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
|
13 D Management LLC
New York, NY |
SELL
|
- |
-62.2K- 59.66% |
$3.8M - $3.93M
|
42K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-101K- 20.03% |
$6.15M - $6.37M
|
402K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Baker Capital Management LP
Larkspur, CA |
SELL
|
- |
-113K- 64.31% |
$6.88M - $7.12M
|
62.5K
$3.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-189K- 10.41% |
$11.5M - $11.9M
|
1.62M
$103M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-250K- 98.92% |
$15.3M - $15.8M
|
2.73K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-271K- 75.59% |
$16.6M - $17.2M
|
87.6K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-306K- 99.97% |
$18.7M - $19.4M
|
96
$6.06K
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-399K- 38.37% |
$24.4M - $25.2M
|
641K
$40.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-496K- 97.58% |
$30.3M - $31.4M
|
12.3K
$776K
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-500K- 66.24% |
$30.6M - $31.6M
|
255K
$16.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-712K- 76.75% |
$43.5M - $45M
|
216K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-746K- 29.42% |
$45.6M - $47.2M
|
1.79M
$113M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Berkom & Associates Inc.
|
SELL
|
- |
-831K- 57.83% |
$50.8M - $52.6M
|
606K
$38.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-957K- 78.74% |
$58.5M - $60.5M
|
258K
$16.3M
|