Latest Institutional Purchases of Envestnet, Inc. (ENV)
This list provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
377New |
$18.2K - $21.8K
|
377
$23.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
359+ 5.15% |
$17.3K - $20.8K
|
7.33K
$463K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
109New |
$5.26K - $6.31K
|
109
$6.88K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$4.83K - $5.79K
|
100
$6.31K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$2.41K - $2.9K
|
50
$3.16K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$2.41K - $2.9K
|
50
$3.16K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$1.69K - $2.03K
|
35
$2.21K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$917 - $1.1K
|
19
$1.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15New |
$724 - $869
|
15
$947
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$483 - $579
|
10
$631
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5New |
$241 - $290
|
5
$316
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 60.0% |
$145 - $174
|
8
$505
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
287KNew |
$9.63M - $14.3M
|
287K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
85.5KNew |
$2.87M - $4.26M
|
85.5K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
34.3KNew |
$1.15M - $1.71M
|
34.3K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
16.8K+ 87.5% |
$564K - $837K
|
36K
$2.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
14KNew |
$470K - $697K
|
14K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.9KNew |
$366K - $543K
|
10.9K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.72KNew |
$292K - $434K
|
8.72K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
8.6K+ 179.17% |
$289K - $428K
|
13.4K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.77KNew |
$160K - $237K
|
4.77K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.74KNew |
$159K - $236K
|
4.74K
$299K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
781+ 371.9% |
$26.2K - $38.9K
|
991
$62.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
64New |
$2.15K - $3.19K
|
64
$4.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 545.45% |
$2.01K - $2.99K
|
71
$4.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56New |
$1.88K - $2.79K
|
56
$3.54K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28New |
$939 - $1.39K
|
28
$1.77K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$436 - $647
|
13
$821
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 36.0% |
$302 - $448
|
34
$2.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 28.57% |
$67.1 - $99.6
|
9
$568
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
466KNew |
$20.1M - $29.4M
|
466K
$29.4M
|
|
|
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
|
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 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
27.4KNew |
$1.18M - $1.73M
|
27.4K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
17K+ 1150.0% |
$736K - $1.07M
|
18.5K
$1.17M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$519K - $759K
|
12K
$760K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.36K+ 77.45% |
$404K - $590K
|
21.5K
$1.35M
|
|
|
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
|
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.95KNew |
$386K - $564K
|
8.95K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.1KNew |
$307K - $448K
|
7.1K
$449K
|
|
|
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
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.13K+ 31.89% |
$135K - $197K
|
13K
$818K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.35K+ 30.71% |
$58.2K - $85.1K
|
5.74K
$362K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
427+ 3.86% |
$18.4K - $26.9K
|
11.5K
$725K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
360New |
$15.5K - $22.7K
|
360
$22.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
135New |
$5.83K - $8.51K
|
135
$8.52K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123New |
$5.31K - $7.76K
|
123
$7.77K
|
|
| Q2 2023 | |||||||
|
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
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
20KNew |
$1.01M - $1.33M
|
20K
$1.26M
|
|