ENV Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 9.20%

Insider Buying (Last 12 Months): $108,780.00

Insider Selling (Last 12 Months): $1,178,656.00

Envestnet Insider Trading History Chart

Envestnet Share Price & Price History

^$42.57

▲ +1.32 (3.20%)

As of 12/8/2023 09:56 PM ET

Days: 30 | 90 | 365

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Envestnet Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
6/29/2023	Barry D. Cooper	SVP	Sell	690	$58.19	$40,151.10	29,175
6/21/2023	Barbara Turner	Director	Buy	2,000	$54.39	$108,780.00	3,534
6/12/2023	William Crager	CEO	Sell	7,250	$53.68	$389,180.00	325,356
5/19/2023	Matthew Majoros	Insider	Sell	4,000	$54.74	$218,960.00	14,077
3/30/2023	Barry D. Cooper	SVP	Sell	530	$56.93	$30,172.90	30,242
3/30/2023	Shelly O'Brien	Insider	Sell	8,800	$56.84	$500,192.00	23,709
8/22/2022	Barry D. Cooper	SVP	Sell	1,290	$56.43	$72,794.70	25,997
6/29/2022	William Crager	CEO	Buy	920	$53.79	$49,486.80	306,241
6/28/2022	Matthew Majoros	Insider	Sell	200	$53.79	$10,758.00	16,624
3/25/2022	Barry D. Cooper	SVP	Sell	678	$73.73	$49,988.94
3/21/2022	Matthew Majoros	Insider	Sell	400	$75.33	$30,132.00
12/27/2021	Stuart DePina	President	Sell	16,422	$81.94	$1,345,618.68
12/16/2020	William Crager	CEO	Sell	25,000	$82.36	$2,059,000.00	228,928

