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, NY7.97MShares$503 Million0.01% of portfolio
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Eaton Vance Management Boston, MA1.13MShares$71.6 Million0.07% of portfolio
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Atlanta Capital Management CO L L C Atlanta, GA696KShares$43.9 Million0.14% of portfolio
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Credit Suisse Ag Zurich, V861.5KShares$3.88 Million0.0% of portfolio
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Public Employees Retirement System Of Ohio Columbus, OH45.8KShares$2.89 Million0.01% of portfolio
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Eisler Capital (Us) LLC New York, NY42.7KShares$2.7 Million0.06% of portfolio
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Clari Vest Asset Management LLC San Diego, CA39.6KShares$2.5 Million0.25% of portfolio
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Scout Investments, Inc.33.5KShares$2.12 Million0.06% of portfolio
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Neo Ivy Capital Management New York, NY17.1KShares$1.08 Million0.36% of portfolio
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Jefferies Group LLC New York, NY12.5KShares$789,2500.01% 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 |
|---|---|---|---|---|---|
|
Nov 25
2024
|
Lauren Taylor Wolfe Director |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
4,188,871
-100.0%
|
$263,898,873
$63.15 P/Share
|
|
Nov 25
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Sale (or disposition) back to the issuer
|
Direct |
34,424
-100.0%
|
$2,168,712
$63.15 P/Share
|
|
Nov 25
2024
|
Joshua Warren CHIEF FINANCIAL OFFICER |
SELL
Sale (or disposition) back to the issuer
|
Direct |
49,039
-100.0%
|
$3,089,457
$63.15 P/Share
|
|
Nov 25
2024
|
Shelly O'Brien CHIEF LEGAL OFFICER |
SELL
Sale (or disposition) back to the issuer
|
Direct |
84,734
-100.0%
|
$5,338,242
$63.15 P/Share
|
|
Nov 25
2024
|
Valerie Mosley Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
15,533
-100.0%
|
$978,579
$63.15 P/Share
|
|
Nov 25
2024
|
Barbara Turner Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
7,168
-100.0%
|
$451,584
$63.15 P/Share
|
|
Nov 25
2024
|
James L Fox Interim CEO |
SELL
Sale (or disposition) back to the issuer
|
Direct |
37,476
-100.0%
|
$2,360,988
$63.15 P/Share
|
|
Nov 25
2024
|
Gregory A Smith Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
31,166
-100.0%
|
$1,963,458
$63.15 P/Share
|
|
Nov 25
2024
|
Gayle A Crowell Director |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
3,852
-100.0%
|
$242,676
$63.15 P/Share
|
|
Nov 25
2024
|
Gayle A Crowell Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
17,075
-100.0%
|
$1,075,725
$63.15 P/Share
|
|
Nov 25
2024
|
Matthew Majoros Principal Accounting Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
14,996
-100.0%
|
$944,748
$63.15 P/Share
|
|
Nov 25
2024
|
Luis A Aguilar Director |
SELL
Sale (or disposition) back to the issuer
|
Direct |
23,161
-100.0%
|
$1,459,143
$63.15 P/Share
|
|
Nov 01
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Payment of exercise price or tax liability
|
Direct |
5
-0.01%
|
$310
$62.82 P/Share
|
|
Aug 28
2024
|
Matthew Majoros Principal Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
108
-0.72%
|
$6,696
$62.81 P/Share
|
|
Aug 28
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Payment of exercise price or tax liability
|
Direct |
344
-0.99%
|
$21,328
$62.81 P/Share
|
|
Aug 28
2024
|
Shelly O'Brien CHIEF LEGAL OFFICER |
SELL
Payment of exercise price or tax liability
|
Direct |
931
-1.96%
|
$57,722
$62.81 P/Share
|
|
Aug 02
2024
|
Barry D. Cooper SVP, Head of Accounting Mgmt. |
SELL
Payment of exercise price or tax liability
|
Direct |
5
-0.01%
|
$305
$61.92 P/Share
|
|
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
|
Last 12 Months Summary
| Grant, award, or other acquisition | 87.9K shares |
|---|---|
| Exercise of conversion of derivative security | 14.1K shares |
| Open market or private purchase | 32.8K shares |
| Sale (or disposition) back to the issuer | 4.51M shares |
|---|---|
| Payment of exercise price or tax liability | 25.5K shares |
| Open market or private sale | 700 shares |