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 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
164+ 4.97% |
$8.66K - $11.3K
|
3.47K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
141+ 141.0% |
$7.44K - $9.73K
|
241
$15.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
136+ 121.43% |
$7.18K - $9.38K
|
248
$15.7K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 23.03% |
$5.86K - $7.66K
|
593
$37.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
106+ 2.02% |
$5.6K - $7.31K
|
5.35K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
98+ 1.66% |
$5.17K - $6.76K
|
6.01K
$380K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
94New |
$4.96K - $6.49K
|
94
$5.94K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
84+ 1.63% |
$4.44K - $5.8K
|
5.23K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
59+ 0.69% |
$3.12K - $4.07K
|
8.62K
$544K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
55+ 2.25% |
$2.9K - $3.79K
|
2.5K
$158K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
40+ 83.33% |
$2.11K - $2.76K
|
88
$5.56K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
30+ 0.12% |
$1.58K - $2.07K
|
24.9K
$1.57M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27New |
$1.43K - $1.86K
|
27
$1.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$1.32K - $1.72K
|
25
$1.58K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
24+ 2.99% |
$1.27K - $1.66K
|
826
$52.2K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
21New |
$1.11K - $1.45K
|
21
$1.33K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19+ 0.69% |
$1K - $1.31K
|
2.79K
$176K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
14+ 140.0% |
$739 - $966
|
24
$1.52K
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 0.02% |
$634 - $828
|
56.7K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
12+ 0.02% |
$634 - $828
|
56.7K
$3.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4+ 3.36% |
$211 - $276
|
123
$7.77K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3New |
$158 - $207
|
3
$189
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$106 - $138
|
2
$126
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 25.0% |
$106 - $138
|
10
$631
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 7.69% |
$52.8 - $69
|
14
$884
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 20.0% |
$52.8 - $69
|
4
$253
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1- 0.1% |
$52.8 - $69
|
971
$61.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.76% |
$52.8 - $69
|
131
$8.27K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 14.29% |
$52.8 - $69
|
6
$379
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 13.04% |
$158 - $207
|
20
$1.26K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-10Closed |
$528 - $690
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-35- 0.46% |
$1.85K - $2.41K
|
7.62K
$481K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-64- 1.5% |
$3.38K - $4.42K
|
4.2K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-83- 0.09% |
$4.38K - $5.73K
|
88.8K
$5.61M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-89- 0.42% |
$4.7K - $6.14K
|
21K
$1.33M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-95- 0.21% |
$5.02K - $6.55K
|
46.2K
$2.92M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.71% |
$5.28K - $6.9K
|
14K
$882K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.68% |
$5.28K - $6.9K
|
14.7K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-116- 0.95% |
$6.12K - $8K
|
12.1K
$767K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-136- 0.92% |
$7.18K - $9.38K
|
14.6K
$922K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-138- 3.23% |
$7.29K - $9.52K
|
4.14K
$261K
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-155- 0.55% |
$8.18K - $10.7K
|
28K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-240- 1.89% |
$12.7K - $16.6K
|
12.4K
$785K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-259- 0.23% |
$13.7K - $17.9K
|
111K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-274- 62.41% |
$14.5K - $18.9K
|
165
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-315- 2.79% |
$16.6K - $21.7K
|
11K
$693K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-316- 0.14% |
$16.7K - $21.8K
|
227K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-356- 1.89% |
$18.8K - $24.6K
|
18.5K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-427- 3.07% |
$22.5K - $29.5K
|
13.5K
$852K
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-437- 0.18% |
$23.1K - $30.1K
|
242K
$15.3M
|