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

Institutional Buying and Selling by Quarter

Envestnet Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/30/2023	Neo Ivy Capital Management	22,604	$1M	0.4%	N/A	0.041%
11/28/2023	IMA Wealth Inc.	29,275	$1.29M	0.3%	-1.0%	0.054%
11/24/2023	Deutsche Bank AG	131,462	$5.79M	0.0%	-59.6%	0.241%
11/21/2023	Comerica Bank	30,230	$1.33M	0.0%	N/A	0.055%
11/15/2023	The Manufacturers Life Insurance Company	60,535	$2.67M	0.0%	+2.2%	0.111%
11/15/2023	Sei Investments Co.	37,351	$1.65M	0.0%	+1.0%	0.068%
11/15/2023	Legal & General Group Plc	68,277	$3.01M	0.0%	-6.6%	0.125%
11/15/2023	Earnest Partners LLC	1,536,073	$67.63M	0.4%	-3.0%	2.810%
11/15/2023	13D Management LLC	47,573	$2.10M	1.3%	-42.0%	0.087%
11/14/2023	Schonfeld Strategic Advisors LLC	390,860	$17.21M	0.1%	+46.4%	0.715%
11/14/2023	California State Teachers Retirement System	47,127	$2.08M	0.0%	-9.9%	0.086%
11/14/2023	Tower Research Capital LLC TRC	6,788	$0.30M	0.0%	+75.3%	0.012%
11/14/2023	Qube Research & Technologies Ltd	127,287	$5.60M	0.0%	N/A	0.233%
11/13/2023	RGM Capital LLC	826,134	$36.38M	1.7%	-0.5%	1.511%
11/13/2023	Northern Trust Corp	738,757	$32.53M	0.0%	-4.8%	1.352%
11/13/2023	Federated Hermes Inc.	125,038	$5.51M	0.0%	-64.9%	0.229%
11/13/2023	Stifel Financial Corp	25,586	$1.13M	0.0%	+2.2%	0.047%
11/13/2023	Global Alpha Capital Management Ltd.	369,915	$16.29M	1.6%	-19.9%	0.677%
11/13/2023	Healthcare of Ontario Pension Plan Trust Fund	132,900	$5.85M	0.0%	+86.9%	0.243%
11/13/2023	LPL Financial LLC	23,309	$1M	0.0%	+8.2%	0.043%
11/13/2023	Clearbridge Investments LLC	1,192,920	$52.52M	0.1%	-0.3%	2.182%
11/13/2023	Dark Forest Capital Management LP	57,345	$2.53M	0.2%	N/A	0.105%
11/13/2023	Hsbc Holdings PLC	8,977	$0.40M	0.0%	-85.2%	0.016%
11/13/2023	Invesco Ltd.	584,535	$25.74M	0.0%	-0.1%	1.069%
11/13/2023	Wolverine Asset Management LLC	27,400	$1.21M	0.0%	N/A	0.050%
11/13/2023	Envestnet Asset Management Inc.	163,161	$7.18M	0.0%	+113.1%	0.299%
11/13/2023	PNC Financial Services Group Inc.	4,930	$0.22M	0.0%	+19.4%	0.009%
11/9/2023	Rhumbline Advisers	165,189	$7.27M	0.0%	-5.1%	0.303%
11/9/2023	Fiera Capital Corp	24,366	$1.07M	0.0%	-9.0%	0.045%
11/9/2023	Deutsche Bank AG	131,462	$5.79M	0.0%	-59.6%	0.241%
11/9/2023	Scout Investments Inc.	102,469	$4.35M	0.1%	-2.8%	0.188%
11/9/2023	Headlands Technologies LLC	1,032	$45K	0.0%	N/A	0.002%
11/9/2023	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	10,049	$0.44M	0.0%	-61.8%	0.018%
11/9/2023	Texas Permanent School Fund Corp	41,430	$1.82M	0.0%	-12.9%	0.076%
11/9/2023	Mutual of America Capital Management LLC	32,334	$1.42M	0.0%	-18.1%	0.059%
11/9/2023	UBS Group AG	59,039	$2.60M	0.0%	+234.5%	0.108%
11/8/2023	Charles Schwab Investment Management Inc.	470,163	$20.70M	0.0%	-1.7%	0.862%
11/8/2023	Swiss National Bank	89,700	$3.95M	0.0%	+1.6%	0.164%
11/8/2023	Amalgamated Bank	30,969	$1.36M	0.0%	-11.9%	0.057%
11/8/2023	Oppenheimer Asset Management Inc.	35,790	$1.58M	0.0%	-1.4%	0.066%
11/7/2023	Quantbot Technologies LP	9,529	$0.42M	0.0%	N/A	0.017%
11/7/2023	New York State Common Retirement Fund	20,063	$0.88M	0.0%	+2.1%	0.037%
11/7/2023	Van Berkom & Associates Inc.	1,762,502	$77.60M	2.5%	+33.2%	3.232%
11/7/2023	Zions Bancorporation N.A.	18,524	$0.82M	0.1%	+8.2%	0.034%
11/7/2023	Jump Financial LLC	12,034	$0.53M	0.0%	N/A	0.022%
11/6/2023	Retirement Systems of Alabama	61,964	$2.73M	0.0%	-11.6%	0.114%
11/6/2023	Victory Capital Management Inc.	9,907	$0.44M	0.0%	+11.7%	0.018%
11/2/2023	California Public Employees Retirement System	278,135	$12.25M	0.0%	+4.3%	0.510%
11/2/2023	Principal Financial Group Inc.	200,139	$8.81M	0.0%	-7.3%	0.367%
