Envestnet Ownership 2024 | Who Owns Envestnet Now?
Institutional Ownership
106.47%
Insider Ownership
1.16%
Retail Ownership
-7.64%
Institutional Holders
255.00
Envestnet Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.52% | 0.01% | 7,967,457 | -18,519 | -0.23% | 498,683,134 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.18% | 0.01% | 6,133,352 | 34,817 | 0.57% | 383,886,502 | Jun 30, 2024 |
| IMPACTIVE CAPITAL LP | 7.62% | 10.17% | 4,183,865 | - | - | 261,868,110 | Jun 30, 2024 |
| MORGAN STANLEY | 4.62% | 0.01% | 2,534,742 | -486,080 | -16.09% | 158,649,664 | Jun 30, 2024 |
| STATE STREET CORP | 3.54% | 0.01% | 1,944,069 | -2,442 | -0.13% | 121,679,279,000 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.31% | 0.01% | 1,818,629 | -641,956 | -26.09% | 113,827,989 | Jun 30, 2024 |
| BROWN ADVISORY INC | 3.30% | 0.15% | 1,813,574 | 84,648 | 4.90% | 113,511,596 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 2.87% | 1.38% | 1,575,284 | -77,500 | -4.69% | 98,597,026 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.84% | 0.06% | 1,558,206 | -123,235 | -7.33% | 97,529,000 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 2.62% | 2.69% | 1,436,670 | -333,003 | -18.82% | 89,921,000 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 2.59% | 4.47% | 1,423,675 | 236,793 | 19.95% | 89,107,818 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 2.56% | 0.05% | 1,405,768 | -194,624 | -12.16% | 87,748,344 | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 2.21% | 0.04% | 1,215,631 | -1,296 | -0.11% | 76,086,838 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 2.18% | 0.06% | 1,194,878 | -8,048 | -0.67% | 74,787,400 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.01% | 1,124,795 | 44,925 | 4.16% | 70,415,085 | Jun 30, 2024 |
| FMR LLC | 2.04% | 0.00% | 1,120,985 | 368 | 0.03% | 70,162,451 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 2.00% | 2.76% | 1,099,168 | -244,378 | -18.19% | 68,796,925 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.89% | 0.02% | 1,039,402 | 73,751 | 7.64% | 65,056,535 | Jun 30, 2024 |
| INVESCO LTD. | 1.69% | 0.01% | 927,678 | 102,760 | 12.46% | 58,063,367 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.57% | 0.00% | 864,435 | -55,045 | -5.99% | 54,104,987 | Jun 30, 2024 |
Envestnet's largest institutional shareholder is BLACKROCK INC., holding 14.52% of the company's total share outstanding, currently valued at $498.68M. The top 10 institutional shareholders own together 56.42% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| IMPACTIVE CAPITAL LP | 7.62% | 10.17% | 4,183,865 | - | - | 261,868,110 | Jun 30, 2024 |
| ENGAGED CAPITAL LLC | 1.26% | 7.42% | 692,483 | 573,049 | 479.80% | 43,342,511 | Jun 30, 2024 |
| ONE FIN CAPITAL MANAGEMENT LP | 0.53% | 6.50% | 289,500 | - | - | 18,119,805 | Jun 30, 2024 |
| 13D MANAGEMENT LLC | 0.19% | 4.76% | 104,241 | 14,468 | 16.12% | 6,524,445 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 2.59% | 4.47% | 1,423,675 | 236,793 | 19.95% | 89,107,818 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 2.00% | 2.76% | 1,099,168 | -244,378 | -18.19% | 68,796,925 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 2.62% | 2.69% | 1,436,670 | -333,003 | -18.82% | 89,921,000 | Jun 30, 2024 |
| SUMMIT CREEK ADVISORS LLC | 0.55% | 2.59% | 302,485 | -21,062 | -6.51% | 18,932,536 | Jun 30, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 0.90% | 2.26% | 494,715 | 17,500 | 3.67% | 30,964,212 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 2.87% | 1.38% | 1,575,284 | -77,500 | -4.69% | 98,597,026 | Jun 30, 2024 |
| HANLON INVESTMENT MANAGEMENT, INC. | 0.13% | 1.37% | 74,000 | - | - | 4,631,660 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.65% | 1.32% | 358,782 | -67,334 | -15.80% | 22,456,165 | Jun 30, 2024 |
| FORT BAKER CAPITAL MANAGEMENT LP | 0.32% | 1.21% | 175,000 | 175,000 | 100.00% | 10,953,249 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.57% | 0.98% | 859,356 | -211,620 | -19.76% | 53,787,065 | Jun 30, 2024 |
| PORTMAN SQUARE CAPITAL LLP | 0.38% | 0.45% | 210,000 | - | - | 13,143,900 | Jun 30, 2024 |
| NINE MASTS CAPITAL LTD | 0.04% | 0.41% | 22,000 | 22,000 | 100.00% | 1,376,980 | Jun 30, 2024 |
| IMA WEALTH, INC. | 0.04% | 0.33% | 23,587 | -459 | -1.91% | 1,476,311 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.07% | 0.25% | 39,649 | 39,649 | 100.00% | 2,481,630 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.03% | 0.17% | 564,517 | 564,517 | 100.00% | 35,333,119 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.03% | 0.17% | 17,377 | 17,377 | 100.00% | 1,087,626 | Jun 30, 2024 |
The largest Envestnet shareholder by % of total assets is IMPACTIVE CAPITAL LP. The company owns 4.18M shares of Envestnet (ENV), representing 10.17% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.38% | 0.01% | 754,698 | 599,855 | 387.40% | 47,237,000 | Jun 30, 2024 |
| NORGES BANK | 1.09% | 0.01% | 596,845 | 596,845 | 100.00% | 37,356,529 | Jun 30, 2024 |
| ENGAGED CAPITAL LLC | 1.26% | 7.42% | 692,483 | 573,049 | 479.80% | 43,342,511 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.03% | 0.17% | 564,517 | 564,517 | 100.00% | 35,333,119 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.58% | 0.02% | 319,808 | 319,808 | 100.00% | 20,017,000 | Jun 30, 2024 |
| GREENHOUSE FUNDS LLLP | 2.59% | 4.47% | 1,423,675 | 236,793 | 19.95% | 89,107,818 | Jun 30, 2024 |
| FORT BAKER CAPITAL MANAGEMENT LP | 0.32% | 1.21% | 175,000 | 175,000 | 100.00% | 10,953,249 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.40% | 0.01% | 219,095 | 145,372 | 197.19% | 13,713,156 | Jun 30, 2024 |
| INVESCO LTD. | 1.69% | 0.01% | 927,678 | 102,760 | 12.46% | 58,063,367 | Jun 30, 2024 |
| BROWN ADVISORY INC | 3.30% | 0.15% | 1,813,574 | 84,648 | 4.90% | 113,511,596 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.14% | 0.01% | 74,966 | 74,966 | 100.00% | 4,691,928 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.89% | 0.02% | 1,039,402 | 73,751 | 7.64% | 65,056,535 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.47% | 0.00% | 258,384 | 59,087 | 29.65% | 16,172,255 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.92% | 0.01% | 502,640 | 58,562 | 13.19% | 31,460,238 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1.54% | 0.06% | 843,665 | 50,199 | 6.33% | 52,804,992 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 1.15% | 0.01% | 629,928 | 46,000 | 7.88% | 39,647,669 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.05% | 0.01% | 1,124,795 | 44,925 | 4.16% | 70,415,085 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.17% | 0.00% | 93,065 | 42,039 | 82.39% | 5,824,939 | Jun 30, 2024 |
| BESSEMER GROUP INC | 0.46% | 0.03% | 252,759 | 40,499 | 19.08% | 15,818,000 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.07% | 0.25% | 39,649 | 39,649 | 100.00% | 2,481,630 | Jun 30, 2024 |
As of Jun 30 2024, Envestnet's largest institutional buyer is PRICE T ROWE ASSOCIATES INC /MD/. The company purchased 599.86K stocks of ENV, valued at $47.24M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EARNEST PARTNERS LLC | - | - | - | -1,457,319 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 3.31% | 0.01% | 1,818,629 | -641,956 | -26.09% | 113,827,989 | Jun 30, 2024 |
| MORGAN STANLEY | 4.62% | 0.01% | 2,534,742 | -486,080 | -16.09% | 158,649,664 | Jun 30, 2024 |
