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 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-8- 22.22% |
$528 - $645
|
28
$1.77K
|
|
|
Apr 21, 2022
Q1 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-10- 0.32% |
$660 - $806
|
3.11K
$197K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 5.7% |
$990 - $1.21K
|
248
$15.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-19Closed |
$1.25K - $1.53K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-22- 1.57% |
$1.45K - $1.77K
|
1.38K
$87.1K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25- 0.09% |
$1.65K - $2.01K
|
29.2K
$1.85M
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 1.11% |
$2.31K - $2.82K
|
3.12K
$197K
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
SELL
|
- |
-50- 0.91% |
$3.3K - $4.03K
|
5.43K
$343K
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-50- 0.74% |
$3.3K - $4.03K
|
6.71K
$424K
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-51- 73.91% |
$3.37K - $4.11K
|
18
$1.14K
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-51- 9.43% |
$3.37K - $4.11K
|
490
$30.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 41.6% |
$3.43K - $4.19K
|
73
$4.61K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-59- 0.6% |
$3.89K - $4.76K
|
9.85K
$622K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-64- 0.07% |
$4.22K - $5.16K
|
97.9K
$6.18M
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-65- 0.67% |
$4.29K - $5.24K
|
9.64K
$608K
|
|
|
May 13, 2022
Q1 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-93- 2.73% |
$6.14K - $7.5K
|
3.31K
$209K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 13.23% |
$6.6K - $8.06K
|
656
$41.4K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-110Closed |
$7.26K - $8.87K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-110- 1.39% |
$7.26K - $8.87K
|
7.8K
$493K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-129- 0.9% |
$8.52K - $10.4K
|
14.3K
$902K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-132- 1.63% |
$8.71K - $10.6K
|
7.98K
$504K
|
|
|
Apr 14, 2022
Q1 2022
|
Scout Investments, Inc.
|
SELL
|
- |
-149- 0.13% |
$9.84K - $12K
|
112K
$7.07M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-155- 2.08% |
$10.2K - $12.5K
|
7.29K
$460K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-156Closed |
$10.3K - $12.6K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-164Closed |
$10.8K - $13.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-184Closed |
$12.1K - $14.8K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-205- 94.47% |
$13.5K - $16.5K
|
12
$758
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-212Closed |
$14K - $17.1K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-231- 1.81% |
$15.2K - $18.6K
|
12.6K
$793K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-279- 0.68% |
$18.4K - $22.5K
|
40.8K
$2.57M
|
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-283- 7.71% |
$18.7K - $22.8K
|
3.39K
$214K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-309- 70.87% |
$20.4K - $24.9K
|
127
$8.02K
|
|
|
Jun 28, 2024
Q1 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-325- 20.97% |
$21.5K - $26.2K
|
1.23K
$77.3K
|
|
|
Apr 21, 2022
Q1 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 2.24% |
$26.4K - $32.2K
|
17.4K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-436- 2.22% |
$28.8K - $35.1K
|
19.2K
$1.21M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-452- 9.69% |
$29.8K - $36.4K
|
4.21K
$266K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-477Closed |
$31.5K - $38.4K
|
0
$0
|
|
|
Jun 07, 2022
Q1 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-500- 7.04% |
$33K - $40.3K
|
6.6K
$417K
|
|
|
Apr 28, 2022
Q1 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-524- 1.52% |
$34.6K - $42.2K
|
33.9K
$2.14M
|
|
|
May 06, 2022
Q1 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-829- 2.1% |
$54.7K - $66.8K
|
38.7K
$2.45M
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-864Closed |
$57K - $69.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-951- 0.5% |
$62.8K - $76.7K
|
190K
$12M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.39K- 35.42% |
$91.5K - $112K
|
2.53K
$160K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.43K- 0.2% |
$94.2K - $115K
|
708K
$44.7M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.54K- 0.28% |
$102K - $124K
|
547K
$34.5M
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.69K- 97.12% |
$111K - $136K
|
50
$3.16K
|
|
|
May 13, 2022
Q1 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.72K- 1.43% |
$114K - $139K
|
119K
$7.51M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.75K- 5.33% |
$115K - $141K
|
31K
$1.96M
|
|
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.77K- 4.57% |
$117K - $143K
|
36.9K
$2.33M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2K- 38.1% |
$132K - $161K
|
3.25K
$205K
|