Oak Ridge Investments LLC Envestnet, Inc. Transaction History

Oak Ridge Investments LLC

$1.15 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 28, 2022	SELL	$52.71 - $83.57 $191,864 - $304,194	-3,640 Reduced 5.98%	57,253 $3.02 Million
Q1 2022 Apr 22, 2022	SELL	$66.01 - $80.6 $1.96 Million - $2.39 Million	-29,618 Reduced 32.72%	60,893 $4.53 Million
Q4 2021 Feb 01, 2022	SELL	$75.93 - $85.32 $86,484 - $97,179	-1,139 Reduced 1.24%	90,511 $7.18 Million
Q3 2021 Nov 05, 2021	SELL	$72.19 - $80.24 $228,625 - $254,120	-3,167 Reduced 3.34%	91,650 $7.35 Million
Q2 2021 Jul 30, 2021	SELL	$65.18 - $79.49 $201,210 - $245,385	-3,087 Reduced 3.15%	94,817 $7.19 Million
Q1 2021 May 12, 2021	SELL	$64.02 - $86.95 $46.8 Million - $63.6 Million	-731,730 Reduced 88.2%	97,904 $7.07 Million
Q1 2021 May 04, 2021	BUY	$64.02 - $86.95 $46.7 Million - $63.4 Million	729,035 Added 724.69%	829,634 $59.9 Million
Q4 2020 Feb 03, 2021	SELL	$74.94 - $84.32 $1.93 Million - $2.17 Million	-25,787 Reduced 20.4%	100,599 $8.28 Million
Q3 2020 Nov 12, 2020	SELL	$74.11 - $89.04 $865,901 - $1.04 Million	-11,684 Reduced 8.46%	126,386 $9.75 Million
Q2 2020 Aug 05, 2020	SELL	$47.07 - $76.08 $2.45 Million - $3.96 Million	-51,989 Reduced 27.35%	138,070 $10.2 Million
Q1 2020 May 13, 2020	SELL	$48.86 - $87.67 $1.26 Million - $2.26 Million	-25,817 Reduced 11.96%	190,059 $10.2 Million
Q4 2019 Feb 05, 2020	SELL	$54.57 - $71.85 $1.19 Million - $1.57 Million	-21,805 Reduced 9.17%	215,876 $15 Million
Q3 2019 Nov 07, 2019	SELL	$55.42 - $73.16 $666,314 - $879,602	-12,023 Reduced 4.81%	237,681 $13.5 Million
Q2 2019 Aug 14, 2019	SELL	$65.25 - $72.61 $1.25 Million - $1.4 Million	-19,220 Reduced 7.15%	249,704 $17.1 Million
Q1 2019 May 09, 2019	SELL	$47.14 - $66.67 $608,247 - $860,243	-12,903 Reduced 4.58%	268,924 $17.6 Million
Q4 2018 Feb 11, 2019	SELL	$46.62 - $61.79 $1.17 Million - $1.55 Million	-25,109 Reduced 8.18%	281,827 $13.9 Million
Q3 2018 Nov 07, 2018	SELL	$55.8 - $63.8 $1.93 Million - $2.21 Million	-34,599 Reduced 10.13%	306,936 $18.7 Million
Q2 2018 Aug 13, 2018	BUY	$52.55 - $59.45 $3.24 Million - $3.67 Million	61,746 Added 22.07%	341,535 $18.8 Million
Q1 2018 May 14, 2018	SELL	$49.5 - $59.75 $4.55 Million - $5.49 Million	-91,879 Reduced 24.72%	279,789 $16 Million
Q4 2017 Feb 13, 2018	SELL	$48.4 - $54.25 $9.2 Million - $10.3 Million	-190,120 Reduced 33.84%	371,668 $18.5 Million
Q3 2017 Nov 07, 2017	SELL	$38.25 - $51.0 $4.72 Million - $6.3 Million	-123,495 Reduced 18.02%	561,788 $28.7 Million
Q2 2017 Aug 10, 2017	BUY	N/A	685,283	685,283 $27.1 Million

Others Institutions Holding ENV

# of Institutions

272

Shares Held

51.8M

Call Options Held

38.3K

Put Options Held

131K

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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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