| VAN BERKOM & ASSOCIATES INC. | 2.62% | 2.69% | 1,436,670 | -333,003 | -18.82% | 89,921,000 | Jun 30, 2024 |
| RGM CAPITAL, LLC | 2.00% | 2.76% | 1,099,168 | -244,378 | -18.19% | 68,796,925 | Jun 30, 2024 |
| MAN GROUP PLC | 0.19% | 0.02% | 102,544 | -220,792 | -68.29% | 6,418,229 | Jun 30, 2024 |
| GENEVA CAPITAL MANAGEMENT LLC | 1.57% | 0.98% | 859,356 | -211,620 | -19.76% | 53,787,065 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 2.56% | 0.05% | 1,405,768 | -194,624 | -12.16% | 87,748,344 | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | - | - | - | -166,622 | -100.00% | - | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.84% | 0.06% | 1,558,206 | -123,235 | -7.33% | 97,529,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.17% | 0.00% | 91,237 | -112,236 | -55.16% | 5,710,524 | Jun 30, 2024 |
| PHASE 2 PARTNERS, LLC | - | - | - | -111,497 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 188 | -105,350 | -99.82% | 11,767 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 2.87% | 1.38% | 1,575,284 | -77,500 | -4.69% | 98,597,026 | Jun 30, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.65% | 1.32% | 358,782 | -67,334 | -15.80% | 22,456,165 | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -63,000 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -61,066 | -100.00% | - | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.25% | 0.00% | 139,443 | -58,246 | -29.46% | 8,727,737 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.57% | 0.00% | 864,435 | -55,045 | -5.99% | 54,104,987 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.05% | 0.00% | 25,438 | -48,026 | -65.37% | 1,592,165 | Jun 30, 2024 |
As of Jun 30 2024, Envestnet's biggest institutional seller is EARNEST PARTNERS LLC. The company sold -1.46M shares of ENV, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.09% | 0.01% | 596,845 | 596,845 | 100.00% | 37,356,529 | Jun 30, 2024 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.03% | 0.17% | 564,517 | 564,517 | 100.00% | 35,333,119 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.58% | 0.02% | 319,808 | 319,808 | 100.00% | 20,017,000 | Jun 30, 2024 |
| FORT BAKER CAPITAL MANAGEMENT LP | 0.32% | 1.21% | 175,000 | 175,000 | 100.00% | 10,953,249 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.14% | 0.01% | 74,966 | 74,966 | 100.00% | 4,691,928 | Jun 30, 2024 |
| CLARIVEST ASSET MANAGEMENT LLC | 0.07% | 0.25% | 39,649 | 39,649 | 100.00% | 2,481,630 | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.07% | 0.04% | 39,210 | 39,210 | 100.00% | 2,454,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 29,373 | 29,373 | 100.00% | 1,838,456 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.05% | 0.01% | 27,363 | 27,363 | 100.00% | 1,712,650 | Jun 30, 2024 |
| NINE MASTS CAPITAL LTD | 0.04% | 0.41% | 22,000 | 22,000 | 100.00% | 1,376,980 | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.04% | 0.01% | 20,000 | 20,000 | 100.00% | 1,251,800 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.03% | 0.05% | 19,095 | 19,095 | 100.00% | 1,195,156 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.03% | 0.17% | 17,377 | 17,377 | 100.00% | 1,087,626 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.02% | 0.08% | 11,700 | 11,700 | 100.00% | 732,303 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.02% | 0.00% | 11,477 | 11,477 | 100.00% | 718,000 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.02% | 0.01% | 11,434 | 11,434 | 100.00% | 715,654 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.01% | 0.04% | 7,692 | 7,692 | 100.00% | 481,442 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.01% | 0.08% | 6,930 | 6,930 | 100.00% | 433,749 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.06% | 5,066 | 5,066 | 100.00% | 317,081 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.00% | 4,562 | 4,562 | 100.00% | 285,536 | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.01% | 0.05% | 4,394 | 4,394 | 100.00% | 275,020 | Jun 30, 2024 |
| INTEGRATED ADVISORS NETWORK LLC | 0.01% | 0.01% | 4,260 | 4,260 | 100.00% | 266,634 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 4,154 | 4,154 | 100.00% | 260,000 | Jun 30, 2024 |
| VESTMARK ADVISORY SOLUTIONS, INC. | 0.01% | 0.01% | 3,927 | 3,927 | 100.00% | 245,791 | Jun 30, 2024 |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 0.01% | 0.02% | 3,466 | 3,466 | 100.00% | 216,937 | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | 0.01% | 0.00% | 3,430 | 3,430 | 100.00% | 214,683 | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | 0.01% | 0.00% | 3,381 | 3,381 | 100.00% | 211,617 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.00% | 3,363 | 3,363 | 100.00% | 210,490 | Jun 30, 2024 |
| CLEAR STREET MARKETS LLC | 0.01% | 0.04% | 3,056 | 3,056 | 100.00% | 191,000 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.13% | 1,389 | 1,389 | 100.00% | 86,938 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.02% | 741 | 741 | 100.00% | 46,379 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 244 | 244 | 100.00% | 15,272 | Jun 30, 2024 |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 0.00% | - | 200 | 200 | 100.00% | 365 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 196 | 196 | 100.00% | 12,236 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 109 | 109 | 100.00% | 6,823 | Jun 30, 2024 |
| SIGNATUREFD, LLC | - | - | 15 | 15 | 100.00% | 939 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 9 | 9 | 100.00% | 563 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 7 | 7 | 100.00% | 438 | Jun 30, 2024 |
Envestnet's largest new institutional shareholder by number of shares is NORGES BANK, purchased 596.85K shares, valued at $37.36M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EARNEST PARTNERS LLC | - | - | - | -1,457,319 | -100.00% | - | Jun 30, 2024 |
| SUNRIVER MANAGEMENT LLC | - | - | - | -166,622 | -100.00% | - | Jun 30, 2024 |
| PHASE 2 PARTNERS, LLC | - | - | - | -111,497 | -100.00% | - | Jun 30, 2024 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | - | - | - | -63,000 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -61,066 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -43,143 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -27,015 | -100.00% | - | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | - | - | - | -26,400 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -16,506 | -100.00% | - | Jun 30, 2024 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | - | - | - | -11,300 | -100.00% | - | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | - | - | - | -9,905 | -100.00% | - | Jun 30, 2024 |
| CONNABLE OFFICE INC | - | - | - | -7,329 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -7,108 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -7,000 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -6,347 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,611 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -650 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -377 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
| GENEOS WEALTH MANAGEMENT INC. | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| ASSET DEDICATION, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
Envestnet's largest sold out institutional shareholder by shares sold is EARNEST PARTNERS LLC, sold -1.46M shares, valued at -, as of undefined.
