A detailed history of Ubs Asset Management Americas Inc transactions in Envestnet, Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 96,801 shares of ENV stock, worth $6.11 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
96,801
Previous 93,065 4.01%
Holding current value
$6.11 Million
Previous $5.82 Million 4.07%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$61.13 - $63.25 $228,381 - $236,302
3,736 Added 4.01%
96,801 $6.06 Million
Q2 2024

Aug 13, 2024

BUY
$56.54 - $69.09 $2.38 Million - $2.9 Million
42,039 Added 82.39%
93,065 $5.82 Million
Q4 2023

Feb 14, 2024

SELL
$33.55 - $49.8 $6,005 - $8,914
-179 Reduced 0.35%
51,026 $2.53 Million
Q3 2023

Nov 13, 2023

BUY
$43.16 - $63.05 $124,257 - $181,520
2,879 Added 5.96%
51,205 $2.25 Million
Q1 2023

May 15, 2023

BUY
$52.8 - $68.99 $155,601 - $203,313
2,947 Added 6.49%
48,326 $2.84 Million
Q4 2022

Feb 14, 2023

SELL
$43.13 - $61.77 $289,359 - $414,414
-6,709 Reduced 12.88%
45,379 $2.8 Million
Q3 2022

Nov 14, 2022

SELL
$44.4 - $60.51 $674,302 - $918,965
-15,187 Reduced 22.57%
52,088 $2.31 Million
Q2 2022

Aug 12, 2022

SELL
$52.71 - $83.57 $96,880 - $153,601
-1,838 Reduced 2.66%
67,275 $3.55 Million
Q1 2022

May 16, 2022

BUY
$66.01 - $80.6 $389,392 - $475,459
5,899 Added 9.33%
69,113 $5.14 Million
Q3 2021

Nov 15, 2021

SELL
$72.19 - $80.24 $588,420 - $654,036
-8,151 Reduced 11.42%
63,214 $5.07 Million
Q2 2021

Aug 16, 2021

BUY
$65.18 - $79.49 $159,495 - $194,512
2,447 Added 3.55%
71,365 $5.41 Million
Q1 2021

May 14, 2021

SELL
$64.02 - $86.95 $245,004 - $332,757
-3,827 Reduced 5.26%
68,918 $4.98 Million
Q4 2020

Mar 01, 2021

BUY
$74.94 - $84.32 $832,433 - $936,626
11,108 Added 18.02%
72,745 $5.99 Million
Q3 2020

Nov 13, 2020

BUY
$74.11 - $89.04 $200,319 - $240,675
2,703 Added 4.59%
61,637 $4.76 Million
Q2 2020

Aug 14, 2020

SELL
$47.07 - $76.08 $91,739 - $148,279
-1,949 Reduced 3.2%
58,934 $4.33 Million
Q1 2020

May 15, 2020

BUY
$48.86 - $87.67 $176,922 - $317,453
3,621 Added 6.32%
60,883 $3.27 Million
Q4 2019

Feb 14, 2020

BUY
$54.57 - $71.85 $350,503 - $461,492
6,423 Added 12.63%
57,262 $3.99 Million
Q3 2019

Nov 14, 2019

BUY
$55.42 - $73.16 $484,093 - $639,052
8,735 Added 20.75%
50,839 $2.88 Million
Q2 2019

Aug 15, 2019

BUY
$65.25 - $72.61 $262,239 - $291,819
4,019 Added 10.55%
42,104 $0
Q1 2019

May 14, 2019

BUY
$47.14 - $66.67 $168,902 - $238,878
3,583 Added 10.38%
38,085 $0
Q4 2018

Feb 13, 2019

BUY
$46.62 - $61.79 $214,218 - $283,925
4,595 Added 15.36%
34,502 $1.7 Million
Q3 2018

Nov 14, 2018

BUY
$55.8 - $63.8 $1,116 - $1,276
20 Added 0.07%
29,907 $0
Q2 2018

Aug 14, 2018

SELL
$52.55 - $59.45 $57,647 - $65,216
-1,097 Reduced 3.54%
29,887 $0
Q1 2018

May 14, 2018

BUY
$49.5 - $59.75 $132,313 - $159,711
2,673 Added 9.44%
30,984 $0
Q4 2017

Feb 09, 2018

BUY
$48.4 - $54.25 $149,652 - $167,741
3,092 Added 12.26%
28,311 $0
Q3 2017

Nov 13, 2017

BUY
$38.25 - $51.0 $964,626 - $1.29 Million
25,219
25,219 $0

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.49B
  • 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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