Nelson, Van Denburg & Campbell Wealth Management Group, LLC Envestnet, Inc. Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.63 Billion
Q4 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$48.28 - $57.91 $482 - $579	10 New	10 $0
Q4 2019 Feb 11, 2020	SELL	$54.57 - $71.85 $132,059 - $173,877	-2,420 Closed	0 $0
Q3 2019 Oct 09, 2019	SELL	$55.42 - $73.16 $91,997 - $121,445	-1,660 Reduced 40.69%	2,420 $137,000
Q1 2019 May 08, 2019	BUY	$47.14 - $66.67 $67,410 - $95,338	1,430 Added 53.96%	4,080 $266,000
Q4 2018 Feb 13, 2019	SELL	$46.62 - $61.79 $51,282 - $67,969	-1,100 Reduced 29.33%	2,650 $130,000
Q3 2018 Nov 14, 2018	BUY	$55.8 - $63.8 $2,790 - $3,190	50 Added 1.35%	3,750 $229,000
Q2 2018 Aug 16, 2018	BUY	$52.55 - $59.45 $194,435 - $219,965	3,700 New	3,700 $203,000

Others Institutions Holding ENV

# of Institutions

Shares Held

15.7M

Call Options Held

3.1K

Put Options Held

9.2K

Black Rock Inc. New York, NY

7.97M
Shares

$503 Million
0.01% of portfolio
Eaton Vance Management Boston, MA

1.13M
Shares

$71.6 Million
0.07% of portfolio
Atlanta Capital Management CO L L C Atlanta, GA

696K
Shares

$43.9 Million
0.14% of portfolio
Credit Suisse Ag Zurich, V8

61.5K
Shares

$3.88 Million
0.0% of portfolio
Public Employees Retirement System Of Ohio Columbus, OH

45.8K
Shares

$2.89 Million
0.01% of portfolio

View Full List

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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