Envestnet Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FORUM FUNDS | 2.36% | 5,450,000 | - | - | Jan 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 1.77% | 7,000,000 | - | - | Jan 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 1.67% | 9,490,000 | - | - | Feb 29, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 1.25% | 2,970,000 | - | - | Jan 31, 2024 |
| Virtus Equity & Convertible Income Fund | 1.24% | 2,465,000 | - | - | Jan 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 1.21% | 63,643 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 1.08% | 5,289,000 | - | - | Jan 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 1.05% | 2,145,000 | - | - | Jan 31, 2024 |
| Fiera Capital Series Trust | 0.98% | 19,507 | - | - | Jun 30, 2023 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.92% | 2,190,000 | - | - | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 0.77% | 3,775,000 | -900,000 | -19.25% | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.71% | 2,680,000 | - | - | Jan 31, 2024 |
| Eubel Brady & Suttman Mutual Fund Trust | 0.70% | 4,000,000 | - | - | Jan 31, 2024 |
| Franklin Investors Securities Trust | 0.69% | 47,500,000 | 47,500,000 | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.69% | 3,405,000 | - | - | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.69% | 11,000,000 | - | - | Mar 31, 2024 |
| Virtus Convertible & Income Fund | 0.68% | 3,370,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.67% | 2,545,000 | - | - | Jan 31, 2024 |
| BANCROFT FUND LTD | 0.65% | 900,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 0.64% | 900,000 | - | - | Dec 29, 2023 |
| Virtus Equity & Convertible Income Fund | 0.64% | 1,270,000 | - | - | Jan 31, 2024 |
| HSBC FUNDS | 0.43% | 13,940 | - | - | Jan 31, 2024 |
| Virtus Strategy Trust | 0.31% | 6,640,000 | - | - | Mar 28, 2024 |
| TETON WESTWOOD FUNDS | 0.31% | 200,000 | - | - | Dec 29, 2023 |
| NICHOLAS Ltd EDITION, INC. | 0.30% | 99,000 | - | - | Dec 31, 2023 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.29% | 997,000 | 997,000 | - | Jan 31, 2024 |
| CRM Mutual Fund Trust | 0.26% | 132,127 | 19,407 | 17.22% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.25% | 26,000,000 | - | - | Jan 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.25% | 26,000,000 | - | - | Jan 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.23% | 87,353 | - | - | Mar 31, 2024 |
| BUFFALO FUNDS | 0.23% | 1,500,000 | - | - | Mar 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.22% | 1,701,000 | - | - | Jan 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.19% | 661,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.17% | 2,155,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.17% | 622,900 | 17,700 | 2.92% | Mar 31, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.17% | 1,928,000 | - | - | Jan 31, 2024 |
| Franklin Investors Securities Trust | 0.17% | 11,500,000 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.14% | 1,420,000 | - | - | Feb 29, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.13% | 4,000,000 | -4,000,000 | -50.00% | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.13% | 9,490,000 | - | - | Feb 29, 2024 |
| MAINSTAY VP FUNDS TRUST | 0.12% | 14,965,000 | - | - | Mar 31, 2024 |
| HARBOR FUNDS | 0.12% | 2,729,000 | - | - | Jan 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.10% | 406,644 | - | - | Mar 28, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.10% | 23,029,000 | 23,029,000 | - | Feb 29, 2024 |
| CALVERT IMPACT FUND INC | 0.10% | 1,115,271 | -5,533 | -0.49% | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.08% | 32,862 | - | - | Jan 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.07% | 303,047 | 11,720 | 4.02% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 34,518 | - | - | Mar 31, 2024 |
| MAINSTAY FUNDS | 0.06% | 14,212,000 | 14,212,000 | - | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.06% | 735,009 | 103,277 | 16.35% | Jan 31, 2024 |
| WASATCH FUNDS TRUST | 0.05% | 466,258 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.05% | 17,887 | - | - | Mar 31, 2024 |
| Global Beta ETF Trust | 0.05% | 138 | - | - | May 31, 2022 |
| BNY MELLON INDEX FUNDS, INC. | 0.05% | 50,358 | 50,358 | - | Jan 31, 2024 |
