Latest Institutional Sells of Envestnet, Inc. (ENV)
This list provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
P2 Capital Partners, LLC
New York, NY |
SELL
|
- |
-264K- 60.13% |
$11.7M - $16M
|
175K
$11M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-4.73K- 48.73% |
$210K - $286K
|
4.98K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.56K- 18.26% |
$69.2K - $94.3K
|
6.98K
$440K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-69- 38.12% |
$3.06K - $4.18K
|
112
$7.07K
|
|
| Q2 2022 | |||||||
|
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
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-199KClosed |
$10.5M - $16.6M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cqs (Us), LLC
New York, NY |
SELL
|
- |
-127KClosed |
$6.67M - $10.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Nekton Capital Ltd.
London, X0 |
SELL
|
- |
-120KClosed |
$6.31M - $10M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-70.7KClosed |
$3.73M - $5.91M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Times Square Capital Management, LLC
|
SELL
|
- |
-57.3K- 12.39% |
$3.02M - $4.79M
|
405K
$25.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Antara Capital LP
New York, NY |
SELL
|
- |
-29K- 19.33% |
$1.53M - $2.42M
|
121K
$7.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
CALL |
-23KClosed |
$1.21M - $1.92M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-19.3KClosed |
$1.02M - $1.61M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-15.2KClosed |
$801K - $1.27M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Saltoro Capital, LP
Dallas, TX |
SELL
|
- |
-10KClosed |
$527K - $836K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-8.92KClosed |
$470K - $745K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-7.35KClosed |
$388K - $615K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.92KClosed |
$365K - $578K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.44KClosed |
$287K - $455K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.64K- 5.98% |
$192K - $304K
|
57.3K
$3.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.48KClosed |
$183K - $291K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.34K- 98.47% |
$176K - $279K
|
52
$3.28K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.2KClosed |
$169K - $267K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.12KClosed |
$164K - $260K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3.02KClosed |
$159K - $252K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-386- 3.12% |
$20.3K - $32.3K
|
12K
$758K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-250Closed |
$13.2K - $20.9K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-127Closed |
$6.69K - $10.6K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-114Closed |
$6.01K - $9.53K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-20- 4.08% |
$1.05K - $1.67K
|
470
$29.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16- 0.33% |
$843 - $1.34K
|
4.78K
$301K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12Closed |
$633 - $1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5Closed |
$264 - $418
|
0
$0
|
|
| Q1 2022 | |||||||
|
Dec 09, 2024
Q1 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-178KClosed |
$11.7M - $14.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-13.9KClosed |
$917K - $1.12M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-13K- 49.24% |
$858K - $1.05M
|
13.4K
$846K
|
|
|
Apr 26, 2022
Q1 2022
|
Sciencast Management LP
|
SELL
|
- |
-3.7KClosed |
$244K - $298K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.85KClosed |
$188K - $230K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.67KClosed |
$176K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2K- 38.1% |
$132K - $161K
|
3.25K
$205K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-477Closed |
$31.5K - $38.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212Closed |
$14K - $17.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-184Closed |
$12.1K - $14.8K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-164Closed |
$10.8K - $13.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156Closed |
$10.3K - $12.6K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-110Closed |
$7.26K - $8.87K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-50- 0.91% |
$3.3K - $4.03K
|
5.43K
$343K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 22.22% |
$528 - $645
|
28
$1.77K
|
|
| Q4 2021 | |||||||
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-79.5KClosed |
$6.04M - $6.79M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-18.6KClosed |
$1.41M - $1.59M
|
0
$0
|
|