Purchases and Sales Made in Q2 2022 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
370+ 2.95% |
$19.5K - $30.9K
|
12.9K
$815K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Investment Management Group LLC
|
BUY
|
- |
352+ 0.03% |
$18.6K - $29.4K
|
1.2M
$75.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
333New |
$17.6K - $27.8K
|
333
$21K
|
|
|
Jul 21, 2022
Q2 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
306+ 34.0% |
$16.1K - $25.6K
|
1.21K
$76.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
214New |
$11.3K - $17.9K
|
214
$13.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
201+ 11.94% |
$10.6K - $16.8K
|
1.89K
$119K
|
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.4% |
$10.5K - $16.7K
|
14.5K
$916K
|
|
|
Aug 08, 2022
Q2 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 1.44% |
$10.5K - $16.7K
|
14.1K
$888K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
199+ 1.39% |
$10.5K - $16.6K
|
14.5K
$914K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
197+ 168.38% |
$10.4K - $16.5K
|
314
$19.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
191+ 1591.67% |
$10.1K - $16K
|
203
$12.8K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
179+ 0.44% |
$9.44K - $15K
|
41K
$2.59M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
162+ 1.78% |
$8.54K - $13.5K
|
9.24K
$583K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
161+ 2.48% |
$8.49K - $13.5K
|
6.64K
$420K
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
142+ 2.9% |
$7.48K - $11.9K
|
5.03K
$318K
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
125+ 1.6% |
$6.59K - $10.4K
|
7.93K
$501K
|
|
|
Aug 01, 2022
Q2 2022
|
New York State Teachers Retirement System
|
BUY
|
- |
100+ 1.08% |
$5.27K - $8.36K
|
9.4K
$594K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
72+ 0.99% |
$3.8K - $6.02K
|
7.36K
$465K
|
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
66+ 7.34% |
$3.48K - $5.52K
|
965
$60.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Summit Creek Advisors LLC
Minneapolis, MN |
BUY
|
- |
61+ 0.02% |
$3.22K - $5.1K
|
321K
$20.3M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
53New |
$2.79K - $4.43K
|
53
$3.35K
|
|
|
Aug 15, 2022
Q2 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
25+ 0.04% |
$1.32K - $2.09K
|
64.2K
$4.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22New |
$1.16K - $1.84K
|
22
$1.39K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17New |
$896 - $1.42K
|
17
$1.07K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14New |
$738 - $1.17K
|
14
$884
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
14New |
$738 - $1.17K
|
14
$884
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
13+ 0.94% |
$685 - $1.09K
|
1.39K
$88K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 50.0% |
$474 - $752
|
27
$1.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8New |
$422 - $669
|
8
$505
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
4New |
$211 - $334
|
4
$253
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 5.66% |
$158 - $251
|
56
$3.54K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.1% |
$105 - $167
|
1.93K
$122K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
1+ 14.29% |
$52.7 - $83.6
|
8
$505
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
1+ 0.56% |
$52.7 - $83.6
|
181
$11.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2- 0.01% |
$105 - $167
|
19.2K
$1.21M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 33.33% |
$105 - $167
|
4
$253
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-3Closed |
$158 - $251
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5Closed |
$264 - $418
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
SELL
|
- |
-11- 61.11% |
$580 - $919
|
7
$442
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-12Closed |
$633 - $1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14- 73.68% |
$738 - $1.17K
|
5
$316
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-14- 12.17% |
$738 - $1.17K
|
101
$6.38K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-16- 0.33% |
$843 - $1.34K
|
4.78K
$301K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18Closed |
$949 - $1.5K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-20- 4.08% |
$1.05K - $1.67K
|
470
$29.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 2.15% |
$1.58K - $2.51K
|
1.37K
$86.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-34- 13.28% |
$1.79K - $2.84K
|
222
$14K
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-34- 0.27% |
$1.79K - $2.84K
|
12.3K
$779K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-35- 46.05% |
$1.84K - $2.92K
|
41
$2.59K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-50Closed |
$2.64K - $4.18K
|
0
$0
|