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Envestnet, Inc. (ENV)  
$62.59 0.16 (0.26%) as of 4:30 Fri 6/28


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 3.93(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 34,832
Total Buy Value $0 $1,714,794 $1,714,794 $1,823,574
Total People Bought 0 1 1 2
Total Buy Transactions 0 3 3 4
Total Shares Sold 0 700 700 19,288
Total Sell Value $0 $39,844 $39,844 $1,060,976
Total People Sold 0 1 1 4
Total Sell Transactions 0 1 1 6
End Date 2024-03-31 2023-12-29 2023-06-30 2022-06-30

   
Records found: 1513
  Page 53 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Grpvc, L.p. 10% Owner   –       –       •   2013-10-11 4 S $29.25 $122,908,412 I/I (4,201,997) 2,701,654     -
   Sisteron Yves Director   –       •      –    2013-10-11 4 S $29.25 $29,010,998 I/I (991,829) 0     -
   Darrigo Peter Chief Financial Officer   •       –      –    2013-10-11 4 S $29.25 $585,000 D/D (20,000) 0     -
   Darrigo Peter Chief Financial Officer   •       –      –    2013-10-11 4 OE $7.15 $147,900 D/D 20,000 6,000     -
   Obrien Shelly General Counsel   •       –      –    2013-10-11 4 S $29.25 $585,000 D/D (20,000) 0     -
   Obrien Shelly General Counsel   •       –      –    2013-10-11 4 OE $0.11 $127,132 D/D 20,000 1,403     -
   Johnson James Director   –       •      –    2013-10-11 4 S $29.25 $32,631,505 I/I (1,115,607) 0     -
   Grinis Scott D Chief Technology Officer   •       –      –    2013-10-11 4 S $29.25 $292,500 D/D (10,000) 235,138     -
   Crager William President   •       –      –    2013-10-11 4 S $29.25 $438,750 D/D (15,000) 134,835     -
   Bergman Judson Chief Executive Officer   •       •      –    2013-10-11 4 S $29.25 $1,023,750 D/D (35,000) 589,746     -
   Koontz Paul G Director   –       •      –    2013-10-11 4 S $29.25 $11,243,495 I/I (384,393) 203,009     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-08-22 4 AS $27.93 $27,930 D/D (1,000) 221,246     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-08-08 4 AS $26.30 $26,300 D/D (1,000) 222,246     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-07-25 4 AS $25.80 $25,800 D/D (1,000) 223,246     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-07-11 4 AS $28.56 $28,560 D/D (1,000) 224,246     -
   Bergman Judson Chief Executive Officer   •       •      –    2013-06-28 5 GD $0.00 $0 D/D 1,005 588,741     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-06-27 4 AS $23.97 $23,970 D/D (1,000) 225,246     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-06-18 4 AS $25.08 $25,080 D/D (1,000) 226,246     -
   Chapin Ross K Director   –       •      –    2013-06-14 4 D $0.00 $0 D/D (37,438) 37,438     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-03-07 4 AS $15.35 $15,350 D/D (1,000) 227,246     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-02-28 4/A D $0.00 $0 D/D (401) 228,246     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-02-28 4/A OE $0.00 $0 D/D 1,063 228,647     -
   Bergman Judson Chief Executive Officer   •       •      –    2013-02-28 4 D $0.00 $0 D/D (529) 624,746     -
   Bergman Judson Chief Executive Officer   •       •      –    2013-02-28 4 OE $0.00 $0 D/D 1,667 625,275     -
   Crager William President   •       –      –    2013-02-28 4 D $0.00 $0 D/D (376) 149,835     -
  1513 Records found
  Previous  50  51  52  53  54  55  56  57  58  59  Next   
  Page 53 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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