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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-89Closed |
$5.7K - $7.74K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.92KClosed |
$123K - $167K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-11.8KClosed |
$755K - $1.03M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Hodges Capital Management Inc.
|
SELL
|
- |
-30.3KClosed |
$1.94M - $2.63M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32New |
$2.4K - $2.7K
|
32
$2.02K
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-189Closed |
$14.2K - $15.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-5.22KClosed |
$391K - $440K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-681KClosed |
$51M - $57.4M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-18.9KClosed |
$1.42M - $1.59M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$1.11M - $1.25M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-13.1KClosed |
$982K - $1.1M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-154KClosed |
$11.5M - $13M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80Closed |
$6K - $6.75K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.23KClosed |
$392K - $441K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.1KClosed |
$532K - $599K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-142Closed |
$10.6K - $12K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
SELL
|
- |
-2.7KClosed |
$202K - $228K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-25Closed |
$1.85K - $2.23K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4.82KClosed |
$357K - $429K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.1KClosed |
$752K - $903K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-38.6KClosed |
$2.86M - $3.44M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-35Closed |
$2.59K - $3.12K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-7.81KClosed |
$579K - $695K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11Closed |
$815 - $979
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.78K - $2.14K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7Closed |
$519 - $623
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.48K - $1.78K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-32.7KClosed |
$2.42M - $2.91M
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-26Closed |
$1.22K - $1.98K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Spyglass Capital Management LLC
San Francisco, CA |
SELL
|
- |
-400KClosed |
$18.8M - $30.4M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Css LLC
Chicago, IL |
SELL
|
- |
-500Closed |
$23.5K - $38K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-30.8KClosed |
$1.45M - $2.35M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-106Closed |
$4.99K - $8.06K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Jupiter Asset Management LTD
|
SELL
|
- |
-132KClosed |
$6.23M - $10.1M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
33New |
$1.55K - $2.51K
|
33
$2.08K
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-366Closed |
$17.2K - $27.8K
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-47.7KClosed |
$2.25M - $3.63M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-50Closed |
$2.44K - $4.38K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5Closed |
$244 - $438
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Herald Investment Management LTD
|
SELL
|
- |
-8.5KClosed |
$415K - $745K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-50Closed |
$2.44K - $4.38K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Fortis Capital Management LLC
|
SELL
|
- |
-26.4KClosed |
$1.29M - $2.32M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Nicholas Company, Inc.
|
SELL
|
- |
-101KClosed |
$4.92M - $8.82M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
89.7KNew |
$4.38M - $7.86M
|
89.7K
$5.66M
|
|
|
May 12, 2020
Q1 2020
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-16.6KClosed |
$809K - $1.45M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-1.62KClosed |
$79.2K - $142K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-202Closed |
$9.87K - $17.7K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.7KClosed |
$278K - $499K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Ogorek Anthony Joseph
|
SELL
|
- |
-369Closed |
$18K - $32.4K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-93.2KClosed |
$5.09M - $6.7M
|
0
$0
|
|