Free Trial

Envestnet (ENV) Institutional Ownership

→ The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad)
Free ENV Stock Alerts
$67.81
+1.51 (+2.28%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media

Institutional Ownership Changes (13F Filings) for Envestnet (NYSE:ENV)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$358.01M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$203.88M
Get ENV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Envestnet stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ENV Institutional Buying and Selling by Quarter

Envestnet Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank31,056$1.80M0.0%-5.3%0.056%
5/16/2024 California State Teachers Retirement System41,918$2.43M0.0%-6.2%0.076%
5/16/2024 Janus Henderson Group PLC1,216,927$70.47M0.0%-7.9%2.208%
5/15/2024 Earnest Partners LLC1,457,319$84.39M0.4%-1.1%2.644%
5/15/2024 Public Employees Retirement System of Ohio50,657$2.93M0.0%-10.7%0.092%
5/15/2024 Public Employees Retirement Association of Colorado5,075$294K0.0%-18.4%0.009%
5/15/2024 Impactive Capital LP4,183,865$242.29M9.2%+0.8%7.592%
5/15/2024 Price T Rowe Associates Inc. MD154,843$8.97M0.0%+45.0%0.281%
5/15/2024 Brown Capital Management LLC16,008$927K0.0%-1.0%0.029%
5/14/2024 Natixis4,767$276K0.0%+12.9%0.009%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund175,200$10.15M0.0%-25.3%0.318%
5/14/2024 CANADA LIFE ASSURANCE Co46,018$2.66M0.0%+17.9%0.084%
5/14/2024 American International Group Inc.27,015$1.56M0.0%-0.9%0.049%
5/13/2024 Bessemer Group Inc.212,260$12.29M0.0%+4.3%0.385%
5/13/2024 UniSuper Management Pty Ltd13,151$762K0.0%N/A0.024%
5/13/2024 Clearbridge Investments LLC1,202,926$69.66M0.1%0.0%2.183%
5/13/2024 O Shaughnessy Asset Management LLC3,938$228K0.0%N/A0.007%
5/11/2024 Summit Creek Advisors LLC323,547$18.74M2.4%+0.6%0.591%
5/10/2024 Vanguard Group Inc.6,098,535$353.17M0.0%+1.4%11.131%
5/10/2024 Garrison Point Advisors LLC5,827$337K0.2%N/A0.011%
5/9/2024 Scout Investments Inc.94,847$5.43M0.1%-6.0%0.173%
5/9/2024 State Board of Administration of Florida Retirement System15,772$925K0.0%+10.2%0.029%
5/8/2024 Everence Capital Management Inc.4,920$285K0.0%N/A0.009%
5/8/2024 ProShare Advisors LLC10,095$585K0.0%+7.4%0.018%
5/8/2024 US Bancorp DE24,307$1.41M0.0%-13.4%0.044%
5/7/2024 Illinois Municipal Retirement Fund28,271$1.64M0.0%+2.2%0.052%
5/7/2024 Oppenheimer Asset Management Inc.28,201$1.63M0.0%+2.0%0.051%
5/7/2024 SG Americas Securities LLC2,898$168K0.0%N/A0.005%
5/6/2024 Texas Permanent School Fund Corp43,529$2.52M0.0%+1.6%0.079%
5/4/2024 Geneva Capital Management LLC1,070,976$62.02M1.1%+1.6%1.955%
5/1/2024 Mirae Asset Global Investments Co. Ltd.105,538$5.80M0.0%-19.1%0.193%
4/30/2024 Argent Capital Management LLC6,338$367K0.0%+14.6%0.012%
4/29/2024 Principal Financial Group Inc.259,258$15.01M0.0%-7.5%0.473%
4/29/2024 Benjamin Edwards Inc.7,123$412K0.1%+31.0%0.013%
4/26/2024 Yousif Capital Management LLC22,444$1.30M0.0%-8.8%0.041%
4/26/2024 YHB Investment Advisors Inc.650$38K0.0%N/A0.001%
4/26/2024 Mesirow Financial Investment Management Inc.4,108$238K0.0%N/A0.007%
4/25/2024 IMA Wealth Inc.24,046$1.39M0.7%-3.7%0.044%
4/23/2024 Louisiana State Employees Retirement System24,600$1.43M0.0%-1.2%0.045%
4/23/2024 New Mexico Educational Retirement Board11,300$654K0.0%N/A0.021%
Next President (Not Trump. Not Biden.) (Ad)

Do you want to see who I believe will be the next president of the U.S.A? It won’t be Biden…And it won’t be Trump.

