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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 48 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   •       –      –    2015-05-21 4 OE $5.00 $15,000 D/D 3,000 139,200     -
   Crager William President   •       –      –    2015-05-14 4 AS $44.42 $325,732 D/D (7,333) 136,200     -
   Crager William President   •       –      –    2015-05-14 4 OE $5.00 $36,665 D/D 7,333 143,533     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-05-01 4 AS $51.68 $77,520 D/D (1,500) 3,525     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-05-01 4 OE $7.50 $11,250 D/D 1,500 5,025     -
   Crager William President   •       –      –    2015-04-14 4 AS $54.81 $736,500 D/D (13,333) 136,200     -
   Crager William President   •       –      –    2015-04-14 4 OE $5.00 $66,670 D/D 13,333 136,202     -
   Bergman Judson Chief Executive Officer   •       •      –    2015-04-01 4 AS $53.68 $1,643,218 D/D (30,000) 594,214     -
   Bergman Judson Chief Executive Officer   •       •      –    2015-04-01 4 OE $5.00 $150,000 D/D 30,000 605,674     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-04-01 4 AS $54.58 $109,370 D/D (2,000) 3,525     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-04-01 4 OE $7.50 $15,000 D/D 2,000 4,025     -
   Grinis Scott D Chief Technology Officer   •       –      –    2015-03-30 4 GD $0.00 $0 D/D 1,000 208,462     -
   Grinis Scott D Chief Technology Officer   •       –      –    2015-03-27 4 S $55.70 $558,292 D/D (10,000) 209,462     -
   Sisteron Yves Director   –       •      –    2015-03-26 4 S $54.87 $2,190,959 I/I (39,930) 0     -
   Sisteron Yves Director   –       •      –    2015-03-25 4 S $55.18 $215,312 I/I (3,902) 20,930     -
   Sisteron Yves Director   –       •      –    2015-03-23 4 S $57.31 $855,696 I/I (14,931) 7,832     -
   Sisteron Yves Director   –       •      –    2015-03-20 4 S $57.11 $2,199,078 I/I (38,506) 13,763     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-03-16 4 AS $55.00 $27,500 D/D (500) 3,525     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-03-16 4 OE $7.50 $3,750 D/D 500 4,025     -
   Crager William President   •       –      –    2015-03-13 4 AS $53.54 $713,849 D/D (13,333) 136,200     -
   Crager William President   •       –      –    2015-03-13 4 OE $7.50 $99,998 D/D 13,333 149,533     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-03-10 4 AS $52.92 $79,380 D/D (1,500) 3,525     -
   Obrien Shelly Chief Legal Officer   •       –      –    2015-03-10 4 OE $7.50 $11,250 D/D 1,500 5,025     -
   Crager William President   •       –      –    2015-03-10 4 AS $51.95 $2,077,948 D/D (39,999) 136,200     -
   Crager William President   •       –      –    2015-03-10 4 OE $7.50 $299,993 D/D 39,999 176,199     -

  1513 Records found
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  Page 48 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