Purchases and Sales Made in Q3 2022 in Envestnet, Inc. (ENV)
This table provides information about the institutional ownership of Envestnet, Inc. (ENV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6.94K+ 10.89% |
$308K - $420K
|
70.6K
$4.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
6.68K+ 3.99% |
$297K - $404K
|
174K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
6.67K+ 11.17% |
$296K - $403K
|
66.3K
$4.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.24K+ 85.41% |
$277K - $378K
|
13.5K
$855K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.98KNew |
$265K - $362K
|
5.98K
$377K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
5.32K+ 78.78% |
$236K - $322K
|
12.1K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.28KNew |
$234K - $319K
|
5.28K
$333K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.22K+ 12.46% |
$232K - $316K
|
47.1K
$2.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
3.9K+ 0.33% |
$173K - $236K
|
1.17M
$73.9M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
3.77K+ 27.49% |
$167K - $228K
|
17.5K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.73K+ 19.42% |
$166K - $226K
|
22.9K
$1.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.62K+ 75.15% |
$161K - $219K
|
8.44K
$533K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.04K+ 30.72% |
$135K - $184K
|
12.9K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
2.78K+ 17.82% |
$123K - $168K
|
18.4K
$1.16M
|
|
|
Oct 18, 2022
Q3 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.51KNew |
$112K - $152K
|
2.51K
$159K
|
|
|
Oct 28, 2022
Q3 2022
|
Cambiar Investors LLC
|
BUY
|
- |
2.28K+ 8.25% |
$101K - $138K
|
29.9K
$1.89M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.2K+ 16.06% |
$97.7K - $133K
|
15.9K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
2.12K+ 5.43% |
$94.3K - $128K
|
41.3K
$2.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.97KNew |
$87.4K - $119K
|
1.97K
$124K
|
|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.53K+ 2.48% |
$68.1K - $92.8K
|
63.4K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.44K+ 6.06% |
$63.9K - $87.1K
|
25.2K
$1.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.4K+ 1.28% |
$62.2K - $84.7K
|
111K
$7.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 28.62% |
$47.9K - $65.2K
|
4.84K
$306K
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.04K+ 15.76% |
$46.2K - $62.9K
|
7.64K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.03K+ 1.07% |
$45.5K - $62K
|
97.2K
$6.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
902+ 30.32% |
$40K - $54.6K
|
3.88K
$245K
|
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
875+ 2.34% |
$38.9K - $52.9K
|
38.3K
$2.42M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
718+ 51.54% |
$31.9K - $43.4K
|
2.11K
$133K
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
711+ 0.7% |
$31.6K - $43K
|
103K
$6.49M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
578+ 11.38% |
$25.7K - $35K
|
5.66K
$357K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
497+ 7.93% |
$22.1K - $30.1K
|
6.76K
$427K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
483+ 24.97% |
$21.4K - $29.2K
|
2.42K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
446+ 6.06% |
$19.8K - $27K
|
7.81K
$493K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
442+ 3.58% |
$19.6K - $26.7K
|
12.8K
$807K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
421+ 3.44% |
$18.7K - $25.5K
|
12.7K
$799K
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
375+ 12.77% |
$16.7K - $22.7K
|
3.31K
$209K
|
|
|
Nov 01, 2022
Q3 2022
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
349+ 2.21% |
$15.5K - $21.1K
|
16.1K
$1.02M
|
|
|
Nov 09, 2022
Q3 2022
|
Argent Capital Management LLC
|
BUY
|
- |
320+ 4.08% |
$14.2K - $19.4K
|
8.17K
$516K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
279New |
$12.4K - $16.9K
|
279
$17.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226+ 1.44% |
$10K - $13.7K
|
15.9K
$1M
|
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
210+ 0.33% |
$9.32K - $12.7K
|
63.4K
$4M
|
|
|
Mar 22, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
210+ 0.33% |
$9.32K - $12.7K
|
63.4K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
210+ 0.33% |
$9.32K - $12.7K
|
63.4K
$4M
|
|
|
Oct 19, 2022
Q3 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.38% |
$8.88K - $12.1K
|
14.7K
$928K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
174New |
$7.73K - $10.5K
|
174
$11K
|
|
|
Nov 04, 2022
Q3 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
170+ 17.62% |
$7.55K - $10.3K
|
1.14K
$71.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
149+ 7.9% |
$6.62K - $9.02K
|
2.03K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
138New |
$6.13K - $8.35K
|
138
$8.71K
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
135+ 1.75% |
$5.99K - $8.17K
|
7.85K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
131+ 0.9% |
$5.82K - $7.93K
|
14.6K
$922K
|