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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
44+ 20.56% |
$1.95K - $2.66K
|
258
$16.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$311 - $424
|
7
$442
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$266 - $363
|
6
$379
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Indaba Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
437KNew |
$23.1M - $36.6M
|
437K
$27.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
BUY
|
PUT |
200KNew |
$10.5M - $16.7M
|
200K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
30.5KNew |
$1.61M - $2.55M
|
30.5K
$1.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
25KNew |
$1.32M - $2.09M
|
25K
$1.58M
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
BUY
|
- |
16KNew |
$843K - $1.34M
|
16K
$1.01M
|
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
13.4KNew |
$708K - $1.12M
|
13.4K
$848K
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.3KNew |
$544K - $862K
|
10.3K
$652K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.07KNew |
$373K - $591K
|
7.07K
$446K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.93K+ 48.56% |
$260K - $412K
|
15.1K
$952K
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.92KNew |
$207K - $328K
|
3.92K
$248K
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
2.5KNew |
$132K - $209K
|
2.5K
$158K
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
926+ 29.74% |
$48.8K - $77.4K
|
4.04K
$255K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
306+ 34.0% |
$16.1K - $25.6K
|
1.21K
$76.1K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $4.43K
|
53
$3.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22New |
$1.16K - $1.84K
|
22
$1.39K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17New |
$896 - $1.42K
|
17
$1.07K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$422 - $669
|
8
$505
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
4New |
$211 - $334
|
4
$253
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
35.1KNew |
$2.31M - $2.83M
|
35.1K
$2.21M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Capricorn Fund Managers LTD
London, X0 |
BUY
|
- |
58.6KNew |
$4.45M - $5M
|
58.6K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1KNew |
$75.9K - $85.3K
|
1K
$63.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
74New |
$5.62K - $6.31K
|
74
$4.67K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
70+ 88.61% |
$5.32K - $5.97K
|
149
$9.41K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
CALL |
100KNew |
$7.22M - $8.02M
|
100K
$6.31M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
263New |
$19K - $21.1K
|
263
$16.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.64KNew |
$368K - $448K
|
5.64K
$356K
|
|
|
Jul 30, 2021
Q2 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.8K+ 7.14% |
$117K - $143K
|
27K
$1.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
9New |
$587 - $715
|
9
$568
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Advent International Corp
Boston, MA |
BUY
|
- |
250K+ 15.33% |
$16M - $21.7M
|
1.88M
$119M
|
|
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32New |
$2.4K - $2.7K
|
32
$2.02K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Evoke Wealth, LLC
|
BUY
|
- |
33New |
$1.55K - $2.51K
|
33
$2.08K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
F Dx Advisors, Inc.
|
BUY
|
- |
89.7KNew |
$4.38M - $7.86M
|
89.7K
$5.66M
|
|
| Q3 2019 | |||||||
|
Nov 08, 2019
Q3 2019
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
13.9KNew |
$772K - $1.02M
|
13.9K
$879K
|
|
|
Oct 17, 2019
Q3 2019
|
Asset Dedication, LLC
|
BUY
|
- |
14New |
$776 - $1.02K
|
14
$884
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
4.83KNew |
$270K - $308K
|
4.83K
$305K
|
|
| Q1 2018 | |||||||
|
May 21, 2018
Q1 2018
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
548+ 5480.0% |
$27.1K - $32.7K
|
558
$35.2K
|
|