| Manager Directed Portfolios | 0.04% | 7,105 | - | - | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 24,599 | -152 | -0.61% | Mar 31, 2024 |
| M FUND INC | 0.04% | 19,148 | -290 | -1.49% | Mar 31, 2024 |
| VICTORY VARIABLE INSURANCE FUNDS | 0.04% | 18,000 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.03% | 289,622 | - | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 26,000 | - | - | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.03% | 54,730 | 1,558 | 2.93% | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.03% | 9,702 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.03% | 289,946 | 14,300 | 5.19% | Mar 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.03% | 202,046 | -28,100 | -12.21% | Mar 31, 2024 |
| HARBOR FUNDS | 0.03% | 579,437 | -51,237 | -8.12% | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 60,364 | - | - | Mar 31, 2024 |
| Mairs & Power Funds Trust | 0.02% | 96,400 | - | - | Mar 31, 2022 |
| Voya PARTNERS INC | 0.02% | 1,972,000 | 466,000 | 30.94% | Mar 31, 2024 |
| ALGER FUNDS II | 0.02% | 5,191 | - | - | Jan 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.02% | 87,374 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.02% | 57,666 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.02% | 933,455 | -9,453 | -1.00% | Jan 31, 2024 |
| Federated Hermes MDT Series | 0.02% | 42,549 | - | - | Jan 31, 2024 |
| Brown Advisory Funds | 0.01% | 561,307 | 231,711 | 70.30% | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.01% | 3,305 | - | - | Jan 31, 2024 |
| ALLSPRING VARIABLE TRUST | 0.01% | 9,051 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.01% | 11,700 | - | - | Mar 31, 2024 |
| abrdn Funds | 0.01% | 202,337 | - | - | Jan 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 44,503 | -80,597 | -64.43% | Mar 31, 2024 |
| PROFESSIONALLY MANAGED PORTFOLIOS | 0.01% | 1,000,000 | - | - | Feb 29, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 80,710 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 784 | - | - | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.01% | 400 | -65 | -13.98% | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.01% | 395,386 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,412 | -197 | -2.59% | Mar 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.01% | 25,590 | - | - | Mar 31, 2024 |
| Oaktree Diversified Income Fund Inc. | 0.01% | 35,000 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,250,274 | -706,139 | -14.25% | Mar 31, 2024 |
| FRANK FUNDS | 0.01% | 8,000 | - | - | Mar 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 287,769 | 28,237 | 10.88% | Mar 31, 2024 |
| LAZARD FUNDS INC | 0.01% | 388,000 | - | - | Mar 31, 2024 |
| Oaktree Diversified Income Fund Inc. | 0.01% | 30,000 | - | - | Mar 31, 2024 |
| Oaktree Diversified Income Fund Inc. | 0.01% | 30,000 | - | - | Mar 31, 2024 |
| JOHCM Funds Trust | 0.01% | 100,000 | - | - | Mar 28, 2024 |
| JOHCM Funds Trust | 0.01% | 100,000 | - | - | Mar 28, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,657 | - | - | Mar 31, 2024 |
| Nushares ETF Trust | 0.01% | 49,354 | -1,625 | -3.19% | Jan 31, 2024 |
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | 0.01% | 93,000 | - | - | Dec 31, 2023 |
| Humankind Benefit Corp | 0.01% | 140 | 40 | 40.00% | Dec 31, 2023 |
| Federated Hermes Equity Funds | 0.01% | 120,000 | - | - | Jan 31, 2024 |
Envestnet's largest mutual fund holder by % of total assets is "FORUM FUNDS", owning 5.45M shares, compromising 2.36% of its total assets.
Envestnet Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 255 | 5.81% |
| 31 Mar, 24 | 241 | 4.78% |
| 31 Dec, 23 | 230 | -1.29% |
| 30 Sep, 23 | 233 | -0.85% |
| 30 Jun, 23 | 235 | -4.08% |
| 31 Mar, 23 | 245 | -1.61% |
| 31 Dec, 22 | 249 | 3.32% |
| 30 Sep, 22 | 241 | -8.71% |
| 30 Jun, 22 | 264 | -5.71% |
| 31 Mar, 22 | 280 | 8.11% |
| 31 Dec, 21 | 259 | 9.28% |
| 30 Sep, 21 | 237 | -7.42% |
| 30 Jun, 21 | 256 | 6.22% |
| 31 Mar, 21 | 241 | -16.61% |
| 31 Dec, 20 | 289 | 5.47% |
| 30 Sep, 20 | 274 | 5.38% |
| 30 Jun, 20 | 260 | 4.84% |
| 31 Mar, 20 | 248 | 3.77% |
| 31 Dec, 19 | 239 | 3.46% |
| 30 Sep, 19 | 231 | -2.94% |
| 30 Jun, 19 | 238 | 0.85% |
| 31 Mar, 19 | 236 | 11.32% |
| 31 Dec, 18 | 212 | -4.93% |
| 30 Sep, 18 | 223 | 1.83% |
| 30 Jun, 18 | 219 | 3.30% |
| 31 Mar, 18 | 212 | 3.41% |
| 31 Dec, 17 | 205 | 16.48% |
| 30 Sep, 17 | 176 | 13.55% |
