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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 39 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Crager William President   •       –      –    2016-12-27 4 AS $35.33 $88,325 D/D (2,500) 141,329     -
   Crager William President   •       –      –    2016-12-27 4 OE $7.50 $18,750 D/D 2,500 143,829     -
   Crager William President   •       –      –    2016-12-19 4 AS $36.30 $90,750 D/D (2,500) 141,329     -
   Crager William President   •       –      –    2016-12-19 4 OE $7.50 $18,750 D/D 2,500 143,829     -
   Crowell Gayle A Director   –       •      –    2016-12-15 4 AS $37.50 $27,975 I/I (746) 12,736     -
   Arora Anil Director   –       •      –    2016-12-15 4 AS $37.50 $31,500 D/D (840) 90,982     -
   Arora Anil Director   –       •      –    2016-12-07 4 D $0.00 $0 D/D (4,349) 91,822     -
   Arora Anil Director   –       •      –    2016-12-07 4 OE $0.00 $0 D/D 8,333 96,171     -
   Arora Anil Director   –       •      –    2016-12-05 4 AS $35.00 $29,400 D/D (840) 87,838     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-12-01 4 AS $35.86 $161,370 D/D (4,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-12-01 4 OE $7.50 $33,750 D/D 4,500 10,240     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-21 4 AS $37.92 $381,720 D/D (10,000) 658,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-21 4 OE $7.50 $75,000 D/D 10,000 669,106     -
   Crowell Gayle A Director   –       •      –    2016-11-17 4 AS $37.50 $27,975 I/I (746) 13,482     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-14 4 AS $35.68 $713,600 D/D (20,000) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-14 4 OE $7.50 $150,000 D/D 20,000 669,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-11 4 AS $35.00 $246,085 D/D (7,031) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-11 4 OE $7.50 $52,733 D/D 7,031 656,137     -
   Roame Charles Director   –       •      –    2016-11-10 4 GD $0.00 $0 I/I 250 8,676     -
   Roame Charles Director   –       •      –    2016-11-10 4 B $33.65 $8,413 D/D 250 250 2.39     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-08 4 AS $35.00 $37,415 D/D (1,069) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-08 4 OE $7.50 $8,018 D/D 1,069 650,175     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-07 4 AS $34.58 $413,098 D/D (11,900) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-11-07 4 OE $7.50 $89,250 D/D 11,900 652,906     -
   Crager William President   •       –      –    2016-11-04 4 AS $33.95 $101,430 D/D (2,954) 141,329     -
  1513 Records found
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  Page 39 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
 
 
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