Institutional shares held 57.1 Million
45.4K calls
36.2K puts
Total value of holdings $3.58B
$2.85M calls
$2.27M puts
Market Cap $3.47B
55,196,900 Shares Out.
Institutional ownership 103.46%
# of Institutions 258


Latest Institutional Activity in ENV

Top Purchases

Q3 2024
Everence Capital Management Inc Shares Held: 6.19K ($389K)
Q3 2024
Sg Americas Securities, LLC Shares Held: 2.69K ($169K)
Q3 2024
Park Avenue Securities LLC Shares Held: 7.16K ($449K)
Q3 2024
Principal Securities, Inc. Shares Held: 3.41K ($214K)
Q3 2024
Farther Finance Advisors, LLC Shares Held: 5.8K ($364K)

Top Sells

Q3 2024
Harbor Capital Advisors, Inc. Shares Held: 6.18K ($388K)
Q3 2024
New York State Common Retirement Fund Shares Held: 15.8K ($989K)
Q3 2024
Us Bancorp \De\ Shares Held: 4.23K ($266K)
Q3 2024
Louisiana State Employees Retirement System Shares Held: 24.3K ($1.53M)
Q3 2024
State Of Alaska, Department Of Revenue Shares Held: 28.7K ($1.8M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
140K Shares
From 14 Insiders
Grant, award, or other acquisition 93K shares
Exercise of conversion of derivative security 14.1K shares
Open market or private purchase 32.8K shares
Sell / Disposition
29.5K Shares
From 5 Insiders
Payment of exercise price or tax liability 28.8K shares
Open market or private sale 700 shares

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