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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 42 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   –       •      –    2016-07-30 4 OE $0.00 $0 D/D 164 164     -
   Arora Anil Director   –       •      –    2016-07-26 4 S $37.50 $65,625 D/D (1,750) 92,114     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-07-08 4 AS $35.00 $35,000 D/D (1,000) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-07-08 4 OE $7.50 $7,500 D/D 1,000 6,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-07-01 4 AS $33.64 $117,740 D/D (3,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-07-01 4 OE $7.50 $26,250 D/D 3,500 9,240     -
   Darrigo Peter Chief Financial Officer   •       –      –    2016-06-17 4 S $35.66 $438,593 D/D (12,294) 1,594     -
   Darrigo Peter Chief Financial Officer   •       –      –    2016-06-17 4 OE $7.50 $45,000 D/D 6,000 13,888     -
   Arora Anil Director   –       •      –    2016-06-07 4 D $0.00 $0 D/D (4,046) 93,864     -
   Arora Anil Director   –       •      –    2016-06-07 4 OE $0.00 $0 D/D 8,333 97,910     -
   Arora Anil Director   –       •      –    2016-06-06 4 S $37.50 $118,125 D/D (3,150) 89,577     -
   Arora Anil Director   –       •      –    2016-06-02 4 S $35.00 $184,818 D/D (5,250) 92,738     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-06-02 4 AS $35.00 $35,000 D/D (1,000) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-06-02 4 OE $7.50 $7,500 D/D 1,000 6,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-06-01 4 AS $33.73 $118,055 D/D (3,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-06-01 4 OE $7.50 $26,250 D/D 3,500 9,240     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-05-31 4 AS $33.66 $117,810 D/D (3,500) 5,740     -
   Obrien Shelly Chief Legal Officer   •       –      –    2016-05-31 4 OE $7.50 $26,250 D/D 3,500 9,240     -
   Roame Charles Director   –       •      –    2016-05-10 4 B $31.74 $99,854 I/I 3,146 3,146 2.1     -
   Roame Charles Director   –       •      –    2016-05-10 4 GD $0.00 $0 I/I 282 8,024     -
   Roame Charles Director   –       •      –    2016-05-10 4 B $31.65 $8,925 D/D 282 282 2.39     -
   Crowell Gayle A Director   –       •      –    2016-04-26 4 OE $0.00 $0 D/D 801 12,245     -
   Aguilar Luis A Director   –       •      –    2016-04-26 4 OE $0.00 $0 D/D 801 801     -
   Crowell Gayle A Director   –       •      –    2016-03-29 3 IO $0.00 $0 I/I 0 1,983     -
   Crowell Gayle A Director   –       •      –    2016-03-29 3 IO $0.00 $0 D/D 0 11,444     -

  1513 Records found
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  Page 42 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