A detailed history of Lpl Financial LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 3,774 shares of ENV stock, worth $238,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,774
Previous 29,424 87.17%
Holding current value
$238,290
Previous $1.84 Million 87.18%
% of portfolio
0.0%
Previous 0.0%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$61.13 - $63.25 $1.57 Million - $1.62 Million
-25,650 Reduced 87.17%
3,774 $236,000
Q2 2024

Aug 07, 2024

SELL
$56.54 - $69.09 $91,990 - $112,409
-1,627 Reduced 5.24%
29,424 $1.84 Million
Q1 2024

May 10, 2024

BUY
$48.28 - $57.91 $112,588 - $135,046
2,332 Added 8.12%
31,051 $1.8 Million
Q4 2023

Feb 14, 2024

BUY
$33.55 - $49.8 $181,505 - $269,418
5,410 Added 23.21%
28,719 $1.42 Million
Q3 2023

Nov 13, 2023

BUY
$43.16 - $63.05 $76,350 - $111,535
1,769 Added 8.21%
23,309 $1.03 Million
Q2 2023

Jul 31, 2023

BUY
$50.72 - $66.31 $39,105 - $51,125
771 Added 3.71%
21,540 $1.28 Million
Q1 2023

May 10, 2023

BUY
$52.8 - $68.99 $95,779 - $125,147
1,814 Added 9.57%
20,769 $1.22 Million
Q4 2022

Feb 07, 2023

BUY
$43.13 - $61.77 $132,322 - $189,510
3,068 Added 19.31%
18,955 $1.17 Million
Q3 2022

Nov 14, 2022

BUY
$44.4 - $60.51 $10,034 - $13,675
226 Added 1.44%
15,887 $705,000
Q2 2022

Aug 12, 2022

BUY
$52.71 - $83.57 $77,852 - $123,432
1,477 Added 10.41%
15,661 $823,000
Q1 2022

May 16, 2022

BUY
$66.01 - $80.6 $152,549 - $186,266
2,311 Added 19.46%
14,184 $1.03 Million
Q4 2021

Feb 14, 2022

SELL
$75.93 - $85.32 $40,926 - $45,987
-539 Reduced 4.34%
11,873 $947,000
Q3 2021

Nov 15, 2021

BUY
$72.19 - $80.24 $333,012 - $370,147
4,613 Added 59.15%
12,412 $995,000
Q2 2021

Aug 13, 2021

BUY
$65.18 - $79.49 $83,234 - $101,508
1,277 Added 19.58%
7,799 $592,000
Q1 2021

May 14, 2021

SELL
$64.02 - $86.95 $3,008 - $4,086
-47 Reduced 0.72%
6,522 $471,000
Q4 2020

Feb 12, 2021

BUY
$74.94 - $84.32 $14,163 - $15,936
189 Added 2.96%
6,569 $541,000
Q3 2020

Nov 09, 2020

SELL
$74.11 - $89.04 $16,526 - $19,855
-223 Reduced 3.38%
6,380 $492,000
Q2 2020

Aug 13, 2020

BUY
$47.07 - $76.08 $15,015 - $24,269
319 Added 5.08%
6,603 $486,000
Q1 2020

May 14, 2020

BUY
$48.86 - $87.67 $28,973 - $51,988
593 Added 10.42%
6,284 $338,000
Q4 2019

Feb 14, 2020

SELL
$54.57 - $71.85 $49,167 - $64,736
-901 Reduced 13.67%
5,691 $403,000
Q3 2019

Nov 13, 2019

BUY
$55.42 - $73.16 $7,204 - $9,510
130 Added 2.01%
6,592 $374,000
Q2 2019

Aug 09, 2019

BUY
$65.25 - $72.61 $16,573 - $18,442
254 Added 4.09%
6,462 $442,000
Q1 2019

May 08, 2019

BUY
$47.14 - $66.67 $44,971 - $63,603
954 Added 18.16%
6,208 $410,000
Q4 2018

Feb 07, 2019

BUY
$46.62 - $61.79 $18,041 - $23,912
387 Added 7.95%
5,254 $258,000
Q3 2018

Nov 14, 2018

SELL
$55.8 - $63.8 $2,176 - $2,488
-39 Reduced 0.79%
4,867 $297,000
Q2 2018

Aug 14, 2018

SELL
$52.55 - $59.45 $578 - $653
-11 Reduced 0.22%
4,906 $270,000
Q1 2018

May 15, 2018

BUY
$49.5 - $59.75 $14,751 - $17,805
298 Added 6.45%
4,917 $282,000
Q4 2017

Feb 14, 2018

BUY
$48.4 - $54.25 $223,559 - $250,580
4,619
4,619 $233,000

Others Institutions Holding ENV

About ENVESTNET, INC.


  • Ticker ENV
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 55,196,900
  • Market Cap $3.49B
  • Description
  • Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture w...
More about ENV
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