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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 54 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   •       –      –    2013-02-28 4 OE $0.00 $0 D/D 1,040 150,211     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-02-28 4 D $0.00 $0 D/D (401) 228,850     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-02-28 4 OE $0.00 $0 D/D 1,063 229,251     -
   Darrigo Peter Chief Financial Officer   •       –      –    2013-02-28 4 D $0.00 $0 D/D (289) 491     -
   Darrigo Peter Chief Financial Officer   •       –      –    2013-02-28 4 OE $0.00 $0 D/D 780 780     -
   Obrien Shelly General Counsel   •       –      –    2013-02-28 4 D $0.00 $0 D/D (267) 442     -
   Obrien Shelly General Counsel   •       –      –    2013-02-28 4 OE $0.00 $0 D/D 709 709     -
   Grinis Scott D Chief Technology Officer   •       –      –    2013-02-28 4 D $0.00 $0 D/D (318) 245,138     -
   Grinis Scott D Chief Technology Officer   •       –      –    2013-02-28 4 OE $0.00 $0 D/D 780 245,456     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-02-21 4 AS $15.33 $15,330 D/D (1,000) 227,584     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-02-07 4 AS $14.58 $14,580 D/D (1,000) 228,584     -
   Obrien Shelly General Counsel   •       –      –    2013-01-25 4 AS $13.82 $6,122 D/D (443) 0     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-01-24 4 AS $13.36 $13,360 D/D (1,000) 229,584     -
   Thomas Brandon Chief Investment Officer   •       –      –    2013-01-10 4 AS $13.73 $13,730 D/D (1,000) 230,584     -
   Bergman Judson Chief Executive Officer   •       •      –    2012-12-28 5 GD $0.00 $0 D/D 1,450 623,608     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-12-27 4 AS $13.53 $13,530 D/D (1,000) 231,584     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-12-13 4 AS $13.67 $13,670 D/D (1,000) 232,584     -
   Obrien Shelly General Counsel   •       –      –    2012-12-05 4 AS $13.69 $11,103 D/D (811) 443     -
   Obrien Shelly General Counsel   •       –      –    2012-12-04 4 AS $13.81 $30,230 D/D (2,189) 1,254     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-11-29 4 AS $13.94 $13,940 D/D (1,000) 233,584     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-11-15 4 AS $13.27 $13,270 D/D (1,000) 234,584     -
   Obrien Shelly General Counsel   •       –      –    2012-11-06 4 AS $13.58 $40,740 D/D (3,000) 3,443     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-11-01 4 AS $13.90 $13,900 D/D (1,000) 235,584     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-10-18 4 AS $13.60 $13,600 D/D (1,000) 236,584     -
   Obrien Shelly General Counsel   •       –      –    2012-10-11 4 AS $12.50 $37,500 D/D (3,000) 6,443     -
  1513 Records found
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  Page 54 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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