Click here to see why it will be ______ _________.
4/19/2024 State of Alaska Department of Revenue30,299$1.75M0.0%-1.0%0.055%
4/15/2024 S.A. Mason LLC3,700$214K0.1%-47.9%0.007%
4/10/2024 Park Avenue Securities LLC5,935$344K0.0%-8.2%0.011%
3/27/2024 Nomura Holdings Inc.8,717$432K0.0%N/A0.016%
3/25/2024 Quadrature Capital Ltd4,766$236K0.0%N/A0.009%
3/22/2024 PNC Financial Services Group Inc.3,566$177K0.0%-27.7%0.007%
3/11/2024 Vanguard Group Inc.6,015,454$297.89M0.0%+12.9%10.979%
3/5/2024 Fisher Asset Management LLC760,478$37.66M0.0%-13.3%1.388%
3/5/2024 Greenwood Capital Associates LLC12,512$620K0.1%-2.6%0.023%
2/15/2024 One Fin Capital Management LP289,500$14.34M5.5%N/A0.530%
2/15/2024 Comerica Bank32,788$1.62M0.0%+8.5%0.060%
2/14/2024 13D Management LLC89,671$4.44M2.6%+88.5%0.164%
2/14/2024 Irenic Capital Management LP287,155$14.22M2.8%N/A0.525%
2/14/2024 Scout Investments Inc.100,885$5.00M0.1%-1.5%0.185%
2/14/2024 Schroder Investment Management Group440,803$21.83M0.0%N/A0.806%
2/13/2024 Stephens Investment Management Group LLC1,651,081$81.76M1.2%+14.4%3.021%
2/12/2024 Connable Office Inc.6,970$345K0.0%N/A0.013%
2/12/2024 Hsbc Holdings PLC1,824,997$90.03M0.1%+20,229.7%3.339%
2/9/2024 US Bancorp DE28,084$1.39M0.0%-5.2%0.051%
2/9/2024 Quest Partners LLC1,162$58K0.0%N/A0.002%
2/9/2024 Corient Private Wealth LLC13,099$649K0.0%+51.8%0.024%
2/9/2024 Clearbridge Investments LLC1,203,280$59.59M0.1%+0.9%2.201%
2/9/2024 Global Alpha Capital Management Ltd.477,215$23.63M1.9%+29.0%0.873%
2/9/2024 Norges Bank511,296$25.32M0.0%N/A0.935%
2/8/2024 Brown Advisory Inc.1,073,844$53.18M0.1%-12.7%1.965%
2/8/2024 Fiera Capital Corp22,007$1.09M0.0%-9.7%0.040%
2/7/2024 Principal Financial Group Inc.280,233$13.88M0.0%+40.0%0.513%
2/7/2024 Summit Creek Advisors LLC321,505$15.92M2.1%-7.0%0.588%
2/7/2024 Dimensional Fund Advisors LP971,916$48.13M0.0%+0.7%1.778%
2/7/2024 Geneva Capital Management LLC1,054,310$52.21M1.0%-2.0%1.929%
2/6/2024 Picton Mahoney Asset Management8,397$415K0.0%N/A0.015%
2/6/2024 Charles Schwab Investment Management Inc.508,579$25.19M0.0%+8.2%0.930%
2/6/2024 Maryland State Retirement & Pension System18,077$895K0.0%N/A0.033%
2/6/2024 Amalgamated Bank21,393$1.06M0.0%-30.9%0.039%
2/6/2024 Benjamin Edwards Inc.5,438$269K0.1%+68.9%0.010%
2/6/2024 Swiss National Bank80,700$4.00M0.0%-10.0%0.148%
2/6/2024 Fisher Asset Management LLC760,154$37.64M0.0%-13.4%1.391%
2/5/2024 Victory Capital Management Inc.11,482$569K0.0%+15.9%0.021%
2/5/2024AtonRa Partners4,596$228K0.5%-25.0%0.008%
2/5/2024 IMA Wealth Inc.24,964$1.24M0.6%-14.7%0.046%
2/5/2024 Russell Investments Group Ltd.42,306$2.10M0.0%-47.2%0.077%
2/2/2024 Truist Financial Corp8,749$433K0.0%N/A0.016%
2/1/2024 Yousif Capital Management LLC24,597$1.22M0.0%+7.2%0.045%
2/1/2024 Illinois Municipal Retirement Fund27,652$1.37M0.0%N/A0.051%
2/1/2024 California Public Employees Retirement System100,566$4.98M0.0%-63.8%0.184%
2/1/2024 Handelsbanken Fonder AB17,723$878K0.0%+156.0%0.032%
1/31/2024 Federated Hermes Inc.1,500$74K0.0%-98.8%0.003%
1/29/2024 Louisiana State Employees Retirement System24,900$1.23M0.0%N/A0.046%
1/26/2024 Mutual of America Capital Management LLC8,705$431K0.0%-73.1%0.016%
1/26/2024 Liberty One Investment Management LLC12,225$605K0.1%-6.8%0.022%
Biden Nomination CANCELED? (Ad)

