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

  
3m +/-  
Form
   Turner Barbara Director   –       •      –    2023-06-21 4 B $54.39 $108,780 D/D 2,000 3,534 2.39 -34%     
   Crager William Chief Executive Officer   •       •      –    2023-06-12 4 S $53.68 $389,180 D/D (7,250) 325,356 25%     
   Crager William Chief Executive Officer   •       •      –    2023-06-09 4 D $54.22 $65,606 D/D (1,210) 332,606     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-06-09 4 D $54.22 $3,253 D/D (60) 13,959     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-06-09 4 D $54.22 $10,193 D/D (188) 29,865     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-06-09 4 D $54.22 $25,646 D/D (473) 120,007     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-06-09 4 D $54.22 $6,886 D/D (127) 23,459     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-05-26 4 D $52.68 $26,024 D/D (494) 120,480     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-05-26 4 D $52.68 $9,693 D/D (184) 30,053     -
   Crager William Chief Executive Officer   •       •      –    2023-05-26 4 D $52.68 $68,589 D/D (1,302) 333,816     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-05-26 4 D $52.68 $6,480 D/D (123) 23,586     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-05-26 4 D $52.68 $3,055 D/D (58) 14,019     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-05-19 4 S $54.74 $218,960 D/D (4,000) 14,077 20%     
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-05-02 4 D $61.51 $308 D/D (5) 30,237     -
   Turner Barbara Director   –       •      –    2023-04-18 4 A $0.00 $0 D/D 1,534 1,534     -
   Lane Wendy E Director   –       •      –    2023-04-18 4 A $0.00 $0 D/D 1,534 1,534     -
   Asmar Christian Director   –       •      –    2023-04-18 4 A $0.00 $0 I/I 1,534 4,152,567     -
   Asmar Christian Director   –       •      –    2023-03-27 3 IO $0.00 $0 I/I 0 4,151,033 1%     
   Darrigo Peter Chief Financial Officer   •       –      –    2023-03-10 4 D $56.65 $26,795 D/D (473) 120,974     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-03-10 4 D $56.65 $7,195 D/D (127) 32,509     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-03-10 4 D $56.65 $10,650 D/D (188) 30,772     -
   Crager William Chief Executive Officer   •       •      –    2023-03-10 4 D $56.65 $68,490 D/D (1,209) 335,118     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-03-10 4 D $56.65 $3,342 D/D (59) 18,077     -
   Crowell Gayle A Director   –       •      –    2023-02-28 4 A $0.00 $0 D/D 3,208 13,088     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2023-02-28 4 D $62.51 $21,191 D/D (339) 18,136     -
  1267 Records found
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  Page 3 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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