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 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.08K- 31.7% |
$69.6K - $103K
|
4.47K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 9.68% |
$79.1K - $117K
|
22K
$1.39M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 9.68% |
$79.1K - $117K
|
22K
$1.39M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.46K- 5.21% |
$82.4K - $122K
|
44.7K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.89K- 2.38% |
$130K - $193K
|
159K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-4.31K- 14.73% |
$145K - $215K
|
25K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.44K- 28.43% |
$149K - $221K
|
11.2K
$706K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.71K- 21.99% |
$158K - $234K
|
16.7K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.99K- 34.53% |
$234K - $348K
|
13.2K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-7.11K- 11.79% |
$239K - $354K
|
53.2K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.13K- 22.72% |
$273K - $405K
|
27.7K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-8.2K- 46.33% |
$275K - $408K
|
9.5K
$600K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-9K- 10.03% |
$302K - $448K
|
80.7K
$5.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-9.58K- 30.92% |
$321K - $477K
|
21.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-10K- 50.0% |
$336K - $498K
|
10K
$631K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10.9K- 67.79% |
$366K - $544K
|
5.19K
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.2K- 15.12% |
$377K - $560K
|
63.1K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-12.2K- 41.34% |
$408K - $606K
|
17.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-14.6K- 46.0% |
$488K - $725K
|
17.1K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-15.5K- 9.39% |
$520K - $772K
|
150K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-15.6K- 89.52% |
$522K - $775K
|
1.82K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-16.2K- 27.41% |
$543K - $806K
|
42.9K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-18.4K- 3.83% |
$619K - $918K
|
462K
$29.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Geneva Capital Management LLC
|
SELL
|
- |
-21.5K- 2.0% |
$721K - $1.07M
|
1.05M
$66.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-23.6K- 73.08% |
$793K - $1.18M
|
8.71K
$550K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-24.2K- 6.99% |
$811K - $1.2M
|
322K
$20.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.9K- 11.88% |
$901K - $1.34M
|
199K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-27.5K- 50.96% |
$921K - $1.37M
|
26.4K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-34.8K- 57.49% |
$1.17M - $1.73M
|
25.7K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-37.9K- 47.24% |
$1.27M - $1.89M
|
42.3K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-44.8K- 39.14% |
$1.5M - $2.23M
|
69.7K
$4.4M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-46.7K- 50.51% |
$1.57M - $2.33M
|
45.8K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
SELL
|
- |
-58.6K- 3.42% |
$1.97M - $2.92M
|
1.66M
$105M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-63K- 4.1% |
$2.11M - $3.14M
|
1.47M
$93M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-67.3K- 71.17% |
$2.26M - $3.35M
|
27.3K
$1.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-70.6K- 94.42% |
$2.37M - $3.51M
|
4.17K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-71.1K- 80.77% |
$2.39M - $3.54M
|
16.9K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-86.8K- 44.83% |
$2.91M - $4.32M
|
107K
$6.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-105K- 14.18% |
$3.52M - $5.22M
|
634K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-114K- 13.37% |
$3.83M - $5.68M
|
739K
$46.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117K- 13.36% |
$3.93M - $5.84M
|
760K
$48M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-124K- 98.8% |
$4.14M - $6.15M
|
1.5K
$94.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-134K- 76.21% |
$4.5M - $6.68M
|
41.9K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-144K- 9.81% |
$4.82M - $7.16M
|
1.32M
$83.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-156K- 12.71% |
$5.24M - $7.78M
|
1.07M
$67.8M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-178K- 63.84% |
$5.96M - $8.84M
|
101K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Phase 2 Partners, LLC
San Francisco, CA |
SELL
|
- |
-223K- 41.16% |
$7.47M - $11.1M
|
318K
$20.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-239K- 50.92% |
$8.02M - $11.9M
|
231K
$14.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-283K- 3.53% |
$9.5M - $14.1M
|
7.75M
$489M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-732K- 24.16% |
$24.6M - $36.4M
|
2.3M
$145M
|