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

 
3m +/-  
Form
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2022-03-25 4 S $73.73 $49,989 D/D (678) 27,652 23%     
   Majoros Matthew Principal Accounting Officer   •       –      –    2022-03-21 4 S $75.33 $30,132 D/D (400) 16,936 22%     
   Crager William Chief Executive Officer   •       •      –    2022-03-11 4 D $72.86 $352,278 D/D (4,835) 307,656     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2022-03-11 4 D $72.86 $18,142 D/D (249) 17,336     -
   Darrigo Peter Chief Financial Officer   •       –      –    2022-03-11 4 D $72.86 $137,778 D/D (1,891) 105,722     -
   Obrien Shelly Chief Legal Officer   •       –      –    2022-03-11 4 D $72.86 $36,940 D/D (507) 34,546     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2022-03-11 4 D $72.86 $54,936 D/D (754) 28,330     -
   Depina Stuart President   •       –      –    2022-03-11 4 D $72.86 $274,391 D/D (3,766) 72,023     -
   Aguilar Luis A Director   –       •      –    2022-02-28 4 A $0.00 $0 D/D 2,252 16,235     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2022-02-28 4 D $74.82 $23,269 D/D (311) 29,084     -
   Cooper Barry D. SVP, Head of Accounting Mgmt.   •       –      –    2022-02-28 4 A $0.00 $0 D/D 7,685 29,395     -
   Crowell Gayle A Director   –       •      –    2022-02-28 4 A $0.00 $0 D/D 2,352 9,880     -
   Mosley Valerie Director   –       •      –    2022-02-28 4 A $0.00 $0 D/D 2,152 8,901     -
   Smith Gregory A Director   –       •      –    2022-02-28 4 A $0.00 $0 D/D 2,573 23,471     -
   Crager William Chief Executive Officer   •       •      –    2022-02-28 4 D $74.82 $647,717 D/D (8,657) 312,491     -
   Crager William Chief Executive Officer   •       •      –    2022-02-28 4 A $0.00 $0 D/D 53,144 321,148     -
   Darrigo Peter Chief Financial Officer   •       –      –    2022-02-28 4 D $74.82 $352,402 D/D (4,710) 107,613     -
   Darrigo Peter Chief Financial Officer   •       –      –    2022-02-28 4 A $0.00 $0 D/D 22,273 112,323     -
   Obrien Shelly Chief Legal Officer   •       –      –    2022-02-28 4 D $74.82 $19,154 D/D (256) 35,053     -
   Obrien Shelly Chief Legal Officer   •       –      –    2022-02-28 4 A $0.00 $0 D/D 5,012 35,309     -
   Chapin Ross K Director   –       •      –    2022-02-28 4 A $0.00 $0 D/D 2,312 59,492     -
   Depina Stuart President   •       –      –    2022-02-28 4 D $74.82 $377,991 D/D (5,052) 75,789     -
   Depina Stuart President   •       –      –    2022-02-28 4 A $0.00 $0 D/D 27,741 80,841     -
   Fox James L Director   –       •      –    2022-02-28 4 A $0.00 $0 D/D 3,275 22,339     -
   Majoros Matthew Principal Accounting Officer   •       –      –    2022-02-28 4 D $74.82 $10,325 D/D (138) 17,585     -

  1267 Records found
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  Page 6 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