Principal Financial Group Inc Envestnet, Inc. Transaction History

Principal Financial Group Inc

$1.66 Trillion
Q3 2024

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$61.13 - $63.25 $1.37 Million - $1.42 Million	22,462 Added 9.01%	271,766 $17 Million
Q2 2024 Jul 29, 2024	SELL	$56.54 - $69.09 $562,799 - $687,721	-9,954 Reduced 3.84%	249,304 $15.6 Million
Q1 2024 Apr 29, 2024	SELL	$48.28 - $57.91 $1.01 Million - $1.21 Million	-20,975 Reduced 7.48%	259,258 $15 Million
Q4 2023 Feb 07, 2024	BUY	$33.55 - $49.8 $2.69 Million - $3.99 Million	80,094 Added 40.02%	280,233 $13.9 Million
Q3 2023 Nov 02, 2023	SELL	$43.16 - $63.05 $684,906 - $1 Million	-15,869 Reduced 7.35%	200,139 $8.81 Million
Q2 2023 Aug 07, 2023	SELL	$50.72 - $66.31 $580,642 - $759,116	-11,448 Reduced 5.03%	216,008 $12.8 Million
Q1 2023 May 09, 2023	SELL	$52.8 - $68.99 $16,684 - $21,800	-316 Reduced 0.14%	227,456 $13.3 Million
Q4 2022 Feb 09, 2023	BUY	$43.13 - $61.77 $460,067 - $658,900	10,667 Added 4.91%	227,772 $14.1 Million
Q3 2022 Nov 09, 2022	SELL	$44.4 - $60.51 $133,777 - $182,316	-3,013 Reduced 1.37%	217,105 $9.64 Million
Q2 2022 Aug 10, 2022	BUY	$52.71 - $83.57 $1.59 Million - $2.51 Million	30,091 Added 15.84%	220,118 $11.6 Million
Q1 2022 May 09, 2022	SELL	$66.01 - $80.6 $62,775 - $76,650	-951 Reduced 0.5%	190,027 $14.1 Million
Q4 2021 Feb 09, 2022	SELL	$75.93 - $85.32 $318,374 - $357,746	-4,193 Reduced 2.15%	190,978 $15.2 Million
Q3 2021 Nov 09, 2021	BUY	$72.19 - $80.24 $125,033 - $138,975	1,732 Added 0.9%	195,171 $15.7 Million
Q2 2021 Aug 10, 2021	BUY	$65.18 - $79.49 $11.9 Million - $14.5 Million	182,113 Added 1607.92%	193,439 $14.7 Million
Q1 2021 May 10, 2021	SELL	$64.02 - $86.95 $135,530 - $184,073	-2,117 Reduced 15.75%	11,326 $818,000
Q4 2020 Feb 08, 2021	BUY	$74.94 - $84.32 $406,624 - $457,520	5,426 Added 67.68%	13,443 $1.11 Million
Q3 2020 Nov 06, 2020	SELL	$74.11 - $89.04 $55,730 - $66,958	-752 Reduced 8.58%	8,017 $618,000
Q2 2020 Aug 05, 2020	BUY	$47.07 - $76.08 $89,856 - $145,236	1,909 Added 27.83%	8,769 $645,000
Q1 2020 May 12, 2020	SELL	$48.86 - $87.67 $12,263 - $22,005	-251 Reduced 3.53%	6,860 $369,000
Q4 2019 Feb 05, 2020	SELL	$54.57 - $71.85 $846,380 - $1.11 Million	-15,510 Reduced 68.56%	7,111 $495,000
Q3 2019 Nov 13, 2019	BUY	$55.42 - $73.16 $12,746 - $16,826	230 Added 1.03%	22,621 $1.28 Million
Q2 2019 Aug 12, 2019	SELL	$65.25 - $72.61 $112,621 - $125,324	-1,726 Reduced 7.16%	22,391 $1.53 Million
Q1 2019 May 10, 2019	SELL	$47.14 - $66.67 $89,283 - $126,272	-1,894 Reduced 7.28%	24,117 $1.58 Million
Q4 2018 Feb 14, 2019	BUY	$46.62 - $61.79 $196,270 - $260,135	4,210 Added 19.31%	26,011 $1.28 Million
Q3 2018 Nov 14, 2018	BUY	$55.8 - $63.8 $122,704 - $140,296	2,199 Added 11.22%	21,801 $1.33 Million
Q2 2018 Aug 13, 2018	BUY	$52.55 - $59.45 $612,049 - $692,414	11,647 Added 146.41%	19,602 $0
Q1 2018 May 14, 2018	BUY	$49.5 - $59.75 $140,035 - $169,032	2,829 Added 55.19%	7,955 $456,000
Q4 2017 Feb 13, 2018	BUY	$48.4 - $54.25 $2,178 - $2,441	45 Added 0.89%	5,126 $256,000
Q3 2017 Nov 02, 2017	BUY	$38.25 - $51.0 $194,348 - $259,131	5,081	5,081 $259,000

Others Institutions Holding ENV

# of Institutions

269

Shares Held

51.5M

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...

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