ENV Insider Trading

Insider Ownership Percentage: 8.90%
Insider Buying (Last 12 Months): $197,273.30
Insider Selling (Last 12 Months): $688,135.10

Envestnet Insider Trading History Chart

This chart shows the insider buying and selling history at Envestnet by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Envestnet Share Price & Price History

Current Price: $62.48
Price Change: Price Increase of +0.12 (0.19%)
As of 04/26/2024 02:03 PM ET

This chart shows the closing price history over time for ENV up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Envestnet Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/25/2024Matthew MajorosInsiderSell700$56.92$39,844.0015,212View SEC Filing Icon  
3/15/2024Lauren Taylor WolfeDirectorBuy1,670$52.99$88,493.304,188,871View SEC Filing Icon  
6/29/2023Barry D. CooperSVPSell690$58.19$40,151.1029,175View SEC Filing Icon  
6/21/2023Barbara TurnerDirectorBuy2,000$54.39$108,780.003,534View SEC Filing Icon  
6/12/2023William CragerCEOSell7,250$53.68$389,180.00325,356View SEC Filing Icon  
5/19/2023Matthew MajorosInsiderSell4,000$54.74$218,960.0014,077View SEC Filing Icon  
3/30/2023Barry D. CooperSVPSell530$56.93$30,172.9030,242View SEC Filing Icon  
3/30/2023Shelly O'BrienInsiderSell8,800$56.84$500,192.0023,709View SEC Filing Icon  
8/22/2022Barry D. CooperSVPSell1,290$56.43$72,794.7025,997View SEC Filing Icon  
6/29/2022William CragerCEOBuy920$53.79$49,486.80306,241View SEC Filing Icon  
6/28/2022Matthew MajorosInsiderSell200$53.79$10,758.0016,624View SEC Filing Icon  
3/25/2022Barry D. CooperSVPSell678$73.73$49,988.94View SEC Filing Icon  
3/21/2022Matthew MajorosInsiderSell400$75.33$30,132.00View SEC Filing Icon  
12/27/2021Stuart DePinaPresidentSell16,422$81.94$1,345,618.68View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Envestnet (NYSE:ENV)

