Institutional Ownership Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV). We have compiled data on the 23 institutions that hold shares in the stock, with a total of 10.1 Million shares, which have been reported (via 13F filing form) to have a value of $636 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,967,457
shares
|
$503 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
1,133,689
shares
|
$71.6 Million
0.07% of portfolio
|
Q3 2022
Added 21.7%
|
|
|
Atlanta Capital Management CO L L C
Atlanta, GA |
Nov 14, 2022 Q3 2022 |
695,601
shares
|
$43.9 Million
0.14% of portfolio
|
Q3 2022
Added 2.15%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
61,518
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,718
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
39,649
shares
|
$2.5 Million
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
33,519
shares
|
$2.12 Million
0.06% of portfolio
|
Q3 2024
Reduced 61.28%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
12,500
shares
|
$789,250
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,852
shares
|
$685,195
0.0% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$631,400
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
5,908
shares
|
$373,031
0.03% of portfolio
|
Q2 2023
Reduced 1.66%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,510
shares
|
$347,901
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
4,596
shares
|
$290,191
0.45% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,250
shares
|
$205,205
0.0% of portfolio
|
Q1 2022
Reduced 38.1%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
2,300
shares
|
$145,222
0.0% of portfolio
|
Q2 2024
Added 283.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,111
shares
|
$133,288
0.01% of portfolio
|
Q3 2022
Added 51.54%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
1,183
shares
|
$74,694
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
679
shares
|
$42,872
0.0% of portfolio
|
Q4 2024
Reduced 93.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
375
shares
|
$23,677
0.0% of portfolio
|
Q2 2024
Added 20.19%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
279
shares
|
$17,616
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
92
shares
|
$5,808
0.0% of portfolio
|
Q4 2022
Reduced 23.33%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
52
shares
|
$3,283
0.0% of portfolio
|
Q2 2022
Reduced 98.47%
|