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Envestnet, Inc. (ENV)  
$62.43 0.08 (0.13%) as of 4:30 Thu 6/27


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 3.92(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 41 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-10 4 AS $36.95 $278,658 D/D (7,541) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-10 4 OE $7.50 $150,000 D/D 20,000 661,577     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-10-03 4 AS $36.25 $163,125 D/D (4,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-10-03 4 OE $7.50 $33,750 D/D 4,500 10,240     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-03 4 AS $36.28 $725,600 D/D (20,000) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-10-03 4 OE $7.50 $150,000 D/D 20,000 669,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-09-26 4 AS $38.33 $766,600 D/D (20,000) 649,106     -
   Bergman Judson Chief Executive Officer   •       •      –    2016-09-26 4 OE $7.50 $150,000 D/D 20,000 669,106     -
   Grinis Scott D Chief Technology Officer   •       –      –    2016-09-23 4 S $39.16 $469,920 D/D (12,000) 210,668     -
   Grinis Scott D Chief Technology Officer   •       –      –    2016-09-23 4 OE $7.50 $90,000 D/D 12,000 222,668     -
   Arora Anil Director   –       •      –    2016-09-07 4 D $0.00 $0 D/D (4,349) 88,678     -
   Arora Anil Director   –       •      –    2016-09-07 4 OE $0.00 $0 D/D 8,333 93,027     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-09-02 4 AS $40.01 $40,010 D/D (1,000) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-09-02 4 OE $7.50 $7,500 D/D 1,000 6,740     -
   Arora Anil Director   –       •      –    2016-09-02 4 AS $40.33 $101,632 D/D (2,520) 84,694     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-09-01 4 AS $39.66 $178,470 D/D (4,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-09-01 4 OE $7.50 $33,750 D/D 4,500 10,240     -
   Roame Charles Director   –       •      –    2016-08-11 4 GD $0.00 $0 I/I 238 8,426     -
   Roame Charles Director   –       •      –    2016-08-11 4 B $37.58 $8,944 D/D 238 238 2.39     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-08-04 4 AS $40.00 $40,000 D/D (1,000) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-08-04 4 OE $7.50 $7,500 D/D 1,000 6,740     -
   Arora Anil Director   –       •      –    2016-08-03 4 AS $40.00 $196,000 D/D (4,900) 87,214     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-08-01 4 AS $37.99 $170,997 D/D (4,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-08-01 4 OE $7.50 $33,750 D/D 4,500 8,140     -
   Roame Charles Director   –       •      –    2016-07-30 4 D $0.00 $0 I/I (164) 8,188     -
  1513 Records found
  Previous  40  41  42  43  44  45  46  47  48  49  Next   
  Page 41 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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