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 08, 2024
Q3 2024
|
Chicago Capital Management, LLC
|
BUY
|
- |
167KNew |
$10.2M - $10.6M
|
167K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
332New |
$20.3K - $21K
|
332
$21K
|
|
|
Nov 08, 2024
Q3 2024
|
Alpine Associates Management Inc.
Englewood Cliffs, NJ |
BUY
|
- |
403KNew |
$24.6M - $25.5M
|
403K
$25.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 87.17% |
$1.57M - $1.62M
|
3.77K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
16.1KNew |
$985K - $1.02M
|
16.1K
$1.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 55.84% |
$5.26K - $5.44K
|
240
$15.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.16K- 64.94% |
$254K - $263K
|
2.24K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-62- 0.57% |
$3.79K - $3.92K
|
10.7K
$678K
|
|
|
Nov 07, 2024
Q3 2024
|
Bck Capital Management LP
Stamford, CT |
BUY
|
- |
11.5KNew |
$703K - $727K
|
11.5K
$726K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.56K- 50.92% |
$95.1K - $98.4K
|
1.5K
$94.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.19% |
$132K - $137K
|
39.5K
$2.49M
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
5.2K+ 6.41% |
$318K - $329K
|
86.3K
$5.45M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109KNew |
$6.67M - $6.9M
|
109K
$6.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-399K- 38.37% |
$24.4M - $25.2M
|
641K
$40.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
10.3KNew |
$628K - $650K
|
10.3K
$648K
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
31.9K+ 2100.59% |
$1.95M - $2.02M
|
33.4K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-798- 16.55% |
$48.8K - $50.5K
|
4.02K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-222- 17.41% |
$13.6K - $14K
|
1.05K
$66.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.89K- 51.04% |
$299K - $309K
|
4.69K
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8+ 0.22% |
$489 - $506
|
3.62K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9.32K- 36.26% |
$570K - $590K
|
16.4K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
135KNew |
$8.27M - $8.56M
|
135K
$8.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-33.8K- 81.71% |
$2.06M - $2.14M
|
7.56K
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 15.01% |
$1.28M - $1.32M
|
160K
$10.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-429- 4.01% |
$26.2K - $27.1K
|
10.3K
$648K
|
|
|
Nov 05, 2024
Q3 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
4.04K+ 0.47% |
$247K - $256K
|
863K
$54.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$183 - $190
|
3
$189
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
4.22K+ 15.41% |
$258K - $267K
|
31.6K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-831K- 57.83% |
$50.8M - $52.6M
|
606K
$38.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-26- 0.69% |
$1.59K - $1.64K
|
3.72K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.17K- 10.86% |
$194K - $200K
|
26K
$1.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
44New |
$2.69K - $2.78K
|
44
$2.78K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-613- 4.86% |
$37.5K - $38.8K
|
12K
$757K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
22.5K+ 9.01% |
$1.37M - $1.42M
|
272K
$17.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.82KNew |
$234K - $242K
|
3.82K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-506- 3.3% |
$30.9K - $32K
|
14.8K
$935K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-626- 3.12% |
$38.3K - $39.6K
|
19.4K
$1.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
146+ 17.96% |
$8.92K - $9.23K
|
959
$60.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-19.8K- 76.19% |
$1.21M - $1.25M
|
6.18K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.6% |
$1.53K - $1.58K
|
4.18K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.5K- 54.01% |
$1.13M - $1.17M
|
15.8K
$995K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.3K- 81.17% |
$1.12M - $1.15M
|
4.23K
$267K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670+ 24.44% |
$41K - $42.4K
|
3.41K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.46% |
$18.3K - $19K
|
11.9K
$750K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 8.18% |
$26.8K - $27.8K
|
5.8K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-500- 3.96% |
$30.6K - $31.6K
|
12.1K
$765K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$428 - $443
|
7
$442
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7- 0.87% |
$428 - $443
|
795
$50.2K
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-731- 2.49% |
$44.7K - $46.2K
|
28.7K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38+ 20.21% |
$2.32K - $2.4K
|
226
$14.3K
|