Latest Institutional Transactions on Envestnet, Inc. (ENV)
This table provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.64K- 5.98% |
$192K - $304K
|
57.3K
$3.61M
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
306+ 34.0% |
$16.1K - $25.6K
|
1.21K
$76.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.34K- 98.47% |
$176K - $279K
|
52
$3.28K
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-19.3KClosed |
$1.02M - $1.61M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-178KClosed |
$11.7M - $14.3M
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-477Closed |
$31.5K - $38.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-13.9KClosed |
$917K - $1.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-184Closed |
$12.1K - $14.8K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.85KClosed |
$188K - $230K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212Closed |
$14K - $17.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-13K- 49.24% |
$858K - $1.05M
|
13.4K
$846K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.67KClosed |
$176K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2K- 38.1% |
$132K - $161K
|
3.25K
$205K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
35.1KNew |
$2.31M - $2.83M
|
35.1K
$2.21M
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 22.22% |
$528 - $645
|
28
$1.77K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-110Closed |
$7.26K - $8.87K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-164Closed |
$10.8K - $13.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156Closed |
$10.3K - $12.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-3.7KClosed |
$244K - $298K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-50- 0.91% |
$3.3K - $4.03K
|
5.43K
$343K
|
|
| Q4 2021 | |||||||
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-3.6KClosed |
$273K - $307K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
58.6KNew |
$4.45M - $5M
|
58.6K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1KNew |
$75.9K - $85.3K
|
1K
$63.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
74New |
$5.62K - $6.31K
|
74
$4.67K
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-18.6KClosed |
$1.41M - $1.59M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-75- 2.81% |
$5.69K - $6.4K
|
2.6K
$164K
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
SELL
|
- |
-17.5KClosed |
$1.33M - $1.49M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
70+ 88.61% |
$5.32K - $5.97K
|
149
$9.41K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-862Closed |
$65.5K - $73.5K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-219Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-126Closed |
$9.57K - $10.8K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1K- 1.33% |
$75.9K - $85.3K
|
74K
$4.67M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$75.9K - $85.3K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.25KClosed |
$626K - $704K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-79.5KClosed |
$6.04M - $6.79M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-500Closed |
$36.1K - $40.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-155Closed |
$11.2K - $12.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-17KClosed |
$1.23M - $1.36M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-4.08KClosed |
$295K - $327K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
York Capital Management Global Advisors, LLC
New York, NY |
SELL
|
- |
-37.2KClosed |
$2.69M - $2.99M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-3.5KClosed |
$253K - $281K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-429Closed |
$31K - $34.4K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
100KNew |
$7.22M - $8.02M
|
100K
$6.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-29Closed |
$2.09K - $2.33K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-10.4KClosed |
$751K - $834K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.84KClosed |
$277K - $308K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.48KClosed |
$106K - $118K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-63.4KClosed |
$4.58M - $5.09M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-162KClosed |
$11.7M - $13M
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-22Closed |
$1.59K - $1.77K
|
0
$0
|
|