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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 55 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Obrien Shelly General Counsel   •       –      –    2012-10-05 4 AS $12.50 $75,000 D/D (6,000) 9,443     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-10-04 4 AS $12.25 $12,250 D/D (1,000) 237,584     -
   Johnson James Director   –       •      –    2012-09-25 4 AS $12.05 $97,605 I/I (8,100) 19,814     -
   Johnson James Director   –       •      –    2012-09-21 4 AS $12.00 $106,248 I/I (8,854) 19,958     -
   Johnson James Director   –       •      –    2012-09-20 4 AS $12.04 $96,874 I/I (8,046) 20,115     -
   Thomas Brandon Chief Investment Officer   •       –      –    2012-09-20 4 AS $12.00 $12,000 D/D (1,000) 238,584     -
   Crager William President   •       –      –    2012-09-18 4 S $11.33 $45,320 D/D (4,000) 149,171     -
   Koontz Paul G Director   –       •      –    2012-09-18 4 S $11.43 $57,150 I/I (5,000) 277,550     -
   Koontz Paul G Director   –       •      –    2012-09-17 4 S $11.22 $112,200 I/I (10,000) 277,966     -
   Koontz Paul G Director   –       •      –    2012-09-14 4 S $11.51 $57,550 I/I (5,000) 278,798     -
   Koontz Paul G Director   –       •      –    2012-09-13 4 S $11.52 $307,561 I/I (26,698) 279,214     -
   Koontz Paul G Director   –       •      –    2012-09-12 4 S $11.35 $113,500 I/I (10,000) 281,435     -
   Koontz Paul G Director   –       •      –    2012-09-11 4 S $11.59 $328,020 I/I (28,302) 282,267     -
   Koontz Paul G Director   –       •      –    2012-09-10 4 S $11.47 $172,050 I/I (15,000) 284,622     -
   Koontz Paul G Director   –       •      –    2012-09-07 4 S $11.71 $304,460 I/I (26,000) 285,870     -
   Koontz Paul G Director   –       •      –    2012-09-06 4 S $11.65 $279,600 I/I (24,000) 288,033     -
   Koontz Paul G Director   –       •      –    2012-09-05 4 S $11.59 $342,114 I/I (29,518) 290,030     -
   Koontz Paul G Director   –       •      –    2012-09-04 4 S $11.62 $261,241 I/I (22,482) 292,486     -
   Koontz Paul G Director   –       •      –    2012-08-31 4 S $11.33 $308,176 I/I (27,200) 294,357     -
   Koontz Paul G Director   –       •      –    2012-08-30 4 S $11.30 $339,000 I/I (30,000) 296,620     -
   Koontz Paul G Director   –       •      –    2012-08-29 4 S $11.36 $340,800 I/I (30,000) 299,116     -
   Koontz Paul G Director   –       •      –    2012-08-28 4 S $11.42 $228,400 I/I (20,000) 301,612     -
   Koontz Paul G Director   –       •      –    2012-08-27 4 S $11.28 $144,384 I/I (12,800) 303,276     -
   Johnson James Director   –       •      –    2012-08-16 4 AS $12.02 $81,736 I/I (6,800) 20,258     -
   Johnson James Director   –       •      –    2012-08-15 4 AS $12.00 $3,600 I/I (300) 20,379     -
  1513 Records found
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  Page 55 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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