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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 28 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   •       –      –    2018-02-02 4 D $52.75 $31,650 D/D (600) 35,586     -
   Grinis Scott D Chief Technology Officer   •       –      –    2018-02-02 4 D $52.75 $59,924 D/D (1,136) 239,896     -
   Mayer Joshua Chief Operating Officer   •       –      –    2018-02-02 4 D $52.75 $59,819 D/D (1,134) 49,273     -
   Thomas Brandon Chief Investment Officer   •       –      –    2018-02-02 4 D $52.75 $30,437 D/D (577) 259,329     -
   Crowell Gayle A Director   –       •      –    2018-02-01 4 AS $53.20 $39,687 I/I (746) 2,292     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-02-01 4 AS $53.06 $159,180 D/D (3,000) 36,186     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-02-01 4 OE $9.00 $27,000 D/D 3,000 39,186     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-01-30 4 AS $54.80 $389,573 D/D (7,109) 96,386     -
   Arora Anil Envestnet Yodlee *   •       •      –    2018-01-11 4 AS $53.10 $538,815 D/D (10,000) 103,495     -
   Crowell Gayle A Director   –       •      –    2018-01-02 4 AS $50.00 $37,300 I/I (746) 3,038     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-01-02 4 AS $50.00 $150,000 D/D (3,000) 36,186     -
   Obrien Shelly Chief Legal Officer   •       –      –    2018-01-02 4 OE $9.00 $27,000 D/D 3,000 39,186     -
   Mayer Joshua Chief Operating Officer   •       –      –    2017-12-22 4 S $52.04 $1,603,560 D/D (30,800) 50,407     -
   Mayer Joshua Chief Operating Officer   •       –      –    2017-12-22 4 OE $7.15 $311,220 D/D 30,800 60,407     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-15 4 AS $49.87 $1,168,803 D/D (23,437) 27,999     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-15 4 OE $7.50 $175,778 D/D 23,437 51,436     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-11 4 AS $49.73 $10,941 D/D (220) 27,999     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-11 4 OE $7.50 $1,650 D/D 220 28,219     -
   Mayer Joshua Chief Operating Officer   •       –      –    2017-12-11 4 S $49.75 $99,500 D/D (2,000) 50,407     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-08 4 AS $50.09 $1,491,680 D/D (29,780) 27,999     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-08 4 OE $7.50 $223,350 D/D 29,780 57,779     -
   Arora Anil Envestnet Yodlee *   •       •      –    2017-12-07 4 D $49.65 $215,928 D/D (4,349) 113,495     -
   Arora Anil Envestnet Yodlee *   •       •      –    2017-12-07 4 OE $0.00 $0 D/D 8,333 117,844     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-06 4 AS $50.00 $500,000 D/D (10,000) 27,999     -
   Darrigo Peter Chief Financial Officer   •       –      –    2017-12-06 4 OE $7.50 $75,000 D/D 10,000 37,999     -
  1513 Records found
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  Page 28 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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