Envestnet, Inc. ENV
We take great care to ensure that the data presented and summarized in this overview for ENVESTNET, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ENV
View all-
Black Rock Inc. New York, NY7.99MShares$502 Million0.01% of portfolio
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Vanguard Group Inc Valley Forge, PA6.1MShares$384 Million0.01% of portfolio
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Impactive Capital LP New York City, NY4.18MShares$263 Million9.16% of portfolio
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Morgan Stanley New York, NY3.02MShares$190 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY2.46MShares$155 Million0.01% of portfolio
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State Street Corp Boston, MA1.95MShares$122 Million0.01% of portfolio
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Van Berkom & Associates Inc.1.77MShares$111 Million2.92% of portfolio
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Brown Advisory Inc1.73MShares$109 Million0.14% of portfolio
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T. Rowe Price Investment Management, Inc. Baltimore, MD1.68MShares$106 Million0.06% of portfolio
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Stephens Investment Management Group LLC1.65MShares$104 Million1.31% of portfolio
Latest Institutional Activity in ENV
Top Purchases
Top Sells
About ENV
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 wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Insider Transactions at ENV
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
May 28
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Payment of exercise price or tax liability
|
Direct |
344
-0.98%
|
$23,392
$68.45 P/Share
|
|
May 28
2024
|
Shelly O'Brien Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
212
-0.44%
|
$14,416
$68.45 P/Share
|
|
May 28
2024
|
Matthew Majoros Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
108
-0.71%
|
$7,344
$68.45 P/Share
|
|
May 02
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Payment of exercise price or tax liability
|
Direct |
5
-0.01%
|
$315
$63.39 P/Share
|
|
Mar 25
2024
|
Matthew Majoros Principal Accounting Officer |
SELL
Open market or private sale
|
Direct |
700
-4.4%
|
$39,200
$56.92 P/Share
|
|
Mar 15
2024
|
Lauren Taylor Wolfe Director |
BUY
Open market or private purchase
|
Indirect |
1,670
+0.04%
|
$86,840
$52.99 P/Share
|
|
Mar 11
2024
|
William Crager Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,231
-0.8%
|
$287,705
$55.49 P/Share
|
|
Mar 11
2024
|
Shelly O'Brien Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
549
-0.57%
|
$30,195
$55.49 P/Share
|
|
Mar 11
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Payment of exercise price or tax liability
|
Direct |
188
-0.53%
|
$10,340
$55.49 P/Share
|
|
Mar 11
2024
|
Matthew Majoros Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
72
-0.45%
|
$3,960
$55.49 P/Share
|
|
Mar 07
2024
|
Lauren Taylor Wolfe Director |
BUY
Open market or private purchase
|
Indirect |
21,761
+0.52%
|
$1,131,572
$52.62 P/Share
|
|
Mar 06
2024
|
Lauren Taylor Wolfe Director |
BUY
Open market or private purchase
|
Indirect |
9,401
+0.23%
|
$479,451
$51.19 P/Share
|
|
Feb 29
2024
|
Wendy E Lane Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,457
+40.92%
|
-
|
|
Feb 29
2024
|
Matthew Majoros Principal Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,570
+13.85%
|
-
|
|
Feb 29
2024
|
Barbara Turner Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,634
+33.64%
|
-
|
|
Feb 29
2024
|
Gregory A Smith Director |
BUY
Grant, award, or other acquisition
|
Direct |
4,237
+11.97%
|
-
|
|
Feb 29
2024
|
Valerie Mosley Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,663
+19.08%
|
-
|
|
Feb 29
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
BUY
Grant, award, or other acquisition
|
Direct |
7,846
+18.18%
|
-
|
|
Feb 29
2024
|
Luis A Aguilar Director |
BUY
Grant, award, or other acquisition
|
Direct |
3,825
+14.17%
|
-
|
|
Feb 29
2024
|
James L Fox Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,487
+12.77%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 93K shares |
|---|---|
| Exercise of conversion of derivative security | 14.1K shares |
| Open market or private purchase | 34.8K shares |
| Payment of exercise price or tax liability | 33.7K shares |
|---|---|
| Open market or private sale | 8.64K shares |