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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.48K+ 0.87% |
$335K - $347K
|
635K
$40.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
36.4KNew |
$2.23M - $2.3M
|
36.4K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.41K+ 22.03% |
$209K - $216K
|
18.9K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
9.3KNew |
$568K - $588K
|
9.3K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
65+ 0.15% |
$3.97K - $4.11K
|
42.4K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.46K- 9.68% |
$151K - $156K
|
23K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.63K- 6.17% |
$222K - $230K
|
55.3K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39+ 0.07% |
$2.38K - $2.47K
|
53.8K
$3.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Athos Capital LTD
Hong Kong, K3 |
BUY
|
- |
50KNew |
$3.06M - $3.16M
|
50K
$3.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
6.77K+ 87.79% |
$414K - $428K
|
14.5K
$915K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.78K+ 14.92% |
$109K - $112K
|
13.7K
$864K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
9.07K+ 193.45% |
$554K - $573K
|
13.8K
$868K
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
47KNew |
$2.87M - $2.97M
|
47K
$2.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
51.5KNew |
$3.15M - $3.25M
|
51.5K
$3.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-189K- 10.41% |
$11.5M - $11.9M
|
1.62M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.1% |
$672 - $696
|
11.4K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-76- 38.78% |
$4.65K - $4.81K
|
120
$7.58K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$369K - $382K
|
6.04K
$381K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-282- 1.83% |
$17.2K - $17.8K
|
15.1K
$953K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.08K- 0.17% |
$66K - $68.2K
|
616K
$38.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.41K+ 7.03% |
$392K - $405K
|
97.6K
$6.17M
|
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
12.2K+ 16.54% |
$747K - $773K
|
86.1K
$5.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-511- 2.92% |
$31.2K - $32.3K
|
17K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-306K- 99.97% |
$18.7M - $19.4M
|
96
$6.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241+ 10.3% |
$14.7K - $15.2K
|
2.58K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 22.77% |
$65.8K - $68.1K
|
5.8K
$366K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-250K- 98.92% |
$15.3M - $15.8M
|
2.73K
$172K
|
|
|
Nov 12, 2024
Q3 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.74K+ 0.87% |
$595K - $616K
|
1.13M
$71.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
52New |
$3.18K - $3.29K
|
52
$3.28K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-43.6K- 55.78% |
$2.67M - $2.76M
|
34.6K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-12K- 75.67% |
$735K - $761K
|
3.87K
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
14KNew |
$856K - $886K
|
14K
$884K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.61K+ 1.39% |
$465K - $481K
|
554K
$35M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-20.5K- 20.16% |
$1.25M - $1.3M
|
81.2K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-53.1K- 61.28% |
$3.24M - $3.36M
|
33.5K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
3.33KNew |
$203K - $210K
|
3.33K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
95.3KNew |
$5.82M - $6.03M
|
95.3K
$6.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-712K- 76.75% |
$43.5M - $45M
|
216K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.92K- 39.47% |
$301K - $311K
|
7.55K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
195+ 2785.71% |
$11.9K - $12.3K
|
202
$12.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
4.48KNew |
$274K - $283K
|
4.48K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
18.9K+ 455.39% |
$1.16M - $1.2M
|
23.1K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.85K- 5.33% |
$480K - $497K
|
139K
$8.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-24.8K- 8.2% |
$1.52M - $1.57M
|
278K
$17.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.41KNew |
$208K - $215K
|
3.41K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-92Closed |
$5.62K - $5.82K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.6KNew |
$829K - $858K
|
13.6K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.17K+ 10.11% |
$71.4K - $73.9K
|
12.7K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.75KNew |
$290K - $301K
|
4.75K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
10KNew |
$611K - $633K
|
10K
$631K
|