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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
256+ 4.52% |
$11K - $15.8K
|
5.92K
$373K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
252+ 12.39% |
$10.9K - $15.6K
|
2.29K
$144K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
235+ 0.5% |
$10.1K - $14.5K
|
47.3K
$2.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
234+ 1.26% |
$10.1K - $14.5K
|
18.8K
$1.19M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.44% |
$8.63K - $12.4K
|
14.1K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
170+ 1.09% |
$7.33K - $10.5K
|
15.8K
$996K
|
|
|
Jan 26, 2023
Q4 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
160+ 0.99% |
$6.9K - $9.88K
|
16.3K
$1.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
128+ 0.88% |
$5.52K - $7.91K
|
14.7K
$930K
|
|
|
Feb 14, 2023
Q4 2022
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
111+ 0.78% |
$4.79K - $6.86K
|
14.4K
$910K
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.68% |
$4.31K - $6.18K
|
14.8K
$934K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
100New |
$4.31K - $6.18K
|
100
$6.31K
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
90+ 0.32% |
$3.88K - $5.56K
|
28.2K
$1.78M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
69+ 2.08% |
$2.98K - $4.26K
|
3.38K
$213K
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
69+ 2.08% |
$2.98K - $4.26K
|
3.38K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
67New |
$2.89K - $4.14K
|
67
$4.23K
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
60+ 2.9% |
$2.59K - $3.71K
|
2.13K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
58New |
$2.5K - $3.58K
|
58
$3.66K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
50+ 60.24% |
$2.16K - $3.09K
|
133
$8.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
28+ 1.16% |
$1.21K - $1.73K
|
2.45K
$154K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 218.18% |
$1.04K - $1.48K
|
35
$2.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
17New |
$733 - $1.05K
|
17
$1.07K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
14New |
$604 - $865
|
14
$884
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
11+ 29.73% |
$474 - $679
|
48
$3.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$431 - $618
|
10
$631
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
8New |
$345 - $494
|
8
$505
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 66.67% |
$86.3 - $124
|
5
$316
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.55% |
$43.1 - $61.8
|
23
$1.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-2- 13.33% |
$86.3 - $124
|
13
$821
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7- 41.18% |
$302 - $432
|
10
$631
|
|
|
Feb 13, 2023
Q4 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-26- 0.37% |
$1.12K - $1.61K
|
6.97K
$440K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-28- 71.79% |
$1.21K - $1.73K
|
11
$695
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-28- 23.33% |
$1.21K - $1.73K
|
92
$5.81K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-29- 0.34% |
$1.25K - $1.79K
|
8.56K
$541K
|
|
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-37- 0.07% |
$1.6K - $2.29K
|
56.6K
$3.58M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-61- 2.16% |
$2.63K - $3.77K
|
2.77K
$175K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-71- 0.51% |
$3.06K - $4.39K
|
13.9K
$879K
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-121- 1.67% |
$5.22K - $7.47K
|
7.11K
$449K
|
|
|
Feb 06, 2023
Q4 2022
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-163- 14.36% |
$7.03K - $10.1K
|
972
$61.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-172- 98.85% |
$7.42K - $10.6K
|
2
$126
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-202- 82.79% |
$8.71K - $12.5K
|
42
$2.65K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-203- 0.31% |
$8.76K - $12.5K
|
64.7K
$4.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-203- 0.31% |
$8.76K - $12.5K
|
64.7K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-207- 2.45% |
$8.93K - $12.8K
|
8.24K
$520K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-207- 63.5% |
$8.93K - $12.8K
|
119
$7.51K
|
|
|
Feb 02, 2023
Q4 2022
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-215- 1.95% |
$9.27K - $13.3K
|
10.8K
$681K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-234- 1.81% |
$10.1K - $14.5K
|
12.7K
$800K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-398- 3.14% |
$17.2K - $24.6K
|
12.3K
$774K
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-420- 3.56% |
$18.1K - $25.9K
|
11.4K
$719K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-422- 1.69% |
$18.2K - $26.1K
|
24.5K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-495- 7.62% |
$21.3K - $30.6K
|
6K
$379K
|