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
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
7.15K+ 139.73% |
$378K - $494K
|
12.3K
$775K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
7.04KNew |
$372K - $486K
|
7.04K
$445K
|
|
|
May 04, 2023
Q1 2023
|
Segantii Capital Management LTD
|
BUY
|
- |
6.52K+ 43.56% |
$344K - $450K
|
21.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.34KNew |
$335K - $437K
|
6.34K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
6.3KNew |
$333K - $435K
|
6.3K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
5.7KNew |
$301K - $393K
|
5.7K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
5.52K+ 5.78% |
$291K - $381K
|
101K
$6.38M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
5.33K+ 0.85% |
$282K - $368K
|
636K
$40.2M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
4.87KNew |
$257K - $336K
|
4.87K
$307K
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
4.72K+ 28.95% |
$249K - $325K
|
21K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.5KNew |
$238K - $310K
|
4.5K
$284K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.48K+ 48.19% |
$237K - $309K
|
13.8K
$871K
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.36K+ 0.9% |
$230K - $301K
|
487K
$30.8M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.19KNew |
$221K - $289K
|
4.19K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
4.15K+ 0.31% |
$219K - $286K
|
1.33M
$84M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.93KNew |
$207K - $271K
|
3.93K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
3.89KNew |
$205K - $269K
|
3.89K
$246K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.57KNew |
$189K - $246K
|
3.57K
$225K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.16K+ 148.31% |
$167K - $218K
|
5.29K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.95K+ 6.49% |
$156K - $203K
|
48.3K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.9K+ 21.11% |
$153K - $200K
|
16.6K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.78K+ 13.49% |
$147K - $192K
|
23.4K
$1.48M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.78K+ 231.58% |
$147K - $192K
|
3.98K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 1.23% |
$141K - $185K
|
221K
$13.9M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.15K+ 14.5% |
$113K - $148K
|
17K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 9.57% |
$95.8K - $125K
|
20.8K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 15.53% |
$95.4K - $125K
|
13.4K
$848K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
1.78K+ 18.63% |
$93.9K - $123K
|
11.3K
$715K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.67K+ 11.37% |
$88.3K - $115K
|
16.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
1.5K+ 1.87% |
$78.9K - $103K
|
81.6K
$5.15M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.4K+ 93.33% |
$73.9K - $96.6K
|
2.9K
$183K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 14.94% |
$68.6K - $89.7K
|
10K
$631K
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
620+ 88.7% |
$32.7K - $42.8K
|
1.32K
$83.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
433+ 3.81% |
$22.9K - $29.9K
|
11.8K
$746K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
422+ 135.26% |
$22.3K - $29.1K
|
734
$46.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
387+ 2.92% |
$20.4K - $26.7K
|
13.6K
$860K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
375+ 9.03% |
$19.8K - $25.9K
|
4.53K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
330+ 7.84% |
$17.4K - $22.8K
|
4.54K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
301+ 0.17% |
$15.9K - $20.8K
|
179K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
300New |
$15.8K - $20.7K
|
300
$18.9K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
296+ 4.16% |
$15.6K - $20.4K
|
7.41K
$468K
|
|
|
Apr 20, 2023
Q1 2023
|
Ami Asset Management Corp
|
BUY
|
- |
295+ 0.42% |
$15.6K - $20.4K
|
69.8K
$4.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
275+ 654.76% |
$14.5K - $19K
|
317
$20K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
264+ 11.55% |
$13.9K - $18.2K
|
2.55K
$161K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
250New |
$13.2K - $17.2K
|
250
$15.8K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
227New |
$12K - $15.7K
|
227
$14.3K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
190+ 1.19% |
$10K - $13.1K
|
16.1K
$1.02M
|
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
183New |
$9.66K - $12.6K
|
183
$11.6K
|
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
183New |
$9.66K - $12.6K
|
183
$11.6K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
167+ 2.78% |
$8.82K - $11.5K
|
6.17K
$389K
|