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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.58KNew |
$186K - $207K
|
2.58K
$163K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 2.36% |
$166K - $184K
|
99.7K
$6.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
2.08K+ 0.43% |
$150K - $167K
|
487K
$30.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$144K - $160K
|
2K
$126K
|
|
|
Nov 15, 2021
Q3 2021
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
1.86K+ 0.89% |
$134K - $149K
|
211K
$13.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.74K+ 25.05% |
$126K - $140K
|
8.7K
$549K
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.73K+ 0.9% |
$125K - $139K
|
195K
$12.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.71K+ 1.17% |
$124K - $137K
|
147K
$9.31M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
1.4K+ 34.36% |
$101K - $112K
|
5.48K
$346K
|
|
|
Nov 08, 2021
Q3 2021
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.18% |
$101K - $112K
|
120K
$7.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.26K+ 45.47% |
$90.6K - $101K
|
4.02K
$254K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.24K+ 23.94% |
$89.2K - $99.1K
|
6.39K
$404K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.16K+ 9.24% |
$83.8K - $93.2K
|
13.7K
$866K
|
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
826+ 6.75% |
$59.6K - $66.3K
|
13.1K
$825K
|
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
786+ 0.65% |
$56.7K - $63.1K
|
121K
$7.64M
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
703New |
$50.7K - $56.4K
|
703
$44.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
591+ 0.66% |
$42.7K - $47.4K
|
89.5K
$5.65M
|
|
|
Nov 03, 2021
Q3 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
497+ 1.26% |
$35.9K - $39.9K
|
39.9K
$2.52M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
477+ 2168.18% |
$34.4K - $38.3K
|
499
$31.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
351+ 6.22% |
$25.3K - $28.2K
|
5.99K
$378K
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
313+ 0.66% |
$22.6K - $25.1K
|
48.1K
$3.03M
|
|
|
Nov 08, 2021
Q3 2021
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
250+ 1.18% |
$18K - $20.1K
|
21.4K
$1.35M
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
225+ 7.51% |
$16.2K - $18.1K
|
3.22K
$203K
|
|
|
Oct 22, 2021
Q3 2021
|
Strs Ohio
|
BUY
|
- |
200+ 5.56% |
$14.4K - $16K
|
3.8K
$240K
|
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
198+ 0.36% |
$14.3K - $15.9K
|
55.7K
$3.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
BUY
|
- |
159+ 1.08% |
$11.5K - $12.8K
|
14.8K
$936K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
159+ 8.97% |
$11.5K - $12.8K
|
1.93K
$122K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
126New |
$9.1K - $10.1K
|
126
$7.96K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
78New |
$5.63K - $6.26K
|
78
$4.92K
|
|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
BUY
|
- |
60+ 0.63% |
$4.33K - $4.81K
|
9.6K
$606K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53New |
$3.83K - $4.25K
|
53
$3.35K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
50+ 1.46% |
$3.61K - $4.01K
|
3.48K
$219K
|
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
43+ 0.0% |
$3.1K - $3.45K
|
2.2M
$139M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41+ 0.98% |
$2.96K - $3.29K
|
4.21K
$266K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
40New |
$2.89K - $3.21K
|
40
$2.53K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
30+ 0.96% |
$2.17K - $2.41K
|
3.15K
$199K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
18+ 46.15% |
$1.3K - $1.44K
|
57
$3.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16New |
$1.16K - $1.28K
|
16
$1.01K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7+ 0.03% |
$505 - $562
|
21.6K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.83% |
$144 - $160
|
111
$7.01K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-11- 0.34% |
$794 - $883
|
3.26K
$206K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 38.0% |
$1.37K - $1.52K
|
31
$1.96K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-20- 10.87% |
$1.44K - $1.6K
|
164
$10.4K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-22Closed |
$1.59K - $1.77K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-29Closed |
$2.09K - $2.33K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-43Closed |
$3.1K - $3.45K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-50Closed |
$3.61K - $4.01K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-54- 4.87% |
$3.9K - $4.33K
|
1.05K
$66.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-59- 0.65% |
$4.26K - $4.73K
|
9.01K
$569K
|