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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.83KNew |
$185K - $222K
|
3.83K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
3.78KNew |
$182K - $219K
|
3.78K
$239K
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.71KNew |
$179K - $215K
|
3.71K
$235K
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3.64K+ 12.57% |
$176K - $211K
|
32.6K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.5KNew |
$169K - $202K
|
3.5K
$221K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.46K+ 8.07% |
$167K - $200K
|
46.3K
$2.92M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
3.4K+ 19.18% |
$164K - $197K
|
21.1K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
3.37K+ 38.52% |
$163K - $195K
|
12.1K
$765K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.2K+ 8.93% |
$154K - $185K
|
39K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.2K+ 6.43% |
$154K - $185K
|
52.9K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.01K+ 14.67% |
$145K - $174K
|
23.5K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
3K+ 32.15% |
$145K - $174K
|
12.3K
$778K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.99K+ 10.68% |
$144K - $173K
|
30.9K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.9KNew |
$140K - $168K
|
2.9K
$183K
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.86K+ 11.1% |
$138K - $165K
|
28.6K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.69K+ 17.49% |
$130K - $156K
|
18.1K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.38K+ 911.88% |
$115K - $138K
|
2.64K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.33K+ 8.12% |
$113K - $135K
|
31.1K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.29K+ 39.67% |
$111K - $133K
|
8.08K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.26K+ 9.28% |
$109K - $131K
|
26.6K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
2.18K+ 4.11% |
$105K - $126K
|
55.3K
$3.49M
|
|
|
May 10, 2024
Q1 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.04K+ 0.64% |
$98.6K - $118K
|
324K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
1.98K+ 5.78% |
$95.5K - $115K
|
36.2K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.89KNew |
$91.4K - $110K
|
1.89K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
1.7K+ 0.1% |
$82.2K - $98.6K
|
1.65M
$104M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.69K+ 30.99% |
$81.4K - $97.6K
|
7.12K
$450K
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.49K+ 12.15% |
$71.7K - $86K
|
13.7K
$866K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
1.46K+ 10.2% |
$70.5K - $84.5K
|
15.8K
$996K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.39K+ 2.31% |
$67.1K - $80.4K
|
61.5K
$3.88M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.2K+ 0.16% |
$57.9K - $69.5K
|
762K
$48.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Argent Capital Management LLC
|
BUY
|
- |
806+ 14.57% |
$38.9K - $46.7K
|
6.34K
$400K
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
693+ 7.37% |
$33.5K - $40.1K
|
10.1K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
688+ 1.61% |
$33.2K - $39.8K
|
43.5K
$2.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
650New |
$31.4K - $37.6K
|
650
$41K
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
619+ 2.24% |
$29.9K - $35.8K
|
28.3K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
BUY
|
- |
600New |
$29K - $34.7K
|
600
$37.9K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
580+ 4.43% |
$28K - $33.6K
|
13.7K
$864K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
544+ 12.88% |
$26.3K - $31.5K
|
4.77K
$301K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
543+ 1.96% |
$26.2K - $31.4K
|
28.2K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
526+ 9.34% |
$25.4K - $30.5K
|
6.16K
$389K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
501+ 303.64% |
$24.2K - $29K
|
666
$42.1K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
462+ 0.36% |
$22.3K - $26.8K
|
128K
$8.07M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
377New |
$18.2K - $21.8K
|
377
$23.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
359+ 5.15% |
$17.3K - $20.8K
|
7.33K
$463K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
295+ 63.71% |
$14.2K - $17.1K
|
758
$47.9K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
271+ 2.0% |
$13.1K - $15.7K
|
13.8K
$871K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
197+ 18.46% |
$9.51K - $11.4K
|
1.26K
$79.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
171+ 684.0% |
$8.26K - $9.9K
|
196
$12.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
103+ 0.93% |
$4.97K - $5.96K
|
11.2K
$709K
|
|
|
May 15, 2024
Q1 2024
|
13 D Management LLC
New York, NY |
BUY
|
- |
102+ 0.11% |
$4.92K - $5.91K
|
89.8K
$5.67M
|