Purchases and Sales Made in Q3 2022 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q3 2022. 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 15, 2022
Q3 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
111+ 0.17% |
$4.93K - $6.72K
|
64.3K
$4.06M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
81+ 13.11% |
$3.6K - $4.9K
|
699
$44.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
76+ 1085.71% |
$3.37K - $4.6K
|
83
$5.24K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63+ 0.88% |
$2.8K - $3.81K
|
7.26K
$458K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
44+ 20.56% |
$1.95K - $2.66K
|
258
$16.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
41+ 20.2% |
$1.82K - $2.48K
|
244
$15.4K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
37New |
$1.64K - $2.24K
|
37
$2.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
37+ 0.17% |
$1.64K - $2.24K
|
21.9K
$1.38M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
25New |
$1.11K - $1.51K
|
25
$1.58K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 340.0% |
$755 - $1.03K
|
22
$1.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
16+ 15.38% |
$710 - $968
|
120
$7.58K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16+ 39.02% |
$710 - $968
|
57
$3.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
11New |
$488 - $666
|
11
$695
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
7+ 0.08% |
$311 - $424
|
8.59K
$542K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$311 - $424
|
7
$442
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
7+ 87.5% |
$311 - $424
|
15
$947
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$266 - $363
|
6
$379
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 21.43% |
$133 - $182
|
17
$1.07K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 75.0% |
$133 - $182
|
7
$442
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 13.04% |
$133 - $182
|
26
$1.64K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 200.0% |
$88.8 - $121
|
3
$189
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-13- 0.1% |
$577 - $787
|
12.9K
$815K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-17- 30.36% |
$755 - $1.03K
|
39
$2.46K
|
|
|
Nov 10, 2022
Q3 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-21- 20.79% |
$932 - $1.27K
|
80
$5.05K
|
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-39- 0.04% |
$1.73K - $2.36K
|
97.8K
$6.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49- 15.61% |
$2.18K - $2.96K
|
265
$16.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-69- 38.12% |
$3.06K - $4.18K
|
112
$7.07K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-120- 1.81% |
$5.33K - $7.26K
|
6.49K
$410K
|
|
|
Nov 04, 2022
Q3 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-132- 1.43% |
$5.86K - $7.99K
|
9.08K
$573K
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-200- 2.98% |
$8.88K - $12.1K
|
6.51K
$411K
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 1.42% |
$8.88K - $12.1K
|
13.9K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-217- 0.69% |
$9.63K - $13.1K
|
31.3K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-243- 3.35% |
$10.8K - $14.7K
|
7K
$442K
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-266- 11.39% |
$11.8K - $16.1K
|
2.07K
$131K
|
|
|
Oct 20, 2022
Q3 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-270- 3.41% |
$12K - $16.3K
|
7.66K
$483K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-393- 1.55% |
$17.4K - $23.8K
|
24.9K
$1.57M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-424- 1.67% |
$18.8K - $25.7K
|
24.9K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-428- 99.77% |
$19K - $25.9K
|
1
$63.1
|
|
|
Nov 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-434- 0.6% |
$19.3K - $26.3K
|
72.3K
$4.56M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-436- 1.11% |
$19.4K - $26.4K
|
38.9K
$2.46M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-470- 59.05% |
$20.9K - $28.4K
|
326
$20.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-558- 1.4% |
$24.8K - $33.8K
|
39.3K
$2.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-569- 3.91% |
$25.3K - $34.4K
|
14K
$883K
|
|
|
Nov 14, 2022
Q3 2022
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-572- 4.27% |
$25.4K - $34.6K
|
12.8K
$809K
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-580- 0.98% |
$25.8K - $35.1K
|
58.8K
$3.71M
|
|
|
Nov 03, 2022
Q3 2022
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-655- 8.9% |
$29.1K - $39.6K
|
6.7K
$423K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-668- 10.05% |
$29.7K - $40.4K
|
5.98K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-732- 6.24% |
$32.5K - $44.3K
|
11K
$695K
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-768- 58.09% |
$34.1K - $46.5K
|
554
$35K
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-892- 0.67% |
$39.6K - $54K
|
133K
$8.38M
|