A detailed history of Janney Montgomery Scott LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 4,180 shares of ENV stock, worth $263,005. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,180
Previous 4,155 0.6%
Holding current value
$263,005
Previous $260,000 0.77%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 29, 2024

BUY
$61.13 - $63.25 $1,528 - $1,581
25 Added 0.6%
4,180 $262,000
Q2 2024

Jul 25, 2024

SELL
$56.54 - $69.09 $8,481 - $10,363
-150 Reduced 3.48%
4,155 $260,000
Q4 2023

Feb 07, 2024

BUY
$33.55 - $49.8 $144,432 - $214,389
4,305 New
4,305 $213,000
Q2 2023

Jul 26, 2023

BUY
$50.72 - $66.31 $1,775 - $2,320
35 Added 0.77%
4,565 $271,000
Q1 2023

Apr 28, 2023

BUY
$52.8 - $68.99 $19,800 - $25,871
375 Added 9.03%
4,530 $266,000
Q4 2022

Feb 01, 2023

BUY
$43.13 - $61.77 $179,205 - $256,654
4,155 New
4,155 $256,000
Q1 2022

May 04, 2022

SELL
$66.01 - $80.6 $29,836 - $36,431
-452 Reduced 9.69%
4,214 $314,000
Q4 2021

Jan 27, 2022

BUY
$75.93 - $85.32 $34,320 - $38,564
452 Added 10.73%
4,666 $370,000
Q3 2021

Oct 29, 2021

BUY
$72.19 - $80.24 $2,959 - $3,289
41 Added 0.98%
4,214 $338,000
Q2 2021

Jul 26, 2021

SELL
$65.18 - $79.49 $21,639 - $26,390
-332 Reduced 7.37%
4,173 $317,000
Q1 2021

Apr 27, 2021

SELL
$64.02 - $86.95 $6,402 - $8,695
-100 Reduced 2.17%
4,505 $325,000
Q2 2020

Jul 23, 2020

SELL
$47.07 - $76.08 $7,295 - $11,792
-155 Reduced 3.26%
4,605 $339,000
Q1 2020

Apr 30, 2020

SELL
$48.86 - $87.67 $3,420 - $6,136
-70 Reduced 1.45%
4,760 $256,000
Q4 2017

Feb 14, 2018

BUY
$48.4 - $54.25 $8,228 - $9,222
170 Added 3.65%
4,830 $241,000
Q3 2017

Nov 15, 2017

BUY
$38.25 - $51.0 $178,245 - $237,660
4,660
4,660 $238,000

Others Institutions Holding ENV

About ENVESTNET, INC.


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