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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-500- 83.33% |
$28.3K - $34.5K
|
100
$6.31K
|
|
|
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
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-884- 2.92% |
$50K - $61.1K
|
29.4K
$1.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-905- 41.51% |
$51.2K - $62.5K
|
1.28K
$80.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-933- 3.5% |
$52.8K - $64.5K
|
25.7K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-976- 2.33% |
$55.2K - $67.4K
|
40.9K
$2.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-981- 31.09% |
$55.5K - $67.8K
|
2.17K
$137K
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.1K- 8.05% |
$62.4K - $76.2K
|
12.6K
$796K
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.16K- 39.89% |
$65.4K - $79.9K
|
1.74K
$110K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.2K- 8.97% |
$67.8K - $82.9K
|
12.2K
$769K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 8.82% |
$68.2K - $83.3K
|
12.5K
$788K
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1.3K- 0.11% |
$73.3K - $89.5K
|
1.22M
$76.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.42K- 11.43% |
$80K - $97.8K
|
11K
$693K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.52K- 3.52% |
$85.8K - $105K
|
41.6K
$2.63M
|
|
|
Aug 08, 2024
Q2 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-1.57K- 9.95% |
$88.8K - $108K
|
14.2K
$897K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.63K- 5.24% |
$92K - $112K
|
29.4K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.82K- 7.5% |
$103K - $126K
|
22.5K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.22K- 27.46% |
$125K - $153K
|
5.86K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.35K- 4.19% |
$133K - $162K
|
53.8K
$3.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.38K- 23.57% |
$135K - $164K
|
7.72K
$487K
|
|
|
Jul 31, 2024
Q2 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.39K- 10.66% |
$135K - $165K
|
20.1K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.44K- 0.13% |
$138K - $169K
|
1.94M
$123M
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-2.5K- 42.9% |
$141K - $173K
|
3.33K
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-5.65K- 84.75% |
$320K - $391K
|
1.02K
$64.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.3K- 14.48% |
$356K - $435K
|
37.2K
$2.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.73K- 2.46% |
$437K - $534K
|
306K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-7.82K- 44.39% |
$442K - $541K
|
9.8K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-8.05K- 0.67% |
$455K - $556K
|
1.19M
$75.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-8.27K- 8.72% |
$468K - $572K
|
86.6K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-8.37K- 10.18% |
$473K - $578K
|
73.9K
$4.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-8.51K- 1.36% |
$481K - $588K
|
617K
$38.9M
|
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-9.2K- 51.98% |
$520K - $636K
|
8.5K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.25K- 1.79% |
$523K - $639K
|
509K
$32.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.95K- 3.84% |
$563K - $688K
|
249K
$15.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-10K- 22.22% |
$565K - $691K
|
35K
$2.21M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-12.3K- 58.23% |
$695K - $850K
|
8.82K
$557K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-18.1K- 39.12% |
$1.02M - $1.25M
|
28.2K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-18.5K- 0.23% |
$1.05M - $1.28M
|
7.97M
$503M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-18.7K- 54.26% |
$1.06M - $1.3M
|
15.8K
$998K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-19.6K- 69.64% |
$1.11M - $1.36M
|
8.56K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-20.2K- 11.53% |
$1.14M - $1.4M
|
155K
$9.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.8K- 9.07% |
$1.17M - $1.43M
|
208K
$13.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-21.1K- 6.51% |
$1.19M - $1.46M
|
302K
$19.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-22.2K- 50.35% |
$1.26M - $1.54M
|
21.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-23.8K- 19.22% |
$1.35M - $1.64M
|
100K
$6.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-40.6K- 31.81% |
$2.3M - $2.81M
|
87.1K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-47.3K- 85.57% |
$2.68M - $3.27M
|
7.98K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48K- 65.37% |
$2.72M - $3.32M
|
25.4K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-55K- 5.99% |
$3.11M - $3.8M
|
864K
$54.6M
|