A detailed history of Cibc Private Wealth Group, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 1,794 shares of ENV stock, worth $113,273. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,794
Previous 2,174 17.48%
Holding current value
$113,273
Previous $136,000 17.65%
% of portfolio
0.0%
Previous 0.0%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$61.13 - $63.25 $23,229 - $24,035
-380 Reduced 17.48%
1,794 $112,000
Q2 2024

Aug 09, 2024

SELL
$56.54 - $69.09 $55,465 - $67,777
-981 Reduced 31.09%
2,174 $136,000
Q1 2024

May 10, 2024

SELL
$48.28 - $57.91 $89,511 - $107,365
-1,854 Reduced 37.01%
3,155 $182,000
Q4 2023

Feb 13, 2024

BUY
$33.55 - $49.8 $168,051 - $249,448
5,009 New
5,009 $248,000
Q3 2023

Nov 13, 2023

BUY
$43.16 - $63.05 $5.84 Million - $8.52 Million
135,196 New
135,196 $5.95 Million
Q2 2023

Nov 21, 2023

BUY
$50.72 - $66.31 $6.89 Million - $9.01 Million
135,831 New
135,831 $8.06 Million
Q2 2023

Aug 10, 2023

SELL
$50.72 - $66.31 $801,984 - $1.05 Million
-15,812 Reduced 10.49%
134,926 $8.01 Million
Q1 2023

Nov 21, 2023

BUY
$52.8 - $68.99 $7.96 Million - $10.4 Million
150,738 New
150,738 $8.84 Million
Q1 2023

May 11, 2023

BUY
$52.8 - $68.99 $7.96 Million - $10.4 Million
150,738 New
150,738 $8.84 Million
Q4 2022

Jun 01, 2023

BUY
$43.13 - $61.77 $805,927 - $1.15 Million
18,686 Added 12.4%
169,424 $10.5 Million
Q4 2022

Feb 13, 2023

BUY
$43.13 - $61.77 $7.31 Million - $10.5 Million
169,424 New
169,424 $10.5 Million
Q3 2022

Nov 14, 2022

BUY
$44.4 - $60.51 $422,643 - $575,994
9,519 Added 5.57%
180,484 $8.01 Million
Q2 2022

Aug 03, 2022

SELL
$52.71 - $83.57 $532,371 - $844,056
-10,100 Reduced 5.58%
170,965 $9.02 Million
Q1 2022

May 16, 2022

SELL
$66.01 - $80.6 $6.2 Million - $7.57 Million
-93,929 Reduced 34.16%
181,065 $13.5 Million
Q4 2021

Feb 08, 2022

BUY
$75.93 - $85.32 $979,345 - $1.1 Million
12,898 Added 4.92%
274,994 $21.8 Million
Q3 2021

Nov 12, 2021

BUY
$72.19 - $80.24 $4.06 Million - $4.51 Million
56,253 Added 27.33%
262,096 $21 Million
Q2 2021

Aug 16, 2021

BUY
$65.18 - $79.49 $12.7 Million - $15.5 Million
195,251 Added 1843.38%
205,843 $15.6 Million
Q1 2021

May 12, 2021

SELL
$64.02 - $86.95 $461,328 - $626,561
-7,206 Reduced 40.49%
10,592 $765,000
Q4 2020

Feb 12, 2021

SELL
$74.94 - $84.32 $39,718 - $44,689
-530 Reduced 2.89%
17,798 $1.47 Million
Q3 2020

Nov 03, 2020

BUY
$74.11 - $89.04 $1.36 Million - $1.63 Million
18,328 New
18,328 $1.41 Million
Q2 2020

Aug 13, 2020

SELL
$47.07 - $76.08 $1.03 Million - $1.66 Million
-21,801 Closed
0 $0
Q1 2020

May 15, 2020

SELL
$48.86 - $87.67 $194,560 - $349,101
-3,982 Reduced 15.44%
21,801 $1.17 Million
Q4 2019

Jan 30, 2020

SELL
$54.57 - $71.85 $35,197 - $46,343
-645 Reduced 2.44%
25,783 $1.8 Million
Q3 2019

Oct 16, 2019

SELL
$55.42 - $73.16 $145,366 - $191,898
-2,623 Reduced 9.03%
26,428 $1.5 Million
Q2 2019

Jul 31, 2019

SELL
$65.25 - $72.61 $251,408 - $279,766
-3,853 Reduced 11.71%
29,051 $1.99 Million
Q1 2019

May 10, 2019

SELL
$47.14 - $66.67 $10,135 - $14,334
-215 Reduced 0.65%
32,904 $2.15 Million
Q4 2018

Feb 05, 2019

SELL
$46.62 - $61.79 $75,058 - $99,481
-1,610 Reduced 4.64%
33,119 $1.63 Million
Q3 2018

Nov 14, 2018

SELL
$55.8 - $63.8 $3,069 - $3,509
-55 Reduced 0.16%
34,729 $2.12 Million
Q2 2018

Aug 02, 2018

BUY
$52.55 - $59.45 $58,330 - $65,989
1,110 Added 3.3%
34,784 $1.91 Million
Q1 2018

May 17, 2018

SELL
$49.5 - $59.75 $145,035 - $175,067
-2,930 Reduced 8.0%
33,674 $1.93 Million
Q4 2017

Feb 12, 2018

BUY
$48.4 - $54.25 $24,926 - $27,938
515 Added 1.43%
36,604 $1.83 Million
Q3 2017

Nov 14, 2017

BUY
$38.25 - $51.0 $1.38 Million - $1.84 Million
36,089
36,089 $1.84 Million

Others Institutions Holding ENV

About ENVESTNET, INC.


  • 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...
More about ENV
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