Purchases and Sales Made in Q3 2023 in Envestnet, Inc. (ENV)

ENV Quotes by TradingView

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 14, 2023 Q3 2023
Voya Investment Management LLC

Atlanta, GA
BUY
 -
14
+ 0.07%
$604 - $883
20.2K $1.28M
Dec 19, 2023 Q3 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
9
+ 0.02%
$388 - $567
56.7K $3.58M
Nov 15, 2023 Q3 2023
Public Employees Retirement System Of Ohio

Columbus, OH
BUY
 -
9
+ 0.02%
$388 - $567
56.7K $3.58M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
8
New
$345 - $504
8 $505
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
7
New
$302 - $441
7 $442
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
3
+ 0.0%
$129 - $189
80.2K $5.06M
Oct 23, 2023 Q3 2023
Hexagon Capital Partners LLC

SELL
 -
-1
- 2.86%
$43.2 - $63.1
34 $2.15K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-1
- 2.5%
$43.2 - $63.1
39 $2.46K
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
SELL
 -
-1
- 0.77%
$43.2 - $63.1
129 $8.15K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
SELL
 -
-3
- 11.54%
$129 - $189
23 $1.45K
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
SELL
 -
-24
- 0.01%
$1.04K - $1.51K
326K $20.6M
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

SELL
 -
-55
- 59.14%
$2.37K - $3.47K
38 $2.4K
Nov 03, 2023 Q3 2023
Liberty One Investment Management, LLC

SELL
 -
-60
- 0.46%
$2.59K - $3.78K
13.1K $828K
Oct 18, 2023 Q3 2023
Greenwood Capital Associates LLC

Greenwood, SC
SELL
 -
-105
- 0.81%
$4.53K - $6.62K
12.9K $811K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-132
- 51.76%
$5.7K - $8.32K
123 $7.77K
Nov 08, 2023 Q3 2023
Huntington National Bank

Columbus, OH
SELL
 -
-179
- 7.32%
$7.73K - $11.3K
2.27K $143K
Oct 13, 2023 Q3 2023
S.A. Mason LLC

SELL
 -
-200
- 2.67%
$8.63K - $12.6K
7.3K $461K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

SELL
 -
-231
- 47.73%
$9.97K - $14.6K
253 $16K
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
SELL
 -
-256
- 4.33%
$11K - $16.1K
5.66K $357K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-262
- 1.92%
$11.3K - $16.5K
13.4K $846K
Nov 28, 2023 Q3 2023
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-306
- 1.03%
$13.2K - $19.3K
29.3K $1.85M
Jun 28, 2024 Q3 2023
Brown, Lisle/Cummings, Inc.

Providence, RI
SELL
 -
-350
- 28.57%
$15.1K - $22.1K
875 $55.2K
Nov 13, 2023 Q3 2023
Pro Share Advisors LLC

SELL
 -
-506
- 5.22%
$21.8K - $31.9K
9.19K $580K
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-525
- 1.45%
$22.7K - $33.1K
35.8K $2.26M
Oct 23, 2023 Q3 2023
Xponance, Inc.

SELL
 -
-560
- 7.24%
$24.2K - $35.3K
7.18K $453K
Oct 30, 2023 Q3 2023
Securian Asset Management, Inc

SELL
 -
-643
- 13.27%
$27.8K - $40.5K
4.2K $265K
Oct 26, 2023 Q3 2023
Strs Ohio

SELL
 -
-700
- 46.67%
$30.2K - $44.1K
800 $50.5K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-710
- 0.12%
$30.6K - $44.8K
585K $36.9M
Oct 16, 2023 Q3 2023
State Of Alaska, Department Of Revenue

SELL
 -
-805
- 11.93%
$34.7K - $50.8K
5.94K $375K
Oct 25, 2023 Q3 2023
New York State Teachers Retirement System

SELL
 -
-1K
- 10.64%
$43.2K - $63.1K
8.4K $530K
Nov 14, 2023 Q3 2023
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-1.09K
- 8.97%
$46.8K - $68.4K
11K $695K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-1.09K
- 4.83%
$46.8K - $68.4K
21.4K $1.35M
Nov 14, 2023 Q3 2023
Frontier Capital Management CO LLC

SELL
 -
-1.25K
- 0.99%
$53.9K - $78.7K
125K $7.91M
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
SELL
 -
-1.49K
- 2.67%
$64.4K - $94.1K
54.5K $3.44M
Oct 25, 2023 Q3 2023
Aton Ra Partners

Geneva, V8
SELL
 -
-1.5K
- 19.61%
$64.5K - $94.3K
6.13K $387K
Oct 27, 2023 Q3 2023
State Of Michigan Retirement System

SELL
 -
-1.5K
- 11.22%
$64.7K - $94.6K
11.9K $750K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-1.62K
- 9.11%
$69.7K - $102K
16.1K $1.02M
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-1.62K
- 11.51%
$69.7K - $102K
12.4K $785K
Nov 14, 2023 Q3 2023
Great West Life Assurance CO

Winnipeg, A2
SELL
 -
-1.67K
- 5.78%
$72.1K - $105K
27.2K $1.72M
Oct 26, 2023 Q3 2023
Oregon Public Employees Retirement Fund

SELL
 -
-1.8K
- 11.48%
$77.7K - $113K
13.9K $877K
Oct 17, 2023 Q3 2023
Louisiana State Employees Retirement System

SELL
 -
-1.8K
- 11.32%
$77.7K - $113K
14.1K $890K
Oct 20, 2023 Q3 2023
Ami Asset Management Corp

SELL
 -
-2.03K
- 2.79%
$87.7K - $128K
70.7K $4.46M
Nov 09, 2023 Q3 2023
Fiera Capital Corp

Montreal, A8
SELL
 -
-2.41K
- 9.0%
$104K - $152K
24.4K $1.54M
Nov 09, 2023 Q3 2023
Scout Investments, Inc.

SELL
 -
-2.98K
- 2.82%
$128K - $188K
102K $6.47M
Aug 14, 2024 Q3 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
SELL
 -
-3.8K
- 20.33%
$164K - $240K
14.9K $940K
Oct 30, 2023 Q3 2023
Yousif Capital Management, LLC

SELL
 -
-3.81K
- 14.24%
$164K - $240K
22.9K $1.45M
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
SELL
 -
-3.84K
- 8.96%
$166K - $242K
39K $2.46M
Nov 13, 2023 Q3 2023
Marathon Partners Equity Management, LLC

New York, NY
SELL
 -
-4K
- 9.09%
$173K - $252K
40K $2.53M
Nov 13, 2023 Q3 2023
Clearbridge Investments, LLC

New York, NY
SELL
 -
-4.01K
- 0.33%
$173K - $253K
1.19M $75.3M

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