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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
8.96K+ 104.89% |
$387K - $565K
|
17.5K
$1.11M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123New |
$5.31K - $7.76K
|
123
$7.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
427+ 3.86% |
$18.4K - $26.9K
|
11.5K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.36K+ 77.45% |
$404K - $590K
|
21.5K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.13K+ 31.89% |
$135K - $197K
|
13K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
No Street Gp LP
San Francisco, CA |
BUY
|
- |
315KNew |
$13.6M - $19.9M
|
315K
$19.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
4.8KNew |
$207K - $303K
|
4.8K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.95KNew |
$386K - $564K
|
8.95K
$565K
|
|
|
Nov 14, 2023
Q3 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
56.7K+ 1255.86% |
$2.45M - $3.57M
|
61.2K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
29.5KNew |
$1.27M - $1.86M
|
29.5K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.09K- 8.97% |
$46.8K - $68.4K
|
11K
$695K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.4KNew |
$1.18M - $1.73M
|
27.4K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.28K- 68.94% |
$401K - $585K
|
4.18K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.1KNew |
$307K - $448K
|
7.1K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
360New |
$15.5K - $22.7K
|
360
$22.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.77% |
$43.2 - $63.1
|
129
$8.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
17K+ 1150.0% |
$736K - $1.07M
|
18.5K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-36.3K- 72.6% |
$1.57M - $2.29M
|
13.7K
$865K
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Partners Equity Management, LLC
New York, NY |
SELL
|
- |
-4K- 9.09% |
$173K - $252K
|
40K
$2.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
135New |
$5.83K - $8.51K
|
135
$8.52K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.15K- 11.62% |
$352K - $514K
|
62K
$3.91M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-643- 13.27% |
$27.8K - $40.5K
|
4.2K
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.5K- 11.22% |
$64.7K - $94.6K
|
11.9K
$750K
|
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10K- 10.0% |
$432K - $631K
|
90K
$5.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-2.03K- 2.79% |
$87.7K - $128K
|
70.7K
$4.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-231- 47.73% |
$9.97K - $14.6K
|
253
$16K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.35K+ 30.71% |
$58.2K - $85.1K
|
5.74K
$362K
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.8K- 55.17% |
$243K - $318K
|
3.9K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$200K - $262K
|
3.95K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
317+ 6.51% |
$16.1K - $21K
|
5.19K
$328K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9KNew |
$456K - $597K
|
9K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
20KNew |
$1.01M - $1.33M
|
20K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
101KNew |
$5.12M - $6.7M
|
101K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15.6K+ 17.61% |
$793K - $1.04M
|
104K
$6.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
948New |
$48.1K - $62.9K
|
948
$59.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.1K- 32.05% |
$865K - $1.13M
|
36.2K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-100- 1.66% |
$5.07K - $6.63K
|
5.91K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 1.99% |
$222K - $291K
|
216K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
SELL
|
- |
-151K- 60.19% |
$7.67M - $10M
|
100K
$6.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-303K- 47.56% |
$15.3M - $20.1M
|
334K
$21.1M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-35- 0.72% |
$1.78K - $2.32K
|
4.8K
$303K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.56KNew |
$231K - $303K
|
4.56K
$288K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$101 - $133
|
2
$126
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$50.7 - $66.3
|
21
$1.33K
|
|
|
Aug 01, 2023
Q2 2023
|
Pb Investment Partners, L.P.
Burlingame, CA |
SELL
|
- |
-104K- 92.99% |
$5.28M - $6.91M
|
7.86K
$496K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
52+ 1.24% |
$2.64K - $3.45K
|
4.24K
$268K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 20.0% |
$101 - $133
|
8
$505
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$50.7 - $66.3
|
5
$316
|
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.78K- 41.0% |
$141K - $184K
|
4K
$253K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$106 - $138
|
2
$126
|
|