Latest Institutional Sells of Envestnet, Inc. (ENV)
This list provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-15.8K- 1.07% |
$762K - $914K
|
1.46M
$92M
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-10.5K- 18.2% |
$507K - $608K
|
47.2K
$2.98M
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-2.4K- 70.59% |
$116K - $139K
|
1K
$63.1K
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.14K- 18.37% |
$55.1K - $66.1K
|
5.08K
$320K
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-804- 4.8% |
$38.8K - $46.6K
|
15.9K
$1.01M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-275- 9.53% |
$13.3K - $15.9K
|
2.61K
$165K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-240- 0.88% |
$11.6K - $13.9K
|
27K
$1.71M
|
|
Q4 2023 | |||||||
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-70.6K- 94.42% |
$2.37M - $3.51M
|
4.17K
$263K
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-14.6K- 46.0% |
$488K - $725K
|
17.1K
$1.08M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.44K- 28.43% |
$149K - $221K
|
11.2K
$706K
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 9.68% |
$79.1K - $117K
|
22K
$1.39M
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.53K- 25.0% |
$51.4K - $76.3K
|
4.6K
$290K
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-650- 74.29% |
$21.8K - $32.4K
|
225
$14.2K
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-45- 0.61% |
$1.51K - $2.24K
|
7.3K
$461K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 29.41% |
$336 - $498
|
24
$1.52K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 41.18% |
$235 - $349
|
10
$631
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
PUT |
-36.3K- 72.6% |
$1.57M - $2.29M
|
13.7K
$865K
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10K- 10.0% |
$432K - $631K
|
90K
$5.68M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.28K- 68.94% |
$401K - $585K
|
4.18K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.15K- 11.62% |
$352K - $514K
|
62K
$3.91M
|
|
Nov 13, 2023
Q3 2023
|
Marathon Partners Equity Management, LLC
New York, NY |
SELL
|
- |
-4K- 9.09% |
$173K - $252K
|
40K
$2.53M
|
|
Oct 20, 2023
Q3 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-2.03K- 2.79% |
$87.7K - $128K
|
70.7K
$4.46M
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.5K- 11.22% |
$64.7K - $94.6K
|
11.9K
$750K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.09K- 8.97% |
$46.8K - $68.4K
|
11K
$695K
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-643- 13.27% |
$27.8K - $40.5K
|
4.2K
$265K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-231- 47.73% |
$9.97K - $14.6K
|
253
$16K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.77% |
$43.2 - $63.1
|
129
$8.15K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-303K- 47.56% |
$15.3M - $20.1M
|
334K
$21.1M
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
SELL
|
- |
-151K- 60.19% |
$7.67M - $10M
|
100K
$6.31M
|
|
Aug 01, 2023
Q2 2023
|
Pb Investment Partners, L.P.
Burlingame, CA |
SELL
|
- |
-104K- 92.99% |
$5.28M - $6.91M
|
7.86K
$496K
|
|
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 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.8K- 55.17% |
$243K - $318K
|
3.9K
$246K
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 1.99% |
$222K - $291K
|
216K
$13.6M
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.78K- 41.0% |
$141K - $184K
|
4K
$253K
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-100- 1.66% |
$5.07K - $6.63K
|
5.91K
$373K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-35- 0.72% |
$1.78K - $2.32K
|
4.8K
$303K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 20.0% |
$101 - $133
|
8
$505
|
|
Q1 2023 | |||||||
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 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-240- 1.89% |
$12.7K - $16.6K
|
12.4K
$785K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10Closed |
$528 - $690
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$52.8 - $69
|
6
$379
|
|
Q4 2022 | |||||||
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 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-393K- 44.15% |
$16.9M - $24.2M
|
497K
$31.4M
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-3.89KClosed |
$168K - $240K
|
0
$0
|
|
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 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-300- 17.65% |
$12.9K - $18.5K
|
1.4K
$88.4K
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 23.33% |
$1.21K - $1.73K
|
92
$5.81K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
P2 Capital Partners, LLC
New York, NY |
SELL
|
- |
-264K- 60.13% |
$11.7M - $16M
|
175K
$11M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.73K- 48.73% |
$210K - $286K
|
4.98K
$314K
|