Paloma Partners Management CO Envestnet, Inc. Transaction History

Paloma Partners Management CO

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$43.13 - $61.77 $215,304 - $308,355	4,992 New	4,992 $308,000
Q1 2022 May 16, 2022	SELL	$66.01 - $80.6 $188,458 - $230,112	-2,855 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$75.93 - $85.32 $48,974 - $55,031	-645 Reduced 18.43%	2,855 $226,000
Q3 2021 Nov 15, 2021	BUY	$72.19 - $80.24 $252,665 - $280,840	3,500 New	3,500 $281,000
Q2 2021 Aug 16, 2021	SELL	$65.18 - $79.49 $366,507 - $446,972	-5,623 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$64.02 - $86.95 $34,250 - $46,518	535 Added 10.51%	5,623 $406,000
Q4 2020 Feb 16, 2021	BUY	$74.94 - $84.32 $179,556 - $202,030	2,396 Added 89.0%	5,088 $419,000
Q3 2020 Nov 16, 2020	BUY	$74.11 - $89.04 $199,504 - $239,695	2,692 New	2,692 $208,000
Q2 2018 Aug 14, 2018	SELL	$52.55 - $59.45 $854,515 - $966,716	-16,261 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$49.5 - $59.75 $549,103 - $662,806	-11,093 Reduced 40.55%	16,261 $932,000
Q4 2017 Feb 14, 2018	BUY	$48.4 - $54.25 $1.32 Million - $1.48 Million	27,354	27,354 $1.36 Million

273

51.8M

38.3K

131K

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...

Get notified when there are updates to the investment portfolio of Paloma Partners Management CO, based on Form 13F filings with the SEC.

Stay updated on Paloma Partners Management CO with notifications on news.