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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 40 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   •       –      –    2016-11-04 4 OE $7.50 $22,155 D/D 2,954 144,183     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-11-03 5 D $0.00 $0 D/D (648) 7,175     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-11-03 5 OE $0.00 $0 D/D 2,083 7,823     -
   Thomas Brandon Chief Investment Officer   •       –      –    2016-11-03 5 D $0.00 $0 D/D (519) 233,956     -
   Thomas Brandon Chief Investment Officer   •       –      –    2016-11-03 5 OE $0.00 $0 D/D 1,666 234,475     -
   Grinis Scott D Chief Technology Officer   •       –      –    2016-11-03 5 D $0.00 $0 D/D (1,096) 212,488     -
   Grinis Scott D Chief Technology Officer   •       –      –    2016-11-03 5 OE $0.00 $0 D/D 2,916 213,584     -
   Mayer Joshua Chief Operating Officer   •       –      –    2016-11-03 5 D $0.00 $0 D/D (1,144) 4,844     -
   Mayer Joshua Chief Operating Officer   •       –      –    2016-11-03 5 OE $0.00 $0 D/D 3,750 5,988     -
   Crager William President   •       –      –    2016-11-03 4 AS $33.76 $337,600 D/D (10,000) 141,329     -
   Crager William President   •       –      –    2016-11-03 4 OE $7.50 $75,000 D/D 10,000 161,329     -
   Crager William President   •       –      –    2016-11-02 4 AS $34.79 $347,900 D/D (10,000) 141,329     -
   Crager William President   •       –      –    2016-11-02 4 OE $7.50 $75,000 D/D 10,000 151,329     -
   Crager William President   •       –      –    2016-11-01 4 AS $35.24 $704,800 D/D (20,000) 141,329     -
   Crager William President   •       –      –    2016-11-01 4 OE $1.08 $131,971 D/D 20,000 161,329     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-11-01 4 AS $35.15 $158,175 D/D (4,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-11-01 4 OE $7.50 $33,750 D/D 4,500 10,240     -
   Crager William President   •       –      –    2016-10-31 4 AS $34.96 $699,312 D/D (20,000) 141,329     -
   Crager William President   •       –      –    2016-10-31 4 OE $0.11 $18,784 D/D 20,000 161,329     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-31 4 AS $34.88 $698,800 D/D (20,000) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-31 4 OE $7.50 $150,000 D/D 20,000 659,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-24 4 AS $37.31 $746,200 D/D (20,000) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-24 4 OE $7.50 $150,000 D/D 20,000 669,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-17 4 AS $35.52 $710,400 D/D (20,000) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-17 4 OE $7.50 $150,000 D/D 20,000 669,106     -
  1513 Records found
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  Page 40 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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