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Get Institutions for : 
Envestnet, Inc. (ENV)  
$62.09 0.02 (0.03%) as of 4:30 Wed 5/1


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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 : 
 $42.45  
Last Quarter's Ending Price : 
 $49.52  
Last Quarter's Average Price : 
 $40.90  
Change from last quarter's     
avg. price to the last closing  : 
21.19 (51.81%)  




 
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
760,478
 1.29%
 
View holdings for period: 3-31-2022 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 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. 1202 - 2023-12-31 7,750,163 $383,788,000 -283,244
   J P MORGAN CHASE & CO 762 - 2023-12-31 2,297,894 $113,792,000 -731,916
   T. Rowe Price Investment Management Inc. 314 - 2023-12-31 1,657,619 $82,086,000 -58,649
   EARNEST PARTNERS LLC 113 - 2023-12-31 1,473,103 $72,948,000 -62,970
   JANUS HENDERSON GROUP PLC 324 - 2023-12-31 1,321,481 $65,439,000 -143,753
   FMR LLC 1241 - 2023-12-31 1,120,617 $55,493,000 -15
   GENEVA CAPITAL MANAGEMENT LTD/WI 35 - 2023-12-31 1,054,310 $52,209,000 -21,496
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 244 - 2023-12-31 760,478 $37,659,000 -116,849
   BANK OF AMERICA CORP /DE/ 1358 - 2023-12-31 739,137 $36,602,000 -103,402
   NORTHERN TRUST CORP 1319 - 2023-12-31 633,984 $31,395,000 -104,773
   CRAMER ROSENTHAL MCGLYNN LLC 35 - 2023-12-31 462,382 $22,897,000 -18,437
   BANK OF NEW YORK MELLON CORP 1511 - 2024-03-31 387,780 $22,456,000 -22,917
   SUMMIT CREEK ADVISORS LLC 21 - 2023-12-31 321,505 $15,921,000 -24,177
   Phase 2 Partners LLC 3 - 2023-12-31 318,486 $15,771,000 -222,789
   MILLENNIUM MANAGEMENT LLC 1161 - 2023-12-31 301,060 $14,908,000 -26,308
   AMERIPRISE FINANCIAL INC 1625 - 2023-12-31 230,538 $11,417,000 -239,181
   GOLDMAN SACHS GROUP INC/ 2086 - 2023-12-31 199,197 $9,864,000 -26,865
   ENVESTNET ASSET MANAGEMENT INC 1584 - 2023-12-31 159,276 $7,887,000 -3,885
   RHUMBLINE ADVISERS 1205 - 2023-12-31 149,679 $7,412,000 -15,510
   PRICE T ROWE ASSOCIATES INC /MD/ 1190 - 2023-12-31 106,786 $5,289,000 -86,783
   SCOUT INVESTMENT ADVISORS INC 185 - 2023-12-31 100,885 $4,996,000 -1,584
   CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1096 - 2023-12-31 100,566 $4,980,000 -177,569
   Swiss National Bank 1428 - 2023-12-31 80,700 $3,996,000 -9,000
   ALLIANCEBERNSTEIN L.P. 1653 - 2023-12-31 69,682 $3,451,000 -44,814
   WELLS FARGO & CO/MN 2200 - 2023-12-31 63,138 $3,127,000 -11,246
   HRT FINANCIAL LLC 506 - 2023-12-31 53,211 $2,635,000 -7,112
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1514 - 2023-12-31 51,026 $2,527,000 -179
   D E SHAW & CO INC 1540 - 2023-12-31 45,785 $2,267,000 -46,734
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 1374 - 2023-12-31 44,670 $2,212,000 -2,457
   UBS Group AG 2778 - 2023-12-31 42,854 $2,122,000 -16,185
   Russell Investments Group Ltd. 1564 - 2023-12-31 42,306 $2,095,000 -37,879
   JANE STREET GROUP LLC 2373 - 2023-12-31 41,867 $2,073,000 -134,106
   ALASKA RETIREMENT MANAGEMENT BOARD 746 - 2024-03-31 30,299 $1,754,000 -300
