ENV Insider Trading

Insider Ownership Percentage: 8.90%
Insider Buying (Last 12 Months): $88,493.30
Insider Selling (Last 12 Months): $39,844.00

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: $63.14
Price Change: +0.30 (1.20%)
As of 11/25/2024 01:00 AM 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
12/19/2024Principal Financial Group Inc.271,766$17.02M0.0%+9.0%0.491%Search for SEC Filing on Google Icon
11/18/2024Neo Ivy Capital Management17,124$1.07M0.3%N/A0.031%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC1,134,530$71.06M0.0%+0.9%2.050%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio45,844$2.87M0.0%-9.5%0.083%Search for SEC Filing on Google Icon
11/15/2024MML Investors Services LLC31,290$1.96M0.0%+11.9%0.057%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd23,108$1.45M0.1%+337.4%0.042%Search for SEC Filing on Google Icon
11/15/2024Jane Street Group LLC77,892$4.88M0.0%+5.9%0.141%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp33,215$2.08M0.0%-10.0%0.060%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC258,415$16.18M0.0%-78.7%0.467%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP111,092$6.96M0.1%N/A0.201%Search for SEC Filing on Google Icon
11/15/2024Cinctive Capital Management LP20,241$1.27M0.1%N/A0.037%Search for SEC Filing on Google Icon
11/15/2024ClearAlpha Technologies LP33,973$2.13M0.6%N/A0.061%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.6,538$0.41M0.0%-16.0%0.012%Search for SEC Filing on Google Icon
11/15/2024Athos Capital Ltd50,000$3.13M1.0%N/A0.090%Search for SEC Filing on Google Icon
11/14/2024Westchester Capital Management LLC730,537$45.75M2.0%N/A1.320%Search for SEC Filing on Google Icon
11/14/2024Public Sector Pension Investment Board106,647$6.68M0.0%-3.4%0.193%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank9,585$0.60M0.0%-97.9%0.017%Search for SEC Filing on Google Icon
11/14/2024Boussard & Gavaudan Investment Management LLP88,628$5.55M0.5%N/A0.160%Search for SEC Filing on Google Icon
11/13/2024Quantbot Technologies LP36,428$2.28M0.1%N/A0.066%Search for SEC Filing on Google Icon
11/13/2024FMR LLC1,121,239$70.21M0.0%+0.0%2.026%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company21,346$1.34M0.0%-28.0%0.039%Search for SEC Filing on Google Icon
11/13/2024Longfellow Investment Management Co. LLC1,140$71K0.0%N/A0.002%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC23,071$1.45M0.0%+455.4%0.042%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.554,309$34.71M0.0%+1.4%1.003%Search for SEC Filing on Google Icon
11/12/2024Brown Capital Management LLC3,867$0.24M0.0%-75.7%0.007%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC16,114$1.01M0.0%N/A0.029%Search for SEC Filing on Google Icon
11/8/2024Alpine Associates Management Inc.402,500$25.21M1.2%N/A0.729%Search for SEC Filing on Google Icon
11/7/2024LMR Partners LLP10,270$0.64M0.0%N/A0.019%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC33,383$2.09M0.2%+2,100.6%0.060%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans39,472$2.47M0.0%-5.2%0.071%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC7,560$0.47M0.0%-81.7%0.014%Search for SEC Filing on Google Icon
11/6/2024Cornercap Investment Counsel Inc.4,690$0.29M0.1%-51.0%0.008%Search for SEC Filing on Google Icon
11/6/2024Tokio Marine Asset Management Co. Ltd.135,300$8.47M0.4%N/A0.245%Search for SEC Filing on Google Icon
11/6/2024Zions Bancorporation N.A.16,390$1.03M0.1%-36.3%0.030%Search for SEC Filing on Google Icon
11/6/2024Huntington National Bank1,053$66K0.0%-17.4%0.002%Search for SEC Filing on Google Icon
11/5/2024Geneva Capital Management LLC863,398$54.07M0.9%+0.5%1.563%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.10,265$0.64M0.0%-4.0%0.019%Search for SEC Filing on Google Icon
11/4/2024State of New Jersey Common Pension Fund D31,581$1.98M0.0%+15.4%0.057%Search for SEC Filing on Google Icon
10/31/2024Principal Financial Group Inc.271,766$17.02M0.0%+9.0%0.493%Search for SEC Filing on Google Icon
10/30/2024Amalgamated Bank14,816$0.93M0.0%-3.3%0.027%Search for SEC Filing on Google Icon
10/29/2024Harbor Capital Advisors Inc.6,179$0.39M0.0%-76.2%0.011%Search for SEC Filing on Google Icon
10/29/2024Farther Finance Advisors LLC5,803$0.36M0.0%+8.2%0.011%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE4,233$0.27M0.0%-81.2%0.008%Search for SEC Filing on Google Icon
10/25/2024New York State Teachers Retirement System12,121$0.76M0.0%-4.0%0.022%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue28,684$1.80M0.0%-2.5%0.052%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System24,300$1.52M0.0%-3.6%0.044%Search for SEC Filing on Google Icon
10/21/2024Everence Capital Management Inc.6,190$0.39M0.0%+25.8%0.011%Search for SEC Filing on Google Icon
10/3/2024Park Avenue Securities LLC7,158$0.45M0.0%+15.0%0.013%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC2,687$0.17M0.0%+54.2%0.005%Search for SEC Filing on Google Icon
