Purchases and Sales Made in Q4 2021 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
168New |
$12.8K - $14.3K
|
168
$10.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
158+ 1.11% |
$12K - $13.5K
|
14.4K
$910K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
156New |
$11.8K - $13.3K
|
156
$9.85K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
139+ 178.21% |
$10.6K - $11.9K
|
217
$13.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
117+ 5.0% |
$8.88K - $9.98K
|
2.46K
$155K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
114+ 2.75% |
$8.66K - $9.73K
|
4.25K
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
107+ 0.59% |
$8.12K - $9.13K
|
18.1K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
BUY
|
- |
105+ 1.09% |
$7.97K - $8.96K
|
9.7K
$613K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.72% |
$7.59K - $8.53K
|
14K
$884K
|
|
|
Jan 27, 2022
Q4 2021
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.73% |
$7.59K - $8.53K
|
13.8K
$871K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
74New |
$5.62K - $6.31K
|
74
$4.67K
|
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
70+ 88.61% |
$5.32K - $5.97K
|
149
$9.41K
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
68+ 0.0% |
$5.16K - $5.8K
|
1.62M
$102M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
63New |
$4.78K - $5.38K
|
63
$3.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
54+ 174.19% |
$4.1K - $4.61K
|
85
$5.37K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
54+ 0.22% |
$4.1K - $4.61K
|
24.8K
$1.57M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
53+ 0.59% |
$4.02K - $4.52K
|
9.06K
$572K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
52+ 71.23% |
$3.95K - $4.44K
|
125
$7.89K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
48+ 0.82% |
$3.64K - $4.1K
|
5.92K
$374K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
19New |
$1.44K - $1.62K
|
19
$1.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
16+ 0.34% |
$1.21K - $1.37K
|
4.79K
$303K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
12+ 21.05% |
$911 - $1.02K
|
69
$4.36K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
7New |
$532 - $597
|
7
$442
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6+ 0.03% |
$456 - $512
|
19.7K
$1.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
5New |
$380 - $427
|
5
$316
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 5.26% |
$152 - $171
|
36
$2.27K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-2- 0.01% |
$152 - $171
|
39.2K
$2.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4- 0.07% |
$304 - $341
|
5.99K
$378K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14- 0.45% |
$1.06K - $1.19K
|
3.08K
$194K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-22Closed |
$1.67K - $1.88K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-31- 0.03% |
$2.35K - $2.64K
|
98K
$6.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-40Closed |
$3.04K - $3.41K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-52- 0.64% |
$3.95K - $4.44K
|
8.11K
$512K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-59- 0.01% |
$4.48K - $5.03K
|
438K
$27.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-75- 2.81% |
$5.69K - $6.4K
|
2.6K
$164K
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-100- 1.87% |
$7.59K - $8.53K
|
5.25K
$331K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-100- 10.0% |
$7.59K - $8.53K
|
900
$56.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-113- 20.58% |
$8.58K - $9.64K
|
436
$27.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-123- 0.09% |
$9.34K - $10.5K
|
132K
$8.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-126Closed |
$9.57K - $10.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-151- 1.02% |
$11.5K - $12.9K
|
14.7K
$926K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-196- 2.79% |
$14.9K - $16.7K
|
6.84K
$432K
|
|
|
Feb 08, 2022
Q4 2021
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-200- 0.17% |
$15.2K - $17.1K
|
120K
$7.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-203- 10.76% |
$15.4K - $17.3K
|
1.68K
$106K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-219- 31.15% |
$16.6K - $18.7K
|
484
$30.6K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-219Closed |
$16.6K - $18.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-225- 7.09% |
$17.1K - $19.2K
|
2.95K
$186K
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-273- 2.09% |
$20.7K - $23.3K
|
12.8K
$807K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-298- 28.27% |
$22.6K - $25.4K
|
756
$47.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-304- 25.44% |
$23.1K - $25.9K
|
891
$56.3K
|