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Get Institutions for : 
Envestnet, Inc. (ENV)  
$59.94 0.68 (1.12%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 213    11
Total shares held : 
 58,822,168  
% of shares held : 
 93.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 2,599,936  
% of shares held change : 
   4.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $49.61  
Last Quarter's Ending Price : 
 $57.91  
Last Quarter's Average Price : 
 $52.18  
Change from last quarter's     
avg. price to the last closing  : 
7.76 (14.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
32
 2,249,342
 3.82%
 
Increased Positions :
79
 5,925,084
 10.07%
 
Unchanged Positions :
24
 4,332,954
 7.37%
 
Decreased Positions :
78
-3,696,100
-6.28%
 
Closed Positions :
43
-1,878,390
-3.19%
 
Guru Positions :
1
761,678
 1.29%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 1084 - 2024-03-31 7,985,976 $462,468,000 235,813
   VANGUARD GROUP INC 1188 - 2024-03-31 6,098,535 $353,166,000 83,081
   Impactive Capital LP 6 - 2024-03-31 4,183,865 $242,288,000 32,832
   J P MORGAN CHASE & CO 722 - 2024-03-31 2,460,585 $142,492,000 162,691
   STATE STREET CORP 1229 - 2024-03-31 1,946,511 $112,722,000 24,353
   BROWN ADVISORY HOLDINGS INC 135 - 2024-03-31 1,728,926 $100,122,000 655,082
   T. Rowe Price Investment Management Inc. 293 - 2024-03-31 1,681,441 $97,373,000 23,822
   STEPHENS INVESTMENT MANAGEMENT GROUP LLC 16 - 2024-03-31 1,652,784 $95,713,000 1,703
   RGM CAPITAL LLC 18 - 2024-03-31 1,343,546 $77,805,000 173,046
   GEODE CAPITAL MANAGEMENT LLC 1199 - 2024-03-31 1,079,870 $62,545,000 32,496
   GENEVA CAPITAL MANAGEMENT LTD/WI 30 - 2024-03-31 1,070,976 $62,020,000 16,666
   BANK OF AMERICA CORP /DE/ 1258 - 2024-03-31 919,480 $53,247,000 180,343
   INVESCO LTD 1041 - 2024-03-31 824,918 $47,771,000 38,836
   SCHRODER INVESTMENT MANAGEMENT GROUP 305 - 2024-03-31 793,466 $45,950,000 352,663
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 237 - 2024-03-31 761,678 $44,109,000 1,200
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1340 - 2024-03-31 533,361 $30,887,000 24,782
   NUVEEN ASSET MANAGEMENT, LLC 1009 - 2024-03-31 444,078 $25,717,000 193,596
   NORGES BANK 1202 - 2023-12-31 511,296 $25,319,000 109,722
   SUMMIT CREEK ADVISORS LLC 20 - 2024-03-31 323,547 $18,737,000 2,042
   BESSEMER GROUP INC 290 - 2024-03-31 212,260 $12,291,000 8,658
   GOLDMAN SACHS GROUP INC/ 1945 - 2024-03-31 199,297 $11,541,000 100
   ENVESTNET ASSET MANAGEMENT INC 1444 - 2024-03-31 197,689 $11,448,000 38,413
   PRICE T ROWE ASSOCIATES INC /MD/ 1121 - 2024-03-31 154,843 $8,968,000 48,057
   TUDOR INVESTMENT CORP ET AL 300 - 2024-03-31 127,783 $7,400,000 462
   13D Management LLC 20 - 2024-03-31 89,773 $5,199,000 102
   WELLS FARGO & CO/MN 2070 - 2024-03-31 73,464 $4,254,000 10,326
   CREDIT SUISSE/ 1478 - 2024-03-31 61,518 $3,563,000 1,389
   Holocene Advisors LP 493 - 2024-03-31 55,299 $3,202,000 2,184
   SEI INVESTMENTS CO 1427 - 2024-03-31 52,914 $3,064,000 3,198
   UBS Group AG 2712 - 2024-03-31 46,314 $2,682,000 3,460
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1107 - 2024-03-31 46,018 $2,664,000 6,997
   Lombard Odier Asset Management (Europe) Ltd 95 - 2024-03-31 45,000 $2,606,000 5,000