10/30/2023	Yousif Capital Management LLC	22,947	$1.01M	0.0%	-14.2%	0.042%
10/30/2023	Cambiar Investors LLC	34,829	$1.53M	0.1%	+14.5%	0.064%
10/30/2023	Summit Creek Advisors LLC	345,682	$15.22M	2.1%	+0.4%	0.634%
10/30/2023	Securian Asset Management Inc.	4,203	$0.19M	0.0%	-13.3%	0.008%
10/27/2023	Allspring Global Investments Holdings LLC	2,536	$0.11M	0.0%	-11.2%	0.005%
10/27/2023	State of Michigan Retirement System	11,871	$0.52M	0.0%	-11.2%	0.022%
10/27/2023	TD Asset Management Inc	35,834	$1.58M	0.0%	+39.8%	0.066%
10/27/2023	Oregon Public Employees Retirement Fund	13,886	$0.61M	0.0%	-11.5%	0.025%
10/26/2023	Mirae Asset Global Investments Co. Ltd.	122,575	$5.40M	0.0%	+13.9%	0.225%
10/26/2023	Strs Ohio	800	$35K	0.0%	-46.7%	0.001%
10/25/2023	New York State Teachers Retirement System	8,400	$0.37M	0.0%	-10.6%	0.015%
10/25/2023	AtonRa Partners	6,128	$0.27M	0.6%	-19.6%	0.011%
10/25/2023	Brown Advisory Inc.	1,230,165	$54.16M	0.1%	+0.2%	2.256%
10/24/2023	Bank of New York Mellon Corp	469,539	$20.67M	0.0%	-8.3%	0.861%
10/24/2023	Argent Capital Management LLC	5,167	$0.23M	0.0%	+32.7%	0.009%
10/24/2023	Raymond James & Associates	21,402	$0.94M	0.0%	-4.8%	0.039%
10/24/2023	Xponance Inc.	7,180	$0.32M	0.0%	-7.2%	0.013%
10/24/2023	Robeco Institutional Asset Management B.V.	90,000	$3.96M	0.0%	-10.0%	0.165%
10/20/2023	AMI Asset Management Corp	70,712	$3.11M	0.2%	-2.8%	0.130%
10/16/2023	State of Alaska Department of Revenue	5,940	$0.26M	0.0%	-11.9%	0.011%
10/13/2023	SG Americas Securities LLC	28,630	$1.26M	0.0%	+76.9%	0.052%
10/10/2023	Procyon Advisors LLC	5,741	$0.25M	0.0%	+30.7%	0.011%
8/22/2023	Virginia Retirement Systems ET AL	3,900	$0.23M	0.0%	N/A	0.007%
8/21/2023	California State Teachers Retirement System	52,327	$3.11M	0.0%	-15.3%	0.096%
8/21/2023	Osaic Holdings Inc.	15,841	$0.94M	0.0%	-3.3%	0.029%
8/21/2023	Teachers Retirement System of The State of Kentucky	8,546	$0.51M	0.0%	+11.9%	0.016%
8/16/2023	Nuveen Asset Management LLC	492,371	$29.22M	0.0%	+103.5%	0.903%
8/15/2023	Alliancebernstein L.P.	125,733	$7.46M	0.0%	-3.9%	0.231%
8/15/2023	IMA Wealth Inc.	29,581	$1.76M	0.5%	-9.9%	0.054%
8/15/2023	State of Tennessee Treasury Department	1,000	$59K	0.0%	N/A	0.002%
8/15/2023	Benjamin Edwards Inc.	2,104	$0.13M	0.0%	+186.6%	0.004%
8/15/2023	XTX Topco Ltd	3,596	$0.21M	0.0%	N/A	0.007%
8/15/2023	Stephens Investment Management Group LLC	1,363,437	$80.92M	1.3%	+2.5%	2.500%
8/15/2023	Rockefeller Capital Management L.P.	12,090	$0.72M	0.0%	-12.3%	0.022%
8/15/2023	Scout Investments Inc.	105,446	$6.54M	0.1%	-3.0%	0.193%
8/15/2023	Segall Bryant & Hamill LLC	216,132	$12.83M	0.1%	-2.0%	0.396%
8/15/2023	Stifel Financial Corp	25,047	$1.49M	0.0%	+9.6%	0.046%
8/15/2023	Holocene Advisors LP	39,651	$2.35M	0.0%	+69.4%	0.073%
8/15/2023	Brown Capital Management LLC	16,341	$0.97M	0.0%	+40.8%	0.030%
8/15/2023	Cramer Rosenthal Mcglynn LLC	524,543	$31.13M	1.6%	-11.9%	0.962%
8/14/2023	Stephens Inc. AR	5,945	$0.35M	0.0%	-87.9%	0.011%
8/14/2023	State of Wyoming	3,466	$0.21M	0.1%	-34.5%	0.006%
8/14/2023	Schonfeld Strategic Advisors LLC	266,994	$15.85M	0.1%	N/A	0.490%
8/14/2023	Marshall Wace LLP	293,873	$17.44M	0.0%	+185.0%	0.539%
8/14/2023	State of Wisconsin Investment Board	43,193	$2.56M	0.0%	-5.9%	0.079%
8/14/2023	MML Investors Services LLC	9,054	$0.54M	0.0%	+99.4%	0.017%
8/14/2023	Frontier Capital Management Co. LLC	126,489	$7.51M	0.1%	+15.8%	0.232%
8/14/2023	Nuveen Asset Management LLC	740,671	$43.96M	0.0%	+206.1%	1.358%
8/14/2023	Silvercrest Asset Management Group LLC	104,463	$6.20M	0.0%	+17.6%	0.192%
8/14/2023	Thrivent Financial for Lutherans	14,042	$0.83M	0.0%	-3.8%	0.026%
8/11/2023	Pinebridge Investments L.P.	948	$56K	0.0%	N/A	0.002%

