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Get Institutions for : 
Envestnet, Inc. (ENV)  
$61.77 0.05 (0.08%) as of 4:30 Tue 6/18


Download
     
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  : 
9.59 (18.38%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 864 - 2024-03-31 3,020,822 $174,936,000 -283,494
   VAN BERKOM & ASSOCIATES INC. 4 - 2024-03-31 1,769,673 $102,482,000 -407,145
   HSBC HOLDINGS PLC 286 - 2024-03-31 1,600,392 $92,679,000 -224,605
   EARNEST PARTNERS LLC 100 - 2024-03-31 1,457,319 $84,393,000 -15,784
   JANUS HENDERSON GROUP PLC 322 - 2024-03-31 1,216,927 $70,472,000 -104,554
   CLEARBRIDGE ADVISORS LLC 289 - 2024-03-31 1,202,926 $69,661,000 -354
   DIMENSIONAL FUND ADVISORS INC 1382 - 2024-03-31 965,651 $55,921,000 -6,265
   NORTHERN TRUST CORP 1209 - 2024-03-31 625,347 $36,214,000 -8,637
   BANK OF MONTREAL /CAN/ 516 - 2024-03-31 583,928 $33,990,000 -15,391
   ROYAL BANK OF CANADA 935 - 2024-03-31 517,805 $29,985,000 -21,047
   CRAMER ROSENTHAL MCGLYNN LLC 33 - 2024-03-31 426,116 $24,676,000 -36,266
   BANK OF NEW YORK MELLON CORP 1511 - 2024-03-31 387,780 $22,456,000 -22,917
   Man Group plc 414 - 2024-03-31 323,336 $18,724,000 -143,975
   FRANKLIN RESOURCES INC 843 - 2024-03-31 314,224 $18,197,000 -11,852
   PRINCIPAL FINANCIAL GROUP INC 1091 - 2024-03-31 259,258 $15,014,000 -20,975
   AMERIPRISE FINANCIAL INC 1531 - 2024-03-31 228,812 $13,251,000 -1,726
   DEUTSCHE BANK AG 960 - 2024-03-31 203,473 $11,783,000 -239,666
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 253 - 2024-03-31 175,200 $10,146,000 -59,300
   CITADEL ADVISORS LLC 1269 - 2024-03-31 161,505 $9,353,000 -179,993
   RHUMBLINE ADVISERS 1130 - 2024-03-31 147,761 $8,557,000 -1,918
   LEGAL & GENERAL GROUP PLC 1270 - 2024-03-31 131,764 $7,630,000 -369
   FRONTIER CAPITAL MANAGEMENT CO LLC 231 - 2024-03-31 123,823 $7,171,000 -1,430
   Phase 2 Partners LLC 13 - 2024-03-31 111,497 $6,457,000 -206,989
   PUBLIC SECTOR PENSION INVESTMENT BOARD 312 - 2024-03-31 101,953 $5,904,000 -1,260
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 850 - 2024-03-31 105,538 $5,796,000 -24,961
   SCOUT INVESTMENT ADVISORS INC 175 - 2024-03-31 94,847 $5,434,000 -6,038
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1097 - 2024-03-31 82,223 $4,762,000 -18,343
   MILLENNIUM MANAGEMENT LLC 1980 - 2024-03-31 73,723 $4,269,000 -227,337
   ALLIANCEBERNSTEIN L.P. 1564 - 2024-03-31 66,297 $3,839,000 -3,385
   STATE OF WISCONSIN INVESTMENT BOARD 1083 - 2024-03-31 59,458 $3,443,000 -8,162
   PRUDENTIAL FINANCIAL INC 1170 - 2024-03-31 56,144 $3,251,000 -1,190
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 842 - 2024-03-31 50,657 $2,934,000 -6,068
   BNP PARIBAS ARBITRAGE SA 1264 - 2024-03-31 47,285 $2,738,000 -20,846
   CAMBIAR INVESTORS LLC 98 - 2024-03-31 47,157 $2,731,000 -10,495
   BARCLAYS PLC 1742 - 2024-03-31 44,168 $2,558,000 -43,461
   THRIVENT FINANCIAL FOR LUTHERANS 1182 - 2024-03-31 43,148 $2,499,000 -1,172
   BALYASNY ASSET MANAGEMENT LLC 995 - 2024-03-31 43,143 $2,498,000 -38,071
