Purchases and Sales Made in Q1 2022 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q1 2022. The information is specifically focused on institutions that hold shares of ENVESTNET, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
689+ 6.53% |
$45.5K - $55.5K
|
11.2K
$710K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
647+ 86.15% |
$42.7K - $52.1K
|
1.4K
$88.3K
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
585+ 2.06% |
$38.6K - $47.2K
|
29K
$1.83M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
560+ 2.26% |
$37K - $45.1K
|
25.4K
$1.6M
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
443+ 3.27% |
$29.2K - $35.7K
|
14K
$884K
|
|
Jun 20, 2023
Q1 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
375+ 12.77% |
$24.8K - $30.2K
|
3.31K
$209K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
310+ 10.73% |
$20.5K - $25K
|
3.2K
$202K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
306+ 2.54% |
$20.2K - $24.7K
|
12.4K
$781K
|
|
Apr 22, 2022
Q1 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 2.14% |
$19.8K - $24.2K
|
14.3K
$903K
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
279+ 8.2% |
$18.4K - $22.5K
|
3.68K
$232K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
267+ 8.67% |
$17.6K - $21.5K
|
3.35K
$211K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
256New |
$16.9K - $20.6K
|
256
$16.2K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
248+ 0.24% |
$16.4K - $20K
|
104K
$6.59M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
226+ 0.55% |
$14.9K - $18.2K
|
41K
$2.59M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
198+ 2.45% |
$13.1K - $16K
|
8.28K
$523K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
180New |
$11.9K - $14.5K
|
180
$11.4K
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
176+ 0.13% |
$11.6K - $14.2K
|
132K
$8.31M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
138+ 5.61% |
$9.11K - $11.1K
|
2.6K
$164K
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
136+ 2.63% |
$8.98K - $11K
|
5.31K
$335K
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
132+ 4.47% |
$8.71K - $10.6K
|
3.08K
$195K
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
115New |
$7.59K - $9.27K
|
115
$7.26K
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
105+ 0.16% |
$6.93K - $8.46K
|
64.1K
$4.05M
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
98+ 0.67% |
$6.47K - $7.9K
|
14.8K
$933K
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
71+ 0.51% |
$4.69K - $5.72K
|
13.9K
$876K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
67+ 0.02% |
$4.42K - $5.4K
|
438K
$27.6M
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
60+ 1.3% |
$3.96K - $4.84K
|
4.67K
$295K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60+ 375.0% |
$3.96K - $4.84K
|
76
$4.8K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55New |
$3.63K - $4.43K
|
55
$3.47K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$3.5K - $4.27K
|
53
$3.35K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
51+ 80.95% |
$3.37K - $4.11K
|
114
$7.2K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
42+ 9.55% |
$2.77K - $3.39K
|
482
$30.4K
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
41+ 0.1% |
$2.71K - $3.3K
|
39.2K
$2.48M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 37.65% |
$2.11K - $2.58K
|
117
$7.39K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
27New |
$1.78K - $2.18K
|
27
$1.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
18+ 0.2% |
$1.19K - $1.45K
|
9.08K
$573K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18New |
$1.19K - $1.45K
|
18
$1.14K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
18New |
$1.19K - $1.45K
|
18
$1.14K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
12New |
$792 - $967
|
12
$758
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 137.5% |
$726 - $887
|
19
$1.2K
|
|
May 13, 2022
Q1 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8+ 0.9% |
$528 - $645
|
899
$56.8K
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
BUY
|
- |
6+ 0.14% |
$396 - $484
|
4.26K
$269K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$396 - $484
|
6
$379
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$330 - $403
|
5
$316
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
4+ 0.1% |
$264 - $322
|
4.09K
$258K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 40.0% |
$132 - $161
|
7
$442
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.01% |
$132 - $161
|
18.3K
$1.16M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$132 - $161
|
2
$126
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$66 - $80.6
|
1
$63.1
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2- 1.8% |
$132 - $161
|
109
$6.88K
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-7Closed |
$462 - $564
|
0
$0
|