The Hill just published that Joe Biden has received enough delegates to…“clinch the Democratic presidential nomination and all but guaranteeing he will face off against former President Trump again in November.” Why is he all BUT guaranteed the Democratic nomination, in their words?

I believe I have the terrifying answer right here.
1/25/2024 Cambiar Investors LLC57,652$2.86M0.1%+65.5%0.105%
1/24/2024 Mirae Asset Global Investments Co. Ltd.130,499$6.46M0.0%+6.5%0.239%
1/24/2024 New York State Teachers Retirement System12,621$625K0.0%+50.3%0.023%
1/19/2024 State of Alaska Department of Revenue30,599$1.52M0.0%+415.1%0.056%
1/16/2024 Raymond James Financial Services Advisors Inc.11,124$551K0.0%-3.3%0.020%
1/16/2024 Raymond James & Associates16,695$827K0.0%-22.0%0.031%
12/18/2023 Vanguard Group Inc.5,328,252$234.60M0.0%-0.6%9.749%
12/13/2023Teachers Retirement System of The State of Kentucky17,510$771K0.0%+104.9%0.032%
11/30/2023Neo Ivy Capital Management22,604$995K0.4%N/A0.041%
11/28/2023 IMA Wealth Inc.29,275$1.29M0.3%-1.0%0.054%
(Data available from 1/1/2016 forward)

ENV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ENV shares?

During the previous two years, 187 institutional investors and hedge funds held shares of Envestnet. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.94B), Vanguard Group Inc. ($353.17M), Impactive Capital LP ($242.29M), Hsbc Holdings PLC ($90.03M), Earnest Partners LLC ($84.39M), Stephens Investment Management Group LLC ($81.76M), and Van Berkom & Associates Inc. ($77.60M).Learn more on ENV's institutional investors.

Which institutional investors have been buying Envestnet stock?

Of the 146 institutional investors that purchased Envestnet stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Hsbc Holdings PLC ($1.82M), Earnest Partners LLC ($1.65M), Brown Advisory Inc. ($1.25M), RGM Capital LLC ($1.11M), Vanguard Group Inc. ($770.28K), Van Berkom & Associates Inc. ($608.14K), and Norges Bank ($511.30K).

How much institutional buying is happening at Envestnet?

Institutional investors have bought a total of 14,643,114 shares in the last 24 months. This purchase volume represents approximately $781.93M in transactions.

Which Envestnet major shareholders have been selling company stock?

Of the 112 institutional investors that sold Envestnet stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Echo Street Capital Management LLC ($1.57M), Federated Hermes Inc. ($1.17M), Bank of New York Mellon Corp ($627.94K), Deutsche Bank AG ($387.65K), Earnest Partners LLC ($327.10K), Brown Advisory Inc. ($322.62K), and Citigroup Inc. ($302.27K).

How much institutional selling is happening at Envestnet?

Institutional investors have sold a total of 8,089,474 shares in the last 24 months. This volume of shares sold represents approximately $444.78M in transactions.


Related Companies:
This page (NYSE:ENV) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Biden Nomination CANCELED?
The Freeport Society
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics
Urgent Nvidia Warning
Altimetry
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Most important medical advance in 100 years
The Oxford Club
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Protect Your Bank Account Before It’s Too Late
Weiss Ratings