Purchases and Sales Made in Q4 2023 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q4 2023. 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 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.82M+ 20229.7% |
$60.9M - $90.4M
|
1.82M
$115M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
770K+ 30.36% |
$25.8M - $38.3M
|
3.3M
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
687K+ 12.9% |
$23.1M - $34.2M
|
6.02M
$380M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
511KNew |
$17.2M - $25.5M
|
511K
$32.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
441KNew |
$14.8M - $22M
|
441K
$27.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Van Berkom & Associates Inc.
|
BUY
|
- |
414K+ 23.51% |
$13.9M - $20.6M
|
2.18M
$137M
|
|
|
Feb 13, 2024
Q4 2023
|
Rgm Capital, LLC
Naples, FL |
BUY
|
- |
344K+ 41.68% |
$11.6M - $17.1M
|
1.17M
$73.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
338K+ 260.09% |
$11.3M - $16.8M
|
467K
$29.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
312K+ 237.09% |
$10.5M - $15.5M
|
443K
$28M
|
|
|
Feb 14, 2024
Q4 2023
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
290KNew |
$9.71M - $14.4M
|
290K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
287KNew |
$9.63M - $14.3M
|
287K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
256K+ 569.77% |
$8.59M - $12.8M
|
301K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
217K+ 12.71% |
$7.27M - $10.8M
|
1.92M
$121M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
208K+ 14.38% |
$6.97M - $10.3M
|
1.65M
$104M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
202K+ 34.48% |
$6.76M - $10M
|
786K
$49.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
141K+ 4.45% |
$4.72M - $7M
|
3.3M
$209M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
127KNew |
$4.27M - $6.34M
|
127K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
113KNew |
$3.79M - $5.62M
|
113K
$7.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
107K+ 29.01% |
$3.6M - $5.34M
|
477K
$30.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
103K+ 23.76% |
$3.47M - $5.15M
|
539K
$34M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
103KNew |
$3.46M - $5.14M
|
103K
$6.52M
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
102K+ 76.45% |
$3.41M - $5.06M
|
235K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
85.5KNew |
$2.87M - $4.26M
|
85.5K
$5.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
80.1K+ 40.02% |
$2.69M - $3.99M
|
280K
$17.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
63.9K+ 93.52% |
$2.14M - $3.18M
|
132K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51.7K+ 913.51% |
$1.73M - $2.57M
|
57.3K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
50.2KNew |
$1.68M - $2.5M
|
50.2K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
50.1K+ 17.21% |
$1.68M - $2.5M
|
341K
$21.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
48.6K+ 124.49% |
$1.63M - $2.42M
|
87.6K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
13 D Management LLC
New York, NY |
BUY
|
- |
42.1K+ 88.49% |
$1.41M - $2.1M
|
89.7K
$5.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
BUY
|
- |
40KNew |
$1.34M - $1.99M
|
40K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
38.4K+ 8.17% |
$1.29M - $1.91M
|
509K
$32.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38.2K+ 23.11% |
$1.28M - $1.9M
|
204K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
34.3KNew |
$1.15M - $1.71M
|
34.3K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32.7KNew |
$1.1M - $1.63M
|
32.7K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.9K+ 256.67% |
$1.07M - $1.59M
|
44.3K
$2.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
28.1K+ 459.84% |
$944K - $1.4M
|
34.3K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
27.7KNew |
$928K - $1.38M
|
27.7K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
25.7K+ 269.31% |
$861K - $1.28M
|
35.2K
$2.22M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
24.7K+ 415.13% |
$827K - $1.23M
|
30.6K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.9K+ 41.79% |
$803K - $1.19M
|
81.2K
$5.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
23.2K+ 4.03% |
$778K - $1.16M
|
599K
$37.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Cambiar Investors LLC
|
BUY
|
- |
22.8K+ 65.53% |
$766K - $1.14M
|
57.7K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
21.4K+ 2.09% |
$719K - $1.07M
|
1.05M
$66.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
18.1KNew |
$606K - $900K
|
18.1K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
15.8K+ 1584.0% |
$531K - $789K
|
16.8K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.4KNew |
$516K - $765K
|
15.4K
$970K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.4K+ 33.1% |
$415K - $616K
|
49.7K
$3.14M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
11.8K+ 21.21% |
$397K - $589K
|
67.6K
$4.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
11.8K+ 43.29% |
$396K - $587K
|
39K
$2.46M
|