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Envestnet, Inc. (ENV)  
$59.94 0.68 (1.12%) as of 4:30 Fri 6/14


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 3.76(B)
Last Volume: 47,289 Avg Vol: 47,161
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 34,832 35,752
Total Buy Value $0 $1,714,794 $1,823,574 $1,873,061
Total People Bought 0 1 2 3
Total Buy Transactions 0 3 4 5
Total Shares Sold 700 700 1,390 19,488
Total Sell Value $39,844 $39,844 $79,995 $1,071,734
Total People Sold 1 1 2 4
Total Sell Transactions 1 1 2 7
End Date 2024-03-17 2023-12-15 2023-06-16 2022-06-16

   
Records found: 1513
  Page 22 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Thomas Brandon Chief Investment Officer   •       –      –    2018-12-28 4 D $48.94 $6,069 D/D (124) 262,438     -
   Crager William President   •       –      –    2018-12-28 4 D $48.94 $29,804 D/D (609) 203,035     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-12-28 4 D $48.94 $11,648 D/D (238) 200,319     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-12-28 4 D $48.94 $62,447 D/D (1,276) 727,459     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-12-28 4 D $48.94 $20,897 D/D (427) 43,839     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-12-28 4 D $48.94 $40,473 D/D (827) 70,429     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-12-28 4 D $48.94 $9,054 D/D (185) 36,965     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-12-07 4 D $52.14 $215,442 D/D (4,132) 71,256     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-11-30 4 AS $55.00 $10,230 D/D (186) 35,470     -
   Crager William President   •       –      –    2018-11-29 4 D $54.66 $11,369 D/D (208) 203,644     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-11-29 4 D $54.66 $8,582 D/D (157) 44,266     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-11-29 4 D $54.66 $6,286 D/D (115) 200,557     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-11-29 4 D $54.66 $5,029 D/D (92) 37,150     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-11-29 4 D $54.66 $18,092 D/D (331) 728,735     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-11-29 4 D $54.66 $3,334 D/D (61) 262,562     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-11-29 4 D $54.66 $6,286 D/D (115) 35,656     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2018-11-29 4 D $54.66 $1,913 D/D (35) 12,157     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-11-08 4 AS $55.00 $143,330 D/D (2,606) 35,771     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-11-02 4 D $52.12 $48,159 D/D (924) 37,242     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-11-02 4 D $52.12 $25,487 D/D (489) 262,623     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-11-02 4 D $52.12 $64,629 D/D (1,240) 200,672     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-11-02 4 D $52.12 $83,079 D/D (1,594) 38,377     -
   Mosley Valerie Director   –       •      –    2018-10-23 4 A $0.00 $0 D/D 1,801 1,801     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-10-05 4 AS $62.40 $283,982 D/D (4,551) 75,388     -
   Crowell Gayle A Director   –       •      –    2018-10-04 4 AS $60.94 $8,105 I/I (133) 0     -
  1513 Records found
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  Page 22 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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