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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-130- 1.44% |
$6.59K - $8.62K
|
8.87K
$560K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-162- 19.61% |
$8.22K - $10.7K
|
664
$41.9K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-183- 1.49% |
$9.28K - $12.1K
|
12.1K
$763K
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-185- 3.68% |
$9.38K - $12.3K
|
4.85K
$306K
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-195- 4.64% |
$9.89K - $12.9K
|
4.01K
$253K
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-198- 6.74% |
$10K - $13.1K
|
2.74K
$173K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-205- 5.22% |
$10.4K - $13.6K
|
3.72K
$235K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-253- 4.1% |
$12.8K - $16.8K
|
5.91K
$373K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-331- 2.8% |
$16.8K - $21.9K
|
11.5K
$725K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-446- 17.49% |
$22.6K - $29.6K
|
2.1K
$133K
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-533- 3.95% |
$27K - $35.3K
|
13K
$818K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-536- 3.27% |
$27.2K - $35.5K
|
15.8K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-559- 3.83% |
$28.4K - $37.1K
|
14K
$887K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-590- 3.62% |
$29.9K - $39.1K
|
15.7K
$990K
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 4.29% |
$30.4K - $39.8K
|
13.4K
$844K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-758- 4.1% |
$38.4K - $50.3K
|
17.7K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-804- 3.83% |
$40.8K - $53.3K
|
20.2K
$1.28M
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-877- 11.51% |
$44.5K - $58.2K
|
6.75K
$426K
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-881- 10.22% |
$44.7K - $58.4K
|
7.74K
$489K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-960- 17.94% |
$48.7K - $63.7K
|
4.39K
$277K
|
|
Jul 18, 2023
Q2 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-961- 11.2% |
$48.7K - $63.7K
|
7.62K
$481K
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.19K- 0.08% |
$60.2K - $78.7K
|
1.47M
$93M
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.27K- 4.51% |
$64.2K - $83.9K
|
26.8K
$1.69M
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
SELL
|
- |
-1.4K- 48.28% |
$71K - $92.8K
|
1.5K
$94.7K
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.4K- 0.14% |
$71.1K - $92.9K
|
1.03M
$65.2M
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.54K- 9.76% |
$78.1K - $102K
|
14.2K
$899K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.7K- 12.32% |
$86.1K - $113K
|
12.1K
$763K
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.73K- 3.52% |
$87.9K - $115K
|
47.6K
$3M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.82K- 34.47% |
$92.5K - $121K
|
3.47K
$219K
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.83K- 4.94% |
$92.6K - $121K
|
35.1K
$2.22M
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 0.52% |
$93.9K - $123K
|
356K
$22.5M
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-2.18K- 3.02% |
$111K - $145K
|
70.1K
$4.43M
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-2.25K- 16.48% |
$114K - $149K
|
11.4K
$719K
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.35K- 0.49% |
$119K - $156K
|
476K
$30M
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.72K- 5.93% |
$138K - $180K
|
43.2K
$2.73M
|
|
Jul 07, 2023
Q2 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.78K- 41.0% |
$141K - $184K
|
4K
$253K
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-3.23K- 2.97% |
$164K - $214K
|
105K
$6.66M
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.27K- 9.94% |
$166K - $217K
|
29.6K
$1.87M
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.48K- 5.86% |
$177K - $231K
|
56K
$3.53M
|
|
Aug 11, 2023
Q2 2023
|
Marathon Partners Equity Management, LLC
New York, NY |
SELL
|
- |
-3.5K- 7.37% |
$178K - $232K
|
44K
$2.78M
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-3.89K- 6.29% |
$197K - $258K
|
58K
$3.66M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-4.38K- 1.99% |
$222K - $291K
|
216K
$13.6M
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.77K- 2.67% |
$242K - $316K
|
174K
$11M
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-4.8K- 55.17% |
$243K - $318K
|
3.9K
$246K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.03K- 11.3% |
$255K - $334K
|
39.5K
$2.49M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-5.12K- 3.91% |
$260K - $339K
|
126K
$7.94M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.26K- 15.84% |
$267K - $349K
|
27.9K
$1.76M
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.43K- 8.4% |
$276K - $360K
|
59.3K
$3.74M
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-5.64K- 5.07% |
$286K - $374K
|
106K
$6.67M
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6K- 18.31% |
$304K - $398K
|
26.8K
$1.69M
|