Advisors Asset Management, Inc. Envestnet, Inc. Transaction History

Advisors Asset Management, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 17, 2022	SELL	$66.01 - $80.6 $31,486 - $38,446	-477 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$72.19 - $80.24 $46,129 - $51,273	-639 Reduced 57.26%	477 $38,000
Q2 2021 Jul 30, 2021	SELL	$65.18 - $79.49 $2,607 - $3,179	-40 Reduced 3.46%	1,116 $85,000
Q1 2021 May 07, 2021	SELL	$64.02 - $86.95 $55,569 - $75,472	-868 Reduced 42.89%	1,156 $83,000
Q4 2020 Feb 12, 2021	SELL	$74.94 - $84.32 $63,923 - $71,924	-853 Reduced 29.65%	2,024 $167,000
Q3 2020 Nov 16, 2020	SELL	$74.11 - $89.04 $19,416 - $23,328	-262 Reduced 8.35%	2,877 $222,000
Q2 2020 Aug 12, 2020	BUY	$47.07 - $76.08 $10,543 - $17,041	224 Added 7.68%	3,139 $231,000
Q1 2020 May 15, 2020	BUY	$48.86 - $87.67 $4,153 - $7,451	85 Added 3.0%	2,915 $157,000
Q4 2019 Feb 14, 2020	BUY	$54.57 - $71.85 $28,376 - $37,362	520 Added 22.51%	2,830 $197,000
Q3 2019 Nov 14, 2019	BUY	$55.42 - $73.16 $10,474 - $13,827	189 Added 8.91%	2,310 $131,000
Q2 2019 Aug 14, 2019	BUY	$65.25 - $72.61 $9,591 - $10,673	147 Added 7.45%	2,121 $145,000
Q1 2019 May 15, 2019	BUY	$47.14 - $66.67 $37,287 - $52,735	791 Added 66.86%	1,974 $129,000
Q4 2018 Jan 31, 2019	BUY	$46.62 - $61.79 $55,151 - $73,097	1,183 New	1,183 $58,000

251

51.5M

38.3K

131K

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.49B
Description
Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...

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