Latest Institutional Purchases of Envestnet, Inc. (ENV)
This list provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.32K+ 3.23% |
$80.8K - $83.6K
|
42.3K
$2.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Everence Capital Management Inc
|
BUY
|
- |
1.27K+ 25.81% |
$77.6K - $80.3K
|
6.19K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.17K+ 10.11% |
$71.4K - $73.9K
|
12.7K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.16K+ 22.9% |
$70.9K - $73.4K
|
6.23K
$393K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
1.14KNew |
$69.7K - $72.1K
|
1.14K
$72K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.08K+ 22.77% |
$65.8K - $68.1K
|
5.8K
$366K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
945+ 54.25% |
$57.8K - $59.8K
|
2.69K
$170K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
933+ 14.99% |
$57K - $59K
|
7.16K
$452K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
670+ 24.44% |
$41K - $42.4K
|
3.41K
$215K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
439+ 8.18% |
$26.8K - $27.8K
|
5.8K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
332New |
$20.3K - $21K
|
332
$21K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
241+ 10.3% |
$14.7K - $15.2K
|
2.58K
$163K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
195+ 2785.71% |
$11.9K - $12.3K
|
202
$12.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
146+ 17.96% |
$8.92K - $9.23K
|
959
$60.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
126+ 572.73% |
$7.7K - $7.97K
|
148
$9.34K
|
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
106New |
$6.48K - $6.7K
|
106
$6.69K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
89+ 27.9% |
$5.44K - $5.63K
|
408
$25.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
89+ 164.81% |
$5.44K - $5.63K
|
143
$9.03K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
86+ 55.84% |
$5.26K - $5.44K
|
240
$15.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
83+ 6.49% |
$5.07K - $5.25K
|
1.36K
$85.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
65+ 0.15% |
$3.97K - $4.11K
|
42.4K
$2.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
64+ 108.47% |
$3.91K - $4.05K
|
123
$7.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
52New |
$3.18K - $3.29K
|
52
$3.28K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
44New |
$2.69K - $2.78K
|
44
$2.78K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
39+ 0.07% |
$2.38K - $2.47K
|
53.8K
$3.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
38+ 20.21% |
$2.32K - $2.4K
|
226
$14.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.6% |
$1.53K - $1.58K
|
4.18K
$264K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22+ 7.31% |
$1.34K - $1.39K
|
323
$20.4K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
21New |
$1.28K - $1.33K
|
21
$1.33K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 100.0% |
$1.22K - $1.27K
|
40
$2.53K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14+ 45.16% |
$856 - $886
|
45
$2.84K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12New |
$734 - $759
|
12
$758
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11+ 0.1% |
$672 - $696
|
11.4K
$723K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
11+ 10.58% |
$672 - $696
|
115
$7.26K
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
PUT |
10New |
$611 - $633
|
10
$631
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
8+ 0.22% |
$489 - $506
|
3.62K
$228K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$428 - $443
|
7
$442
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
4New |
$245 - $253
|
4
$253
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3New |
$183 - $190
|
3
$189
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3+ 7.5% |
$183 - $190
|
43
$2.72K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Glenn Welling
Engaged Capital LLC | Newport Beach, Ca
|
BUY
|
- |
573K+ 479.8% |
$32.4M - $39.6M
|
692K
$43.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
565KNew |
$31.9M - $39M
|
565K
$35.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
320KNew |
$18.1M - $22.1M
|
320K
$20.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Greenhouse Funds Lllp
Baltimore, MD |
BUY
|
- |
237K+ 19.95% |
$13.4M - $16.4M
|
1.42M
$89.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
50.2K+ 6.33% |
$2.84M - $3.47M
|
844K
$53.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
39.6KNew |
$2.24M - $2.74M
|
39.6K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
39.2KNew |
$2.22M - $2.71M
|
39.2K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
27.2K+ 3.57% |
$1.54M - $1.88M
|
789K
$49.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
22.3KNew |
$1.26M - $1.54M
|
22.3K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
22KNew |
$1.24M - $1.52M
|
22K
$1.39M
|
|