Purchases and Sales Made in Q1 2023 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q1 2023. The information is specifically focused on institutions that hold shares of ENVESTNET, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
557K+ 23.47% |
$29.4M - $38.4M
|
2.93M
$185M
|
|
|
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, 2024
Q1 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
510KNew |
$26.9M - $35.2M
|
510K
$32.2M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
395K+ 218.11% |
$20.9M - $27.3M
|
576K
$36.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
332K+ 70.99% |
$17.5M - $22.9M
|
800K
$50.5M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
252K+ 3.26% |
$13.3M - $17.4M
|
7.96M
$502M
|
|
|
May 12, 2023
Q1 2023
|
Rgm Capital, LLC
Naples, FL |
BUY
|
- |
196K+ 21.39% |
$10.4M - $13.5M
|
1.11M
$70.3M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
195K+ 11.8% |
$10.3M - $13.5M
|
1.85M
$117M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
151KNew |
$7.96M - $10.4M
|
151K
$9.52M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
151KNew |
$7.96M - $10.4M
|
151K
$9.52M
|
|
|
May 18, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
137K+ 4.76% |
$7.24M - $9.47M
|
3.02M
$191M
|
|
|
May 12, 2023
Q1 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
128K+ 16.04% |
$6.74M - $8.81M
|
924K
$58.3M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
121K+ 47.76% |
$6.39M - $8.35M
|
375K
$23.7M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
121K+ 47.76% |
$6.39M - $8.35M
|
375K
$23.7M
|
|
|
May 10, 2023
Q1 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
95K+ 8.13% |
$5.02M - $6.55M
|
1.26M
$79.8M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.2K+ 15.19% |
$3.87M - $5.05M
|
556K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.7K+ 1352.44% |
$3.68M - $4.81M
|
74.8K
$4.73M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
61.8KNew |
$3.27M - $4.27M
|
61.8K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.2K+ 13.06% |
$3.07M - $4.02M
|
504K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
49.6K+ 5.04% |
$2.62M - $3.42M
|
1.03M
$65.3M
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
45.4K+ 78.65% |
$2.4M - $3.13M
|
103K
$6.51M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
42.9K+ 2.42% |
$2.26M - $2.96M
|
1.81M
$115M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.1K+ 817.69% |
$2.17M - $2.83M
|
46.1K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
41KNew |
$2.17M - $2.83M
|
41K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.8K+ 1036.72% |
$1.94M - $2.54M
|
40.3K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
35.6K+ 0.65% |
$1.88M - $2.46M
|
5.56M
$351M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
35.2K+ 705.27% |
$1.86M - $2.43M
|
40.2K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
34.5KNew |
$1.82M - $2.38M
|
34.5K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Marathon Partners Equity Management, LLC
New York, NY |
BUY
|
- |
32.5K+ 216.67% |
$1.72M - $2.24M
|
47.5K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
31.9KNew |
$1.68M - $2.2M
|
31.9K
$2.01M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
26.8K+ 294.35% |
$1.42M - $1.85M
|
35.9K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.6K+ 159.5% |
$1.19M - $1.56M
|
36.7K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.2K+ 42.6% |
$1.06M - $1.39M
|
67.5K
$4.26M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
19.8K+ 2.26% |
$1.05M - $1.37M
|
897K
$56.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.3K+ 50.99% |
$965K - $1.26M
|
54.1K
$3.42M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
15K+ 6.36% |
$790K - $1.03M
|
250K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
14.8K+ 88.68% |
$784K - $1.02M
|
31.6K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.5K+ 49.48% |
$768K - $1M
|
43.9K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
13.6K+ 3.18% |
$716K - $936K
|
441K
$27.8M
|
|
|
May 12, 2023
Q1 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
12.9K+ 1.21% |
$681K - $890K
|
1.08M
$68.1M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
12.7K+ 0.93% |
$669K - $874K
|
1.38M
$87.1M
|
|
|
May 01, 2023
Q1 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
12.5K+ 33.9% |
$659K - $861K
|
49.3K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
10.8KNew |
$572K - $747K
|
10.8K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
10.5K+ 12.74% |
$554K - $724K
|
92.9K
$5.87M
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.43K+ 0.8% |
$498K - $651K
|
1.19M
$75.3M
|
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
8.98K+ 0.61% |
$474K - $619K
|
1.47M
$93M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
8.7KNew |
$459K - $600K
|
8.7K
$549K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.3K+ 8.56% |
$438K - $573K
|
105K
$6.65M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
7.87K+ 2.14% |
$415K - $543K
|
376K
$23.7M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.61KNew |
$402K - $525K
|
7.61K
$480K
|