9/20/2024Healthcare of Ontario Pension Plan Trust Fund155,000$9.70M0.0%-11.5%0.281%Search for SEC Filing on Google Icon
8/27/2024Clearbridge Investments LLC1,194,878$74.79M0.1%-0.7%2.168%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp15,489$0.97M0.0%+27.8%0.028%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC4,154$0.26M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/15/2024Select Equity Group L.P.15,458$0.97M0.0%+25.5%0.028%Search for SEC Filing on Google Icon
8/15/2024Mackenzie Financial Corp3,381$0.21M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company29,643$1.86M0.0%+3.7%0.054%Search for SEC Filing on Google Icon
8/15/2024Dark Forest Capital Management LP6,930$0.43M0.1%N/A0.013%Search for SEC Filing on Google Icon
8/15/2024Engaged Capital LLC692,483$43.34M7.4%+479.8%1.257%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC3,486$0.22M0.0%N/A0.006%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC10,376$0.65M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP9,800$0.61M0.0%-44.4%0.018%Search for SEC Filing on Google Icon
8/14/2024Lombard Odier Asset Management Europe Ltd35,000$2.19M0.1%-22.2%0.064%Search for SEC Filing on Google Icon
8/14/2024Public Sector Pension Investment Board110,347$6.91M0.0%+8.2%0.200%Search for SEC Filing on Google Icon
8/14/2024RGM Capital LLC1,099,168$68.80M2.8%-18.2%1.995%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC7,716$0.48M0.0%-23.6%0.014%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans41,631$2.61M0.0%-3.5%0.076%Search for SEC Filing on Google Icon
8/13/2024Benjamin Edwards Inc.7,781$0.49M0.1%+9.2%0.014%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd5,283$0.33M0.0%N/A0.010%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC1,405,768$87.75M0.1%-12.2%2.551%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank15,322$0.96M0.0%-3.4%0.028%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC41,330$2.59M0.0%+382.3%0.075%Search for SEC Filing on Google Icon
8/9/2024Dimensional Fund Advisors LP1,039,402$65.06M0.0%+7.6%1.886%Search for SEC Filing on Google Icon
8/8/2024Envestnet Asset Management Inc.139,443$8.73M0.0%-29.5%0.253%Search for SEC Filing on Google Icon
8/8/2024Oppenheimer Asset Management Inc.8,562$0.54M0.0%-69.6%0.016%Search for SEC Filing on Google Icon
8/8/2024Zions Bancorporation N.A.25,712$1.61M0.1%-3.5%0.047%Search for SEC Filing on Google Icon
8/8/2024Federated Hermes Inc.2,700$0.17M0.0%+80.0%0.005%Search for SEC Filing on Google Icon
8/8/2024NINE MASTS CAPITAL Ltd22,000$1.38M0.4%N/A0.040%Search for SEC Filing on Google Icon
8/8/2024State of New Jersey Common Pension Fund D27,363$1.71M0.0%N/A0.050%Search for SEC Filing on Google Icon
8/8/2024Garrison Point Advisors LLC3,327$0.21M0.1%-42.9%0.006%Search for SEC Filing on Google Icon
8/7/2024ClariVest Asset Management LLC39,649$2.48M0.3%N/A0.072%Search for SEC Filing on Google Icon
8/7/2024Texas Permanent School Fund Corp37,227$2.33M0.0%-14.5%0.068%Search for SEC Filing on Google Icon
8/7/2024Van Berkom & Associates Inc.1,436,670$89.92M2.7%-18.8%2.607%Search for SEC Filing on Google Icon
8/6/2024Quest Partners LLC1,517$95K0.0%+6,220.8%0.003%Search for SEC Filing on Google Icon
8/5/2024Summit Creek Advisors LLC302,485$18.93M2.6%-6.5%0.549%Search for SEC Filing on Google Icon
8/5/2024Arizona State Retirement System11,552$0.72M0.0%+2.5%0.021%Search for SEC Filing on Google Icon
8/5/2024Victory Capital Management Inc.10,694$0.67M0.0%-2.5%0.019%Search for SEC Filing on Google Icon
8/2/2024Oregon Public Employees Retirement Fund12,182$0.76M0.0%-9.0%0.022%Search for SEC Filing on Google Icon
8/1/2024Rhumbline Advisers147,336$9.22M0.0%-0.3%0.267%Search for SEC Filing on Google Icon
8/1/2024Natixis Advisors LLC11,477$0.72M0.0%N/A0.021%Search for SEC Filing on Google Icon
7/31/2024Farther Finance Advisors LLC5,364$0.33M0.0%+76,528.6%0.010%Search for SEC Filing on Google Icon
7/30/2024Maryland State Retirement & Pension System17,485$1.09M0.0%-2.4%0.032%Search for SEC Filing on Google Icon
7/29/2024Crossmark Global Holdings Inc.3,747$0.24M0.0%-4.9%0.007%Search for SEC Filing on Google Icon
7/29/2024Principal Financial Group Inc.249,304$15.60M0.0%-3.8%0.452%Search for SEC Filing on Google Icon
7/29/2024Innealta Capital LLC741$46K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/26/2024Summit Securities Group LLC3,056$0.19M0.0%N/A0.006%Search for SEC Filing on Google Icon
7/26/2024IMA Advisory Services Inc.23,587$1.48M0.3%-1.9%0.043%Search for SEC Filing on Google Icon
7/24/2024Argent Capital Management LLC10,240$0.64M0.0%+61.6%0.019%Search for SEC Filing on Google Icon
7/24/2024Louisiana State Employees Retirement System25,200$1.58M0.0%+2.4%0.046%Search for SEC Filing on Google Icon
7/22/2024Liberty One Investment Management LLC12,607$0.79M0.1%-8.0%0.023%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates25,886$1.62M0.0%+13.6%0.047%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: $63.14
Low: $63.14
High: $63.14