   Louisiana State Employees Retirement System 708 - 2024-03-31 24,600 $1,425,000 -300
   TRUENORTH, INC. 50 - 2024-03-31 24,046 $1,393,000 -918
   US BANCORP 964 - 2023-12-31 28,084 $1,391,000 -1,541
   OPPENHEIMER ASSET MANAGEMENT INC 618 - 2023-12-31 27,658 $1,370,000 -8,132
   AMERICAN INTERNATIONAL GROUP INC 1153 - 2023-12-31 27,255 $1,350,000 -67,266
   MetLife Investment Advisors LLC 1161 - 2023-12-31 26,425 $1,309,000 -27,455
   YOUSIF CAPITAL MANAGEMENT LLC 1046 - 2024-03-31 22,444 $1,300,000 -2,153
   MANUFACTURERES LIFE INSURANCE CO 1667 - 2023-12-31 25,735 $1,274,000 -34,800
   Maryland State Retirement & Pension System 625 - 2024-03-31 17,922 $1,095,000 -155
   FIERA SCEPTRE INC. 352 - 2023-12-31 22,007 $1,090,000 -2,359
   ING INVESTMENT MANAGEMENT LLC 1540 - 2023-12-31 19,931 $987,000 -290
   AMALGAMATED BANK 1080 - 2024-03-31 15,855 $918,000 -5,538
   Squarepoint Ops LLC 1419 - 2023-12-31 17,260 $855,000 -32,520
   BAMCO INC /NY/ 306 - 2023-12-31 17,087 $846,000 -14,556
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3027 - 2023-12-31 16,937 $839,000 -71,117
   State of Tennessee Treasury Department 1251 - 2023-12-31 16,840 $834,000 -6,733
   BROWN CAPITAL MANAGEMENT INC 98 - 2023-12-31 16,162 $800,000 -179
   Advisor Group Holdings Inc. 2915 - 2023-12-31 13,244 $656,000 -6,985
   GREENWOOD CAPITAL ASSOCIATES LLC 169 - 2023-12-31 12,512 $620,000 -339
   LIBERTY ONE INVESTMENT MANAGEMENT LLC - 2023-12-31 12,225 $605,000 -890
   ARIZONA STATE RETIREMENT SYSTEM - 2023-12-31 11,434 $566,000 -183
   CAPSTONE INVESTMENT ADVISORS LLC 343 - 2023-12-31 11,176 $553,000 -4,440
   SANDLER ONEILL ASSET MANAGEMENT LLC 78 - 2023-12-31 10,000 $495,000 -10,000
   Aquatic Capital Management LLC 652 - 2023-12-31 9,500 $470,000 -8,200
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1495 - 2024-03-31 7,873 $456,000 -1,566
   MUTUAL OF AMERICA CAPITAL MANAGEMENT CORP - 2023-12-31 8,705 $431,000 -23,629
   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 1289 - 2023-12-31 6,217 $308,000 -90
   CAPTRUST FINANCIAL ADVISORS 2133 - 2023-12-31 5,783 $286,000 -1,269
   STEPHENS INC /AR/ 952 - 2023-12-31 5,759 $285,000 -545
   TOWER RESEARCH CAPITAL LLC 1848 - 2023-12-31 5,498 $272,000 -1,290
   SUMMIT INVESTMENT ADVISORS INC 1107 - 2023-12-31 5,190 $257,000 -10,921
   Atlantic Trust Group LLC 997 - 2023-12-31 5,009 $248,000 -130,187
   AtonRa Partners 102 - 2023-12-31 4,596 $228,000 -1,532
   XTX Topco Ltd 877 - 2023-12-31 4,473 $222,000 -2,076
   S.A. Mason LLC 149 - 2024-03-31 3,700 $214,000 -3,400
   PNC FINANCIAL SERVICES GROUP INC 2227 - 2023-12-31 3,566 $177,000 -1,364
   WALLEYE TRADING LLC 1203 - 2023-12-31 1,822 $90,000 -15,561
   FEDERATED INVESTORS INC /PA/ 1593 - 2023-12-31 1,500 $74,000 -123,538
   Steward Partners Investment Advisory LLC 2171 - 2023-12-31 625 $31,000 -28
   McIlrath & Eck LLC 345 - 2023-12-31 576 $29,000 -88
   NISA INVESTMENT ADVISORS L L C - 2023-12-31 463 $23,000 -736
   Parallel Advisors LLC 2448 - 2023-12-31 112 $6,000 -136
   Quarry LP 1270 - 2023-12-31 52 $3,000 -194
   Glassman Wealth Services 1955 - 2023-12-31 10 $0 -7
  79 Records found
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