A detailed history of Hrt Financial LP transactions in Envestnet, Inc. stock. As of the latest transaction made, Hrt Financial LP holds 13,561 shares of ENV stock, worth $856,241. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,561
Holding current value
$856,241
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$61.13 - $63.25 $828,983 - $857,733
13,561 New
13,561 $849,000
Q4 2023

Feb 09, 2024

SELL
$33.55 - $49.8 $238,607 - $354,177
-7,112 Reduced 11.79%
53,211 $2.64 Million
Q3 2023

Nov 13, 2023

BUY
$43.16 - $63.05 $525,688 - $767,949
12,180 Added 25.3%
60,323 $2.66 Million
Q2 2023

Aug 11, 2023

BUY
$50.72 - $66.31 $2.44 Million - $3.19 Million
48,143 New
48,143 $2.86 Million
Q1 2022

May 16, 2022

SELL
$66.01 - $80.6 $580,425 - $708,715
-8,793 Closed
0 $0
Q4 2021

Feb 14, 2022

SELL
$75.93 - $85.32 $445,633 - $500,743
-5,869 Reduced 40.03%
8,793 $697,000
Q3 2021

Nov 15, 2021

BUY
$72.19 - $80.24 $1.06 Million - $1.18 Million
14,662 New
14,662 $1.18 Million
Q1 2021

May 17, 2021

SELL
$64.02 - $86.95 $366,066 - $497,180
-5,718 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$74.94 - $84.32 $192,370 - $216,449
2,567 Added 81.47%
5,718 $470,000
Q3 2020

Nov 13, 2020

BUY
$74.11 - $89.04 $233,520 - $280,565
3,151 New
3,151 $243,000

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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