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 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.07K- 7.02% |
$176K - $257K
|
53.9K
$3.4M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-4.07K- 7.02% |
$176K - $257K
|
53.9K
$3.4M
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.17K- 11.87% |
$180K - $263K
|
31K
$1.96M
|
|
Nov 13, 2023
Q3 2023
|
Rgm Capital, LLC
Naples, FL |
SELL
|
- |
-4.23K- 0.51% |
$182K - $267K
|
826K
$52.2M
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.84K- 6.62% |
$209K - $305K
|
68.3K
$4.31M
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.2K- 9.94% |
$224K - $328K
|
47.1K
$2.98M
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.15K- 12.92% |
$265K - $388K
|
41.4K
$2.62M
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-7K- 0.68% |
$302K - $441K
|
1.03M
$64.8M
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-7.07K- 0.48% |
$305K - $445K
|
1.47M
$92.5M
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-7.15K- 18.11% |
$309K - $451K
|
32.3K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.68K- 1.73% |
$332K - $484K
|
435K
$27.5M
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-7.96K- 12.87% |
$344K - $502K
|
53.9K
$3.4M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-8.15K- 11.62% |
$352K - $514K
|
62K
$3.91M
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-8.32K- 1.74% |
$359K - $524K
|
470K
$29.7M
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-8.96K- 5.14% |
$386K - $565K
|
165K
$10.4M
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-9.28K- 68.94% |
$401K - $585K
|
4.18K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.93K- 2.07% |
$428K - $626K
|
470K
$29.7M
|
|
Oct 23, 2023
Q3 2023
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10K- 10.0% |
$432K - $631K
|
90K
$5.68M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.9K- 12.82% |
$472K - $689K
|
74.4K
$4.7M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-11.2K- 10.58% |
$483K - $705K
|
94.5K
$5.97M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11.2K- 8.94% |
$485K - $708K
|
114K
$7.23M
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-11.4K- 64.41% |
$493K - $720K
|
6.31K
$398K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-14.4K- 70.19% |
$622K - $908K
|
6.12K
$386K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.9K- 7.35% |
$685K - $1M
|
200K
$12.6M
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-16.2K- 61.79% |
$701K - $1.02M
|
10K
$634K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-26.7K- 9.08% |
$1.15M - $1.68M
|
267K
$16.9M
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-30.8K- 0.57% |
$1.33M - $1.94M
|
5.33M
$336M
|
|
Nov 14, 2023
Q3 2023
|
13 D Management LLC
New York, NY |
SELL
|
- |
-34.5K- 42.0% |
$1.49M - $2.17M
|
47.6K
$3M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-37.7K- 4.85% |
$1.62M - $2.37M
|
739K
$46.6M
|
|
Nov 13, 2023
Q3 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-43.7K- 8.34% |
$1.89M - $2.76M
|
481K
$30.4M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-46.8K- 5.06% |
$2.02M - $2.95M
|
877K
$55.4M
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-47.9K- 3.03% |
$2.07M - $3.02M
|
1.54M
$97M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.2K- 7.71% |
$2.08M - $3.04M
|
576K
$36.4M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-51.5K- 85.16% |
$2.22M - $3.25M
|
8.98K
$567K
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-74K- 4.16% |
$3.19M - $4.67M
|
1.71M
$108M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-76.5K- 25.28% |
$3.3M - $4.82M
|
226K
$14.3M
|
|
Nov 13, 2023
Q3 2023
|
Global Alpha Capital Management Ltd.
|
SELL
|
- |
-91.9K- 19.9% |
$3.97M - $5.79M
|
370K
$23.4M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-113K- 27.88% |
$4.86M - $7.1M
|
291K
$18.4M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-114K- 3.64% |
$4.94M - $7.21M
|
3.03M
$191M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-194K- 59.59% |
$8.37M - $12.2M
|
131K
$8.3M
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-231K- 64.91% |
$9.98M - $14.6M
|
125K
$7.89M
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-251K- 50.91% |
$10.8M - $15.8M
|
242K
$15.3M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-282K- 59.29% |
$12.2M - $17.8M
|
194K
$12.2M
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-464KClosed |
$20M - $29.2M
|
0
$0
|