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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$4.83K - $5.79K
|
100
$6.31K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100+ 0.05% |
$4.83K - $5.79K
|
199K
$12.6M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
50New |
$2.41K - $2.9K
|
50
$3.16K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
50New |
$2.41K - $2.9K
|
50
$3.16K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46New |
$2.22K - $2.66K
|
46
$2.9K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
35New |
$1.69K - $2.03K
|
35
$2.21K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34+ 1.49% |
$1.64K - $1.97K
|
2.32K
$146K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31New |
$1.5K - $1.8K
|
31
$1.96K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
30+ 0.52% |
$1.45K - $1.74K
|
5.79K
$366K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
20New |
$966 - $1.16K
|
20
$1.26K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$917 - $1.1K
|
19
$1.2K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15New |
$724 - $869
|
15
$947
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
13+ 4.32% |
$628 - $753
|
314
$19.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13+ 17.33% |
$628 - $753
|
88
$5.56K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$483 - $579
|
10
$631
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8+ 0.07% |
$386 - $463
|
10.7K
$678K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8+ 2.91% |
$386 - $463
|
283
$17.9K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7New |
$338 - $405
|
7
$442
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5New |
$241 - $290
|
5
$316
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 60.0% |
$145 - $174
|
8
$505
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 1.28% |
$386 - $463
|
617
$39K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-15- 75.0% |
$724 - $869
|
5
$316
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-102- 17.71% |
$4.92K - $5.91K
|
474
$29.9K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-129- 1.03% |
$6.23K - $7.47K
|
12.4K
$782K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-136- 1.56% |
$6.57K - $7.88K
|
8.57K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-154- 0.95% |
$7.44K - $8.92K
|
16K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-155- 0.86% |
$7.48K - $8.98K
|
17.9K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-168- 1.47% |
$8.11K - $9.73K
|
11.3K
$711K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-173- 7.35% |
$8.35K - $10K
|
2.18K
$138K
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-223- 17.84% |
$10.8K - $12.9K
|
1.03K
$64.8K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-240- 0.88% |
$11.6K - $13.9K
|
27K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-275- 9.53% |
$13.3K - $15.9K
|
2.61K
$165K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.2% |
$14.5K - $17.4K
|
24.6K
$1.55M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-300- 0.98% |
$14.5K - $17.4K
|
30.3K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-354- 0.03% |
$17.1K - $20.5K
|
1.2M
$76M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-369- 0.28% |
$17.8K - $21.4K
|
132K
$8.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-420- 5.75% |
$20.3K - $24.3K
|
6.88K
$434K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-516- 4.49% |
$24.9K - $29.9K
|
11K
$692K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-528- 8.17% |
$25.5K - $30.6K
|
5.94K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-804- 4.8% |
$38.8K - $46.6K
|
15.9K
$1.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-918- 3.68% |
$44.3K - $53.2K
|
24K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.09K- 30.65% |
$52.8K - $63.3K
|
2.47K
$156K
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.12K- 7.75% |
$54.3K - $65.1K
|
13.4K
$845K
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 97.93% |
$54.9K - $65.9K
|
24
$1.52K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.14K- 18.37% |
$55.1K - $66.1K
|
5.08K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.17K- 2.64% |
$56.6K - $67.9K
|
43.1K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.19K- 2.08% |
$57.5K - $68.9K
|
56.1K
$3.54M
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.26K- 1.22% |
$60.8K - $73K
|
102K
$6.44M
|
|
|
May 15, 2024
Q1 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-1.43K- 1.14% |
$69K - $82.8K
|
124K
$7.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-1.57K- 16.59% |
$75.6K - $90.7K
|
7.87K
$497K
|