Purchases and Sales Made in Q4 2022 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q4 2022. 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 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.11M+ 815.94% |
$91.2M - $131M
|
2.37M
$150M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.65MNew |
$71.3M - $102M
|
1.65M
$104M
|
|
|
Feb 13, 2023
Q4 2022
|
Rgm Capital, LLC
Naples, FL |
BUY
|
- |
917KNew |
$39.6M - $56.7M
|
917K
$57.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
547KNew |
$23.6M - $33.8M
|
547K
$34.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
402KNew |
$17.3M - $24.8M
|
402K
$25.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
364K+ 7041.33% |
$15.7M - $22.5M
|
369K
$23.3M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
326K+ 791.37% |
$14.1M - $20.2M
|
368K
$23.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
280K+ 10.19% |
$12.1M - $17.3M
|
3.03M
$191M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
218KNew |
$9.4M - $13.5M
|
218K
$13.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
197K+ 72.6% |
$8.48M - $12.2M
|
468K
$29.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
169KNew |
$7.31M - $10.5M
|
169K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Phase 2 Partners, LLC
San Francisco, CA |
BUY
|
- |
169KNew |
$7.28M - $10.4M
|
169K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
168K+ 31.36% |
$7.26M - $10.4M
|
705K
$44.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Impactive Capital LP
New York City, NY |
BUY
|
- |
168K+ 4.21% |
$7.23M - $10.4M
|
4.15M
$262M
|
|
|
Feb 14, 2023
Q4 2022
|
Opti Capital Management, LP
New York, NY |
BUY
|
- |
164KNew |
$7.09M - $10.2M
|
164K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Highbridge Capital Management LLC
New York, NY |
BUY
|
- |
125KNew |
$5.38M - $7.71M
|
125K
$7.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
119K+ 21.7% |
$5.14M - $7.36M
|
668K
$42.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
104K+ 1.91% |
$4.47M - $6.4M
|
5.52M
$349M
|
|
|
Feb 14, 2023
Q4 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
87.3KNew |
$3.77M - $5.39M
|
87.3K
$5.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
75K+ 22.25% |
$3.23M - $4.63M
|
412K
$26M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
69.5K+ 16.83% |
$3M - $4.29M
|
482K
$30.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
64.2K+ 33.81% |
$2.77M - $3.97M
|
254K
$16M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58.5K+ 0.77% |
$2.52M - $3.62M
|
7.71M
$487M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
50.5K+ 38.64% |
$2.18M - $3.12M
|
181K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
42.4K+ 2.45% |
$1.83M - $2.62M
|
1.77M
$112M
|
|
|
Feb 08, 2023
Q4 2022
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
41.6K+ 21.47% |
$1.79M - $2.57M
|
235K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
36.1K+ 35.16% |
$1.56M - $2.23M
|
139K
$8.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Frontier Capital Management CO LLC
|
BUY
|
- |
35.9K+ 43.11% |
$1.55M - $2.22M
|
119K
$7.52M
|
|
|
Feb 23, 2023
Q4 2022
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
35.1KNew |
$1.51M - $2.17M
|
35.1K
$2.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
32.7K+ 3.43% |
$1.41M - $2.02M
|
985K
$62.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Van Berkom & Associates Inc.
|
BUY
|
- |
31.8K+ 2.8% |
$1.37M - $1.97M
|
1.17M
$73.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
29.5K+ 7.42% |
$1.27M - $1.82M
|
427K
$27M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
27.3K+ 131.95% |
$1.18M - $1.69M
|
48K
$3.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.9K+ 139.57% |
$900K - $1.29M
|
35.8K
$2.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
19.2K+ 1.47% |
$827K - $1.18M
|
1.33M
$83.7M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18.7K+ 12.4% |
$806K - $1.15M
|
169K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
17.3K+ 3.72% |
$746K - $1.07M
|
483K
$30.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
17.2KNew |
$743K - $1.06M
|
17.2K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
BUY
|
- |
16.4K+ 54.73% |
$707K - $1.01M
|
46.3K
$2.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Marathon Partners Equity Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$647K - $927K
|
15K
$947K
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
15KNew |
$646K - $925K
|
15K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristeia Capital LLC
Greenwich, CT |
BUY
|
- |
15KNew |
$646K - $925K
|
15K
$946K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
13.9K+ 1.19% |
$599K - $858K
|
1.18M
$74.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Ami Asset Management Corp
|
BUY
|
- |
13.7K+ 24.53% |
$591K - $846K
|
69.5K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
13.3K+ 29.81% |
$572K - $819K
|
57.7K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.4K+ 12.02% |
$533K - $763K
|
115K
$7.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
11.3KNew |
$487K - $698K
|
11.3K
$713K
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.7K+ 4.91% |
$460K - $659K
|
228K
$14.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
9.98KNew |
$431K - $617K
|
9.98K
$630K
|
|
|
Feb 14, 2023
Q4 2022
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
9.55KNew |
$412K - $590K
|
9.55K
$603K
|