   TEXAS PERMANENT SCHOOL FUND 943 - 2024-03-31 43,529 $2,521,000 688
   TD ASSET MANAGEMENT INC 976 - 2024-03-31 39,034 $2,260,000 3,200
   CITIGROUP INC 1741 - 2024-03-31 36,241 $2,099,000 1,979
   NEW YORK STATE COMMON RETIREMENT FUND 1439 - 2024-03-31 32,558 $1,885,000 3,636
   LPL FINANCIAL CORP 2581 - 2024-03-31 31,051 $1,798,000 2,332
   STIFEL FINANCIAL CORP 1791 - 2024-03-31 30,939 $1,792,000 2,985
   MANUFACTURERES LIFE INSURANCE CO 1580 - 2024-03-31 28,592 $1,656,000 2,857
   Illinois Municipal Retirement Fund 644 - 2024-03-31 28,271 $1,637,000 619
   OPPENHEIMER ASSET MANAGEMENT INC 563 - 2024-03-31 28,201 $1,633,000 543
   ZBN.A. 153 - 2024-03-31 26,645 $1,543,000 2,263
   SANDLER ONEILL ASSET MANAGEMENT LLC 64 - 2024-03-31 26,400 $1,529,000 16,400
   FIRST TRUST ADVISORS LP 1860 - 2024-03-31 24,966 $1,446,000 24,966
   MML INVESTORS SERVICES LLC 1241 - 2024-03-31 23,511 $1,362,000 3,008
   RAYMOND JAMES & ASSOCIATES 2398 - 2024-03-31 22,794 $1,320,000 6,099
   Handelsbanken Fonder AB 770 - 2024-03-31 21,123 $1,223,000 3,400
   GOTHAM ASSET MANAGEMENT, LLC 832 - 2024-03-31 18,054 $1,046,000 2,688
   MARSHALL WACE LLP 1405 - 2024-03-31 17,624 $1,021,000 17,624
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1214 - 2024-03-31 15,772 $925,000 1,460
   MARINER WEALTH ADVISORS, LLC 1666 - 2024-03-31 13,795 $799,000 271
   LIBERTY ONE INVESTMENT MANAGEMENT LLC 96 - 2024-03-31 13,710 $794,000 1,485
   CI Private Wealth LLC 1395 - 2024-03-31 13,679 $792,000 580
   Select Equity Group L.P. 140 - 2024-03-31 12,320 $713,000 2,997
   BB&T CORP 1754 - 2024-03-31 12,119 $702,000 3,370
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2310 - 2024-03-31 11,227 $650,000 103
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 1105 - 2024-03-31 10,741 $622,000 8
   PROSHARE ADVISORS LLC 994 - 2024-03-31 10,095 $585,000 693
   CAPTRUST FINANCIAL ADVISORS 1510 - 2024-03-31 8,077 $468,000 2,294
   CONNABLE OFFICE INC 153 - 2024-03-31 7,329 $424,000 359
   Engineers Gate Manager LP 1302 - 2024-03-31 7,108 $412,000 7,108
   BENJAMIN EDWARDS INC 240 - 2024-03-31 7,123 $412,000 1,685
   WALLEYE TRADING LLC 701 - 2024-03-31 6,670 $386,000 4,848
   ARGENT CAPITAL MANAGEMENT LLC 128 - 2024-03-31 6,338 $367,000 806
   State of Wyoming 261 - 2024-03-31 6,158 $357,000 526
   STEPHENS INC /AR/ 968 - 2024-03-31 5,789 $335,000 30
   NATIXIS 658 - 2024-03-31 4,767 $276,000 544
   SG AMERICAS SECURITIES LLC 1801 - 2024-03-31 2,898 $168,000 2,898
   PRINCIPAL SECURITIES INC. 1113 - 2024-03-31 2,641 $153,000 2,380
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1693 - 2024-03-31 2,318 $134,000 34
   PROEQUITIES INC. 1029 - 2024-03-31 1,264 $73,000 197
   NISA INVESTMENT ADVISORS L L C 1689 - 2024-03-31 758 $44,000 295
   Goss Wealth Management LLC 2378 - 2024-03-31 666 $39,000 501
   STRS OHIO 1808 - 2024-03-31 600 $34,000 600
   Headlands Technologies LLC 890 - 2024-03-31 377 $22,000 377
   CWM LLC 2944 - 2024-03-31 314 $18,000 13
   FIFTH THIRD BANCORP 1711 - 2024-03-31 283 $16,000 8
   MASSMUTUAL TRUST CO FSB/ADV 1283 - 2024-03-31 88 $5,000 13
   CAROLINAS WEALTH CONSULTING LLC 704 - 2024-03-31 50 $3,000 50
   PARKSIDE FINANCIAL BANK & TRUST 2013 - 2024-03-31 8 $0 3
  80 Records found
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