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at ENV by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Envestnet Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Mesirow Financial Investment Management Inc.4,108$0.24M0.0%N/A0.007%Search for SEC Filing on Google Icon
4/25/2024IMA Wealth Inc.24,046$1.39M0.7%-3.7%0.044%Search for SEC Filing on Google Icon
4/23/2024Louisiana State Employees Retirement System24,600$1.43M0.0%-1.2%0.045%Search for SEC Filing on Google Icon
4/23/2024New Mexico Educational Retirement Board11,300$0.65M0.0%N/A0.021%Search for SEC Filing on Google Icon
4/19/2024State of Alaska Department of Revenue30,299$1.75M0.0%-1.0%0.055%Search for SEC Filing on Google Icon
4/15/2024S.A. Mason LLC3,700$0.21M0.1%-47.9%0.007%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC5,935$0.34M0.0%-8.2%0.011%Search for SEC Filing on Google Icon
3/27/2024Nomura Holdings Inc.8,717$0.43M0.0%N/A0.016%Search for SEC Filing on Google Icon
3/25/2024Quadrature Capital Ltd4,766$0.24M0.0%N/A0.009%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.3,566$0.18M0.0%-27.7%0.007%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.6,015,454$297.89M0.0%+12.9%10.979%Search for SEC Filing on Google Icon
3/5/2024Fisher Asset Management LLC760,478$37.66M0.0%-13.3%1.388%Search for SEC Filing on Google Icon
3/5/2024Greenwood Capital Associates LLC12,512$0.62M0.1%-2.6%0.023%Search for SEC Filing on Google Icon
2/15/2024One Fin Capital Management LP289,500$14.34M5.5%N/A0.530%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank32,788$1.62M0.0%+8.5%0.060%Search for SEC Filing on Google Icon
2/14/202413D Management LLC89,671$4.44M2.6%+88.5%0.164%Search for SEC Filing on Google Icon
2/14/2024Irenic Capital Management LP287,155$14.22M2.8%N/A0.525%Search for SEC Filing on Google Icon
2/14/2024Scout Investments Inc.100,885$5M0.1%-1.5%0.185%Search for SEC Filing on Google Icon
2/14/2024Schroder Investment Management Group440,803$21.83M0.0%N/A0.806%Search for SEC Filing on Google Icon
2/13/2024Stephens Investment Management Group LLC1,651,081$81.76M1.2%+14.4%3.021%Search for SEC Filing on Google Icon
2/12/2024Connable Office Inc.6,970$0.35M0.0%N/A0.013%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC1,824,997$90.03M0.1%+20,229.7%3.339%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE28,084$1.39M0.0%-5.2%0.051%Search for SEC Filing on Google Icon
2/9/2024Quest Partners LLC1,162$58K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/9/2024Corient Private Wealth LLC13,099$0.65M0.0%+51.8%0.024%Search for SEC Filing on Google Icon
2/9/2024Clearbridge Investments LLC1,203,280$59.59M0.1%+0.9%2.201%Search for SEC Filing on Google Icon
2/9/2024Global Alpha Capital Management Ltd.477,215$23.63M1.9%+29.0%0.873%Search for SEC Filing on Google Icon
2/9/2024Norges Bank511,296$25.32M0.0%N/A0.935%Search for SEC Filing on Google Icon
2/8/2024Brown Advisory Inc.1,073,844$53.18M0.1%-12.7%1.965%Search for SEC Filing on Google Icon
2/8/2024Fiera Capital Corp22,007$1.09M0.0%-9.7%0.040%Search for SEC Filing on Google Icon
2/7/2024Principal Financial Group Inc.280,233$13.88M0.0%+40.0%0.513%Search for SEC Filing on Google Icon
2/7/2024Summit Creek Advisors LLC321,505$15.92M2.1%-7.0%0.588%Search for SEC Filing on Google Icon
2/7/2024Dimensional Fund Advisors LP971,916$48.13M0.0%+0.7%1.778%Search for SEC Filing on Google Icon
2/7/2024Geneva Capital Management LLC1,054,310$52.21M1.0%-2.0%1.929%Search for SEC Filing on Google Icon
2/6/2024Picton Mahoney Asset Management8,397$0.42M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/6/2024Charles Schwab Investment Management Inc.508,579$25.19M0.0%+8.2%0.930%Search for SEC Filing on Google Icon
2/6/2024Maryland State Retirement & Pension System18,077$0.90M0.0%N/A0.033%Search for SEC Filing on Google Icon
2/6/2024Amalgamated Bank21,393$1.06M0.0%-30.9%0.039%Search for SEC Filing on Google Icon
2/6/2024Benjamin Edwards Inc.5,438$0.27M0.1%+68.9%0.010%Search for SEC Filing on Google Icon
2/6/2024Swiss National Bank80,700$4M0.0%-10.0%0.148%Search for SEC Filing on Google Icon
2/6/2024Fisher Asset Management LLC760,154$37.64M0.0%-13.4%1.391%Search for SEC Filing on Google Icon
2/5/2024Victory Capital Management Inc.11,482$0.57M0.0%+15.9%0.021%Search for SEC Filing on Google Icon
2/5/2024AtonRa Partners4,596$0.23M0.5%-25.0%0.008%Search for SEC Filing on Google Icon
2/5/2024IMA Wealth Inc.24,964$1.24M0.6%-14.7%0.046%Search for SEC Filing on Google Icon
2/5/2024Russell Investments Group Ltd.42,306$2.10M0.0%-47.2%0.077%Search for SEC Filing on Google Icon
2/2/2024Truist Financial Corp8,749$0.43M0.0%N/A0.016%Search for SEC Filing on Google Icon
2/1/2024Yousif Capital Management LLC24,597$1.22M0.0%+7.2%0.045%Search for SEC Filing on Google Icon
2/1/2024Illinois Municipal Retirement Fund27,652$1.37M0.0%N/A0.051%Search for SEC Filing on Google Icon
2/1/2024California Public Employees Retirement System100,566$4.98M0.0%-63.8%0.184%Search for SEC Filing on Google Icon
2/1/2024Handelsbanken Fonder AB17,723$0.88M0.0%+156.0%0.032%Search for SEC Filing on Google Icon
1/31/2024Federated Hermes Inc.1,500$74K0.0%-98.8%0.003%Search for SEC Filing on Google Icon
1/29/2024Louisiana State Employees Retirement System24,900$1.23M0.0%N/A0.046%Search for SEC Filing on Google Icon
1/26/2024Mutual of America Capital Management LLC8,705$0.43M0.0%-73.1%0.016%Search for SEC Filing on Google Icon
1/26/2024Liberty One Investment Management LLC12,225$0.61M0.1%-6.8%0.022%Search for SEC Filing on Google Icon
1/25/2024Cambiar Investors LLC57,652$2.86M0.1%+65.5%0.105%Search for SEC Filing on Google Icon
