A detailed history of Stifel Financial Corp transactions in Envestnet, Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 33,215 shares of ENV stock, worth $2.1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,215
Previous 36,922 10.04%
Holding current value
$2.1 Million
Previous $2.31 Million 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$61.13 - $63.25 $226,608 - $234,467
-3,707 Reduced 10.04%
33,215 $2.08 Million
Q2 2024

Aug 13, 2024

BUY
$56.54 - $69.09 $338,278 - $413,365
5,983 Added 19.34%
36,922 $2.31 Million
Q1 2024

May 13, 2024

BUY
$48.28 - $57.91 $144,115 - $172,861
2,985 Added 10.68%
30,939 $1.79 Million
Q4 2023

Feb 12, 2024

BUY
$33.55 - $49.8 $79,446 - $117,926
2,368 Added 9.26%
27,954 $1.38 Million
Q3 2023

Nov 13, 2023

BUY
$43.16 - $63.05 $23,263 - $33,983
539 Added 2.15%
25,586 $1.13 Million
Q2 2023

Aug 14, 2023

BUY
$50.72 - $66.31 $111,533 - $145,815
2,199 Added 9.62%
25,047 $1.49 Million
Q1 2023

May 12, 2023

SELL
$52.8 - $68.99 $184,377 - $240,913
-3,492 Reduced 13.26%
22,848 $1.34 Million
Q4 2022

Feb 13, 2023

BUY
$43.13 - $61.77 $146,426 - $209,709
3,395 Added 14.8%
26,340 $1.63 Million
Q3 2022

Nov 14, 2022

BUY
$44.4 - $60.51 $165,700 - $225,823
3,732 Added 19.42%
22,945 $1.02 Million
Q2 2022

Aug 15, 2022

SELL
$52.71 - $83.57 $105 - $167
-2 Reduced 0.01%
19,213 $1.01 Million
Q1 2022

May 13, 2022

SELL
$66.01 - $80.6 $28,780 - $35,141
-436 Reduced 2.22%
19,215 $1.43 Million
Q4 2021

Feb 14, 2022

BUY
$75.93 - $85.32 $455 - $511
6 Added 0.03%
19,651 $1.56 Million
Q3 2021

Nov 15, 2021

SELL
$72.19 - $80.24 $622,855 - $692,310
-8,628 Reduced 30.52%
19,645 $1.58 Million
Q2 2021

Aug 13, 2021

SELL
$65.18 - $79.49 $203,166 - $247,770
-3,117 Reduced 9.93%
28,273 $2.15 Million
Q1 2021

May 14, 2021

SELL
$64.02 - $86.95 $188,666 - $256,241
-2,947 Reduced 8.58%
31,390 $2.27 Million
Q4 2020

Feb 12, 2021

SELL
$74.94 - $84.32 $155,800 - $175,301
-2,079 Reduced 5.71%
34,337 $2.83 Million
Q3 2020

Nov 16, 2020

BUY
$74.11 - $89.04 $158,669 - $190,634
2,141 Added 6.25%
36,416 $2.81 Million
Q2 2020

Aug 14, 2020

BUY
$47.07 - $76.08 $8,707 - $14,074
185 Added 0.54%
34,275 $2.52 Million
Q1 2020

May 14, 2020

BUY
$48.86 - $87.67 $22,719 - $40,766
465 Added 1.38%
34,090 $1.83 Million
Q4 2019

Feb 13, 2020

BUY
$54.57 - $71.85 $166,329 - $218,998
3,048 Added 9.97%
33,625 $2.34 Million
Q3 2019

Nov 13, 2019

BUY
$55.42 - $73.16 $34,083 - $44,993
615 Added 2.05%
30,577 $1.74 Million
Q2 2019

Aug 14, 2019

BUY
$65.25 - $72.61 $101,398 - $112,835
1,554 Added 5.47%
29,962 $2.05 Million
Q1 2019

May 14, 2019

SELL
$47.14 - $66.67 $18,950 - $26,801
-402 Reduced 1.4%
28,408 $1.86 Million
Q4 2018

Feb 13, 2019

SELL
$46.62 - $61.79 $48,018 - $63,643
-1,030 Reduced 3.45%
28,810 $1.42 Million
Q3 2018

Nov 13, 2018

BUY
$55.8 - $63.8 $284,412 - $325,188
5,097 Added 20.6%
29,840 $1.82 Million
Q2 2018

Aug 14, 2018

BUY
$52.55 - $59.45 $93,801 - $106,118
1,785 Added 7.78%
24,743 $1.35 Million
Q1 2018

May 11, 2018

BUY
$49.5 - $59.75 $268,884 - $324,562
5,432 Added 30.99%
22,958 $1.32 Million
Q4 2017

Feb 14, 2018

SELL
$48.4 - $54.25 $66,888 - $74,973
-1,382 Reduced 7.31%
17,526 $873,000
Q3 2017

Nov 13, 2017

BUY
$38.25 - $51.0 $723,231 - $964,308
18,908
18,908 $0

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.48B
  • 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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