Data available starting January 2016

Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The Envestnet Wealth Solutions segment offers Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that 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 | Retirement Solutions, which provides a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that offer research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services. The Envestnet Data & Analytics segment provides Envestnet Data & Analytics, a data aggregation, data intelligence, and experiences platform that enables consumers to aggregate financial accounts within client applications, as well as provides clients the functionality to gather, refine, and aggregate various sets of consumer permissioned data for use in financial applications, reports, market research analysis, and application programming interfaces. The company serves retail banks, credit unions, credit card providers, wealth management financial advisors and institutions, research and analyst firms, personal financial management, small business accounting, e-commerce, payment solutions providers, small business lending, and authentication customers. Envestnet, Inc. was founded in 1999 and is headquartered in Berwyn, Pennsylvania.

Today's Range

Now: $42.57

$40.83

$42.75

50 Day Range

MA: $38.85

$33.55

$43.57

52 Week Range

Now: $42.57

$33.12

$69.22

Volume

593,300 shs

Average Volume

532,294 shs

Market Capitalization

$2.33 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.26

Who are the company insiders with the largest holdings of Envestnet?: Envestnet's top insider investors include:
William Crager (CEO)
Barry D Cooper (SVP)
Shelly O'brien (Insider)
Matthew Majoros (Insider)
Barbara Turner (Director)
Stuart Depina (President)
Learn More about top insider investors at Envestnet.
Who are the major institutional investors of Envestnet?: Envestnet's top institutional investors include:
Van Berkom & Associates Inc. — 3.23%
Earnest Partners LLC — 2.81%
Brown Advisory Inc. — 2.26%
Clearbridge Investments LLC — 2.18%
RGM Capital LLC — 1.51%
Northern Trust Corp — 1.35%
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:
Federated Hermes Inc.
Deutsche Bank AG
Deutsche Bank AG
Global Alpha Capital Management Ltd.
Hsbc Holdings PLC
Earnest Partners LLC
Bank of New York Mellon Corp
Northern Trust Corp
During the previous year, company insiders that have sold Envestnet company stock include:
William Crager (CEO)
Barry D Cooper (SVP)
Shelly O'brien (Insider)
Matthew Majoros (Insider)
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:
Van Berkom & Associates Inc.
Qube Research & Technologies Ltd
Schonfeld Strategic Advisors LLC
Envestnet Asset Management Inc.
Healthcare of Ontario Pension Plan Trust Fund
Dark Forest Capital Management LP
UBS Group AG
Comerica Bank
During the previous year, these company insiders have bought Envestnet stock:
William Crager (CEO)
Barry D Cooper (SVP)
Learn More investors buying Envestnet stock.