A detailed history of Nisa Investment Advisors, LLC transactions in Envestnet, Inc. stock. As of the latest transaction made, Nisa Investment Advisors, LLC holds 795 shares of ENV stock, worth $50,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares
795
Previous 802 0.87%
Holding current value
$50,196
Previous $50,000 2.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

SELL
$61.13 - $63.25 $427 - $442
-7 Reduced 0.87%
795 $49,000
Q2 2024

Jul 19, 2024

BUY
$56.54 - $69.09 $2,487 - $3,039
44 Added 5.8%
802 $50,000
Q1 2024

May 01, 2024

BUY
$48.28 - $57.91 $14,242 - $17,083
295 Added 63.71%
758 $43,000
Q4 2023

Jan 25, 2024

SELL
$33.55 - $49.8 $24,692 - $36,652
-736 Reduced 61.38%
463 $22,000
Q2 2023

Aug 11, 2023

SELL
$50.72 - $66.31 $6,086 - $7,957
-120 Reduced 9.1%
1,199 $71,000
Q1 2023

May 02, 2023

BUY
$52.8 - $68.99 $32,736 - $42,773
620 Added 88.7%
1,319 $77,000
Q3 2022

Nov 07, 2022

BUY
$44.4 - $60.51 $3,596 - $4,901
81 Added 13.11%
699 $34,000
Q2 2022

Aug 03, 2022

SELL
$52.71 - $83.57 $8,011 - $12,702
-152 Reduced 19.74%
618 $33,000
Q4 2021

Feb 03, 2022

SELL
$75.93 - $85.32 $93,393 - $104,943
-1,230 Reduced 61.5%
770 $57,000
Q3 2021

Oct 18, 2021

BUY
$72.19 - $80.24 $144,380 - $160,480
2,000 New
2,000 $160,000
Q2 2021

Aug 06, 2021

SELL
$65.18 - $79.49 $133,944 - $163,351
-2,055 Closed
0 $0
Q4 2020

Jan 25, 2021

BUY
$74.94 - $84.32 $22,482 - $25,295
300 Added 17.09%
2,055 $169,000
Q3 2020

Oct 20, 2020

BUY
$74.11 - $89.04 $98,566 - $118,423
1,330 Added 312.94%
1,755 $135,000
Q2 2020

Jul 27, 2020

BUY
$47.07 - $76.08 $1,647 - $2,662
35 Added 8.97%
425 $31,000
Q1 2020

Apr 17, 2020

SELL
$48.86 - $87.67 $6,840 - $12,273
-140 Reduced 26.42%
390 $21,000
Q4 2019

Jan 17, 2020

BUY
$54.57 - $71.85 $15,279 - $20,118
280 Added 112.0%
530 $37,000
Q3 2018

Oct 16, 2018

BUY
$55.8 - $63.8 $2,232 - $2,552
40 Added 19.05%
250 $15,000
Q2 2018

Jul 19, 2018

SELL
$52.55 - $59.45 $42,040 - $47,560
-800 Reduced 79.21%
210 $12,000
Q1 2018

Apr 10, 2018

SELL
$49.5 - $59.75 $361,350 - $436,175
-7,300 Reduced 87.85%
1,010 $56,000
Q4 2017

Jan 12, 2018

SELL
$48.4 - $54.25 $256,520 - $287,525
-5,300 Reduced 38.94%
8,310 $414,000
Q3 2017

Oct 13, 2017

BUY
$38.25 - $51.0 $520,582 - $694,110
13,610
13,610 $694,000

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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