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

  
3m +/-  
Form
   Obrien Shelly Chief Legal Officer   •       –      –    2018-05-02 4 D $56.85 $34,735 D/D (611) 39,612     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-05-02 4 D $56.85 $58,612 D/D (1,031) 47,444     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-05-02 4 D $56.85 $27,800 D/D (489) 263,971     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-04-02 4 AS $57.10 $20,899 D/D (366) 40,223     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-04-02 4 OE $9.00 $3,294 D/D 366 40,589     -
   Crowell Gayle A Director   –       •      –    2018-04-02 4 AS $57.10 $42,540 I/I (745) 801     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-04-02 4 AS $57.40 $255,028 D/D (4,443) 101,522     -
   Darrigo Peter Chief Financial Officer   •       –      –    2018-03-28 4 D $57.35 $64,691 D/D (1,128) 39,229     -
   Crager William President   •       –      –    2018-03-28 4 D $57.35 $90,384 D/D (1,576) 195,588     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-03-28 4 D $57.35 $28,388 D/D (495) 264,460     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-03-28 4 D $57.35 $177,269 D/D (3,091) 105,965     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-03-28 4 D $57.35 $44,332 D/D (773) 204,567     -
   Bergman Judson Chief Executive Officer   •       •      –    2018-03-28 4 D $57.35 $270,692 D/D (4,720) 734,071     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-03-28 4 D $57.35 $35,213 D/D (614) 48,475     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2018-03-28 4 D $57.35 $17,320 D/D (302) 12,418     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-03-28 4 D $57.35 $28,044 D/D (489) 40,223     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-03-22 4 S $59.75 $2,390,000 D/D (40,000) 205,340     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-03-16 4 S $57.88 $390,285 D/D (6,743) 49,089     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-03-07 4 D $57.25 $164,995 D/D (2,882) 109,056     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-03-05 4 AS $57.40 $31,972 D/D (557) 111,938     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-03-01 4 AS $54.91 $164,730 D/D (3,000) 40,712     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-03-01 4 OE $9.00 $27,000 D/D 3,000 43,712     -
   Arora Anil Envestnet Yodlee*   •       •      –    2018-03-01 4 AS $54.80 $117,053 D/D (2,136) 112,495     -
   Crowell Gayle A Director   –       •      –    2018-03-01 4 AS $54.85 $40,918 I/I (746) 1,546     -
   Johnson James Director   –       •      –    2018-02-28 4 A $0.00 $0 D/D 2,314 7,161     -
  1513 Records found
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  Page 26 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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