Purchases and Sales Made in Q2 2024 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
290+ 4.89% |
$16.4K - $20K
|
6.23K
$393K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
286+ 2.54% |
$16.2K - $19.8K
|
11.6K
$729K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
282+ 1.71% |
$15.9K - $19.5K
|
16.8K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
270New |
$15.3K - $18.7K
|
270
$17K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
244New |
$13.8K - $16.9K
|
244
$15.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
196New |
$11.1K - $13.5K
|
196
$12.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
117+ 11.89% |
$6.62K - $8.08K
|
1.1K
$69.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
109New |
$6.16K - $7.53K
|
109
$6.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
100+ 3.79% |
$5.65K - $6.91K
|
2.74K
$173K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95+ 0.85% |
$5.37K - $6.56K
|
11.3K
$715K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92New |
$5.2K - $6.36K
|
92
$5.81K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
85+ 0.9% |
$4.81K - $5.87K
|
9.58K
$605K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
83New |
$4.69K - $5.73K
|
83
$5.24K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
70+ 1.21% |
$3.96K - $4.84K
|
5.86K
$370K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
65+ 0.61% |
$3.68K - $4.49K
|
10.8K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
63+ 20.19% |
$3.56K - $4.35K
|
375
$23.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
44+ 5.8% |
$2.49K - $3.04K
|
802
$50.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
43New |
$2.43K - $2.97K
|
43
$2.72K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
39+ 195.0% |
$2.21K - $2.69K
|
59
$3.73K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
34+ 0.08% |
$1.92K - $2.35K
|
42.3K
$2.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22+ 0.95% |
$1.24K - $1.52K
|
2.34K
$148K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
22New |
$1.24K - $1.52K
|
22
$1.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20New |
$1.13K - $1.38K
|
20
$1.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
18+ 6.36% |
$1.02K - $1.24K
|
301
$19K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 18.18% |
$905 - $1.11K
|
104
$6.57K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
15New |
$848 - $1.04K
|
15
$947
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 1.11% |
$792 - $967
|
1.28K
$80.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9New |
$509 - $622
|
9
$568
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
9+ 8.04% |
$509 - $622
|
121
$7.64K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$396 - $484
|
7
$442
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.59% |
$283 - $345
|
319
$20.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-6- 13.04% |
$339 - $415
|
40
$2.53K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-11- 0.02% |
$622 - $760
|
50.6K
$3.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15- 0.37% |
$848 - $1.04K
|
4.05K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 4.22% |
$1.13K - $1.38K
|
454
$28.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-42- 21.43% |
$2.37K - $2.9K
|
154
$9.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-81- 1.7% |
$4.58K - $5.6K
|
4.69K
$296K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-106- 2.85% |
$5.99K - $7.32K
|
3.61K
$228K
|
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-114- 0.71% |
$6.45K - $7.88K
|
15.9K
$1M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 3.48% |
$8.48K - $10.4K
|
4.16K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-185- 3.56% |
$10.5K - $12.8K
|
5.01K
$316K
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-194- 4.92% |
$11K - $13.4K
|
3.75K
$237K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 5.41% |
$11.3K - $13.8K
|
3.5K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-214- 20.84% |
$12.1K - $14.8K
|
813
$51.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-272- 2.48% |
$15.4K - $18.8K
|
10.7K
$675K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-425- 0.29% |
$24K - $29.4K
|
147K
$9.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-437- 2.44% |
$24.7K - $30.2K
|
17.5K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-459- 1.91% |
$26K - $31.7K
|
23.6K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-515- 9.35% |
$29.1K - $35.6K
|
5K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-533- 3.36% |
$30.1K - $36.8K
|
15.3K
$967K
|