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Envestnet, Inc. (ENV)  
$62.89 0.11 (0.18%) as of 4:30 Tue 6/25


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 3.95(B)
Last Volume: 47,289 Avg Vol: 47,162
52 Week Range: $33.55 - $69.09
Level I Sector: Information Technology
Level II Sector: Computer Software
Level III Sector: Information Technology Services

Member Indexes:

   

Rankings:

     
Insider 3 Months    :   -
Insider 6 Months    : 13.1
Insider 3/6 Months : 13.7
Guru Rank Number :  477
Guru Rank Value     : 3
Guru Occurances    : 1

 

            6 Months   1 Year   2 Year  
 
Company Profile   Envestnet provides a financial network connecting technology, solutions and data. Co. has two segments: Envestnet Wealth Solutions, which enables financial advisors at broker-dealers, banks and registered investment advisers with the tools they require to deliver holistic wealth management to their end clients, enabling them to deliver an Intelligent Financial Life to their clients; and Envestnet Data and Analytics, which is a data aggregation and data intelligence platform that gathers, refines and aggregates a set of end-user permissioned transaction level data, and combines them with financial applications, reports, market research analysis, and application programming interfaces.


 
 
Summary  (Direct Transactions Only) 3 Months 6 Months 12 Months 24 Months
Total Shares Bought 0 32,832 32,832 35,752
Total Buy Value $0 $1,714,794 $1,714,794 $1,873,061
Total People Bought 0 1 1 3
Total Buy Transactions 0 3 3 5
Total Shares Sold 0 700 1,390 19,488
Total Sell Value $0 $39,844 $79,995 $1,071,734
Total People Sold 0 1 2 4
Total Sell Transactions 0 1 2 7
End Date 2024-03-28 2023-12-26 2023-06-27 2022-06-27

   
Records found: 1513
  Page 36 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Roame Charles Director   –       •      –    2017-03-28 4 GD $0.00 $0 I/I 276 8,952     -
   Roame Charles Director   –       •      –    2017-03-28 4 B $31.25 $8,625 D/D 276 276 2.39     -
   Crager William President   •       –      –    2017-03-27 4 AS $31.33 $78,325 D/D (2,500) 145,870     -
   Crager William President   •       –      –    2017-03-27 4 OE $7.50 $18,750 D/D 2,500 148,370     -
   Crager William President   •       –      –    2017-03-20 4 AS $34.52 $86,612 D/D (2,500) 145,870     -
   Crager William President   •       –      –    2017-03-20 4 OE $7.50 $18,750 D/D 2,500 146,382     -
   Crager William President   •       –      –    2017-03-13 4 AS $34.96 $87,683 D/D (2,500) 145,870     -
   Crager William President   •       –      –    2017-03-13 4 OE $7.50 $18,750 D/D 2,500 147,287     -
   Arora Anil Director   –       •      –    2017-03-07 4 D $0.00 $0 D/D (3,132) 73,620     -
   Arora Anil Director   –       •      –    2017-03-07 4 OE $0.00 $0 D/D 8,333 76,752     -
   Crager William President   •       –      –    2017-03-06 4 AS $36.65 $91,625 D/D (2,500) 145,870     -
   Crager William President   •       –      –    2017-03-06 4 OE $7.50 $18,750 D/D 2,500 148,370     -
   Arora Anil Director   –       •      –    2017-03-03 4 AS $37.50 $41,250 D/D (1,100) 67,319     -
   Arora Anil Director   –       •      –    2017-03-02 4 AS $36.79 $160,218 D/D (4,300) 68,419     -
   Crowell Gayle A Director   –       •      –    2017-03-01 4 AS $39.00 $29,094 I/I (746) 10,498     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-03-01 4 AS $38.95 $175,350 D/D (4,500) 10,751     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-03-01 4 OE $7.50 $33,750 D/D 4,500 12,251     -
   Smith Gregory A Director   –       •      –    2017-02-28 4 OE $0.00 $0 D/D 1,684 5,634     -
   Roame Charles Director   –       •      –    2017-02-28 4 OE $0.00 $0 D/D 1,676 1,676     -
   Fox James L Director   –       •      –    2017-02-28 4 OE $0.00 $0 D/D 1,684 3,634     -
   Johnson James Director   –       •      –    2017-02-28 4 OE $0.00 $0 D/D 242 2,016     -
   Chapin Ross K Director   –       •      –    2017-02-28 4 OE $0.00 $0 D/D 256 37,694     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-02-28 4 D $0.00 $0 D/D (962) 10,751     -
   Obrien Shelly Chief Legal Officer   •       –      –    2017-02-28 4 OE $0.00 $0 D/D 3,088 11,007     -
   Thomas Brandon Chief Investment Officer   •       –      –    2017-02-28 4 D $0.00 $0 D/D (1,003) 237,234     -

  1513 Records found
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  Page 36 of 61
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
  OE - Options Exercised A - Acquired
  IO - Initital Ownership D - Disposed