXS
Axis Capital Holdings LTD

Financial Services
419
+ 8.04%
$69.04 - $79.88 $28.9K - $33.5K
5.63K $448K
RRX
Regal Rexnord Corp

Industrials
65
+ 2.88%
$132.18 - $174.25 $8.59K - $11.3K
2.32K $384K
BPOP
Popular, Inc.

Financial Services
359
+ 10.09%
$85.64 - $104.28 $30.7K - $37.4K
3.92K $392K
CTRE
Care Trust Reit, Inc.

Real Estate
944
+ 11.17%
$25.14 - $31.2 $23.7K - $29.5K
9.4K $290K
ARB
Altshares Tr Merger Arbitrage

Industrials
2.53K
+ 29.99%
$26.94 - $27.87 $68.2K - $70.6K
11K $304K
KFRC
Kforce Inc

Industrials
1.3K
+ 29.01%
$59.4 - $70.22 $77.3K - $91.4K
5.79K $355K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
771
+ 18.73%
$67.99 - $80.84 $52.4K - $62.3K
4.89K $357K
CPK
Chesapeake Utilities Corp

Utilities
189
+ 6.48%
$106.02 - $124.17 $20K - $23.5K
3.11K $385K
MKC
Mccormick & CO Inc

Consumer Defensive
27
+ 0.41%
$69.44 - $84.76 $1.87K - $2.29K
6.56K $539K
MMSI
Merit Medical Systems Inc

Healthcare
250
+ 6.37%
$84.12 - $100.23 $21K - $25.1K
4.18K $412K
RWR
Spdr Dow Jones Reit ETF

ETFs
334
+ 12.01%
$92.36 - $108.47 $30.8K - $36.2K
3.11K $332K
PKI
Perkinelmer Inc

Healthcare
603
+ 26.07%
N/A
2.92K $352K
STRL
Sterling Construction CO Inc

Industrials
108
+ 5.03%
$102.56 - $148.9 $11.1K - $16.1K
2.26K $326K
ORI
Old Republic International Corp

Financial Services
999
+ 12.81%
$29.89 - $35.9 $29.9K - $35.9K
8.8K $311K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
1.08K
+ 9.18%
$26.56 - $32.5 $28.7K - $35.2K
12.9K $400K
SAN
Banco Santander, S.A.

Financial Services
7.47K
+ 10.72%
$4.37 - $5.16 $32.6K - $38.5K
77.1K $393K
MMI
Marcus & Millichap, Inc.

Real Estate
276
+ 3.79%
$30.23 - $40.7 $8.34K - $11.2K
7.55K $299K
WYNN
Wynn Resorts LTD

Consumer Cyclical
208
+ 2.64%
$73.55 - $97.62 $15.3K - $20.3K
8.08K $774K
LYV
Live Nation Entertainment, Inc.

Communication Services
51
+ 1.24%
$88.06 - $109.5 $4.49K - $5.58K
4.15K $454K
POR
Portland General Electric CO

Utilities
433
+ 4.2%
$42.44 - $49.09 $18.4K - $21.3K
10.7K $514K
SXI
Standex International Corp

Industrials
181
+ 11.14%
$155.0 - $188.75 $28.1K - $34.2K
1.81K $329K
AUB
Atlantic Union Bankshares Corp

Financial Services
225
+ 1.83%
$32.43 - $41.89 $7.3K - $9.43K
12.5K $471K
ABEV
Ambev S.A.

Consumer Defensive
17.1K
+ 27.26%
$2.04 - $2.44 $34.8K - $41.7K
79.7K $194K
MORN
Morningstar, Inc.

Financial Services
144
+ 16.74%
$295.85 - $326.31 $42.6K - $47K
1K $320K
GRMN
Garmin LTD

Technology
222
+ 11.0%
$161.1 - $183.29 $35.8K - $40.7K
2.24K $394K
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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