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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9KNew |
$456K - $597K
|
9K
$568K
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.56KNew |
$231K - $303K
|
4.56K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$200K - $262K
|
3.95K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
948New |
$48.1K - $62.9K
|
948
$59.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
317+ 6.51% |
$16.1K - $21K
|
5.19K
$328K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
52+ 1.24% |
$2.64K - $3.45K
|
4.24K
$268K
|
|
|
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
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$50.7 - $66.3
|
5
$316
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
540KNew |
$28.5M - $37.3M
|
540K
$34.1M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
50KNew |
$2.64M - $3.45M
|
50K
$3.16M
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
6.52K+ 43.56% |
$344K - $450K
|
21.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.7KNew |
$301K - $393K
|
5.7K
$360K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.8K - $20.7K
|
300
$18.9K
|
|
|
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
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
166+ 8300.0% |
$8.76K - $11.5K
|
168
$10.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
141+ 141.0% |
$7.44K - $9.73K
|
241
$15.2K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
84+ 1.63% |
$4.44K - $5.8K
|
5.23K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27New |
$1.43K - $1.86K
|
27
$1.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.32K - $1.72K
|
25
$1.58K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14+ 140.0% |
$739 - $966
|
24
$1.52K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3New |
$158 - $207
|
3
$189
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$106 - $138
|
2
$126
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$52.8 - $69
|
14
$884
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Opti Capital Management, LP
New York, NY |
BUY
|
- |
164KNew |
$7.09M - $10.2M
|
164K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
125KNew |
$5.38M - $7.71M
|
125K
$7.88M
|
|
|
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
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.2KNew |
$743K - $1.06M
|
17.2K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$646K - $925K
|
15K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
9.98KNew |
$431K - $617K
|
9.98K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$280K - $402K
|
6.5K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.51KNew |
$238K - $340K
|
5.51K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
4.99KNew |
$215K - $308K
|
4.99K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
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 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
3.27KNew |
$141K - $202K
|
3.27K
$206K
|
|
|
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
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
67New |
$2.89K - $4.14K
|
67
$4.23K
|
|
|
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
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
202K+ 21.7% |
$8.97M - $12.2M
|
1.13M
$71.6M
|
|
|
Nov 10, 2022
Q3 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
26.9K+ 21.91% |
$1.2M - $1.63M
|
150K
$9.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.8KNew |
$878K - $1.2M
|
19.8K
$1.25M
|
|
|
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 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.5KNew |
$555K - $756K
|
12.5K
$789K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.98KNew |
$265K - $362K
|
5.98K
$377K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
718+ 51.54% |
$31.9K - $43.4K
|
2.11K
$133K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
279New |
$12.4K - $16.9K
|
279
$17.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
138New |
$6.13K - $8.35K
|
138
$8.71K
|
|