| 30 Jun, 17 | 155 | -7.74% |
| 31 Mar, 17 | 168 | 8.39% |
| 31 Dec, 16 | 155 | 5.44% |
| 30 Sep, 16 | 147 | 6.52% |
| 30 Jun, 16 | 138 | 1.47% |
| 31 Mar, 16 | 136 | -6.85% |
| 31 Dec, 15 | 146 | 4.29% |
| 30 Sep, 15 | 140 | -6.67% |
| 30 Jun, 15 | 150 | 7.91% |
| 31 Mar, 15 | 139 | -5.44% |
| 31 Dec, 14 | 147 | 10.53% |
| 30 Sep, 14 | 133 | 3.91% |
| 30 Jun, 14 | 128 | -0.78% |
| 31 Mar, 14 | 129 | 12.17% |
| 31 Dec, 13 | 115 | 17.35% |
| 30 Sep, 13 | 98 | 10.11% |
| 30 Jun, 13 | 89 | 187.10% |
| 31 Mar, 13 | 31 | 19.23% |
| 31 Dec, 12 | 26 | 18.18% |
| 30 Sep, 12 | 22 | -18.52% |
| 30 Jun, 12 | 27 | 17.39% |
| 31 Mar, 12 | 23 | 27.78% |
| 31 Dec, 11 | 18 | 12.50% |
| 30 Sep, 11 | 16 | -23.81% |
| 30 Jun, 11 | 21 | 5.00% |
| 31 Mar, 11 | 20 | 25.00% |
| 31 Dec, 10 | 16 | 33.33% |
| 30 Sep, 10 | 12 | - |
As of 30 Jun 24, 255 institutions are holding Envestnet's shares, representing an increase of 5.81% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 58,437,345 | -1.47% |
| 31 Mar, 24 | 59,310,062 | 0.75% |
| 31 Dec, 23 | 58,870,415 | 4.31% |
| 30 Sep, 23 | 56,436,758 | -3.29% |
| 30 Jun, 23 | 58,357,156 | -0.12% |
| 31 Mar, 23 | 58,425,679 | 0.32% |
| 31 Dec, 22 | 58,237,090 | 4.31% |
| 30 Sep, 22 | 55,830,350 | 0.06% |
| 30 Jun, 22 | 55,795,017 | -1.20% |
| 31 Mar, 22 | 56,471,580 | 0.82% |
| 31 Dec, 21 | 56,011,035 | -0.81% |
| 30 Sep, 21 | 56,466,717 | 0.94% |
| 30 Jun, 21 | 55,943,154 | 1.95% |
| 31 Mar, 21 | 54,873,816 | -0.48% |
| 31 Dec, 20 | 55,139,020 | -3.20% |
| 30 Sep, 20 | 56,960,403 | 7.80% |
| 30 Jun, 20 | 52,840,974 | 4.11% |
| 31 Mar, 20 | 50,753,344 | 0.05% |
| 31 Dec, 19 | 50,727,110 | -0.32% |
| 30 Sep, 19 | 50,887,532 | 8.38% |
| 30 Jun, 19 | 46,954,696 | 1.08% |
| 31 Mar, 19 | 46,454,449 | 2.79% |
| 31 Dec, 18 | 45,193,566 | -0.37% |
| 30 Sep, 18 | 45,361,813 | 2.31% |
| 30 Jun, 18 | 44,335,982 | 5.85% |
| 31 Mar, 18 | 41,886,194 | 0.31% |
| 31 Dec, 17 | 41,755,323 | -1.28% |
| 30 Sep, 17 | 42,295,439 | -0.20% |
| 30 Jun, 17 | 42,378,556 | -2.06% |
| 31 Mar, 17 | 43,268,084 | -1.08% |
| 31 Dec, 16 | 43,740,816 | 1.65% |
| 30 Sep, 16 | 43,031,107 | -1.72% |
| 30 Jun, 16 | 43,784,636 | 1.84% |
| 31 Mar, 16 | 42,995,305 | 2.51% |
| 31 Dec, 15 | 41,943,786 | 8.08% |
| 30 Sep, 15 | 38,809,597 | 13.18% |
| 30 Jun, 15 | 34,290,502 | -0.29% |
| 31 Mar, 15 | 34,391,627 | 3.91% |
| 31 Dec, 14 | 33,097,804 | 1.79% |
| 30 Sep, 14 | 32,515,058 | 2.89% |
| 30 Jun, 14 | 31,601,611 | 6.03% |
| 31 Mar, 14 | 29,803,291 | 9.90% |
| 31 Dec, 13 | 27,119,338 | 28.78% |
| 30 Sep, 13 | 21,058,974 | 2.51% |
| 30 Jun, 13 | 20,544,106 | 58.80% |
| 31 Mar, 13 | 12,936,964 | 17.97% |
| 31 Dec, 12 | 10,966,172 | 33.27% |
| 30 Sep, 12 | 8,228,560 | -19.01% |
| 30 Jun, 12 | 10,159,963 | 10.34% |
| 31 Mar, 12 | 9,208,265 | 10.82% |
| 31 Dec, 11 | 8,309,256 | 56.02% |
| 30 Sep, 11 | 5,325,925 | -21.17% |
| 30 Jun, 11 | 6,755,942 | 146.89% |
| 31 Mar, 11 | 2,736,468 | -15.95% |
| 31 Dec, 10 | 3,255,588 | 29.47% |
| 30 Sep, 10 | 2,514,530 | - |
Envestnet (ENV) has 58.44M shares outstanding as of 30 Jun 24, down -1.47% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 106.47% | 0.91% |
| 31 Mar, 24 | 108.06% | 0.92% |
| 31 Dec, 23 | 108.10% | 1.01% |
| 30 Sep, 23 | 103.44% | 0.90% |
| 30 Jun, 23 | 107.20% | 0.92% |
| 31 Mar, 23 | 107.91% | 0.97% |
| 31 Dec, 22 | 105.66% | 1.03% |
| 30 Sep, 22 | 101.09% | 0.99% |
| 30 Jun, 22 | 101.07% | 0.96% |
| 31 Mar, 22 | 102.86% | 0.98% |
| 31 Dec, 21 | 102.44% | 0.96% |
| 30 Sep, 21 | 103.52% | 0.98% |
| 30 Jun, 21 | 102.76% | 1.00% |
| 31 Mar, 21 | 101.23% | 0.97% |
| 31 Dec, 20 | 102.18% | 0.91% |
| 30 Sep, 20 | 105.87% | 1.09% |
| 30 Jun, 20 | 98.65% | 1.05% |
| 31 Mar, 20 | 96.86% | 0.98% |
| 31 Dec, 19 | 99.59% | 1.01% |
| 30 Sep, 19 | 99.13% | 1.16% |
| 30 Jun, 19 | 92.30% | 0.98% |
| 31 Mar, 19 | 97.07% | 0.97% |
| 31 Dec, 18 | 99.84% | 1.00% |
| 30 Sep, 18 | 99.75% | 1.04% |
| 30 Jun, 18 | 97.99% | 1.12% |
| 31 Mar, 18 | 93.53% | 1.06% |
| 31 Dec, 17 | 94.03% | 1.02% |
| 30 Sep, 17 | 96.13% | 1.00% |
| 30 Jun, 17 | 98.25% | 0.99% |
| 31 Mar, 17 | 99.78% | 0.97% |
| 31 Dec, 16 | 101.43% | 1.01% |
| 30 Sep, 16 | 100.44% | 0.92% |
| 30 Jun, 16 | 104.73% | 1.01% |
| 31 Mar, 16 | 101.69% | 0.77% |
| 31 Dec, 15 | 114.91% | 0.99% |
| 30 Sep, 15 | 107.74% | 1.17% |
| 30 Jun, 15 | 95.85% | 1.00% |
| 31 Mar, 15 | 97.85% | 1.09% |
