Purchases and Sales Made in Q3 2023 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q3 2023. 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 13, 2023
Q3 2023
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
7.1KNew |
$307K - $448K
|
7.1K
$449K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.05KNew |
$304K - $445K
|
7.05K
$445K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
5.51KNew |
$238K - $347K
|
5.51K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
4.8KNew |
$207K - $303K
|
4.8K
$303K
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
BUY
|
- |
4.4K+ 14.46% |
$190K - $277K
|
34.8K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.39K+ 27.7% |
$189K - $277K
|
20.2K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Geneva Capital Management LLC
|
BUY
|
- |
4.37K+ 0.41% |
$189K - $275K
|
1.08M
$67.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.13K+ 31.89% |
$135K - $197K
|
13K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.95K+ 82.12% |
$127K - $186K
|
6.55K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.92K+ 75.26% |
$126K - $184K
|
6.79K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
2.88K+ 5.96% |
$124K - $182K
|
51.2K
$3.23M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.54KNew |
$109K - $160K
|
2.54K
$160K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.42K+ 0.2% |
$104K - $152K
|
1.23M
$77.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.22K+ 34.54% |
$95.6K - $140K
|
8.63K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.97K+ 21.74% |
$84.9K - $124K
|
11K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.77K+ 8.21% |
$76.4K - $112K
|
23.3K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.69K+ 6.04% |
$72.9K - $106K
|
29.6K
$1.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.41K+ 8.24% |
$60.9K - $88.9K
|
18.5K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.59% |
$60.4K - $88.3K
|
89.7K
$5.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.35K+ 30.71% |
$58.2K - $85.1K
|
5.74K
$362K
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.29K+ 2.17% |
$55.5K - $81K
|
60.5K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Argent Capital Management LLC
|
BUY
|
- |
1.27K+ 32.73% |
$55K - $80.3K
|
5.17K
$326K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 0.36% |
$53.9K - $78.7K
|
346K
$21.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.12K+ 53.04% |
$48.2K - $70.4K
|
3.22K
$203K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.04K+ 11.67% |
$44.7K - $65.3K
|
9.91K
$626K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$44.5K - $65.1K
|
1.03K
$65.2K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
958+ 27.64% |
$41.3K - $60.4K
|
4.42K
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
928+ 10.43% |
$40.1K - $58.5K
|
9.83K
$620K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
802+ 19.43% |
$34.6K - $50.6K
|
4.93K
$311K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
539+ 2.15% |
$23.3K - $34K
|
25.6K
$1.62M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
465+ 6.76% |
$20.1K - $29.3K
|
7.34K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
427+ 3.86% |
$18.4K - $26.9K
|
11.5K
$725K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
409+ 2.08% |
$17.7K - $25.8K
|
20.1K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
360+ 0.97% |
$15.5K - $22.7K
|
37.4K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
360New |
$15.5K - $22.7K
|
360
$22.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
359+ 6.04% |
$15.5K - $22.6K
|
6.3K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
246New |
$10.6K - $15.5K
|
246
$15.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
237+ 2.08% |
$10.2K - $14.9K
|
11.6K
$733K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
210New |
$9.06K - $13.2K
|
210
$13.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
148+ 5.41% |
$6.39K - $9.33K
|
2.89K
$182K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
135New |
$5.83K - $8.51K
|
135
$8.52K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
123New |
$5.31K - $7.76K
|
123
$7.77K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
104+ 36.75% |
$4.49K - $6.56K
|
387
$24.4K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
80+ 0.56% |
$3.45K - $5.04K
|
14.3K
$904K
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
55+ 5.25% |
$2.37K - $3.47K
|
1.1K
$69.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51+ 2.42% |
$2.2K - $3.22K
|
2.16K
$136K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
33+ 4.28% |
$1.42K - $2.08K
|
804
$50.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
29+ 0.4% |
$1.25K - $1.83K
|
7.34K
$464K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26+ 0.23% |
$1.12K - $1.64K
|
11.5K
$727K
|
|
|
Feb 07, 2025
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.07% |
$604 - $883
|
20.2K
$1.28M
|