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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.83KNew |
$185K - $222K
|
3.83K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-275- 9.53% |
$13.3K - $15.9K
|
2.61K
$165K
|
|
|
May 14, 2024
Q1 2024
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
BUY
|
- |
63KNew |
$3.04M - $3.65M
|
63K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-804- 4.8% |
$38.8K - $46.6K
|
15.9K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
5New |
$241 - $290
|
5
$316
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-240- 0.88% |
$11.6K - $13.9K
|
27K
$1.71M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
13.2KNew |
$635K - $762K
|
13.2K
$830K
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
61.1KNew |
$2.95M - $3.54M
|
61.1K
$3.86M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.39K+ 2.31% |
$67.1K - $80.4K
|
61.5K
$3.88M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
3.2K+ 8.93% |
$154K - $185K
|
39K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
377New |
$18.2K - $21.8K
|
377
$23.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19New |
$917 - $1.1K
|
19
$1.2K
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-10.5K- 18.2% |
$507K - $608K
|
47.2K
$2.98M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 60.0% |
$145 - $174
|
8
$505
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10New |
$483 - $579
|
10
$631
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
BUY
|
- |
359+ 5.15% |
$17.3K - $20.8K
|
7.33K
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
650New |
$31.4K - $37.6K
|
650
$41K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
100New |
$4.83K - $5.79K
|
100
$6.31K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
11.3KNew |
$546K - $654K
|
11.3K
$713K
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-90.5K- 30.12% |
$4.37M - $5.24M
|
210K
$13.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
15New |
$724 - $869
|
15
$947
|
|
| Q4 2023 | |||||||
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.36K- 9.68% |
$79.1K - $117K
|
22K
$1.39M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-650- 74.29% |
$21.8K - $32.4K
|
225
$14.2K
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-45- 0.61% |
$1.51K - $2.24K
|
7.3K
$461K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
13New |
$436 - $647
|
13
$821
|
|
|
Feb 14, 2024
Q4 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-14.6K- 46.0% |
$488K - $725K
|
17.1K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.74KNew |
$159K - $236K
|
4.74K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 545.45% |
$2.01K - $2.99K
|
71
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
10.9KNew |
$366K - $543K
|
10.9K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
85.5KNew |
$2.87M - $4.26M
|
85.5K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
8.72KNew |
$292K - $434K
|
8.72K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
8.6K+ 179.17% |
$289K - $428K
|
13.4K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
28New |
$939 - $1.39K
|
28
$1.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
287KNew |
$9.63M - $14.3M
|
287K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
34.3KNew |
$1.15M - $1.71M
|
34.3K
$2.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.77KNew |
$160K - $237K
|
4.77K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
16.8K+ 87.5% |
$564K - $837K
|
36K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.44K- 28.43% |
$149K - $221K
|
11.2K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-7- 41.18% |
$235 - $349
|
10
$631
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
PUT |
14KNew |
$470K - $697K
|
14K
$884K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
64New |
$2.15K - $3.19K
|
64
$4.04K
|
|
|
Feb 05, 2024
Q4 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-1.53K- 25.0% |
$51.4K - $76.3K
|
4.6K
$290K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 29.41% |
$336 - $498
|
24
$1.52K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
781+ 371.9% |
$26.2K - $38.9K
|
991
$62.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 28.57% |
$67.1 - $99.6
|
9
$568
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
9+ 36.0% |
$302 - $448
|
34
$2.15K
|
|
|
Jan 19, 2024
Q4 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-70.6K- 94.42% |
$2.37M - $3.51M
|
4.17K
$263K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
56New |
$1.88K - $2.79K
|
56
$3.54K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
466KNew |
$20.1M - $29.4M
|
466K
$29.4M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
12KNew |
$519K - $759K
|
12K
$760K
|
|