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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2020
Q4 2019
|
Seven Eight Capital, LP
|
SELL
|
- |
-9.7KClosed |
$529K - $697K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-875KClosed |
$47.7M - $62.9M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Credit Agricole S A
|
SELL
|
- |
-6.3KClosed |
$344K - $453K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-2.73KClosed |
$149K - $196K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-367Closed |
$20K - $26.4K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-6KClosed |
$327K - $431K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$998 - $1.32K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-58Closed |
$3.21K - $4.24K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-75.3KClosed |
$4.18M - $5.51M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-6.25KClosed |
$347K - $457K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-170Closed |
$9.42K - $12.4K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-18.7KClosed |
$1.04M - $1.37M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-7.32KClosed |
$405K - $535K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-4.7KClosed |
$261K - $344K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-14.9KClosed |
$824K - $1.09M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.9KNew |
$772K - $1.02M
|
13.9K
$879K
|
|
|
Oct 31, 2019
Q3 2019
|
Caprock Group, Inc.
|
SELL
|
- |
-3.23KClosed |
$179K - $236K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-432Closed |
$23.9K - $31.6K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-20KClosed |
$1.11M - $1.47M
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
$5.54K - $7.32K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Asset Dedication, LLC
|
BUY
|
- |
14New |
$776 - $1.02K
|
14
$884
|
|
|
Oct 16, 2019
Q3 2019
|
Financial Consulate, Inc
|
SELL
|
- |
-52.6KClosed |
$2.92M - $3.85M
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-82Closed |
$4.54K - $6K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14Closed |
$776 - $1.02K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-250KClosed |
$16.3M - $18.2M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$835K - $929K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-96.9KClosed |
$6.32M - $7.03M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-293Closed |
$19.1K - $21.3K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Parametrica Management LTD
|
SELL
|
- |
-6.17KClosed |
$402K - $448K
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-989Closed |
$64.5K - $71.8K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Moody National Bank Trust Division
|
SELL
|
- |
-102Closed |
$6.66K - $7.41K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 13, 2019
Q1 2019
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-5.45KClosed |
$257K - $364K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-688Closed |
$32.4K - $45.9K
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-2.2K- 14.29% |
$104K - $147K
|
13.2K
$833K
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-100Closed |
$4.71K - $6.67K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-87Closed |
$4.1K - $5.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-206Closed |
$9.6K - $12.7K
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.43KClosed |
$160K - $212K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Destination Wealth Management
|
SELL
|
- |
-16Closed |
$746 - $989
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Hanseatic Management Services Inc
|
SELL
|
- |
-22Closed |
$1.03K - $1.36K
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.61KClosed |
$215K - $285K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Westwood Management Corp
|
SELL
|
- |
-10.3KClosed |
$480K - $636K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Churchill Management Corp
|
SELL
|
- |
-71.3KClosed |
$3.33M - $4.41M
|
0
$0
|
|
|
Jan 11, 2019
Q4 2018
|
Sheets Smith Wealth Management
|
SELL
|
- |
-8.84KClosed |
$412K - $546K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1- 0.06% |
$55.8 - $63.8
|
1.81K
$114K
|
|
|
Nov 14, 2018
Q3 2018
|
Jane Street Group, LLC
New York, NY |
SELL
|
CALL |
-10KClosed |
$558K - $638K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.83KNew |
$270K - $308K
|
4.83K
$305K
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-7.36KClosed |
$411K - $470K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-492Closed |
$27.5K - $31.4K
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-11.8KClosed |
$656K - $750K
|
0
$0
|
|