Institutional Ownership Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
Nov 08, 2024 Q3 2024 |
10,000
shares
|
$631,400
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
9,585
shares
|
$605,196
0.0% of portfolio
|
Q2 2024
Added 21.75%
|
|
|
Yakira Capital Management, Inc.
Westport, CT |
Nov 13, 2024 Q3 2024 |
9,295
shares
|
$586,886
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
8,823
shares
|
$557,084
0.0% of portfolio
|
Q2 2024
Reduced 58.23%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
8,800
shares
|
$555,632
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
7,560
shares
|
$477,338
0.01% of portfolio
|
Q3 2024
Reduced 81.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,550
shares
|
$476,707
0.0% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,528
shares
|
$475,317
0.0% of portfolio
|
Q3 2024
Added 345.71%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
6,538
shares
|
$412,809
0.01% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
6,226
shares
|
$393,109
0.09% of portfolio
|
Q3 2024
Added 22.9%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,042
shares
|
$381,491
0.0% 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%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,803
shares
|
$366,401
0.01% of portfolio
|
Q3 2024
Added 8.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,801
shares
|
$366,275
0.0% of portfolio
|
Q3 2024
Added 22.77%
|
|
|
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
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
5,075
shares
|
$320,435
0.0% of portfolio
|
Q1 2024
Reduced 18.37%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,005
shares
|
$316,015
0.01% of portfolio
|
Q2 2024
Reduced 3.56%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
4,995
shares
|
$315,384
0.0% of portfolio
|
Q2 2024
Reduced 9.35%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,752
shares
|
$300,041
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,690
shares
|
$296,126
0.09% of portfolio
|
Q3 2024
Reduced 51.04%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
4,596
shares
|
$290,191
0.45% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
4,488
shares
|
$283,372
0.01% of portfolio
|
Q3 2024
Reduced 51.85%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,480
shares
|
$282,867
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
4,233
shares
|
$267,271
0.0% of portfolio
|
Q3 2024
Reduced 81.17%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$264,493
0.01% of portfolio
|
Q3 2024
New holding
|