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Envestnet, Inc. (ENV)  
$62.96 0.43 (0.68%) as of 4:30 Fri 5/3


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Exchange: New York Stock Exchange
Security Type: Common
Shares Out: 62,766,000
Market Cap: 3.95(B)
Last Volume: 47,289 Avg Vol: 47,158
52 Week Range: $33.55 - $63.39
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 2024-02-04 2023-11-03 2023-05-05 2022-05-05

   
Records found: 1267
  Page 10 of 51  
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   •       –      –    2020-08-28 4 D $82.39 $22,328 D/D (271) 26,887     -
   Depina Stuart President   •       –      –    2020-08-28 4 D $82.39 $70,032 D/D (850) 74,244     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2020-08-28 4 D $82.39 $12,441 D/D (151) 13,732     -
   Thomas Brandon Chief Investment Officer   •       –      –    2020-08-28 4 D $82.39 $38,229 D/D (464) 268,701     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2020-08-28 4 D $82.39 $22,163 D/D (269) 16,228     -
   Grinis Scott D Chief Technology Officer   •       –      –    2020-08-28 4 D $82.39 $21,751 D/D (264) 37,220     -
   Crager William Chief Executive Officer   •       •      –    2020-08-28 4 D $82.39 $105,047 D/D (1,275) 248,039     -
   Mayer Joshua Chief Operating Officer   •       –      –    2020-08-28 4 D $82.39 $20,103 D/D (244) 19,353     -
   Darrigo Peter Chief Financial Officer   •       –      –    2020-08-28 4 D $82.39 $66,077 D/D (802) 59,260     -
   Mayer Joshua Chief Operating Officer   •       –      –    2020-06-29 4 S $70.87 $313,104 D/D (4,418) 19,597 -11%     
   Mayer Joshua Chief Operating Officer   •       –      –    2020-06-29 4 OE $12.45 $55,004 D/D 4,418 24,015     -
   Depina Stuart President   •       –      –    2020-06-11 4 D $71.72 $296,849 D/D (4,139) 75,094     -
   Mayer Joshua Chief Operating Officer   •       –      –    2020-06-08 4 AS $76.08 $11,412 D/D (150) 19,597 10%     
   Thomas Brandon Chief Investment Officer   •       –      –    2020-06-03 4 AS $75.41 $254,806 D/D (3,367) 269,165 10%     
   Thomas Brandon Chief Investment Officer   •       –      –    2020-06-03 4 OE $9.00 $30,303 D/D 3,367 272,532     -
   Thomas Brandon Chief Investment Officer   •       –      –    2020-06-01 4 AS $74.12 $780,854 D/D (10,535) 269,165 15%     
   Thomas Brandon Chief Investment Officer   •       –      –    2020-06-01 4 OE $9.00 $94,815 D/D 10,535 279,700     -
   Crager William Chief Executive Officer*   •       •      –    2020-05-28 4 D $71.99 $91,787 D/D (1,275) 249,314     -
   Depina Stuart President*   •       –      –    2020-05-28 4 D $71.99 $61,192 D/D (850) 79,233     -
   Thomas Brandon Chief Investment Officer   •       –      –    2020-05-28 4 D $71.99 $22,101 D/D (307) 269,165     -
   Thomas Brandon Chief Investment Officer   •       –      –    2020-05-28 4 AS $74.38 $974,229 D/D (13,098) 269,472 18%     
   Thomas Brandon Chief Investment Officer   •       –      –    2020-05-28 4 OE $9.00 $117,882 D/D 13,098 282,570     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2020-05-28 4 D $71.99 $19,293 D/D (268) 16,497     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2020-05-28 4 D $71.99 $10,870 D/D (151) 13,883     -
   Darrigo Peter Chief Financial Officer   •       –      –    2020-05-28 4 D $71.99 $57,736 D/D (802) 60,062     -
  1267 Records found
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  Page 10 of 51
  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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