A detailed history of Concourse Financial Group Securities, Inc. transactions in Envestnet, Inc. stock. As of the latest transaction made, Concourse Financial Group Securities, Inc. holds 1,361 shares of ENV stock, worth $85,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,361
Previous 1,278 6.49%
Holding current value
$85,933
Previous $79,000 7.59%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024

BUY
$61.13 - $63.25 $5,073 - $5,249
83 Added 6.49%
1,361 $85,000
Q2 2024

Jul 23, 2024

BUY
$56.54 - $69.09 $791 - $967
14 Added 1.11%
1,278 $79,000
Q1 2024

Apr 30, 2024

BUY
$48.28 - $57.91 $9,511 - $11,408
197 Added 18.46%
1,264 $73,000
Q4 2023

Feb 07, 2024

BUY
$33.55 - $49.8 $8,823 - $13,097
263 Added 32.71%
1,067 $52,000
Q3 2023

Oct 25, 2023

BUY
$43.16 - $63.05 $1,424 - $2,080
33 Added 4.28%
804 $35,000
Q2 2023

Aug 10, 2023

BUY
$50.72 - $66.31 $9,028 - $11,803
178 Added 30.02%
771 $45,000
Q1 2023

May 15, 2023

BUY
$52.8 - $68.99 $5,860 - $7,657
111 Added 23.03%
593 $34,000
Q1 2022

May 09, 2022

BUY
$66.01 - $80.6 $2,772 - $3,385
42 Added 9.55%
482 $36,000
Q2 2021

Aug 13, 2021

SELL
$65.18 - $79.49 $6,518 - $7,948
-100 Reduced 18.52%
440 $33,000
Q1 2021

May 13, 2021

SELL
$64.02 - $86.95 $804,219 - $1.09 Million
-12,562 Reduced 95.88%
540 $39,000
Q4 2020

Feb 02, 2021

BUY
$74.94 - $84.32 $158,498 - $178,336
2,115 Added 19.25%
13,102 $1.08 Million
Q3 2020

Nov 13, 2020

BUY
$74.11 - $89.04 $197,577 - $237,380
2,666 Added 32.04%
10,987 $848,000
Q2 2020

Aug 13, 2020

BUY
$47.07 - $76.08 $195,669 - $316,264
4,157 Added 99.83%
8,321 $612,000
Q1 2020

May 13, 2020

BUY
$48.86 - $87.67 $66,058 - $118,529
1,352 Added 48.08%
4,164 $224,000
Q4 2019

Feb 14, 2020

BUY
$54.57 - $71.85 $60,027 - $79,035
1,100 Added 64.25%
2,812 $196,000
Q3 2019

Nov 13, 2019

BUY
$55.42 - $73.16 $11,084 - $14,632
200 Added 13.23%
1,712 $97,000
Q2 2019

Aug 13, 2019

BUY
$65.25 - $72.61 $43,913 - $48,866
673 Added 80.21%
1,512 $103,000
Q1 2019

May 15, 2019

BUY
$47.14 - $66.67 $32,432 - $45,868
688 Added 455.63%
839 $54,000
Q4 2018

Feb 14, 2019

BUY
$46.62 - $61.79 $4,568 - $6,055
98 Added 184.91%
151 $7,000
Q3 2018

Nov 13, 2018

BUY
$55.8 - $63.8 $2,957 - $3,381
53 New
53 $3,000

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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