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1293 - 2024-03-31 41,918 $2,427,000 -2,752
   D E SHAW & CO INC 1636 - 2024-03-31 34,546 $2,001,000 -11,239
   COMERICA BANK 1225 - 2024-03-31 31,056 $1,798,000 -1,732
   ALASKA RETIREMENT MANAGEMENT BOARD 746 - 2024-03-31 30,299 $1,754,000 -300
   AMERICAN INTERNATIONAL GROUP INC 1087 - 2024-03-31 27,015 $1,564,000 -240
   MetLife Investment Advisors LLC 1080 - 2024-03-31 25,660 $1,486,000 -765
   Louisiana State Employees Retirement System 708 - 2024-03-31 24,600 $1,425,000 -300
   US BANCORP 960 - 2024-03-31 24,307 $1,408,000 -3,777
   TRUENORTH, INC. 50 - 2024-03-31 24,046 $1,393,000 -918
   YOUSIF CAPITAL MANAGEMENT LLC 1046 - 2024-03-31 22,444 $1,300,000 -2,153
   Maryland State Retirement & Pension System 625 - 2024-03-31 17,922 $1,095,000 -155
   TWO SIGMA ADVISERS, LLC 1569 - 2024-03-31 17,700 $1,025,000 -32,500
   TWO SIGMA INVESTMENTS LLC 1875 - 2024-03-31 16,506 $956,000 -96,394
   ING INVESTMENT MANAGEMENT LLC 1513 - 2024-03-31 16,475 $954,000 -3,456
   BROWN CAPITAL MANAGEMENT INC 101 - 2024-03-31 16,008 $927,000 -154
   Ensign Peak Advisors Inc 1379 - 2024-03-31 15,936 $923,000 -804
   AMALGAMATED BANK 1080 - 2024-03-31 15,855 $918,000 -5,538
   JANE STREET GROUP LLC 3249 - 2024-03-31 14,795 $857,000 -27,072
   State of Tennessee Treasury Department 1246 - 2024-03-31 13,544 $784,000 -3,296
   OREGON PUBLIC EMPLOYEES RETIREMENT FUND 956 - 2024-03-31 13,382 $775,000 -1,124
   GREENWOOD CAPITAL ASSOCIATES LLC 161 - 2024-03-31 12,383 $717,000 -129
   ARIZONA STATE RETIREMENT SYSTEM 1286 - 2024-03-31 11,266 $652,000 -168
   VICTORY CAPITAL MANAGEMENT INC 1881 - 2024-03-31 10,966 $635,000 -516
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP 1154 - 2024-03-31 8,569 $496,000 -136
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1495 - 2024-03-31 7,873 $456,000 -1,566
   Integrated Investment Consultants LLC 157 - 2024-03-31 6,879 $398,000 -420
   PARK AVENUE SECURITIES LLC 1117 - 2024-03-31 5,935 $344,000 -528
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1282 - 2024-03-31 5,075 $294,000 -1,142
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4335 - 2024-03-31 4,063 $235,000 -12,874
   AtonRa Partners 102 - 2023-12-31 4,596 $228,000 -1,532
   S.A. Mason LLC 149 - 2024-03-31 3,700 $214,000 -3,400
   Atlantic Trust Group LLC 1160 - 2024-03-31 3,155 $181,000 -1,854
   METROPOLITAN LIFE INSURANCE CO/NY 838 - 2024-03-31 2,611 $151,000 -275
   PNC FINANCIAL SERVICES GROUP INC 2398 - 2024-03-31 2,473 $143,000 -1,093
   HUNTINGTON NATIONAL BANK 576 - 2024-03-31 2,180 $126,000 -173
   TOWER RESEARCH CAPITAL LLC 1778 - 2024-03-31 1,886 $109,000 -3,612
   DIAM CO. LTD 943 - 2024-03-31 1,027 $59,000 -223
   Advisor Group Holdings Inc. 4632 - 2024-03-31 930 $54,000 -12,314
   Steward Partners Investment Advisory LLC 2246 - 2024-03-31 617 $36,000 -8
   McIlrath & Eck LLC 391 - 2024-03-31 474 $27,000 -102
   Quest Partners LLC 1373 - 2024-03-31 24 $1,000 -1,138

  78 Records found
  1    
  Page 1 of 1
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