50 Day Range

MA: $62.98
Low: $62.70
High: $63.15

52 Week Range

Now: $63.14
Low: $36.43
High: $73.04

Volume

N/A

Average Volume

724,204 shs

Market Capitalization

$3.49 billion

P/E Ratio

N/A

Dividend Yield

N/A

Beta

1.25

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. Geode Capital Management LLC — 2.05%
  2. FMR LLC — 2.03%
  3. Geneva Capital Management LLC — 1.56%
  4. Westchester Capital Management LLC — 1.32%
  5. Charles Schwab Investment Management Inc. — 1.00%
  6. Alpine Associates Management Inc. — 0.73%
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. Janus Henderson Group PLC
  2. Zurcher Kantonalbank Zurich Cantonalbank
  3. Portman Square Capital LLP
  4. Mutual of America Capital Management LLC
  5. Harbor Capital Advisors Inc.
  6. US Bancorp DE
  7. Brown Capital Management LLC
  8. Zions Bancorporation N.A.

Which major investors are buying Envestnet stock?

During the previous quarter, ENV stock was purchased by institutional investors including:
  1. Westchester Capital Management LLC
  2. Alpine Associates Management Inc.
  3. Tokio Marine Asset Management Co. Ltd.
  4. Centiva Capital LP
  5. Boussard & Gavaudan Investment Management LLP
  6. Athos Capital Ltd
  7. Quantbot Technologies LP
  8. ClearAlpha Technologies LP
In the last year, these company insiders have bought Envestnet stock:
  1. Lauren Taylor Wolfe (Director)
  2. William Crager (CEO)
Learn More investors buying Envestnet stock.