Bank Of Montreal Envestnet, Inc. Transaction History

Bank Of Montreal

$197 Billion
Q2 2024

A detailed history of Bank Of Montreal transactions in Envestnet, Inc. stock. As of the latest transaction made, Bank Of Montreal holds 629,928 shares of ENV stock, worth $39.6 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

629,928

Previous 583,928 7.88%

Holding current value

$39.6 Million

Previous $33.8 Million 16.6%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$56.54 - $69.09 $2.6 Million - $3.18 Million	46,000 Added 7.88%	629,928 $39.4 Million
Q1 2024 May 13, 2024	SELL	$48.28 - $57.91 $743,077 - $891,292	-15,391 Reduced 2.57%	583,928 $33.8 Million
Q4 2023 Feb 08, 2024	BUY	$33.55 - $49.8 $778,427 - $1.16 Million	23,202 Added 4.03%	599,319 $29.7 Million
Q3 2023 Nov 01, 2023	SELL	$43.16 - $63.05 $2.08 Million - $3.04 Million	-48,158 Reduced 7.71%	576,117 $25.4 Million
Q2 2023 Aug 02, 2023	BUY	$50.72 - $66.31 $12.9 Million - $16.9 Million	254,997 Added 69.05%	624,275 $37.1 Million
Q1 2023 Jun 13, 2024	SELL	$52.8 - $68.99 $2.47 Million - $3.23 Million	-46,765 Reduced 8.01%	537,163 $31.5 Million
Q4 2022 Feb 01, 2023	BUY	$43.13 - $61.77 $15.7 Million - $22.5 Million	364,107 Added 7041.33%	369,278 $22.8 Million
Q3 2022 Nov 10, 2022	SELL	$44.4 - $60.51 $7.68 Million - $10.5 Million	-172,888 Reduced 97.1%	5,171 $259,000
Q2 2022 Aug 11, 2022	SELL	$52.71 - $83.57 $308,511 - $489,135	-5,853 Reduced 3.18%	178,059 $10.2 Million
Q1 2022 May 12, 2022	SELL	$66.01 - $80.6 $8.63 Million - $10.5 Million	-130,797 Reduced 41.56%	183,912 $13.6 Million
Q4 2021 Feb 11, 2022	SELL	$75.93 - $85.32 $2.21 Million - $2.48 Million	-29,111 Reduced 8.47%	314,709 $25.6 Million
Q3 2021 Nov 12, 2021	BUY	$72.19 - $80.24 $5.77 Million - $6.42 Million	79,988 Added 30.32%	343,820 $27 Million
Q2 2021 Aug 12, 2021	BUY	$65.18 - $79.49 $17.2 Million - $21 Million	263,832 New	263,832 $21 Million

Others Institutions Holding ENV

# of Institutions

253

Shares Held

56.2M

Call Options Held

45.4K

Put Options Held

36.2K

View Full List

About ENVESTNET, INC.

Ticker ENV
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 55,196,900
Market Cap $3.47B
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...

More about ENV

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