Purchases and Sales Made in Q2 2023 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.21MNew |
$61.2M - $80M
|
1.21M
$76.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
499K+ 206.06% |
$25.3M - $33.1M
|
741K
$46.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
267KNew |
$13.5M - $17.7M
|
267K
$16.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
255K+ 69.05% |
$12.9M - $16.9M
|
624K
$39.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
245KNew |
$12.5M - $16.3M
|
245K
$15.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
191K+ 184.96% |
$9.67M - $12.6M
|
294K
$18.6M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136KNew |
$6.89M - $9.01M
|
136K
$8.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
124K+ 4.1% |
$6.27M - $8.2M
|
3.14M
$199M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
101KNew |
$5.12M - $6.7M
|
101K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.4K+ 24.93% |
$4.48M - $5.86M
|
443K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
13 D Management LLC
New York, NY |
BUY
|
- |
82KNew |
$4.16M - $5.44M
|
82K
$5.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
59.9K+ 4.74% |
$3.04M - $3.97M
|
1.32M
$83.6M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
58KNew |
$2.94M - $3.84M
|
58K
$3.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
55.5K+ 137.52% |
$2.81M - $3.68M
|
95.8K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.6K+ 6.7% |
$2.72M - $3.55M
|
853K
$53.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
48.1KNew |
$2.44M - $3.19M
|
48.1K
$3.04M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
46.8K+ 5.33% |
$2.37M - $3.1M
|
924K
$58.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
37.6K+ 508.34% |
$1.91M - $2.49M
|
45K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.8K+ 1.16% |
$1.72M - $2.24M
|
2.96M
$187M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
33.1K+ 2.49% |
$1.68M - $2.2M
|
1.36M
$86.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
29.7K+ 5.35% |
$1.51M - $1.97M
|
585K
$37M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
29K+ 3.14% |
$1.47M - $1.93M
|
953K
$60.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
25.6KNew |
$1.3M - $1.7M
|
25.6K
$1.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
23.4K+ 89.33% |
$1.19M - $1.55M
|
49.5K
$3.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
21.2K+ 4.8% |
$1.07M - $1.4M
|
462K
$29.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
17.3K+ 15.8% |
$875K - $1.14M
|
126K
$7.99M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
16.4K+ 6.54% |
$830K - $1.09M
|
267K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
16.2K+ 69.41% |
$824K - $1.08M
|
39.7K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15.6K+ 17.61% |
$793K - $1.04M
|
104K
$6.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
14.7K+ 1.62% |
$746K - $975K
|
924K
$58.3M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
13.5KNew |
$683K - $893K
|
13.5K
$850K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
12.7K+ 163.23% |
$646K - $844K
|
20.5K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
10.9KNew |
$553K - $723K
|
10.9K
$688K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.5K+ 13.99% |
$531K - $695K
|
85.3K
$5.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.12K+ 13.52% |
$462K - $605K
|
76.6K
$4.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
9KNew |
$456K - $597K
|
9K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.9KNew |
$451K - $590K
|
8.9K
$562K
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
8.73K+ 23.57% |
$443K - $579K
|
45.8K
$2.89M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
8.67K+ 25.33% |
$440K - $575K
|
42.9K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
7.16K+ 183.97% |
$363K - $475K
|
11.1K
$698K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.76K+ 4.47% |
$343K - $448K
|
158K
$9.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.95KNew |
$302K - $395K
|
5.95K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.74KNew |
$291K - $381K
|
5.74K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
4.73K+ 40.79% |
$240K - $314K
|
16.3K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
4.56KNew |
$231K - $303K
|
4.56K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.51K+ 99.38% |
$229K - $299K
|
9.05K
$572K
|
|
|
Aug 14, 2023
Q2 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4.17K+ 6.01% |
$212K - $277K
|
73.5K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95KNew |
$200K - $262K
|
3.95K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.61K+ 0.3% |
$183K - $240K
|
1.2M
$75.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.6KNew |
$182K - $238K
|
3.6K
$227K
|