Latest Institutional Transactions on Envestnet, Inc. (ENV)
This table provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
North Reef Capital Management LP
Laguna Beach, CA |
BUY
|
- |
26.9K+ 21.91% |
$1.2M - $1.63M
|
150K
$9.47M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7New |
$311 - $424
|
7
$442
|
|
|
Nov 03, 2022
Q3 2022
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
19.8KNew |
$878K - $1.2M
|
19.8K
$1.25M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6New |
$266 - $363
|
6
$379
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
44+ 20.56% |
$1.95K - $2.66K
|
258
$16.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
279New |
$12.4K - $16.9K
|
279
$17.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.98KNew |
$265K - $362K
|
5.98K
$377K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.07KNew |
$373K - $591K
|
7.07K
$446K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $4.43K
|
53
$3.35K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12Closed |
$633 - $1K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-250Closed |
$13.2K - $20.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.12KClosed |
$164K - $260K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-7.35KClosed |
$388K - $615K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-8.92KClosed |
$470K - $745K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22New |
$1.16K - $1.84K
|
22
$1.39K
|
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-70.7KClosed |
$3.73M - $5.91M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
SELL
|
- |
-29K- 19.33% |
$1.53M - $2.42M
|
121K
$7.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16- 0.33% |
$843 - $1.34K
|
4.78K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-199KClosed |
$10.5M - $16.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Empyrean Capital Partners, LP
Los Angeles, CA |
SELL
|
- |
-273KClosed |
$14.4M - $22.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Indaba Capital Management, L.P.
San Francisco, CA |
BUY
|
- |
437KNew |
$23.1M - $36.6M
|
437K
$27.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
BUY
|
PUT |
200KNew |
$10.5M - $16.7M
|
200K
$12.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Nekton Capital Ltd.
London, X0 |
SELL
|
- |
-120KClosed |
$6.31M - $10M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15.2KClosed |
$801K - $1.27M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
3.92KNew |
$207K - $328K
|
3.92K
$248K
|
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
30.5KNew |
$1.61M - $2.55M
|
30.5K
$1.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
CALL |
-23KClosed |
$1.21M - $1.92M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Saltoro Capital, LP
Dallas, TX |
SELL
|
- |
-10KClosed |
$527K - $836K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
10.3KNew |
$544K - $862K
|
10.3K
$652K
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.92KClosed |
$365K - $578K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-127KClosed |
$6.67M - $10.6M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
4.93K+ 48.56% |
$260K - $412K
|
15.1K
$952K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.44KClosed |
$287K - $455K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3.02KClosed |
$159K - $252K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$422 - $669
|
8
$505
|
|
|
Aug 10, 2022
Q2 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
926+ 29.74% |
$48.8K - $77.4K
|
4.04K
$255K
|
|
|
Aug 10, 2022
Q2 2022
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
13.4KNew |
$708K - $1.12M
|
13.4K
$848K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-20- 4.08% |
$1.05K - $1.67K
|
470
$29.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.48KClosed |
$183K - $291K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-127Closed |
$6.69K - $10.6K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
25KNew |
$1.32M - $2.09M
|
25K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.2KClosed |
$169K - $267K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
BUY
|
- |
16KNew |
$843K - $1.34M
|
16K
$1.01M
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-386- 3.12% |
$20.3K - $32.3K
|
12K
$758K
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
2.5KNew |
$132K - $209K
|
2.5K
$158K
|
|
|
Aug 05, 2022
Q2 2022
|
Times Square Capital Management, LLC
|
SELL
|
- |
-57.3K- 12.39% |
$3.02M - $4.79M
|
405K
$25.6M
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5Closed |
$264 - $418
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-114Closed |
$6.01K - $9.53K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
4New |
$211 - $334
|
4
$253
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17New |
$896 - $1.42K
|
17
$1.07K
|
|