1/24/2024Mirae Asset Global Investments Co. Ltd.130,499$6.46M0.0%+6.5%0.239%Search for SEC Filing on Google Icon
1/24/2024New York State Teachers Retirement System12,621$0.63M0.0%+50.3%0.023%Search for SEC Filing on Google Icon
1/19/2024State of Alaska Department of Revenue30,599$1.52M0.0%+415.1%0.056%Search for SEC Filing on Google Icon
1/16/2024Raymond James Financial Services Advisors Inc.11,124$0.55M0.0%-3.3%0.020%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates16,695$0.83M0.0%-22.0%0.031%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.5,328,252$234.60M0.0%-0.6%9.749%Search for SEC Filing on Google Icon
12/13/2023Teachers Retirement System of The State of Kentucky17,510$0.77M0.0%+104.9%0.032%Search for SEC Filing on Google Icon
11/30/2023Neo Ivy Capital Management22,604$1M0.4%N/A0.041%Search for SEC Filing on Google Icon
11/28/2023IMA Wealth Inc.29,275$1.29M0.3%-1.0%0.054%Search for SEC Filing on Google Icon
11/24/2023Deutsche Bank AG131,462$5.79M0.0%-59.6%0.241%Search for SEC Filing on Google Icon
11/15/2023Earnest Partners LLC1,536,073$67.63M0.4%-3.0%2.810%Search for SEC Filing on Google Icon
11/15/202313D Management LLC47,573$2.10M1.3%-42.0%0.087%Search for SEC Filing on Google Icon
11/14/2023Schonfeld Strategic Advisors LLC390,860$17.21M0.1%+46.4%0.715%Search for SEC Filing on Google Icon
11/14/2023Tower Research Capital LLC TRC6,788$0.30M0.0%+75.3%0.012%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd127,287$5.60M0.0%N/A0.233%Search for SEC Filing on Google Icon
11/13/2023RGM Capital LLC826,134$36.38M1.7%-0.5%1.511%Search for SEC Filing on Google Icon
11/13/2023Northern Trust Corp738,757$32.53M0.0%-4.8%1.352%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.125,038$5.51M0.0%-64.9%0.229%Search for SEC Filing on Google Icon
11/13/2023Global Alpha Capital Management Ltd.369,915$16.29M1.6%-19.9%0.677%Search for SEC Filing on Google Icon
11/13/2023Healthcare of Ontario Pension Plan Trust Fund132,900$5.85M0.0%+86.9%0.243%Search for SEC Filing on Google Icon
11/13/2023Clearbridge Investments LLC1,192,920$52.52M0.1%-0.3%2.182%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP57,345$2.53M0.2%N/A0.105%Search for SEC Filing on Google Icon
11/13/2023Hsbc Holdings PLC8,977$0.40M0.0%-85.2%0.016%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.584,535$25.74M0.0%-0.1%1.069%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC27,400$1.21M0.0%N/A0.050%Search for SEC Filing on Google Icon
11/13/2023Envestnet Asset Management Inc.163,161$7.18M0.0%+113.1%0.299%Search for SEC Filing on Google Icon
11/13/2023PNC Financial Services Group Inc.4,930$0.22M0.0%+19.4%0.009%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers165,189$7.27M0.0%-5.1%0.303%Search for SEC Filing on Google Icon
11/9/2023Fiera Capital Corp24,366$1.07M0.0%-9.0%0.045%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG131,462$5.79M0.0%-59.6%0.241%Search for SEC Filing on Google Icon
11/9/2023Scout Investments Inc.102,469$4.35M0.1%-2.8%0.188%Search for SEC Filing on Google Icon
11/9/2023Headlands Technologies LLC1,032$45K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,049$0.44M0.0%-61.8%0.018%Search for SEC Filing on Google Icon
11/9/2023Texas Permanent School Fund Corp41,430$1.82M0.0%-12.9%0.076%Search for SEC Filing on Google Icon
11/9/2023Mutual of America Capital Management LLC32,334$1.42M0.0%-18.1%0.059%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG59,039$2.60M0.0%+234.5%0.108%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.470,163$20.70M0.0%-1.7%0.862%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank89,700$3.95M0.0%+1.6%0.164%Search for SEC Filing on Google Icon
11/8/2023Amalgamated Bank30,969$1.36M0.0%-11.9%0.057%Search for SEC Filing on Google Icon
11/8/2023Oppenheimer Asset Management Inc.35,790$1.58M0.0%-1.4%0.066%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP9,529$0.42M0.0%N/A0.017%Search for SEC Filing on Google Icon
11/7/2023New York State Common Retirement Fund20,063$0.88M0.0%+2.1%0.037%Search for SEC Filing on Google Icon
11/7/2023Van Berkom & Associates Inc.1,762,502$77.60M2.5%+33.2%3.232%Search for SEC Filing on Google Icon
11/7/2023Zions Bancorporation N.A.18,524$0.82M0.1%+8.2%0.034%Search for SEC Filing on Google Icon
11/7/2023Jump Financial LLC12,034$0.53M0.0%N/A0.022%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Envestnet logo
Envestnet, Inc., through its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through two segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Wealth Analytics that transforms data into actionable intelligence; Envestnet | Tamarac which provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. This segment also provides Envestnet | Workplace Solutions which offers a suite of services for advisor-sold retirement plans; Envestnet | PMC that offer research and consulting services to assist advisors in creating investment solutions, and portfolio overlay and tax optimization services; and Envestnet | Billing Solutions which provides revenue management and hosted fee-billing solutions. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, analytics, and digital experiences platform that provides clients and their account holders with data connectivity via open APIs, data enrichment, AI-based analytics, and digital experiences. It serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, financial technology innovators, financial advisory firms, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. The company was founded in 1999 and is headquartered in Berwyn, Pennsylvania.
Read More on Envestnet

