Segall Bryant & Hamill, LLC Envestnet, Inc. Transaction History

Segall Bryant & Hamill, LLC

$7.16 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$50.72 - $66.31 $222,305 - $290,636	-4,383 Reduced 1.99%	216,132 $12.8 Million
Q1 2023 May 15, 2023	BUY	$52.8 - $68.99 $141,451 - $184,824	2,679 Added 1.23%	220,515 $12.9 Million
Q4 2022 Feb 14, 2023	BUY	$43.13 - $61.77 $9.4 Million - $13.5 Million	217,836 New	217,836 $13.4 Million
Q3 2022 Nov 14, 2022	BUY	$44.4 - $60.51 $9.02 Million - $12.3 Million	203,094 New	203,094 $9.02 Million
Q2 2022 Aug 15, 2022	BUY	$52.71 - $83.57 $2.19 Million - $3.47 Million	41,464 Added 39.71%	145,874 $7.7 Million
Q1 2022 May 13, 2022	BUY	$66.01 - $80.6 $16,370 - $19,988	248 Added 0.24%	104,410 $7.77 Million
Q4 2021 Feb 14, 2022	BUY	$75.93 - $85.32 $340,318 - $382,404	4,482 Added 4.5%	104,162 $8.26 Million
Q3 2021 Nov 03, 2021	BUY	$72.19 - $80.24 $165,603 - $184,070	2,294 Added 2.36%	99,680 $8 Million
Q2 2021 Aug 12, 2021	SELL	$65.18 - $79.49 $794,935 - $969,460	-12,196 Reduced 11.13%	97,386 $7.39 Million
Q1 2021 May 13, 2021	BUY	$64.02 - $86.95 $1.04 Million - $1.41 Million	16,226 Added 17.38%	109,582 $7.92 Million
Q4 2020 Feb 12, 2021	SELL	$74.94 - $84.32 $119,154 - $134,068	-1,590 Reduced 1.67%	93,356 $7.68 Million
Q3 2020 Nov 13, 2020	BUY	$74.11 - $89.04 $4.79 Million - $5.75 Million	64,579 Added 212.66%	94,946 $7.33 Million
Q2 2020 Aug 14, 2020	BUY	$47.07 - $76.08 $34,925 - $56,451	742 Added 2.5%	30,367 $2.23 Million
Q1 2020 May 14, 2020	SELL	$48.86 - $87.67 $128,843 - $231,185	-2,637 Reduced 8.17%	29,625 $1.59 Million
Q4 2019 Feb 11, 2020	SELL	$54.57 - $71.85 $106,411 - $140,107	-1,950 Reduced 5.7%	32,262 $2.25 Million
Q3 2019 Nov 12, 2019	BUY	$55.42 - $73.16 $6,484 - $8,559	117 Added 0.34%	34,212 $1.94 Million
Q2 2019 Aug 14, 2019	SELL	$65.25 - $72.61 $399,852 - $444,954	-6,128 Reduced 15.24%	34,095 $0
Q1 2019 May 15, 2019	BUY	$47.14 - $66.67 $26,398 - $37,335	560 Added 1.41%	40,223 $0
Q4 2018 Feb 15, 2019	SELL	$46.62 - $61.79 $6,293 - $8,341	-135 Reduced 0.34%	39,663 $1.95 Million
Q3 2018 Nov 14, 2018	SELL	$55.8 - $63.8 $2,957 - $3,381	-53 Reduced 0.13%	39,798 $0
Q2 2018 Aug 08, 2018	BUY	$52.55 - $59.45 $2.09 Million - $2.37 Million	39,851 New	39,851 $0

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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