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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 2 of 51  
Filer's Name Relation Title Off-Dir-10% Tran. Date Form Action Price Mkt Value D/I Shares Holdings
Rank

 
3m +/-  
Form
   Crager William Chief Executive Officer   •       •      –    2024-02-27 4 D $50.91 $628,026 D/D (12,336) 322,096     -
   Crager William Chief Executive Officer   •       •      –    2024-02-27 4 OE $41.84 $589,944 D/D 14,100 334,432     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2024-02-02 4 D $52.34 $314 D/D (6) 28,413     -
   Fox James L Director   –       •      –    2024-01-07 4 A $0.00 $0 D/D 5,178 31,989     -
   Crager William Chief Executive Officer   •       •      –    2023-12-11 4 D $42.38 $51,280 D/D (1,210) 320,332     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-12-11 4 D $42.38 $7,967 D/D (188) 28,419     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-12-11 4 D $42.38 $5,382 D/D (127) 22,959     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-12-11 4 D $42.38 $2,543 D/D (60) 13,723     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-11-28 4 D $37.18 $6,878 D/D (185) 28,607     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-11-28 4 D $37.18 $4,573 D/D (123) 23,086     -
   Crager William Chief Executive Officer   •       •      –    2023-11-28 4 D $37.18 $48,408 D/D (1,302) 321,542     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-11-28 4 D $37.18 $2,156 D/D (58) 13,783     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-11-02 4 D $37.49 $187 D/D (5) 28,792     -
   Crager William Chief Executive Officer   •       •      –    2023-09-11 4 D $50.08 $60,597 D/D (1,210) 322,844     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-09-11 4 D $50.08 $6,360 D/D (127) 23,209     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-09-11 4 D $50.08 $3,005 D/D (60) 13,841     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-09-11 4 D $50.08 $9,415 D/D (188) 28,797     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-09-11 4 D $50.08 $23,688 D/D (473) 119,040     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-08-28 4 D $53.68 $9,931 D/D (185) 28,985     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-08-28 4 D $53.68 $6,603 D/D (123) 23,336     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-08-28 4 D $53.68 $3,113 D/D (58) 13,901     -
   Crager William Chief Executive Officer   •       •      –    2023-08-28 4 D $53.68 $69,891 D/D (1,302) 324,054     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-08-28 4 D $53.68 $26,518 D/D (494) 119,513     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-08-02 4 D $60.43 $302 D/D (5) 29,170     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-06-29 4 S $58.19 $40,151 D/D (690) 29,175 32%     

  1267 Records found
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  Page 2 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