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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.39KNew |
$78.5K - $96K
|
1.39K
$87.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18.5K- 0.23% |
$1.05M - $1.28M
|
7.97M
$503M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 4.22% |
$1.13K - $1.38K
|
454
$28.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
50.2K+ 6.33% |
$2.84M - $3.47M
|
844K
$53.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.93KNew |
$222K - $271K
|
3.93K
$248K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
270New |
$15.3K - $18.7K
|
270
$17K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63+ 20.19% |
$3.56K - $4.35K
|
375
$23.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
22.3KNew |
$1.26M - $1.54M
|
22.3K
$1.41M
|
|
|
Aug 09, 2024
Q2 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
4.39KNew |
$248K - $304K
|
4.39K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
320KNew |
$18.1M - $22.1M
|
320K
$20.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
17.5K+ 3.67% |
$989K - $1.21M
|
495K
$31.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.26KNew |
$241K - $294K
|
4.26K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.11KNew |
$232K - $284K
|
4.11K
$259K
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.57K- 9.95% |
$88.8K - $108K
|
14.2K
$897K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2K+ 80.0% |
$67.8K - $82.9K
|
2.7K
$170K
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.42K- 11.43% |
$80K - $97.8K
|
11K
$693K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-19.6K- 69.64% |
$1.11M - $1.36M
|
8.56K
$541K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.3K- 14.48% |
$356K - $435K
|
37.2K
$2.35M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 42.9% |
$141K - $173K
|
3.33K
$210K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
39.6KNew |
$2.24M - $2.74M
|
39.6K
$2.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
22KNew |
$1.24M - $1.52M
|
22K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-77.5K- 4.69% |
$4.38M - $5.35M
|
1.58M
$99.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
70+ 1.21% |
$3.96K - $4.84K
|
5.86K
$370K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
109New |
$6.16K - $7.53K
|
109
$6.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-12.3K- 58.23% |
$695K - $850K
|
8.82K
$557K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
BUY
|
- |
1.7K+ 283.33% |
$96.1K - $117K
|
2.3K
$145K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.5KNew |
$649K - $793K
|
11.5K
$725K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
741New |
$41.9K - $51.2K
|
741
$46.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$848 - $1.04K
|
15
$947
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.71K+ 21.75% |
$96.8K - $118K
|
9.59K
$605K
|
|
|
Jul 24, 2024
Q2 2024
|
Argent Capital Management LLC
|
BUY
|
- |
3.9K+ 61.57% |
$221K - $270K
|
10.2K
$647K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.09K+ 13.56% |
$175K - $214K
|
25.9K
$1.63M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
117+ 11.89% |
$6.62K - $8.08K
|
1.1K
$69.5K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 5.41% |
$11.3K - $13.8K
|
3.5K
$221K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9New |
$509 - $622
|
9
$568
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
181+ 1.11% |
$8.74K - $10.5K
|
16.5K
$1.04M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$1.69K - $2.03K
|
35
$2.21K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-2.4K- 70.59% |
$116K - $139K
|
1K
$63.1K
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.11KNew |
$343K - $412K
|
7.11K
$449K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$2.41K - $2.9K
|
50
$3.16K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-15.8K- 1.07% |
$762K - $914K
|
1.46M
$92M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.14K- 18.37% |
$55.1K - $66.1K
|
5.08K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Impactive Capital LP
New York City, NY |
BUY
|
- |
32.8K+ 0.79% |
$1.59M - $1.9M
|
4.18M
$264M
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
9.91KNew |
$478K - $574K
|
9.91K
$625K
|
|
|
May 15, 2024
Q1 2024
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-207K- 64.99% |
$9.99M - $12M
|
111K
$7.04M
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.78KNew |
$182K - $219K
|
3.78K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Sunriver Management LLC
Greenwich, CT |
BUY
|
- |
167KNew |
$8.04M - $9.65M
|
167K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$2.41K - $2.9K
|
50
$3.16K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-275- 9.53% |
$13.3K - $15.9K
|
2.61K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
63KNew |
$3.04M - $3.65M
|
63K
$3.98M
|
|