ENVESTNET, INC.
Total Trades
13
Buys
2
Sells
11
Largest Trade
$500K+
Insiders
5
Institutional Funds
1
Inst. Value
$15K–$50K
Activist Filings
13
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Majoros Matthew | Principal Accounti… | SELL | $15K–$50K | 700 | $56.92 | Mar 27, 2024 |
| Cooper Barry D. | SVP | SELL | $15K–$50K | 690 | $58.19 | Jul 3, 2023 |
| Turner Barbara | Director | BUY | $100K–$500K | 2K | $54.39 | Jun 23, 2023 |
| Crager William | CEO | SELL | $100K–$500K | 7K | $53.68 | Jun 13, 2023 |
| Majoros Matthew | Principal Accounti… | SELL | $100K–$500K | 4K | $54.74 | May 23, 2023 |
| Cooper Barry D. | SVP | SELL | $15K–$50K | 530 | $56.93 | Mar 31, 2023 |
| O'Brien Shelly | Chief Legal Officer | SELL | $500K+ | 9K | $56.84 | Mar 31, 2023 |
| O'Brien Shelly | Chief Legal Officer | SELL | $100K–$500K | 5K | $56.00 | Nov 16, 2022 |
| Cooper Barry D. | SVP | SELL | $50K–$100K | 1K | $56.43 | Aug 24, 2022 |
| Crager William | CEO | BUY | $15K–$50K | 920 | $53.79 | Jul 1, 2022 |
| Majoros Matthew | Principal Accounti… | SELL | $1K–$15K | 200 | $53.79 | Jun 30, 2022 |
| Cooper Barry D. | SVP | SELL | $15K–$50K | 678 | $73.73 | Mar 30, 2022 |
| Majoros Matthew | Principal Accounti… | SELL | $15K–$50K | 400 | $75.33 | Mar 23, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2024 · 1 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Blue Trust, Inc. | 709 | $15K–$50K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Nov 27, 2024
0.0%
0 shares
SC 13D/A · Nov 25, 2024
0.0%
0 shares
SC 13D/A · Jul 12, 2024
14.5%
8.0M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
11.0%
6.0M shares
JPMORGAN CHASE & CO. 13-2624428
SC 13G/A · Dec 7, 2023
4.0%
2.2M shares
SC 13D/A · Mar 28, 2023
7.7%
4.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Mar 10, 2023
10.2%
5.5M shares
JPMORGAN CHASE & CO. 13-2624428
SC 13G/A · Jan 20, 2023
5.6%
3.1M shares
SC 13D/A · Jan 4, 2023
7.5%
4.2M shares
SC 13D/A · Nov 15, 2022
7.2%
4.0M shares
SC 13D/A · May 24, 2022
6.3%
3.5M shares
SC 13D · Apr 6, 2022
5.0%
2.8M shares
JPMORGAN CHASE & CO. 13-2624428
SC 13G/A · Jan 10, 2022
5.8%
3.2M shares