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
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-393- 1.67% |
$24K - $24.9K
|
23.2K
$1.46M
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-429- 4.01% |
$26.2K - $27.1K
|
10.3K
$648K
|
|
Nov 14, 2024
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-463- 2.76% |
$28.3K - $29.3K
|
16.3K
$1.03M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-470- 4.15% |
$28.7K - $29.7K
|
10.9K
$685K
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-500- 3.96% |
$30.6K - $31.6K
|
12.1K
$765K
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-506- 3.3% |
$30.9K - $32K
|
14.8K
$935K
|
|
Nov 12, 2024
Q3 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-511- 2.92% |
$31.2K - $32.3K
|
17K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-613- 4.86% |
$37.5K - $38.8K
|
12K
$757K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-626- 3.12% |
$38.3K - $39.6K
|
19.4K
$1.23M
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-731- 2.49% |
$44.7K - $46.2K
|
28.7K
$1.81M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-798- 16.55% |
$48.8K - $50.5K
|
4.02K
$254K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 3.57% |
$55K - $56.9K
|
24.3K
$1.53M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.01K- 72.82% |
$61.7K - $63.9K
|
377
$23.8K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.08K- 0.17% |
$66K - $68.2K
|
616K
$38.9M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.24K- 15.97% |
$76K - $78.6K
|
6.54K
$413K
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.56K- 50.92% |
$95.1K - $98.4K
|
1.5K
$94.7K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.19% |
$132K - $137K
|
39.5K
$2.49M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.46K- 9.68% |
$151K - $156K
|
23K
$1.45M
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-3.17K- 10.86% |
$194K - $200K
|
26K
$1.64M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.36K- 17.58% |
$205K - $212K
|
15.7K
$994K
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.63K- 6.17% |
$222K - $230K
|
55.3K
$3.49M
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-3.7K- 3.35% |
$226K - $234K
|
107K
$6.73M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.71K- 10.04% |
$227K - $234K
|
33.2K
$2.1M
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.14K- 5.57% |
$253K - $262K
|
70.2K
$4.43M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.16K- 64.94% |
$254K - $263K
|
2.24K
$142K
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.8K- 9.48% |
$294K - $304K
|
45.8K
$2.89M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.83K- 51.85% |
$295K - $306K
|
4.49K
$283K
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.89K- 51.04% |
$299K - $309K
|
4.69K
$296K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.92K- 39.47% |
$301K - $311K
|
7.55K
$477K
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-5.93K- 7.91% |
$363K - $375K
|
69K
$4.36M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-7.85K- 5.33% |
$480K - $497K
|
139K
$8.81M
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.3K- 27.99% |
$507K - $525K
|
21.3K
$1.35M
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-9.32K- 36.26% |
$570K - $590K
|
16.4K
$1.03M
|
|
Nov 12, 2024
Q3 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-12K- 75.67% |
$735K - $761K
|
3.87K
$244K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-14.3K- 0.74% |
$876K - $906K
|
1.93M
$122M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-18.3K- 81.17% |
$1.12M - $1.15M
|
4.23K
$267K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.5K- 54.01% |
$1.13M - $1.17M
|
15.8K
$995K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-19.8K- 76.19% |
$1.21M - $1.25M
|
6.18K
$390K
|
|
Nov 14, 2024
Q3 2024
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-20K- 6.91% |
$1.22M - $1.27M
|
270K
$17M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-20.5K- 20.16% |
$1.25M - $1.3M
|
81.2K
$5.13M
|
|
Nov 12, 2024
Q3 2024
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-24.8K- 8.2% |
$1.52M - $1.57M
|
278K
$17.5M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 87.17% |
$1.57M - $1.62M
|
3.77K
$238K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-33.8K- 81.71% |
$2.06M - $2.14M
|
7.56K
$477K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-42.5K- 61.4% |
$2.6M - $2.69M
|
26.7K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-43.6K- 55.78% |
$2.67M - $2.76M
|
34.6K
$2.18M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-50.2K- 24.11% |
$3.07M - $3.17M
|
158K
$9.97M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-51.6K- 3.67% |
$3.16M - $3.26M
|
1.35M
$85.5M
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-53.1K- 61.28% |
$3.24M - $3.36M
|
33.5K
$2.12M
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-57K- 94.18% |
$3.49M - $3.61M
|
3.53K
$223K
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-57.1K- 65.53% |
$3.49M - $3.61M
|
30K
$1.9M
|