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

  
3m +/-  
Form
   Mayer Joshua Chief Operating Officer   •       –      –    2018-10-01 4 AS $61.11 $11,366 D/D (186) 39,971     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2018-09-28 4 D $60.95 $4,754 D/D (78) 12,192     -
   Crager William President   •       –      –    2018-09-28 4 D $60.95 $37,119 D/D (609) 203,852     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-09-28 4 D $60.95 $14,506 D/D (238) 201,912     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-09-28 4 D $60.95 $11,276 D/D (185) 38,166     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-09-28 4 D $60.95 $50,406 D/D (827) 79,939     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-09-28 4 D $60.95 $7,558 D/D (124) 263,112     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-09-28 4 D $60.95 $14,506 D/D (238) 40,157     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-09-28 4 D $60.95 $77,772 D/D (1,276) 729,066     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-09-28 4 D $60.95 $26,026 D/D (427) 44,423     -
   Crager William President   •       –      –    2018-09-27 4 S $60.82 $255,991 D/D (4,209) 204,461     -
   Crager William President   •       –      –    2018-09-27 4 OE $7.15 $30,094 D/D 4,209 208,670     -
   Crager William President   •       –      –    2018-09-26 4 S $61.08 $475,874 D/D (7,791) 204,461     -
   Crager William President   •       –      –    2018-09-26 4 OE $7.15 $55,706 D/D 7,791 212,252     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-09-07 4 D $62.00 $256,184 D/D (4,132) 80,766     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-09-04 4 AS $62.41 $35,386 D/D (567) 84,898     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2018-08-29 4 D $62.85 $2,200 D/D (35) 12,270     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-08-29 4 D $62.85 $9,867 D/D (157) 44,850     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-08-29 4 D $62.85 $3,834 D/D (61) 263,236     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-08-29 4 D $62.85 $7,039 D/D (112) 202,150     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-08-29 4 D $62.85 $5,782 D/D (92) 38,351     -
   Roame Charles Director   –       •      –    2018-08-29 4 S $62.86 $470,256 I/I (7,481) 10,548     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-08-29 4 D $62.85 $20,803 D/D (331) 730,342     -
   Crager William President   •       –      –    2018-08-29 4 D $62.85 $13,073 D/D (208) 204,461     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-08-29 4 D $62.85 $7,228 D/D (115) 40,395     -
  1513 Records found
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  Page 23 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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