| 31 Dec, 14 | 94.86% | 1.08% |
| 30 Sep, 14 | 93.77% | 1.12% |
| 30 Jun, 14 | 91.47% | 1.20% |
| 31 Mar, 14 | 87.36% | 1.37% |
| 31 Dec, 13 | 79.76% | 2.04% |
| 30 Sep, 13 | 62.52% | 1.58% |
| 30 Jun, 13 | 62.90% | 3.94% |
| 31 Mar, 13 | 39.96% | 3.48% |
| 31 Dec, 12 | 33.91% | 5.22% |
| 30 Sep, 12 | 25.48% | 2.55% |
| 30 Jun, 12 | 31.60% | 3.78% |
| 31 Mar, 12 | 28.90% | 4.19% |
| 31 Dec, 11 | 26.26% | 9.34% |
| 30 Sep, 11 | 16.77% | 3.67% |
| 30 Jun, 11 | 21.39% | 28.22% |
| 31 Mar, 11 | 8.71% | 5.37% |
| 31 Dec, 10 | 12.73% | 13.16% |
| 30 Sep, 10 | 9.83% | - |
As of 30 Jun 24, Envestnet is held by 106.47% institutional shareholders, representing a 0.91% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 129 | 10.26% |
| 31 Mar, 24 | 117 | -3.31% |
| 31 Dec, 23 | 121 | 17.48% |
| 30 Sep, 23 | 103 | 21.18% |
| 30 Jun, 23 | 85 | -26.09% |
| 31 Mar, 23 | 115 | -8.00% |
| 31 Dec, 22 | 125 | 14.68% |
| 30 Sep, 22 | 109 | -12.10% |
| 30 Jun, 22 | 124 | -13.89% |
| 31 Mar, 22 | 144 | 15.20% |
| 31 Dec, 21 | 125 | 43.68% |
| 30 Sep, 21 | 87 | -29.27% |
| 30 Jun, 21 | 123 | 12.84% |
| 31 Mar, 21 | 109 | -27.33% |
| 31 Dec, 20 | 150 | 7.14% |
| 30 Sep, 20 | 140 | -10.26% |
| 30 Jun, 20 | 156 | 38.05% |
| 31 Mar, 20 | 113 | -9.60% |
| 31 Dec, 19 | 125 | 2.46% |
| 30 Sep, 19 | 122 | -1.61% |
| 30 Jun, 19 | 124 | 2.48% |
| 31 Mar, 19 | 121 | 31.52% |
| 31 Dec, 18 | 92 | -13.21% |
| 30 Sep, 18 | 106 | -8.62% |
| 30 Jun, 18 | 116 | 1.75% |
| 31 Mar, 18 | 114 | - |
| 31 Dec, 17 | 114 | 14.00% |
| 30 Sep, 17 | 100 | 16.28% |
| 30 Jun, 17 | 86 | -3.37% |
| 31 Mar, 17 | 89 | 23.61% |
| 31 Dec, 16 | 72 | -1.37% |
| 30 Sep, 16 | 73 | -5.19% |
| 30 Jun, 16 | 77 | -2.53% |
| 31 Mar, 16 | 79 | -14.13% |
| 31 Dec, 15 | 92 | 24.32% |
| 30 Sep, 15 | 74 | -20.43% |
| 30 Jun, 15 | 93 | 40.91% |
| 31 Mar, 15 | 66 | -19.51% |
| 31 Dec, 14 | 82 | 43.86% |
| 30 Sep, 14 | 57 | -19.72% |
| 30 Jun, 14 | 71 | -13.41% |
| 31 Mar, 14 | 82 | 17.14% |
| 31 Dec, 13 | 70 | 22.81% |
| 30 Sep, 13 | 57 | -29.63% |
| 30 Jun, 13 | 81 | 350.00% |
| 31 Mar, 13 | 18 | 20.00% |
| 31 Dec, 12 | 15 | 25.00% |
| 30 Sep, 12 | 12 | -14.29% |
| 30 Jun, 12 | 14 | -6.67% |
| 31 Mar, 12 | 15 | 25.00% |
| 31 Dec, 11 | 12 | 71.43% |
| 30 Sep, 11 | 7 | -56.25% |
| 30 Jun, 11 | 16 | 23.08% |
| 31 Mar, 11 | 13 | 8.33% |
| 31 Dec, 10 | 12 | - |
| 30 Sep, 10 | 12 | - |
129 institutional shareholders have increased their position in ENV stock as of 30 Jun 24 compared to 117 in the previous quarter (a 10.26% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 81 | 5.19% |
| 31 Mar, 24 | 77 | -2.53% |
| 31 Dec, 23 | 79 | -13.19% |
| 30 Sep, 23 | 91 | -10.78% |
| 30 Jun, 23 | 102 | 25.93% |
| 31 Mar, 23 | 81 | -1.22% |
| 31 Dec, 22 | 82 | -1.20% |
| 30 Sep, 22 | 83 | -14.43% |
| 30 Jun, 22 | 97 | 8.99% |
| 31 Mar, 22 | 89 | -2.20% |
| 31 Dec, 21 | 91 | -9.90% |
| 30 Sep, 21 | 101 | 10.99% |
| 30 Jun, 21 | 91 | -8.08% |
| 31 Mar, 21 | 99 | 10.00% |
| 31 Dec, 20 | 90 | 3.45% |
| 30 Sep, 20 | 87 | 33.85% |
| 30 Jun, 20 | 65 | -32.29% |
| 31 Mar, 20 | 96 | 29.73% |
| 31 Dec, 19 | 74 | 15.63% |
| 30 Sep, 19 | 64 | -1.54% |
| 30 Jun, 19 | 65 | -12.16% |
| 31 Mar, 19 | 74 | -5.13% |
| 31 Dec, 18 | 78 | 4.00% |
| 30 Sep, 18 | 75 | 29.31% |
| 30 Jun, 18 | 58 | -12.12% |
| 31 Mar, 18 | 66 | 4.76% |
| 31 Dec, 17 | 63 | 57.50% |
| 30 Sep, 17 | 40 | 2.56% |
| 30 Jun, 17 | 39 | -2.50% |
| 31 Mar, 17 | 40 | -25.93% |
| 31 Dec, 16 | 54 | 17.39% |
| 30 Sep, 16 | 46 | 27.78% |
| 30 Jun, 16 | 36 | 5.88% |
| 31 Mar, 16 | 34 | 3.03% |
| 31 Dec, 15 | 33 | -21.43% |
| 30 Sep, 15 | 42 | -6.67% |
| 30 Jun, 15 | 45 | -13.46% |
| 31 Mar, 15 | 52 | 10.64% |
| 31 Dec, 14 | 47 | -6.00% |
| 30 Sep, 14 | 50 | 13.64% |
| 30 Jun, 14 | 44 | 18.92% |
| 31 Mar, 14 | 37 | 2.78% |
| 31 Dec, 13 | 36 | 5.88% |
| 30 Sep, 13 | 34 | 466.67% |
| 30 Jun, 13 | 6 | -25.00% |
| 31 Mar, 13 | 8 | 14.29% |
| 31 Dec, 12 | 7 | 40.00% |
| 30 Sep, 12 | 5 | -16.67% |
| 30 Jun, 12 | 6 | 50.00% |
| 31 Mar, 12 | 4 | 100.00% |
| 31 Dec, 11 | 2 | -66.67% |
| 30 Sep, 11 | 6 | 200.00% |
| 30 Jun, 11 | 2 | -33.33% |
| 31 Mar, 11 | 3 | 50.00% |
| 31 Dec, 10 | 2 | - |
| 30 Sep, 10 | - | - |
81 institutional shareholders have reduced their position in ENV stock as of 30 Jun 24 compared to 77 in the previous quarter (a 5.19% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 255 | 5.81% | 58,437,345 | -1.47% | 106.47% | 0.91% | 129 | 10.26% | 81 | 5.19% |