Today's Range

Now: $62.48
Low: $61.88
High: $63.82

50 Day Range

MA: $55.90
Low: $48.78
High: $63.33

52 Week Range

Now: $62.48
Low: $33.12
High: $68.83

Volume

115,727 shs

Average Volume

495,266 shs

Market Capitalization

$3.42 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.31

Who are the company insiders with the largest holdings of Envestnet?

Envestnet's top insider investors include:
  1. Lauren Taylor Wolfe (Director)
  2. William Crager (CEO)
  3. Barry D Cooper (SVP)
  4. Shelly O'brien (Insider)
  5. Matthew Majoros (Insider)
  6. Barbara Turner (Director)
Learn More about top insider investors at Envestnet.

Who are the major institutional investors of Envestnet?

Envestnet's top institutional investors include:
  1. Portman Square Capital LLP — 0.00%
  2. State of Alaska Department of Revenue — 0.06%
  3. Louisiana State Employees Retirement System — 0.04%
  4. IMA Wealth Inc. — 0.04%
  5. New Mexico Educational Retirement Board — 0.02%
  6. Park Avenue Securities LLC — 0.01%
Learn More about top institutional investors of Envestnet stock.

Which major investors are selling Envestnet stock?

Within the last quarter, ENV stock was sold by these institutional investors:
  1. Portman Square Capital LLP
  2. S.A. Mason LLC
  3. IMA Wealth Inc.
  4. Park Avenue Securities LLC
  5. State of Alaska Department of Revenue
  6. Louisiana State Employees Retirement System
During the previous year, company insiders that have sold Envestnet company stock include:
  1. Lauren Taylor Wolfe (Director)
  2. William Crager (CEO)
  3. Barry D Cooper (SVP)
Learn More investors selling Envestnet stock.

Which major investors are buying Envestnet stock?

In the last quarter, ENV stock was acquired by institutional investors including:
  1. New Mexico Educational Retirement Board
  2. Mesirow Financial Investment Management Inc.
During the previous year, these company insiders have bought Envestnet stock:
  1. Lauren Taylor Wolfe (Director)
  2. William Crager (CEO)
  3. Barry D Cooper (SVP)
Learn More investors buying Envestnet stock.