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 14, 2022
Q3 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-923- 5.9% |
$41K - $55.9K
|
14.7K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-985- 0.22% |
$43.7K - $59.6K
|
447K
$28.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
SELL
|
- |
-1K- 34.48% |
$44.4K - $60.5K
|
1.9K
$120K
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-1.1K- 8.53% |
$48.9K - $66.6K
|
11.8K
$745K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.18K- 1.86% |
$52.2K - $71.1K
|
62.1K
$3.92M
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.24K- 90.35% |
$54.9K - $74.8K
|
132
$8.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.27K- 13.7% |
$56.2K - $76.6K
|
7.97K
$503K
|
|
|
Nov 14, 2022
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.47K- 1.46% |
$65.4K - $89.1K
|
99.7K
$6.3M
|
|
|
Feb 14, 2023
Q3 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-1.47K- 1.46% |
$65.4K - $89.1K
|
99.7K
$6.3M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 18.26% |
$69.2K - $94.3K
|
6.98K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.58K- 1.95% |
$70.2K - $95.7K
|
79.8K
$5.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.6K- 7.18% |
$71.1K - $96.9K
|
20.7K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.8K- 3.9% |
$80K - $109K
|
44.3K
$2.8M
|
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.93K- 2.89% |
$85.7K - $117K
|
64.9K
$4.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.93K- 2.89% |
$85.7K - $117K
|
64.9K
$4.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.7K- 8.76% |
$120K - $163K
|
28.1K
$1.77M
|
|
|
Nov 14, 2022
Q3 2022
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.93K- 5.13% |
$130K - $177K
|
54.1K
$3.41M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.01K- 1.37% |
$134K - $182K
|
217K
$13.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-3.16K- 2.75% |
$140K - $191K
|
112K
$7.06M
|
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3.24K- 7.91% |
$144K - $196K
|
37.7K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-3.67K- 44.89% |
$163K - $222K
|
4.51K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.7K- 0.94% |
$164K - $224K
|
390K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-3.71K- 3.19% |
$165K - $224K
|
113K
$7.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.5K- 1.69% |
$200K - $272K
|
261K
$16.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.73K- 48.73% |
$210K - $286K
|
4.98K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.68K- 1.45% |
$252K - $344K
|
387K
$24.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-7.78K- 1.19% |
$345K - $471K
|
646K
$40.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.12K- 2.91% |
$361K - $492K
|
271K
$17.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.18K- 20.64% |
$363K - $495K
|
31.5K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-9.83K- 33.76% |
$436K - $595K
|
19.3K
$1.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-10.2K- 40.65% |
$455K - $620K
|
15K
$944K
|
|
|
Nov 14, 2022
Q3 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
SELL
|
- |
-13K- 1.44% |
$575K - $784K
|
889K
$56.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-13.6K- 26.94% |
$603K - $821K
|
36.8K
$2.32M
|
|
|
Oct 26, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-15K- 11.11% |
$666K - $908K
|
120K
$7.58M
|
|
|
Dec 01, 2022
Q3 2022
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-15K- 11.11% |
$666K - $908K
|
120K
$7.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15.2K- 22.57% |
$674K - $919K
|
52.1K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.6K- 11.85% |
$780K - $1.06M
|
131K
$8.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.1K- 7.21% |
$894K - $1.22M
|
259K
$16.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-21.1K- 43.8% |
$936K - $1.28M
|
27.1K
$1.71M
|
|
|
Oct 24, 2022
Q3 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-25.7K- 31.49% |
$1.14M - $1.55M
|
55.8K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-33.9K- 73.86% |
$1.51M - $2.05M
|
12K
$758K
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-39.8K- 26.78% |
$1.77M - $2.41M
|
109K
$6.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-41.2K- 6.79% |
$1.83M - $2.5M
|
566K
$35.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-61K- 0.79% |
$2.71M - $3.69M
|
7.65M
$483M
|
|
|
Nov 04, 2022
Q3 2022
|
Pb Investment Partners, L.P.
Burlingame, CA |
SELL
|
- |
-63.7K- 28.43% |
$2.83M - $3.86M
|
160K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-76.1K- 17.38% |
$3.38M - $4.61M
|
362K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-82.8K- 10.57% |
$3.68M - $5.01M
|
700K
$44.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-92.4K- 70.39% |
$4.1M - $5.59M
|
38.9K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-97.2K- 53.87% |
$4.32M - $5.88M
|
83.2K
$5.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-173K- 97.1% |
$7.68M - $10.5M
|
5.17K
$326K
|