Purchases and Sales Made in Q3 2021 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.27MNew |
$236M - $262M
|
3.27M
$206M
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.41M+ 1083.39% |
$174M - $193M
|
2.63M
$166M
|
|
Nov 14, 2022
Q3 2021
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
422KNew |
$30.4M - $33.8M
|
422K
$26.6M
|
|
Nov 15, 2021
Q3 2021
|
P2 Capital Partners, LLC
New York, NY |
BUY
|
- |
330KNew |
$23.8M - $26.5M
|
330K
$20.9M
|
|
Nov 15, 2021
Q3 2021
|
Impactive Capital LP
New York City, NY |
BUY
|
- |
211K+ 14.88% |
$15.3M - $17M
|
1.63M
$103M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
193KNew |
$14M - $15.5M
|
193K
$12.2M
|
|
Nov 12, 2021
Q3 2021
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
181K+ 20.49% |
$13.1M - $14.5M
|
1.07M
$67.3M
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
118KNew |
$8.49M - $9.44M
|
118K
$7.43M
|
|
Nov 01, 2021
Q3 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
80K+ 101.21% |
$5.78M - $6.42M
|
159K
$10M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
80K+ 30.32% |
$5.77M - $6.42M
|
344K
$21.7M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
59.2K+ 115.38% |
$4.27M - $4.75M
|
111K
$6.98M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
56.4K+ 4.34% |
$4.07M - $4.53M
|
1.36M
$85.8M
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
56.3K+ 27.33% |
$4.06M - $4.51M
|
262K
$16.5M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
52.7K+ 6.87% |
$3.81M - $4.23M
|
820K
$51.8M
|
|
Nov 15, 2021
Q3 2021
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
46.3KNew |
$3.34M - $3.71M
|
46.3K
$2.92M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
40.4KNew |
$2.92M - $3.24M
|
40.4K
$2.55M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
39.2K+ 0.52% |
$2.83M - $3.15M
|
7.6M
$480M
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
38.1KNew |
$2.75M - $3.06M
|
38.1K
$2.41M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
35.8KNew |
$2.58M - $2.87M
|
35.8K
$2.26M
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
31.1K+ 5.29% |
$2.24M - $2.49M
|
618K
$39M
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
28.7K+ 936.86% |
$2.07M - $2.3M
|
31.8K
$2.01M
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
BUY
|
- |
28.1K+ 206.04% |
$2.03M - $2.26M
|
41.8K
$2.64M
|
|
Nov 08, 2021
Q3 2021
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
25.6K+ 8.95% |
$1.85M - $2.05M
|
311K
$19.7M
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
22.6K+ 83.7% |
$1.63M - $1.81M
|
49.6K
$3.13M
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
20.2K+ 687.26% |
$1.46M - $1.62M
|
23.1K
$1.46M
|
|
Nov 10, 2021
Q3 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
18.6KNew |
$1.34M - $1.49M
|
18.6K
$1.18M
|
|
Oct 12, 2021
Q3 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
18.1KNew |
$1.31M - $1.45M
|
18.1K
$1.14M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
17.6KNew |
$1.27M - $1.41M
|
17.6K
$1.11M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.2K+ 3.15% |
$1.24M - $1.38M
|
563K
$35.6M
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.7KNew |
$1.06M - $1.18M
|
14.7K
$926K
|
|
Nov 15, 2021
Q3 2021
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
10.4K+ 0.53% |
$752K - $836K
|
1.99M
$126M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
10.1K+ 0.61% |
$726K - $807K
|
1.66M
$105M
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.81K+ 14.21% |
$708K - $787K
|
78.8K
$4.98M
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.25KNew |
$595K - $662K
|
8.25K
$521K
|
|
Nov 08, 2021
Q3 2021
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
8.23KNew |
$594K - $660K
|
8.23K
$519K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
6.44K+ 19.5% |
$465K - $517K
|
39.4K
$2.49M
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
5.6KNew |
$404K - $449K
|
5.6K
$354K
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
5.33KNew |
$385K - $428K
|
5.33K
$337K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.61K+ 59.15% |
$333K - $370K
|
12.4K
$784K
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
4.6KNew |
$332K - $369K
|
4.6K
$290K
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.03KNew |
$291K - $323K
|
4.03K
$254K
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.97K+ 18.7% |
$286K - $318K
|
25.2K
$1.59M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.82K+ 1.09% |
$276K - $306K
|
354K
$22.4M
|
|
Mar 07, 2022
Q3 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3.6KNew |
$260K - $289K
|
3.6K
$227K
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
3.5KNew |
$253K - $281K
|
3.5K
$221K
|
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.33KNew |
$240K - $267K
|
3.33K
$210K
|
|
Nov 08, 2021
Q3 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.18KNew |
$229K - $255K
|
3.18K
$200K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.16K+ 9.59% |
$228K - $253K
|
36.1K
$2.28M
|
|
Oct 22, 2021
Q3 2021
|
Ami Asset Management Corp
|
BUY
|
- |
3.11K+ 3.33% |
$224K - $249K
|
96.5K
$6.09M
|
|
Oct 25, 2021
Q3 2021
|
New York State Teachers Retirement System
|
BUY
|
- |
3.07KNew |
$222K - $246K
|
3.07K
$194K
|