Advisory Research Inc Envestnet, Inc. Transaction History

Advisory Research Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 12, 2021	SELL	$74.94 - $84.32 $1.11 Million - $1.25 Million	-14,816 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$74.11 - $89.04 $465,336 - $559,082	6,279 Added 73.55%	14,816 $1.14 Million
Q2 2020 Aug 13, 2020	SELL	$47.07 - $76.08 $223,253 - $360,847	-4,743 Reduced 35.72%	8,537 $628,000
Q1 2020 May 12, 2020	BUY	$48.86 - $87.67 $648,860 - $1.16 Million	13,280 New	13,280 $714,000
Q3 2019 Nov 12, 2019	SELL	$55.42 - $73.16 $1.86 Million - $2.46 Million	-33,617 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$65.25 - $72.61 $206,973 - $230,318	3,172 Added 10.42%	33,617 $2.3 Million
Q1 2019 May 15, 2019	BUY	$47.14 - $66.67 $1.44 Million - $2.03 Million	30,445 New	30,445 $1.99 Million
Q4 2017 Feb 08, 2018	SELL	$48.4 - $54.25 $1.95 Million - $2.18 Million	-40,256 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	$38.25 - $51.0 $1.54 Million - $2.05 Million	40,256	40,256 $2.05 Million

272

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...

Get notified when there are updates to the investment portfolio of Advisory Research Inc, based on Form 13F filings with the SEC.

Stay updated on Advisory Research Inc with notifications on news.