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 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.9KNew |
$366K - $543K
|
10.9K
$688K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
10.8K+ 76.6% |
$362K - $538K
|
24.9K
$1.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
10.8K+ 156.0% |
$362K - $538K
|
17.7K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
10.6KNew |
$356K - $529K
|
10.6K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
10.4K+ 0.87% |
$348K - $516K
|
1.2M
$76M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.48K+ 86.02% |
$318K - $472K
|
20.5K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Select Equity Group, L.P.
New York, NY |
BUY
|
- |
9.32KNew |
$313K - $464K
|
9.32K
$589K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
8.86K+ 44.16% |
$297K - $441K
|
28.9K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.78K+ 3.63% |
$294K - $437K
|
250K
$15.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
8.75KNew |
$294K - $436K
|
8.75K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.72KNew |
$292K - $434K
|
8.72K
$550K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.92K+ 6.46% |
$266K - $395K
|
130K
$8.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
7.07KNew |
$237K - $352K
|
7.07K
$447K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
BUY
|
- |
6.97KNew |
$234K - $347K
|
6.97K
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.46KNew |
$217K - $322K
|
6.46K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
6.42K+ 0.66% |
$215K - $319K
|
972K
$61.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.86K+ 31.62% |
$197K - $292K
|
24.4K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
5.65K+ 10.37% |
$190K - $281K
|
60.1K
$3.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
BUY
|
- |
5.53KNew |
$186K - $275K
|
5.53K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.41K+ 23.21% |
$182K - $269K
|
28.7K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
5.33K+ 11.16% |
$179K - $266K
|
53.1K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.01KNew |
$168K - $249K
|
5.01K
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.77KNew |
$160K - $237K
|
4.77K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.74KNew |
$159K - $236K
|
4.74K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.47K+ 51.77% |
$150K - $223K
|
13.1K
$827K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.31KNew |
$144K - $214K
|
4.31K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
BUY
|
- |
4.22KNew |
$142K - $210K
|
4.22K
$267K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
4.22K+ 50.25% |
$142K - $210K
|
12.6K
$797K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.65K+ 17.8% |
$88.9K - $132K
|
17.5K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.56K+ 8.46% |
$85.8K - $127K
|
32.8K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.37K+ 9.26% |
$79.4K - $118K
|
28K
$1.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.22K+ 68.88% |
$74.4K - $110K
|
5.44K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.69K+ 21.82% |
$56.7K - $84.2K
|
9.44K
$596K
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.65K+ 7.19% |
$55.4K - $82.2K
|
24.6K
$1.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
1.58K+ 15.9% |
$52.8K - $78.4K
|
11.5K
$725K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.41K+ 3.41% |
$47.3K - $70.3K
|
42.8K
$2.7M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.21K+ 27.31% |
$40.5K - $60.2K
|
5.63K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.18KNew |
$39.7K - $58.9K
|
1.18K
$74.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.16KNew |
$39K - $57.9K
|
1.16K
$73.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
984New |
$33K - $49K
|
984
$62.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
781+ 371.9% |
$26.2K - $38.9K
|
991
$62.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
684+ 6.81% |
$22.9K - $34.1K
|
10.7K
$678K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
639New |
$21.4K - $31.8K
|
639
$40.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
620+ 4.46% |
$20.8K - $30.9K
|
14.5K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
391+ 0.12% |
$13.1K - $19.5K
|
326K
$20.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
324+ 0.04% |
$10.9K - $16.1K
|
760K
$48M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
312New |
$10.5K - $15.5K
|
312
$19.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
263+ 32.71% |
$8.82K - $13.1K
|
1.07K
$67.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
261New |
$8.76K - $13K
|
261
$16.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
210+ 2.28% |
$7.05K - $10.5K
|
9.4K
$594K
|