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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-470- 4.15% |
$28.7K - $29.7K
|
10.9K
$685K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$734 - $759
|
12
$758
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$611 - $633
|
10
$631
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$1.22K - $1.27K
|
40
$2.53K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 7.31% |
$1.34K - $1.39K
|
323
$20.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 7.5% |
$183 - $190
|
43
$2.72K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 300.0% |
$7.89K - $8.16K
|
172
$10.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 6.49% |
$5.07K - $5.25K
|
1.36K
$85.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$245 - $253
|
4
$253
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 27.9% |
$5.44K - $5.63K
|
408
$25.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 108.47% |
$3.91K - $4.05K
|
123
$7.77K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 164.81% |
$5.44K - $5.63K
|
143
$9.03K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 45.16% |
$856 - $886
|
45
$2.84K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
933+ 14.99% |
$57K - $59K
|
7.16K
$452K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
945+ 54.25% |
$57.8K - $59.8K
|
2.69K
$170K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 10.58% |
$672 - $696
|
115
$7.26K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-500- 83.33% |
$28.3K - $34.5K
|
100
$6.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
39.2KNew |
$2.22M - $2.71M
|
39.2K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-123K- 7.33% |
$6.97M - $8.51M
|
1.56M
$98.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
4.56KNew |
$258K - $315K
|
4.56K
$288K
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-9.2K- 51.98% |
$520K - $636K
|
8.5K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
565KNew |
$31.9M - $39M
|
565K
$35.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-8.05K- 0.67% |
$455K - $556K
|
1.19M
$75.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.38KNew |
$191K - $234K
|
3.38K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20.2K- 11.53% |
$1.14M - $1.4M
|
155K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-23.8K- 19.22% |
$1.35M - $1.64M
|
100K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
237K+ 19.95% |
$13.4M - $16.4M
|
1.42M
$89.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.43KNew |
$194K - $237K
|
3.43K
$217K
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-10K- 22.22% |
$565K - $691K
|
35K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.2K+ 3.57% |
$1.54M - $1.88M
|
789K
$49.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
20KNew |
$1.13M - $1.38M
|
20K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
83New |
$4.69K - $5.73K
|
83
$5.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.93KNew |
$392K - $479K
|
6.93K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 27.46% |
$125K - $153K
|
5.86K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
905+ 14.7% |
$51.2K - $62.5K
|
7.06K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3.14K+ 25.47% |
$177K - $217K
|
15.5K
$976K
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-47.3K- 85.57% |
$2.68M - $3.27M
|
7.98K
$504K
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
11.7KNew |
$662K - $808K
|
11.7K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10.4KNew |
$587K - $717K
|
10.4K
$655K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.49KNew |
$197K - $241K
|
3.49K
$220K
|
|
|
Aug 14, 2024
Q2 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
7.1KNew |
$401K - $491K
|
7.1K
$448K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
BUY
|
- |
573K+ 479.8% |
$32.4M - $39.6M
|
692K
$43.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
200New |
$11.3K - $13.8K
|
200
$12.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
3.47KNew |
$196K - $239K
|
3.47K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-185- 3.56% |
$10.5K - $12.8K
|
5.01K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-515- 9.35% |
$29.1K - $35.6K
|
5K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.69KNew |
$435K - $531K
|
7.69K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
17.4KNew |
$982K - $1.2M
|
17.4K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3.57K+ 13.93% |
$202K - $247K
|
29.2K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Rgm Capital, LLC
Naples, FL |
SELL
|
- |
-244K- 18.19% |
$13.8M - $16.9M
|
1.1M
$69.4M
|
|