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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 50 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   •       –      –    2014-11-14 4 AS $54.22 $722,915 D/D (13,333) 0     -
   Crager William President   •       –      –    2014-11-14 4 OE $7.50 $99,998 D/D 13,333 13,333     -
   Roame Charles Director   –       •      –    2014-11-11 4 B $52.21 $7,414 D/D 142 3,857 2.39     -
   Crager William President   •       –      –    2014-11-10 4 AS $52.32 $156,960 D/D (3,000) 0     -
   Crager William President   •       –      –    2014-11-10 4 OE $7.50 $22,500 D/D 3,000 3,000     -
   Crager William President   •       –      –    2014-11-07 4 AS $49.32 $52,624 D/D (1,067) 0     -
   Crager William President   •       –      –    2014-11-07 4 OE $7.50 $8,003 D/D 1,067 1,067     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-11-07 4 AS $50.00 $500,000 D/D (10,000) 0     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-11-07 4 OE $7.50 $75,000 D/D 10,000 10,000     -
   Crager William President   •       –      –    2014-11-05 4 AS $45.20 $87,372 D/D (1,933) 0     -
   Crager William President   •       –      –    2014-11-05 4 OE $7.50 $14,498 D/D 1,933 1,933     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-11-04 4 AS $45.00 $450,000 D/D (10,000) 0     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-11-04 4 OE $7.50 $75,000 D/D 10,000 10,000     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-11-03 4 AS $43.74 $1,093,500 D/D (25,000) 0     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-11-03 4 OE $7.50 $187,500 D/D 25,000 25,000     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-10-31 4 AS $45.00 $450,000 D/D (10,000) 0     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-10-31 4 OE $7.50 $75,000 D/D 10,000 10,000     -
   Roame Charles Director   –       •      –    2014-10-29 4 D $0.00 $0 D/D (284) 3,715     -
   Roame Charles Director   –       •      –    2014-10-29 4 OE $0.00 $0 D/D 284 3,999     -
   Crager William President   •       –      –    2014-10-20 4 AS $40.12 $120,360 D/D (3,000) 0     -
   Crager William President   •       –      –    2014-10-20 4 OE $7.50 $22,500 D/D 3,000 3,000     -
   Crager William President   •       –      –    2014-10-15 4 AS $38.74 $167,860 D/D (4,333) 0     -
   Crager William President   •       –      –    2014-10-15 4 OE $7.50 $32,498 D/D 4,333 4,333     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-10-14 4 AS $40.00 $238,240 D/D (5,956) 0     -
   Bergman Judson Chief Executive Officer   •       •      –    2014-10-14 4 OE $7.50 $44,670 D/D 5,956 5,956     -

  1513 Records found
  Previous  50  51  52  53  54  55  56  57  58  59  Next   
  Page 50 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