Liberty One Investment Management, LLC Envestnet, Inc. Transaction History

Liberty One Investment Management, LLC

  • $969 Million
  • Q3 2024

A detailed history of Liberty One Investment Management, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Liberty One Investment Management, LLC holds 11,994 shares of ENV stock, worth $757,301. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,994
Previous 12,607 4.86%
Holding current value
$757,301
Previous $789,000 4.82%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 31, 2024
SELL
$61.13 - $63.25 $37,472 - $38,772
-613 Reduced 4.86%
11,994 $751,000
Q2 2024

Jul 22, 2024
SELL
$56.54 - $69.09 $62,363 - $76,206
-1,103 Reduced 8.05%
12,607 $789,000
Q1 2024

Apr 30, 2024
BUY
$48.28 - $57.91 $71,695 - $85,996
1,485 Added 12.15%
13,710 $793,000
Q4 2023

Jan 26, 2024
SELL
$33.55 - $49.8 $29,859 - $44,322
-890 Reduced 6.79%
12,225 $605,000
Q3 2023

Nov 03, 2023
SELL
$43.16 - $63.05 $2,589 - $3,783
-60 Reduced 0.46%
13,115 $577,000
Q2 2023

Aug 04, 2023
BUY
$50.72 - $66.31 $52,393 - $68,498
1,033 Added 8.51%
13,175 $781,000
Q1 2023

May 15, 2023
SELL
$52.8 - $68.99 $6,124 - $8,002
-116 Reduced 0.95%
12,142 $712,000
Q4 2022

Feb 15, 2023
SELL
$43.13 - $61.77 $17,165 - $24,584
-398 Reduced 3.14%
12,258 $756,000
Q3 2022

Nov 16, 2022
BUY
$44.4 - $60.51 $18,692 - $25,474
421 Added 3.44%
12,656 $562,000
Q2 2022

Aug 01, 2022
SELL
$52.71 - $83.57 $16,972 - $26,909
-322 Reduced 2.56%
12,235 $928,000
Q1 2022

May 03, 2022
SELL
$66.01 - $80.6 $15,248 - $18,618
-231 Reduced 1.81%
12,557 $935,000
Q4 2021

Jan 21, 2022
SELL
$75.93 - $85.32 $20,728 - $23,292
-273 Reduced 2.09%
12,788 $1.02 Million
Q3 2021

Oct 20, 2021
BUY
$72.19 - $80.24 $59,628 - $66,278
826 Added 6.75%
13,061 $1.05 Million
Q2 2021

Jul 20, 2021
BUY
$65.18 - $79.49 $81,735 - $99,680
1,254 Added 11.42%
12,235 $928,000
Q1 2021

Apr 06, 2021
BUY
$64.02 - $86.95 $46,478 - $63,125
726 Added 7.08%
10,981 $793,000
Q4 2020

Jan 20, 2021
BUY
$74.94 - $84.32 $11,390 - $12,816
152 Added 1.5%
10,255 $844,000
Q3 2020

Nov 03, 2020
BUY
$74.11 - $89.04 $41,131 - $49,417
555 Added 5.81%
10,103 $780,000
Q2 2020

Jul 22, 2020
BUY
$47.07 - $76.08 $11,485 - $18,563
244 Added 2.62%
9,548 $702,000
Q1 2020

Apr 22, 2020
BUY
$48.86 - $87.67 $454,593 - $815,681
9,304 New
9,304 $500,000

Others Institutions Holding ENV

# of Institutions
273
Shares Held
51.8M
Call Options Held
38.3K
Put Options Held
131K
View Full List

About ENVESTNET, INC.

ENV Quotes by TradingView
  • 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
Track This Portfolio

Track Liberty One Investment Management, LLC Portfolio

Follow Liberty One Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty One Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty One Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email