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 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-53Closed |
$2.79K - $4.43K
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-55Closed |
$2.9K - $4.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-56- 0.06% |
$2.95K - $4.68K
|
97.8K
$6.18M
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-64- 38.1% |
$3.37K - $5.35K
|
104
$6.57K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-73Closed |
$3.85K - $6.1K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-76- 0.3% |
$4.01K - $6.35K
|
25.3K
$1.6M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-86- 78.9% |
$4.53K - $7.19K
|
23
$1.45K
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-109- 0.28% |
$5.75K - $9.11K
|
39.1K
$2.47M
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-114Closed |
$6.01K - $9.53K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-126- 0.19% |
$6.64K - $10.5K
|
66.8K
$4.22M
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-126- 0.19% |
$6.64K - $10.5K
|
66.8K
$4.22M
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-127Closed |
$6.69K - $10.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-138- 1.4% |
$7.27K - $11.5K
|
9.71K
$613K
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-152- 19.74% |
$8.01K - $12.7K
|
618
$39K
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-220- 4.71% |
$11.6K - $18.4K
|
4.45K
$281K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-230- 4.33% |
$12.1K - $19.2K
|
5.08K
$321K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-250Closed |
$13.2K - $20.9K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-300- 3.49% |
$15.8K - $25.1K
|
8.3K
$524K
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-322- 2.56% |
$17K - $26.9K
|
12.2K
$773K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-371- 11.09% |
$19.6K - $31K
|
2.98K
$188K
|
|
Aug 05, 2022
Q2 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-386- 3.12% |
$20.3K - $32.3K
|
12K
$758K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-391- 19.77% |
$20.6K - $32.7K
|
1.59K
$100K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-619- 23.84% |
$32.6K - $51.7K
|
1.98K
$125K
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-714- 8.98% |
$37.6K - $59.7K
|
7.23K
$457K
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-977- 29.49% |
$51.5K - $81.6K
|
2.34K
$147K
|
|
Jul 25, 2022
Q2 2022
|
Strs Ohio
|
SELL
|
- |
-1.4K- 32.56% |
$73.8K - $117K
|
2.9K
$183K
|
|
Jul 25, 2022
Q2 2022
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.67K- 9.6% |
$88.2K - $140K
|
15.8K
$996K
|
|
Aug 01, 2022
Q2 2022
|
Argent Capital Management LLC
|
SELL
|
- |
-1.79K- 18.52% |
$94.1K - $149K
|
7.85K
$496K
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.84K- 2.66% |
$96.9K - $154K
|
67.3K
$4.25M
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.89K- 2.27% |
$99.7K - $158K
|
81.3K
$5.14M
|
|
Aug 04, 2022
Q2 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.98K- 5.75% |
$104K - $165K
|
32.5K
$2.05M
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-2.14K- 14.51% |
$113K - $179K
|
12.6K
$797K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.23K- 9.07% |
$117K - $186K
|
22.3K
$1.41M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.37K- 0.14% |
$125K - $198K
|
1.71M
$108M
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-2.38K- 2.84% |
$126K - $199K
|
81.5K
$5.14M
|
|
Aug 10, 2022
Q2 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-2.52K- 34.29% |
$133K - $210K
|
4.82K
$304K
|
|
Jul 21, 2022
Q2 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.6K- 23.01% |
$137K - $217K
|
8.7K
$549K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.64K- 0.03% |
$139K - $220K
|
7.71M
$487M
|
|
Aug 12, 2022
Q2 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.64K- 2.22% |
$139K - $221K
|
116K
$7.35M
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.78K- 15.43% |
$147K - $233K
|
15.3K
$963K
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-3.02KClosed |
$159K - $252K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.08KClosed |
$162K - $257K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.08KClosed |
$162K - $258K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.12KClosed |
$164K - $260K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-3.2KClosed |
$169K - $267K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.33K- 0.51% |
$175K - $278K
|
654K
$41.3M
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-3.34K- 98.47% |
$176K - $279K
|
52
$3.28K
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-3.38KClosed |
$178K - $282K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-3.48KClosed |
$183K - $291K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-3.64K- 5.98% |
$192K - $304K
|
57.3K
$3.61M
|