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

  
3m +/-  
Form
   Grinis Scott D Chief Technology Officer   •       –      –    2011-10-04 4 AS $10.00 $20,000 D/D (2,000) 266,676     -
   Bergman Judson Chief Executive Officer   •       •      –    2011-09-23 4 B $10.15 $20,300 D/D 2,000 647,858 2.81     -
   Crager William President   •       –      –    2011-09-12 4 S $11.24 $124,314 D/D (11,060) 182,171     -
   Crager William President   •       –      –    2011-09-08 4 S $11.42 $22,840 D/D (2,000) 193,231     -
   Crager William President   •       –      –    2011-09-07 4 S $11.54 $46,160 D/D (4,000) 195,231     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-09-01 4 AS $11.70 $23,400 D/D (2,000) 268,676     -
   Obrien Shelly General Counsel   •       –      –    2011-08-10 4 AS $12.56 $37,680 D/D (3,000) 39,443     -
   Grinis Scott D Chief Information Officer   •       –      –    2011-08-01 4 AS $13.97 $92,481 D/D (6,620) 270,676     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-07-28 4 AS $14.25 $5,700 D/D (400) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-07-28 4 OE $7.50 $3,000 D/D 400 400     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-07-27 4 AS $13.90 $139,000 D/D (10,000) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-07-27 4 OE $7.50 $75,000 D/D 10,000 10,000     -
   Obrien Shelly General Counsel   •       –      –    2011-07-13 4 AS $14.23 $42,690 D/D (3,000) 42,443     -
   Obrien Shelly General Counsel   •       –      –    2011-07-07 4 AS $15.00 $13,500 D/D (900) 45,443     -
   Crager William President   •       –      –    2011-07-07 4 AS $15.00 $7,500 D/D (500) 199,231     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-07-07 4 AS $15.00 $7,500 D/D (500) 277,296     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-07-06 4 AS $15.00 $1,500 D/D (100) 277,796     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-07-05 4 AS $14.71 $39,717 D/D (2,700) 277,896     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-07-01 4 AS $14.55 $106,215 D/D (7,300) 280,596     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-06-30 4 AS $14.69 $89,609 D/D (6,100) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-06-30 4 OE $7.50 $45,750 D/D 6,100 6,100     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-06-29 4 AS $14.77 $205,303 D/D (13,900) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-06-29 4 OE $7.50 $104,250 D/D 13,900 13,900     -
   Bergman Judson Chief Executive Officer   •       •      –    2011-06-20 4 S $13.01 $130,100 I/I (10,000) 0     -
   Obrien Shelly General Counsel   •       –      –    2011-06-15 4 AS $13.58 $40,740 D/D (3,000) 46,343     -
  1513 Records found
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  Page 58 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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