Institutional Ownership Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV). We have compiled data on the 248 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
4,189
shares
|
$264,493
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,108
shares
|
$259,379
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,024
shares
|
$254,075
0.0% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,867
shares
|
$244,162
0.01% of portfolio
|
Q3 2024
Reduced 75.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,820
shares
|
$241,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
3,778
shares
|
$238,542
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,774
shares
|
$238,290
0.0% of portfolio
|
Q3 2024
Reduced 87.17%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
3,616
shares
|
$228,314
0.0% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
3,526
shares
|
$222,631
0.0% of portfolio
|
Q3 2024
Reduced 94.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
3,411
shares
|
$215,370
0.01% of portfolio
|
Q3 2024
Added 24.44%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,406
shares
|
$215,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
3,381
shares
|
$213,476
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
3,327
shares
|
$210,066
0.13% of portfolio
|
Q2 2024
Reduced 42.9%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,327
shares
|
$210,066
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,250
shares
|
$205,205
0.0% of portfolio
|
Q1 2022
Reduced 38.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
2,725
shares
|
$172,056
0.0% of portfolio
|
Q3 2024
Reduced 98.92%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$170,478
0.0% of portfolio
|
Q2 2024
Added 80.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,581
shares
|
$162,964
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
2,300
shares
|
$145,222
0.0% of portfolio
|
Q2 2024
Added 283.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,243
shares
|
$141,623
0.0% of portfolio
|
Q3 2024
Reduced 64.94%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,111
shares
|
$133,288
0.01% of portfolio
|
Q3 2022
Added 51.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,794
shares
|
$113,273
0.0% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
1,500
shares
|
$94,710
0.02% of portfolio
|
Q3 2024
Reduced 50.92%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,361
shares
|
$85,933
0.01% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,140
shares
|
$71,979
0.02% of portfolio
|
Q3 2024
New holding
|