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

  
3m +/-  
Form
   Arora Anil Envestnet Yodlee *   •       •      –    2018-06-28 4 D $56.20 $46,477 D/D (827) 96,563     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-06-28 4 D $56.20 $10,847 D/D (193) 203,271     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-06-07 4 D $55.45 $229,119 D/D (4,132) 97,390     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-06-04 4 AS $55.00 $137,500 D/D (2,500) 39,551     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-06-04 4 OE $12.45 $34,790 D/D 2,500 40,819     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-06-01 4 AS $52.95 $79,425 D/D (1,500) 39,551     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-06-01 4 OE $12.45 $18,675 D/D 1,500 41,051     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2018-05-29 4 D $54.55 $1,909 D/D (35) 12,383     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-05-29 4 D $54.55 $3,328 D/D (61) 39,551     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-05-29 4 D $54.55 $8,564 D/D (157) 45,434     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-05-29 4 D $54.55 $18,002 D/D (330) 756,949     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-05-29 4 D $54.55 $5,128 D/D (94) 203,464     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-05-29 4 D $54.55 $4,091 D/D (75) 47,369     -
   Crowell Gayle A Director   –       •      –    2018-05-29 4 AS $54.35 $159,463 I/I (2,934) 0     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-05-29 4 D $54.55 $3,328 D/D (61) 263,910     -
   Crager William President   •       –      –    2018-05-29 4 D $54.55 $11,346 D/D (208) 205,278     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-05-21 4 AS $55.80 $223,200 D/D (4,000) 39,612     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-05-21 4 OE $12.45 $50,133 D/D 4,000 40,279     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-05-11 4 D $56.15 $204,274 D/D (3,638) 45,591     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-05-11 4 OE $0.00 $0 D/D 10,000 49,229     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-05-11 4 D $56.15 $1,036,473 D/D (18,459) 757,279     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-05-11 4 OE $0.00 $0 D/D 41,667 775,738     -
   Crager William President   •       –      –    2018-05-11 4 D $56.15 $380,079 D/D (6,769) 205,486     -
   Crager William President   •       –      –    2018-05-11 4 OE $0.00 $0 D/D 16,667 212,255     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-05-02 4 D $56.85 $57,362 D/D (1,009) 203,558     -
  1513 Records found
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  Page 25 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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