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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 4 of 51  
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   •       –      –    2023-02-28 4 A $0.00 $0 D/D 2,075 18,475     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-02-28 4 D $62.51 $68,136 D/D (1,090) 32,636     -
   Obrien Shelly Chief Legal Officer   •       –      –    2023-02-28 4 A $0.00 $0 D/D 5,276 33,726     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-02-28 4 D $62.51 $57,009 D/D (912) 30,960     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-02-28 4 A $0.00 $0 D/D 6,629 31,872     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-02-28 4 D $62.51 $204,470 D/D (3,271) 121,447     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-02-28 4 A $0.00 $0 D/D 13,738 124,718     -
   Smith Gregory A Director   –       •      –    2023-02-28 4 A $0.00 $0 D/D 3,458 26,929     -
   Chapin Ross K Director   –       •      –    2023-02-28 4 A $0.00 $0 D/D 3,256 62,748     -
   Fox James L Director   –       •      –    2023-02-28 4 A $0.00 $0 D/D 4,472 26,811     -
   Mosley Valerie Director   –       •      –    2023-02-28 4 A $0.00 $0 D/D 2,969 11,870     -
   Aguilar Luis A Director   –       •      –    2023-02-28 4 A $0.00 $0 D/D 3,101 19,336     -
   Crager William Chief Executive Officer   •       •      –    2023-02-28 4 D $62.51 $628,413 D/D (10,053) 336,327     -
   Crager William Chief Executive Officer   •       •      –    2023-02-28 4 A $0.00 $0 D/D 37,446 346,380     -
   Crager William Chief Executive Officer   •       •      –    2023-02-27 4 D $62.89 $385,956 D/D (6,137) 308,934     -
   Crager William Chief Executive Officer   •       •      –    2023-02-27 4 OE $15.34 $207,090 D/D 13,500 315,071     -
   Darrigo Peter Chief Financial Officer   •       –      –    2023-02-24 4 OE $15.34 $122,720 D/D 8,000 110,980     -
   Chapin Ross K Director   –       •      –    2023-02-23 4 OE $15.34 $122,014 D/D 7,954 67,446     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2023-02-02 4 D $68.66 $412 D/D (6) 25,243     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2022-12-09 4 D $61.20 $3,672 D/D (60) 16,400     -
   Obrien Shelly Chief Legal Officer   •       –      –    2022-12-09 4 D $61.20 $7,772 D/D (127) 28,450     -
   Darrigo Peter Chief Financial Officer   •       –      –    2022-12-09 4 D $61.20 $28,948 D/D (473) 102,980     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2022-12-09 4 D $61.20 $11,567 D/D (189) 25,249     -
   Crager William Chief Executive Officer   •       •      –    2022-12-09 4 D $61.20 $73,991 D/D (1,209) 301,571     -
   Obrien Shelly Chief Legal Officer   •       –      –    2022-11-28 4 D $57.25 $6,813 D/D (119) 28,577     -
  1267 Records found
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  Page 4 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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