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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.74KClosed |
$559K - $760K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
$308K - $419K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.68KClosed |
$300K - $407K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-2.91KClosed |
$186K - $253K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$173K - $235K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-2.66KClosed |
$170K - $231K
|
0
$0
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.65KClosed |
$170K - $231K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.5KClosed |
$160K - $217K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.49KClosed |
$160K - $217K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.92KClosed |
$123K - $167K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Royce & Associates LP
|
SELL
|
- |
-1.5K- 20.0% |
$96K - $130K
|
6K
$379K
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.34KClosed |
$85.5K - $116K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-451Closed |
$28.9K - $39.2K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-402Closed |
$25.7K - $35K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-400Closed |
$25.6K - $34.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-247Closed |
$15.8K - $21.5K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-89Closed |
$5.7K - $7.74K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-35Closed |
$2.24K - $3.04K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-32Closed |
$2.05K - $2.78K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-27Closed |
$1.73K - $2.35K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-10Closed |
$640 - $870
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-681KClosed |
$51M - $57.4M
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Whetstone Capital Advisors, LLC
Shawnee Mission, KS |
SELL
|
- |
-154KClosed |
$11.5M - $13M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-18.9KClosed |
$1.42M - $1.59M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-14.8KClosed |
$1.11M - $1.25M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-13.1KClosed |
$982K - $1.1M
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-7.1KClosed |
$532K - $599K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-5.23KClosed |
$392K - $441K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Wedbush Securities Inc
|
SELL
|
- |
-5.22KClosed |
$391K - $440K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Arden Trust CO
|
SELL
|
- |
-2.7KClosed |
$202K - $228K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-189Closed |
$14.2K - $15.9K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-142Closed |
$10.6K - $12K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-80Closed |
$6K - $6.75K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Family Management Corp
New York, NY |
SELL
|
- |
-38.6KClosed |
$2.86M - $3.44M
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-32.7KClosed |
$2.42M - $2.91M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.1KClosed |
$752K - $903K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-7.81KClosed |
$579K - $695K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-4.82KClosed |
$357K - $429K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-35Closed |
$2.59K - $3.12K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-25Closed |
$1.85K - $2.23K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-24Closed |
$1.78K - $2.14K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.48K - $1.78K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11Closed |
$815 - $979
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-7Closed |
$519 - $623
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Spyglass Capital Management LLC
San Francisco, CA |
SELL
|
- |
-400KClosed |
$18.8M - $30.4M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Jupiter Asset Management LTD
|
SELL
|
- |
-132KClosed |
$6.23M - $10.1M
|
0
$0
|
|
|
Jul 24, 2020
Q2 2020
|
Covenant Asset Management, LLC
|
SELL
|
- |
-47.7KClosed |
$2.25M - $3.63M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-30.8KClosed |
$1.45M - $2.35M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Css LLC
Chicago, IL |
SELL
|
- |
-500Closed |
$23.5K - $38K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-366Closed |
$17.2K - $27.8K
|
0
$0
|
|