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 11, 2023
Q2 2023
|
Fj Capital Management LLC
Mclean, VA |
SELL
|
- |
-6.32K- 58.32% |
$320K - $419K
|
4.51K
$285K
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.86K- 19.18% |
$348K - $455K
|
28.9K
$1.82M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.27K- 24.42% |
$369K - $482K
|
22.5K
$1.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-7.81K- 0.72% |
$396K - $518K
|
1.07M
$67.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8.07K- 11.77% |
$409K - $535K
|
60.5K
$3.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.52K- 10.43% |
$432K - $565K
|
73.1K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.62K- 1.77% |
$437K - $572K
|
478K
$30.2M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-9.44K- 15.29% |
$479K - $626K
|
52.3K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-10.7K- 25.33% |
$544K - $712K
|
31.6K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.9K- 34.43% |
$552K - $721K
|
20.7K
$1.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-11.4K- 5.03% |
$581K - $759K
|
216K
$13.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-13.2K- 13.0% |
$670K - $875K
|
88.3K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-14.5K- 33.04% |
$737K - $963K
|
29.4K
$1.86M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-15.8K- 34.17% |
$801K - $1.05M
|
30.4K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-15.8K- 10.49% |
$802K - $1.05M
|
135K
$8.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-17.1K- 32.05% |
$865K - $1.13M
|
36.2K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 43.57% |
$1.02M - $1.33M
|
26K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-21.8K- 23.47% |
$1.11M - $1.45M
|
71.1K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-22K- 69.19% |
$1.12M - $1.46M
|
9.82K
$620K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-24K- 57.63% |
$1.22M - $1.59M
|
17.7K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-24.5K- 4.86% |
$1.24M - $1.63M
|
480K
$30.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-28.3K- 95.03% |
$1.44M - $1.88M
|
1.48K
$93.6K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-34.6K- 1.91% |
$1.76M - $2.3M
|
1.78M
$112M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-34.8K- 0.44% |
$1.76M - $2.31M
|
7.92M
$500M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-37.9K- 70.1% |
$1.92M - $2.51M
|
16.2K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-58.8K- 7.04% |
$2.98M - $3.9M
|
776K
$49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-70.7K- 11.87% |
$3.58M - $4.69M
|
525K
$33.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72K- 19.23% |
$3.65M - $4.78M
|
303K
$19.1M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72K- 19.23% |
$3.65M - $4.78M
|
303K
$19.1M
|
|
|
Aug 14, 2024
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-72.4K- 12.13% |
$3.67M - $4.8M
|
524K
$33.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Pb Investment Partners, L.P.
Burlingame, CA |
SELL
|
- |
-104K- 92.99% |
$5.28M - $6.91M
|
7.86K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-124K- 23.44% |
$6.27M - $8.2M
|
404K
$25.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Harbor Spring Capital, LLC
New York, NY |
SELL
|
- |
-151K- 60.19% |
$7.67M - $10M
|
100K
$6.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-151K- 10.98% |
$7.68M - $10M
|
1.23M
$77.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-198K- 3.56% |
$10M - $13.1M
|
5.36M
$338M
|
|
|
Aug 16, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-248K- 33.52% |
$12.6M - $16.5M
|
492K
$31.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-251K- 43.57% |
$12.7M - $16.7M
|
325K
$20.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-263K- 14.26% |
$13.4M - $17.5M
|
1.58M
$100M
|
|
|
Aug 11, 2023
Q2 2023
|
Rgm Capital, LLC
Naples, FL |
SELL
|
- |
-283K- 25.44% |
$14.4M - $18.8M
|
830K
$52.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-303K- 47.56% |
$15.3M - $20.1M
|
334K
$21.1M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-356K- 94.77% |
$18.1M - $23.6M
|
19.7K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-456KClosed |
$23.1M - $30.2M
|
0
$0
|