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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
183New |
$9.66K - $12.6K
|
183
$11.6K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10Closed |
$528 - $690
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3New |
$158 - $207
|
3
$189
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.7KNew |
$301K - $393K
|
5.7K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
50KNew |
$2.64M - $3.45M
|
50K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
141+ 141.0% |
$7.44K - $9.73K
|
241
$15.2K
|
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-35.7K- 41.76% |
$1.88M - $2.46M
|
49.8K
$3.14M
|
|
|
May 15, 2023
Q1 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-3.17K- 19.64% |
$167K - $218K
|
13K
$818K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
84+ 1.63% |
$4.44K - $5.8K
|
5.23K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$52.8 - $69
|
6
$379
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
540KNew |
$28.5M - $37.3M
|
540K
$34.1M
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14+ 140.0% |
$739 - $966
|
24
$1.52K
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
6.52K+ 43.56% |
$344K - $450K
|
21.5K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.8K - $20.7K
|
300
$18.9K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
166+ 8300.0% |
$8.76K - $11.5K
|
168
$10.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$52.8 - $69
|
14
$884
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-240- 1.89% |
$12.7K - $16.6K
|
12.4K
$785K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.32K - $1.72K
|
25
$1.58K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27New |
$1.43K - $1.86K
|
27
$1.7K
|
|
| Q4 2022 | |||||||
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-3.89KClosed |
$168K - $240K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 23.33% |
$1.21K - $1.73K
|
92
$5.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
9.98KNew |
$431K - $617K
|
9.98K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.2KNew |
$743K - $1.06M
|
17.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.99KNew |
$215K - $308K
|
4.99K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Opti Capital Management, LP
New York, NY |
BUY
|
- |
164KNew |
$7.09M - $10.2M
|
164K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22KNew |
$52.7K - $75.4K
|
1.22K
$77.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.99KNew |
$215K - $308K
|
4.99K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.48K+ 4.49% |
$193K - $277K
|
104K
$6.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
87.3KNew |
$3.77M - $5.39M
|
87.3K
$5.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$280K - $402K
|
6.5K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$646K - $925K
|
15K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
67New |
$2.89K - $4.14K
|
67
$4.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-393K- 44.15% |
$16.9M - $24.2M
|
497K
$31.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
125KNew |
$5.38M - $7.71M
|
125K
$7.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.51KNew |
$238K - $340K
|
5.51K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-1.43M- 95.04% |
$61.6M - $88.3M
|
74.5K
$4.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-300- 17.65% |
$12.9K - $18.5K
|
1.4K
$88.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.6K- 8.5% |
$69K - $98.8K
|
17.2K
$1.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
50+ 60.24% |
$2.16K - $3.09K
|
133
$8.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14New |
$604 - $865
|
14
$884
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
3.27KNew |
$141K - $202K
|
3.27K
$206K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
718+ 51.54% |
$31.9K - $43.4K
|
2.11K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.5KNew |
$555K - $756K
|
12.5K
$789K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 18.26% |
$69.2K - $94.3K
|
6.98K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
P2 Capital Partners, LLC
New York, NY |
SELL
|
- |
-264K- 60.13% |
$11.7M - $16M
|
175K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
202K+ 21.7% |
$8.97M - $12.2M
|
1.13M
$71.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-69- 38.12% |
$3.06K - $4.18K
|
112
$7.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlanta Capital Management CO L L C
Atlanta, GA |
BUY
|
- |
14.6K+ 2.15% |
$649K - $884K
|
696K
$43.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.73K- 48.73% |
$210K - $286K
|
4.98K
$314K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
138New |
$6.13K - $8.35K
|
138
$8.71K
|
|