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
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.47KNew |
$176K - $230K
|
3.47K
$219K
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
BUY
|
- |
2.94K+ 4.22% |
$149K - $195K
|
72.7K
$4.59M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.6K+ 16.16% |
$132K - $172K
|
18.7K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.39K+ 2.27% |
$121K - $158K
|
108K
$6.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.2K+ 9.62% |
$112K - $146K
|
25K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.9K+ 2.42% |
$96.2K - $126K
|
80.2K
$5.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.38K+ 5.53% |
$69.9K - $91.4K
|
26.3K
$1.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.37K+ 186.65% |
$69.5K - $90.8K
|
2.1K
$133K
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.3K+ 13.0% |
$65.9K - $86.2K
|
11.3K
$713K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.2K+ 8.16% |
$60.9K - $79.6K
|
15.9K
$1M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.06K+ 17.0% |
$53.9K - $70.5K
|
7.32K
$462K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.03K+ 8.51% |
$52.4K - $68.5K
|
13.2K
$832K
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1KNew |
$50.7K - $66.3K
|
1K
$63.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
948New |
$48.1K - $62.9K
|
948
$59.9K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
906+ 11.86% |
$46K - $60.1K
|
8.55K
$540K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
771+ 3.71% |
$39.1K - $51.1K
|
21.5K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Argent Capital Management LLC
|
BUY
|
- |
428+ 12.35% |
$21.7K - $28.4K
|
3.89K
$246K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
386+ 1.07% |
$19.6K - $25.6K
|
36.3K
$2.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
354+ 0.11% |
$18K - $23.5K
|
326K
$20.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
339+ 4.58% |
$17.2K - $22.5K
|
7.75K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
317+ 6.51% |
$16.1K - $21K
|
5.19K
$328K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
299+ 0.09% |
$15.2K - $19.8K
|
344K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
277+ 0.75% |
$14K - $18.4K
|
37K
$2.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
233+ 1.73% |
$11.8K - $15.5K
|
13.7K
$863K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
178+ 30.02% |
$9.03K - $11.8K
|
771
$48.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
160+ 0.94% |
$8.12K - $10.6K
|
17.1K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
132+ 107.32% |
$6.7K - $8.75K
|
255
$16.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
76+ 7.83% |
$3.85K - $5.04K
|
1.05K
$66.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
74+ 1.17% |
$3.75K - $4.91K
|
6.42K
$405K
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
68+ 2.44% |
$3.45K - $4.51K
|
2.86K
$180K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
52+ 1.24% |
$2.64K - $3.45K
|
4.24K
$268K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35+ 0.77% |
$1.78K - $2.32K
|
4.57K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
16+ 0.03% |
$812 - $1.06K
|
56.7K
$3.58M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
16+ 0.03% |
$812 - $1.06K
|
56.7K
$3.58M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 5.68% |
$254 - $332
|
93
$5.87K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$101 - $133
|
2
$126
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$50.7 - $66.3
|
21
$1.33K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$50.7 - $66.3
|
5
$316
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.76% |
$50.7 - $66.3
|
130
$8.21K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 20.0% |
$101 - $133
|
8
$505
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-4- 6.9% |
$203 - $265
|
54
$3.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13- 0.31% |
$659 - $862
|
4.13K
$261K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-34- 10.73% |
$1.72K - $2.25K
|
283
$17.9K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-35- 0.72% |
$1.78K - $2.32K
|
4.8K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-56- 2.24% |
$2.84K - $3.71K
|
2.44K
$154K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-64- 0.66% |
$3.25K - $4.24K
|
9.7K
$612K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-68- 1.13% |
$3.45K - $4.51K
|
5.95K
$375K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-100- 1.66% |
$5.07K - $6.63K
|
5.91K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-106- 2.66% |
$5.38K - $7.03K
|
3.87K
$245K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-120- 9.1% |
$6.09K - $7.96K
|
1.2K
$75.7K
|