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 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
178+ 144.72% |
$5.97K - $8.86K
|
301
$19K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
154+ 669.57% |
$5.17K - $7.67K
|
177
$11.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
148+ 13.43% |
$4.97K - $7.37K
|
1.25K
$78.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129+ 5.99% |
$4.33K - $6.42K
|
2.28K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
119+ 0.89% |
$3.99K - $5.93K
|
13.5K
$854K
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
100+ 0.6% |
$3.35K - $4.98K
|
16.7K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
88+ 3.89% |
$2.95K - $4.38K
|
2.35K
$149K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
75New |
$2.52K - $3.74K
|
75
$4.74K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72New |
$2.42K - $3.59K
|
72
$4.55K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
64New |
$2.15K - $3.19K
|
64
$4.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 545.45% |
$2.01K - $2.99K
|
71
$4.48K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56New |
$1.88K - $2.79K
|
56
$3.54K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
48+ 0.08% |
$1.61K - $2.39K
|
56.7K
$3.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28New |
$939 - $1.39K
|
28
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25New |
$839 - $1.25K
|
25
$1.58K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
16+ 42.11% |
$537 - $797
|
54
$3.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
13+ 0.01% |
$436 - $647
|
125K
$7.91M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$436 - $647
|
13
$821
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 36.0% |
$302 - $448
|
34
$2.15K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5New |
$168 - $249
|
5
$316
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 28.57% |
$67.1 - $99.6
|
9
$568
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 41.18% |
$235 - $349
|
10
$631
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 29.41% |
$336 - $498
|
24
$1.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 4.29% |
$939 - $1.39K
|
625
$39.5K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-45- 0.61% |
$1.51K - $2.24K
|
7.3K
$461K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-45- 0.61% |
$1.51K - $2.24K
|
7.3K
$461K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-88- 13.25% |
$2.95K - $4.38K
|
576
$36.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-90- 1.43% |
$3.02K - $4.48K
|
6.22K
$393K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-112- 28.94% |
$3.76K - $5.58K
|
275
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-136- 54.84% |
$4.56K - $6.77K
|
112
$7.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-179- 0.35% |
$6.01K - $8.91K
|
51K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-179- 1.1% |
$6.01K - $8.91K
|
16.2K
$1.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-183- 1.58% |
$6.14K - $9.11K
|
11.4K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-194- 78.86% |
$6.51K - $9.66K
|
52
$3.28K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-200- 2.74% |
$6.71K - $9.96K
|
7.1K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-290- 1.43% |
$9.73K - $14.4K
|
19.9K
$1.26M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-339- 2.64% |
$11.4K - $16.9K
|
12.5K
$790K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-383- 3.33% |
$12.8K - $19.1K
|
11.1K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-545- 8.65% |
$18.3K - $27.1K
|
5.76K
$364K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-650- 74.29% |
$21.8K - $32.4K
|
225
$14.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-736- 61.38% |
$24.7K - $36.7K
|
463
$29.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-890- 6.79% |
$29.9K - $44.3K
|
12.2K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.27K- 17.99% |
$42.6K - $63.2K
|
5.78K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.29K- 19.0% |
$43.3K - $64.2K
|
5.5K
$347K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.36K- 27.67% |
$45.8K - $67.9K
|
3.57K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.53K- 25.0% |
$51.4K - $76.3K
|
4.6K
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.54K- 5.2% |
$51.7K - $76.7K
|
28.1K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-1.58K- 1.55% |
$53.1K - $78.9K
|
101K
$6.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.08K- 31.7% |
$69.6K - $103K
|
4.47K
$282K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 9.68% |
$79.1K - $117K
|
22K
$1.39M
|