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Envestnet, Inc. (ENV)  
$62.29 0.28 (0.45%) as of 4:30 Wed 4/24


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 3.91(B)
Last Volume: 47,289 Avg Vol: 47,156
52 Week Range: $33.55 - $66.31
Level I Sector: Information Technology
Level II Sector: Computer Software
Level III Sector: Information Technology Services

Member Indexes:
   

Rankings:
     
Insider 3 Months    : 13.1
Insider 6 Months    : 13.1
Insider 3/6 Months : 26.6
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 32,832 32,832 34,832 35,752
Total Buy Value $1,714,794 $1,714,794 $1,823,574 $1,873,061
Total People Bought 1 1 2 3
Total Buy Transactions 3 3 4 5
Total Shares Sold 700 700 12,640 19,488
Total Sell Value $39,844 $39,844 $688,135 $1,071,734
Total People Sold 1 1 3 4
Total Sell Transactions 1 1 4 7
End Date 2024-01-25 2023-10-24 2023-04-25 2022-04-25

   
Records found: 1509
  Page 1 of 61  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

  
3m +/-  
Form
   Majoros Matthew Principal Accounting Officer   •       –      –    2024-03-25 4 S $56.92 $39,844 D/D (700) 15,212 -9%     
   Asmar Christian Director   –       •      –    2024-03-15 4 B $52.99 $88,493 I/I 1,670 4,188,871 2.1 16%     
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2024-03-11 4 D $55.49 $10,432 D/D (188) 35,127     -
   Crager William Chief Executive Officer   •       •      –    2024-03-11 4 D $55.49 $290,268 D/D (5,231) 323,040     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2024-03-11 4 D $55.49 $3,995 D/D (72) 15,912     -
   Obrien Shelly Chief Legal Officer   •       –      –    2024-03-11 4 D $55.49 $30,464 D/D (549) 47,804     -
   Asmar Christian Director   –       •      –    2024-03-07 4 B $52.62 $1,145,064 I/I 21,761 4,183,729 2.1 18%     
   Asmar Christian Director   –       •      –    2024-03-06 4 B $51.19 $481,237 I/I 9,401 4,161,968 2.1 21%     
   Asmar Christian Director   –       •      –    2024-02-29 4/A A $0.00 $0 I/I 3,472 4,156,039     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2024-02-29 4 A $0.00 $0 D/D 7,846 35,315     -
   Turner Barbara Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 3,634 7,168     -
   Smith Gregory A Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 4,237 31,166     -
   Aguilar Luis A Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 3,825 23,161     -
   Mosley Valerie Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 3,663 15,533     -
   Fox James L Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 5,487 37,476     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2024-02-29 4 A $0.00 $0 D/D 2,570 15,984     -
   Lane Wendy E Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 3,457 4,991     -
   Crowell Gayle A Director   –       •      –    2024-02-29 4 A $0.00 $0 D/D 3,987 17,075     -
   Obrien Shelly Chief Legal Officer   •       –      –    2024-02-29 4 A $0.00 $0 D/D 25,959 48,353     -
   Warren Joshua Chief Financial Officer   •       –      –    2024-02-29 4 A $0.00 $0 D/D 13,731 13,731     -
   Obrien Shelly Chief Legal Officer   •       –      –    2024-02-28 4 D $50.98 $28,804 D/D (565) 22,394     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2024-02-28 4 D $50.98 $15,753 D/D (309) 13,414     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2024-02-28 4 D $50.98 $48,125 D/D (944) 27,469     -
   Crager William Chief Executive Officer   •       •      –    2024-02-28 4 A $0.00 $0 D/D 9,462 328,271     -
   Crager William Chief Executive Officer   •       •      –    2024-02-28 4 D $50.98 $167,571 D/D (3,287) 318,809     -
  1509 Records found
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  Page 1 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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