Purchases and Sales Made in Q1 2024 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q1 2024. 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, 2024
Q1 2024
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
1.19MNew |
$57.3M - $68.7M
|
1.19M
$74.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
655K+ 61.0% |
$31.6M - $37.9M
|
1.73M
$109M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
486K+ 19.18% |
$23.5M - $28.1M
|
3.02M
$191M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
353K+ 80.0% |
$17M - $20.4M
|
793K
$50.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
236K+ 3.04% |
$11.4M - $13.7M
|
7.99M
$504M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
194K+ 77.29% |
$9.35M - $11.2M
|
444K
$28M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
180K+ 24.4% |
$8.71M - $10.4M
|
919K
$58.1M
|
|
|
May 14, 2024
Q1 2024
|
Rgm Capital, LLC
Naples, FL |
BUY
|
- |
173K+ 14.78% |
$8.35M - $10M
|
1.34M
$84.8M
|
|
|
May 14, 2024
Q1 2024
|
Sunriver Management LLC
Greenwich, CT |
BUY
|
- |
167KNew |
$8.04M - $9.65M
|
167K
$10.5M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
163K+ 7.08% |
$7.85M - $9.42M
|
2.46M
$155M
|
|
|
May 15, 2024
Q1 2024
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
BUY
|
- |
119KNew |
$5.77M - $6.92M
|
119K
$7.54M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
83.1K+ 1.38% |
$4.01M - $4.81M
|
6.1M
$385M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
73.4KNew |
$3.55M - $4.25M
|
73.4K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
63KNew |
$3.04M - $3.65M
|
63K
$3.98M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
61.1KNew |
$2.95M - $3.54M
|
61.1K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
48.1K+ 45.0% |
$2.32M - $2.78M
|
155K
$9.78M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.8K+ 4.94% |
$1.88M - $2.25M
|
825K
$52.1M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.4K+ 24.12% |
$1.85M - $2.22M
|
198K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Impactive Capital LP
New York City, NY |
BUY
|
- |
32.8K+ 0.79% |
$1.59M - $1.9M
|
4.18M
$264M
|
|
|
May 13, 2024
Q1 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
32.5K+ 3.1% |
$1.57M - $1.88M
|
1.08M
$68.2M
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
25.7KNew |
$1.24M - $1.49M
|
25.7K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
25KNew |
$1.21M - $1.45M
|
25K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
24.8K+ 4.87% |
$1.2M - $1.44M
|
533K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
24.4K+ 1.27% |
$1.18M - $1.41M
|
1.95M
$123M
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
23.8K+ 1.44% |
$1.15M - $1.38M
|
1.68M
$106M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
17.6KNew |
$851K - $1.02M
|
17.6K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
17.5KNew |
$847K - $1.02M
|
17.5K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Geneva Capital Management LLC
|
BUY
|
- |
16.7K+ 1.58% |
$805K - $965K
|
1.07M
$67.6M
|
|
|
May 14, 2024
Q1 2024
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
16.4K+ 164.0% |
$792K - $950K
|
26.4K
$1.67M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
13.2KNew |
$635K - $762K
|
13.2K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
11.3KNew |
$546K - $654K
|
11.3K
$713K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.3K+ 16.35% |
$499K - $598K
|
73.5K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
9.91KNew |
$478K - $574K
|
9.91K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9.5KNew |
$458K - $550K
|
9.5K
$600K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.25K+ 1.82% |
$446K - $535K
|
518K
$32.7M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.66K+ 4.25% |
$418K - $501K
|
212K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.11KNew |
$343K - $412K
|
7.11K
$449K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
7K+ 17.93% |
$338K - $405K
|
46K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.35KNew |
$306K - $368K
|
6.35K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
6.21KNew |
$300K - $359K
|
6.21K
$392K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.1K+ 36.53% |
$294K - $353K
|
22.8K
$1.44M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.84K+ 167.01% |
$282K - $338K
|
9.33K
$589K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
5.83KNew |
$281K - $337K
|
5.83K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
5K+ 12.5% |
$241K - $290K
|
45K
$2.84M
|
|
|
May 08, 2024
Q1 2024
|
Everence Capital Management Inc
|
BUY
|
- |
4.92KNew |
$238K - $285K
|
4.92K
$311K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.85K+ 266.08% |
$234K - $281K
|
6.67K
$421K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.11KNew |
$198K - $238K
|
4.11K
$259K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.94KNew |
$190K - $228K
|
3.94K
$249K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.94KNew |
$190K - $228K
|
3.94K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.87KNew |
$187K - $224K
|
3.87K
$244K
|