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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 47 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   •       –      –    2015-07-14 4 AS $42.77 $315,465 D/D (7,333) 136,200     -
   Crager William President   •       –      –    2015-07-14 4 OE $5.00 $36,665 D/D 7,333 140,075     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-07-09 4 AS $45.00 $90,000 D/D (2,000) 3,525     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-07-09 4 OE $7.50 $15,000 D/D 2,000 5,525     -
   Bergman Judson Chief Executive Officer   •       •      –    2015-06-30 4 S $40.58 $811,600 D/D (20,000) 594,214     -
   Bergman Judson Chief Executive Officer   •       •      –    2015-06-30 4 OE $5.00 $100,000 D/D 20,000 614,214     -
   Darrigo Peter Chief Financial Officer   •       –      –    2015-06-29 4 S $41.62 $416,200 D/D (10,000) 4,393     -
   Darrigo Peter Chief Financial Officer   •       –      –    2015-06-29 4 OE $7.50 $75,000 D/D 10,000 14,393     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-19 4 S $42.26 $860,329 D/D (20,358) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-19 4 OE $5.00 $101,790 D/D 20,358 245,412     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-15 4 S $42.82 $657,236 D/D (15,300) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-15 4 S $42.82 $657,236 D/D (15,300) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-15 4 OE $7.50 $114,750 D/D 15,300 233,094     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-15 4 OE $7.50 $114,750 D/D 15,300 233,094     -
   Crager William President   •       –      –    2015-06-15 4 AS $42.83 $314,397 D/D (7,333) 136,200     -
   Crager William President   •       –      –    2015-06-15 4 OE $5.00 $36,665 D/D 7,333 142,233     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-12 4 S $43.17 $647,550 D/D (15,000) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-12 4 S $43.17 $647,550 D/D (15,000) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-12 4 OE $7.50 $112,500 D/D 15,000 240,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-12 4 OE $7.50 $112,500 D/D 15,000 240,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-11 4 S $43.91 $96,602 D/D (2,200) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-11 4 S $43.91 $96,602 D/D (2,200) 225,054     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-11 4 OE $7.50 $16,500 D/D 2,200 227,254     -
   Thomas Brandon Chief Investment Officer   •       –      –    2015-06-11 4 OE $7.50 $16,500 D/D 2,200 227,254     -
   Crager William President   •       –      –    2015-05-21 4 AS $45.32 $135,960 D/D (3,000) 136,200     -

  1513 Records found
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  Page 47 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