| 31 Mar, 24 | 241 | 4.78% | 59,310,062 | 0.75% | 108.06% | 0.92% | 117 | -3.31% | 77 | -2.53% |
| 31 Dec, 23 | 230 | -1.29% | 58,870,415 | 4.31% | 108.10% | 1.01% | 121 | 17.48% | 79 | -13.19% |
| 30 Sep, 23 | 233 | -0.85% | 56,436,758 | -3.29% | 103.44% | 0.90% | 103 | 21.18% | 91 | -10.78% |
| 30 Jun, 23 | 235 | -4.08% | 58,357,156 | -0.12% | 107.20% | 0.92% | 85 | -26.09% | 102 | 25.93% |
| 31 Mar, 23 | 245 | -1.61% | 58,425,679 | 0.32% | 107.91% | 0.97% | 115 | -8.00% | 81 | -1.22% |
| 31 Dec, 22 | 249 | 3.32% | 58,237,090 | 4.31% | 105.66% | 1.03% | 125 | 14.68% | 82 | -1.20% |
| 30 Sep, 22 | 241 | -8.71% | 55,830,350 | 0.06% | 101.09% | 0.99% | 109 | -12.10% | 83 | -14.43% |
| 30 Jun, 22 | 264 | -5.71% | 55,795,017 | -1.20% | 101.07% | 0.96% | 124 | -13.89% | 97 | 8.99% |
| 31 Mar, 22 | 280 | 8.11% | 56,471,580 | 0.82% | 102.86% | 0.98% | 144 | 15.20% | 89 | -2.20% |
| 31 Dec, 21 | 259 | 9.28% | 56,011,035 | -0.81% | 102.44% | 0.96% | 125 | 43.68% | 91 | -9.90% |
| 30 Sep, 21 | 237 | -7.42% | 56,466,717 | 0.94% | 103.52% | 0.98% | 87 | -29.27% | 101 | 10.99% |
| 30 Jun, 21 | 256 | 6.22% | 55,943,154 | 1.95% | 102.76% | 1.00% | 123 | 12.84% | 91 | -8.08% |
| 31 Mar, 21 | 241 | -16.61% | 54,873,816 | -0.48% | 101.23% | 0.97% | 109 | -27.33% | 99 | 10.00% |
| 31 Dec, 20 | 289 | 5.47% | 55,139,020 | -3.20% | 102.18% | 0.91% | 150 | 7.14% | 90 | 3.45% |
| 30 Sep, 20 | 274 | 5.38% | 56,960,403 | 7.80% | 105.87% | 1.09% | 140 | -10.26% | 87 | 33.85% |
| 30 Jun, 20 | 260 | 4.84% | 52,840,974 | 4.11% | 98.65% | 1.05% | 156 | 38.05% | 65 | -32.29% |
| 31 Mar, 20 | 248 | 3.77% | 50,753,344 | 0.05% | 96.86% | 0.98% | 113 | -9.60% | 96 | 29.73% |
| 31 Dec, 19 | 239 | 3.46% | 50,727,110 | -0.32% | 99.59% | 1.01% | 125 | 2.46% | 74 | 15.63% |
| 30 Sep, 19 | 231 | -2.94% | 50,887,532 | 8.38% | 99.13% | 1.16% | 122 | -1.61% | 64 | -1.54% |
| 30 Jun, 19 | 238 | 0.85% | 46,954,696 | 1.08% | 92.30% | 0.98% | 124 | 2.48% | 65 | -12.16% |
| 31 Mar, 19 | 236 | 11.32% | 46,454,449 | 2.79% | 97.07% | 0.97% | 121 | 31.52% | 74 | -5.13% |
| 31 Dec, 18 | 212 | -4.93% | 45,193,566 | -0.37% | 99.84% | 1.00% | 92 | -13.21% | 78 | 4.00% |
| 30 Sep, 18 | 223 | 1.83% | 45,361,813 | 2.31% | 99.75% | 1.04% | 106 | -8.62% | 75 | 29.31% |
| 30 Jun, 18 | 219 | 3.30% | 44,335,982 | 5.85% | 97.99% | 1.12% | 116 | 1.75% | 58 | -12.12% |
| 31 Mar, 18 | 212 | 3.41% | 41,886,194 | 0.31% | 93.53% | 1.06% | 114 | - | 66 | 4.76% |
| 31 Dec, 17 | 205 | 16.48% | 41,755,323 | -1.28% | 94.03% | 1.02% | 114 | 14.00% | 63 | 57.50% |
| 30 Sep, 17 | 176 | 13.55% | 42,295,439 | -0.20% | 96.13% | 1.00% | 100 | 16.28% | 40 | 2.56% |
| 30 Jun, 17 | 155 | -7.74% | 42,378,556 | -2.06% | 98.25% | 0.99% | 86 | -3.37% | 39 | -2.50% |
| 31 Mar, 17 | 168 | 8.39% | 43,268,084 | -1.08% | 99.78% | 0.97% | 89 | 23.61% | 40 | -25.93% |
| 31 Dec, 16 | 155 | 5.44% | 43,740,816 | 1.65% | 101.43% | 1.01% | 72 | -1.37% | 54 | 17.39% |
| 30 Sep, 16 | 147 | 6.52% | 43,031,107 | -1.72% | 100.44% | 0.92% | 73 | -5.19% | 46 | 27.78% |
| 30 Jun, 16 | 138 | 1.47% | 43,784,636 | 1.84% | 104.73% | 1.01% | 77 | -2.53% | 36 | 5.88% |
| 31 Mar, 16 | 136 | -6.85% | 42,995,305 | 2.51% | 101.69% | 0.77% | 79 | -14.13% | 34 | 3.03% |
| 31 Dec, 15 | 146 | 4.29% | 41,943,786 | 8.08% | 114.91% | 0.99% | 92 | 24.32% | 33 | -21.43% |
| 30 Sep, 15 | 140 | -6.67% | 38,809,597 | 13.18% | 107.74% | 1.17% | 74 | -20.43% | 42 | -6.67% |
| 30 Jun, 15 | 150 | 7.91% | 34,290,502 | -0.29% | 95.85% | 1.00% | 93 | 40.91% | 45 | -13.46% |
| 31 Mar, 15 | 139 | -5.44% | 34,391,627 | 3.91% | 97.85% | 1.09% | 66 | -19.51% | 52 | 10.64% |
| 31 Dec, 14 | 147 | 10.53% | 33,097,804 | 1.79% | 94.86% | 1.08% | 82 | 43.86% | 47 | -6.00% |
| 30 Sep, 14 | 133 | 3.91% | 32,515,058 | 2.89% | 93.77% | 1.12% | 57 | -19.72% | 50 | 13.64% |
| 30 Jun, 14 | 128 | -0.78% | 31,601,611 | 6.03% | 91.47% | 1.20% | 71 | -13.41% | 44 | 18.92% |
| 31 Mar, 14 | 129 | 12.17% | 29,803,291 | 9.90% | 87.36% | 1.37% | 82 | 17.14% | 37 | 2.78% |
| 31 Dec, 13 | 115 | 17.35% | 27,119,338 | 28.78% | 79.76% | 2.04% | 70 | 22.81% | 36 | 5.88% |
| 30 Sep, 13 | 98 | 10.11% | 21,058,974 | 2.51% | 62.52% | 1.58% | 57 | -29.63% | 34 | 466.67% |
| 30 Jun, 13 | 89 | 187.10% | 20,544,106 | 58.80% | 62.90% | 3.94% | 81 | 350.00% | 6 | -25.00% |
