Purchases and Sales Made in Q3 2024 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q3 2024. 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, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.16K+ 22.9% |
$70.9K - $73.4K
|
6.23K
$393K
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$69.7K - $72.1K
|
1.14K
$72K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 22.77% |
$65.8K - $68.1K
|
5.8K
$366K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
945+ 54.25% |
$57.8K - $59.8K
|
2.69K
$170K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
933+ 14.99% |
$57K - $59K
|
7.16K
$452K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670+ 24.44% |
$41K - $42.4K
|
3.41K
$215K
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$36.7K - $38K
|
600
$37.9K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 8.18% |
$26.8K - $27.8K
|
5.8K
$366K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
332New |
$20.3K - $21K
|
332
$21K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241+ 10.3% |
$14.7K - $15.2K
|
2.58K
$163K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
195+ 2785.71% |
$11.9K - $12.3K
|
202
$12.8K
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
146+ 17.96% |
$8.92K - $9.23K
|
959
$60.6K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 300.0% |
$7.89K - $8.16K
|
172
$10.9K
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
126+ 572.73% |
$7.7K - $7.97K
|
148
$9.34K
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
106New |
$6.48K - $6.7K
|
106
$6.69K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 27.9% |
$5.44K - $5.63K
|
408
$25.8K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 164.81% |
$5.44K - $5.63K
|
143
$9.03K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 55.84% |
$5.26K - $5.44K
|
240
$15.2K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 6.49% |
$5.07K - $5.25K
|
1.36K
$85.9K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
65+ 0.15% |
$3.97K - $4.11K
|
42.4K
$2.68M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 108.47% |
$3.91K - $4.05K
|
123
$7.77K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
52New |
$3.18K - $3.29K
|
52
$3.28K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
44New |
$2.69K - $2.78K
|
44
$2.78K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39+ 0.07% |
$2.38K - $2.47K
|
53.8K
$3.4M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38+ 20.21% |
$2.32K - $2.4K
|
226
$14.3K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.6% |
$1.53K - $1.58K
|
4.18K
$264K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 7.31% |
$1.34K - $1.39K
|
323
$20.4K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21New |
$1.28K - $1.33K
|
21
$1.33K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$1.22K - $1.27K
|
40
$2.53K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 45.16% |
$856 - $886
|
45
$2.84K
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$734 - $759
|
12
$758
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.1% |
$672 - $696
|
11.4K
$723K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 10.58% |
$672 - $696
|
115
$7.26K
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8+ 0.22% |
$489 - $506
|
3.62K
$228K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$428 - $443
|
7
$442
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$245 - $253
|
4
$253
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 7.5% |
$183 - $190
|
43
$2.72K
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$183 - $190
|
3
$189
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7- 0.87% |
$428 - $443
|
795
$50.2K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9- 7.44% |
$550 - $569
|
112
$7.07K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-26- 0.69% |
$1.59K - $1.64K
|
3.72K
$235K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-35- 14.34% |
$2.14K - $2.21K
|
209
$13.2K
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-62- 0.57% |
$3.79K - $3.92K
|
10.7K
$678K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-76- 38.78% |
$4.65K - $4.81K
|
120
$7.58K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-92Closed |
$5.62K - $5.82K
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-222- 17.41% |
$13.6K - $14K
|
1.05K
$66.5K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-282- 1.83% |
$17.2K - $17.8K
|
15.1K
$953K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-300- 2.46% |
$18.3K - $19K
|
11.9K
$750K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-300- 29.5% |
$18.3K - $19K
|
717
$45.3K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-380- 17.48% |
$23.2K - $24K
|
1.79K
$113K
|