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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 59 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   •       –      –    2011-06-14 4 AS $14.00 $27,930 D/D (1,995) 287,896     -
   Bergman Judson Chief Executive Officer   •       •      –    2011-06-08 4 GA $0.00 $0 I/I 10,000 10,000     -
   Bergman Judson Chief Executive Officer   •       •      –    2011-06-08 4 GD $0.00 $0 D/D 10,000 645,858     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-06-02 4 AS $14.02 $4,206 D/D (300) 289,851     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-06-01 4 AS $14.04 $108,740 D/D (7,745) 290,151     -
   Koontz Paul G Director   –       •      –    2011-05-23 4 A $0.00 $0 I/I 19,220 9,610     -
   Koontz Paul G Director   –       •      –    2011-05-23 4 D $0.00 $0 I/I (706,153) 0     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-05-20 4 AS $15.00 $120,000 D/D (8,000) 297,896     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-05-09 4 AS $14.01 $252,180 D/D (18,000) 305,896     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-05-02 4 AS $13.26 $53,040 D/D (4,000) 323,896     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-04-12 4 AS $13.19 $263,800 D/D (20,000) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-04-12 4 OE $7.50 $150,000 D/D 20,000 20,000     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-04-01 4 AS $13.18 $52,720 D/D (4,000) 327,896     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-03-29 4 AS $13.01 $128,214 D/D (9,855) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-03-29 4 OE $7.50 $73,913 D/D 9,855 9,855     -
   Crager William President   •       –      –    2011-03-28 4 S $12.81 $301,035 D/D (23,500) 199,731     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-03-28 4 AS $13.00 $1,885 D/D (145) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-03-28 4 OE $7.50 $1,088 D/D 145 145     -
   Grinis Scott D Chief Technology Officer   •       –      –    2011-03-21 4 AS $12.18 $48,720 D/D (4,000) 331,896     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-03-15 4 AS $11.95 $119,500 D/D (10,000) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-03-15 4 OE $7.50 $75,000 D/D 10,000 10,000     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-02-15 4 AS $12.93 $258,600 D/D (20,000) 0     -
   Tennant Charles Floyd Chief Operating Officer   •       –      –    2011-02-15 4 OE $7.50 $150,000 D/D 20,000 20,000     -
   Chapin Ross K Director   –       •      –    2010-12-22 4 A $0.00 $0 D/D 74,876 74,876     -
   Chapin Ross K Director   –       •      –    2010-12-22 4 D $0.00 $0 I/I (1,057,163) 0     -
  1513 Records found
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  Page 59 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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