| 31 Mar, 13 | 31 | 19.23% | 12,936,964 | 17.97% | 39.96% | 3.48% | 18 | 20.00% | 8 | 14.29% |
| 31 Dec, 12 | 26 | 18.18% | 10,966,172 | 33.27% | 33.91% | 5.22% | 15 | 25.00% | 7 | 40.00% |
| 30 Sep, 12 | 22 | -18.52% | 8,228,560 | -19.01% | 25.48% | 2.55% | 12 | -14.29% | 5 | -16.67% |
| 30 Jun, 12 | 27 | 17.39% | 10,159,963 | 10.34% | 31.60% | 3.78% | 14 | -6.67% | 6 | 50.00% |
| 31 Mar, 12 | 23 | 27.78% | 9,208,265 | 10.82% | 28.90% | 4.19% | 15 | 25.00% | 4 | 100.00% |
| 31 Dec, 11 | 18 | 12.50% | 8,309,256 | 56.02% | 26.26% | 9.34% | 12 | 71.43% | 2 | -66.67% |
| 30 Sep, 11 | 16 | -23.81% | 5,325,925 | -21.17% | 16.77% | 3.67% | 7 | -56.25% | 6 | 200.00% |
| 30 Jun, 11 | 21 | 5.00% | 6,755,942 | 146.89% | 21.39% | 28.22% | 16 | 23.08% | 2 | -33.33% |
| 31 Mar, 11 | 20 | 25.00% | 2,736,468 | -15.95% | 8.71% | 5.37% | 13 | 8.33% | 3 | 50.00% |
| 31 Dec, 10 | 16 | 33.33% | 3,255,588 | 29.47% | 12.73% | 13.16% | 12 | - | 2 | - |
| 30 Sep, 10 | 12 | - | 2,514,530 | - | 9.83% | - | 12 | - | - | - |
Envestnet Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Envestnet's stock was made by Cooper Barry D. on Aug 06 2024, selling 5 shares at $61.92 per share (valued at $309.60). The last insider buy of ENV was made by Wolfe Lauren Taylor on Mar 19 2024, buying 1,670 shares at $52.99 per share (worth $88.49K).
Envestnet Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 4 | - |
| Q1 2024 | 20 | 14 | 142.86% |
| Q4 2023 | - | 9 | - |
| Q3 2023 | - | 11 | - |
| Q2 2023 | 4 | 14 | 28.57% |
| Q1 2023 | 18 | 17 | 105.88% |
| Q4 2022 | - | 12 | - |
| Q3 2022 | - | 8 | - |
| Q2 2022 | 1 | 13 | 7.69% |
| Q1 2022 | 18 | 17 | 105.88% |
| Q4 2021 | 1 | 8 | 12.50% |
| Q3 2021 | - | 11 | - |
| Q2 2021 | - | 7 | - |
| Q1 2021 | 22 | 9 | 244.44% |
| Q4 2020 | 8 | 42 | 19.05% |
| Q3 2020 | - | 10 | - |
| Q2 2020 | 6 | 32 | 18.75% |
| Q1 2020 | 24 | 52 | 46.15% |
| Q4 2019 | 17 | 62 | 27.42% |
| Q3 2019 | 9 | 65 | 13.85% |
0 total buy trades, and 4 total sell trades (buy/sell ratio of 0.00%) were made by Envestnet's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | 3 | 1 | 300.00% |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | 3 | 33.33% |
| Q1 2023 | - | 2 | - |
| Q4 2022 | - | 1 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | 1 | 1 | 100.00% |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2020 | - | 27 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | 16 | - |
| Q1 2020 | - | 27 | - |
| Q4 2019 | - | 26 | - |
| Q3 2019 | - | 20 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Envestnet's stocks.
Envestnet Peer Ownership
| Ticker | Company |
|---|---|
| CWAN | Clearwater Analytics Holdings, Inc. |
| CVLT | Commvault Systems, Inc. |
| CVT | Cvent Holding Corp. |
| MLNK | MeridianLink, Inc. |
| PRO | PROS Holdings, Inc. |
| ETWO | E2open Parent Holdings, Inc. |
| MANH | Manhattan Associates, Inc. |
| ENFN | Enfusion, Inc. |
| AGYS | Agilysys, Inc. |
| DSGX | The Descartes Systems Group Inc. |
| EXFY | Expensify, Inc. |
| HKIT | Hitek Global Inc. |
| AZPN | Aspen Technology, Inc. |
ENV Ownership FAQ
Who Owns Envestnet?
Envestnet is owned by institutional shareholders (106.47%), insiders (1.16%), and public (-7.64%). The largest institutional shareholder of Envestnet is BLACKROCK INC. (14.52% of total shares) and the top mutual fund owner is FORUM FUNDS (2.36% of total shares).
Who are the major institutional shareholders of Envestnet?
Envestnet's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, IMPACTIVE CAPITAL LP, MORGAN STANLEY, and STATE STREET CORP. The top five shareholders own together 41.48% of the company's share outstanding.
How many Envestnet shareholders are there?
As of Jun 2024, there are 255 institutional shareholders of Envestnet.
What percentage of Envestnet is owned by BLACKROCK INC?
BLACKROCK INC owns 7.97M shares of Envestnet, representing 14.52% of the company's total shares outstanding, valued at $498.68M (as of Jun 2024).
What percentage of Envestnet is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.13M shares of Envestnet (ENV), compromising 11.18% of the company, valued at $383.89M.
What percentage of Envestnet is owned by IMPACTIVE CAPITAL LP?
IMPACTIVE CAPITAL LP is the third largest holder of Envestnet. The company owns 4.18M of the company's shares outstanding (worth $261.87M).