Envestnet, Inc., together with its subsidiaries, provides wealth management software and services in the United States and internationally. It operates through Envestnet Wealth Solutions and Envestnet Data & Analytics segments. The company's product and services include Envestnet | Enterprise, which provides an end-to-end open architecture wealth management platform, as well as offers data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet | Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; and Envestnet | MoneyGuide that provides goals-based financial planning solutions to the financial services industry. It also provides Envestnet | Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet | Portfolio Management Consultants that provide research and consulting services to assist advisors in creating investment solutions for their clients, and portfolio overlay and tax optimization services, as well as data aggregation and data intelligence platform, which offers cloud-based innovation for digital financial services. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois.
Over the last 12 months, insiders at Envestnet, Inc. have bought $1.71M and sold $79,995 worth of Envestnet, Inc. stock.
On average, over the past 5 years, insiders at Envestnet, Inc. have bought $936,531 and sold $10.18M worth of stock each year.
Highest buying activity among insiders over the last 12 months: Wolfe Lauren Taylor (director) — $1.71M.
The last purchase of 1,670 shares for transaction amount of $88,493 was made by Wolfe Lauren Taylor (director) on 2024‑03‑15.
2024-03-25 | Sale | Majoros Matthew | Principal Accounting Officer | 700 0.0013% | $56.92 | $39,844 | +9.13% | |
2024-03-15 | Wolfe Lauren Taylor | director | 1,670 0.003% | $52.99 | $88,493 | +16.18% | ||
2024-03-07 | Wolfe Lauren Taylor | director | 21,761 0.0395% | $52.62 | $1.15M | +17.43% | ||
2024-03-06 | Wolfe Lauren Taylor | director | 9,401 0.017% | $51.19 | $481,237 | +20.48% | ||
2023-06-29 | Sale | Cooper Barry D. | SVP, Head of Accounting Mgmt. | 690 0.0013% | $58.19 | $40,151 | -10.13% | |
2023-06-21 | Turner Barbara | director | 2,000 0.0037% | $54.39 | $108,780 | -3.65% | ||
2023-06-12 | Sale | Crager William | Chief Executive Officer | 7,250 0.0133% | $53.68 | $389,180 | -2.63% | |
2023-05-19 | Sale | Majoros Matthew | Principal Accounting Officer | 4,000 0.0075% | $54.74 | $218,960 | -3.34% | |
2023-03-30 | Sale | Cooper Barry D. | SVP, Head of Accounting Mgmt. | 530 0.001% | $56.93 | $30,173 | -8.63% | |
2023-03-30 | Sale | O'Brien Shelly | Chief Legal Officer | 8,800 0.0161% | $56.84 | $500,192 | -8.63% | |
2022-11-14 | Sale | O'Brien Shelly | Chief Legal Officer | 5,358 0.0098% | $56.00 | $300,048 | +2.78% | |
2022-08-22 | Sale | Cooper Barry D. | SVP, Head of Accounting Mgmt. | 290 0.0005% | $56.45 | $16,371 | +2.30% | |
2022-06-29 | Crager William | Chief Executive Officer | 920 0.0017% | $53.79 | $49,487 | +5.06% | ||
2022-06-28 | Sale | Majoros Matthew | Principal Accounting Officer | 200 0.0004% | $53.79 | $10,758 | +4.70% | |
2022-03-25 | Sale | Cooper Barry D. | SVP, Head of Accounting Mgmt. | 678 0.0012% | $73.73 | $49,989 | -21.30% | |
2022-03-21 | Sale | Majoros Matthew | Principal Accounting Officer | 400 0.0007% | $75.33 | $30,132 | -21.31% | |
2021-12-27 | Sale | DePina Stuart | President | 16,422 0.03% | $81.94 | $1.35M | -27.18% | |
2021-09-01 | Sale | Cooper Barry D. | SVP, Head of Accounting Mgmt. | 350 0.0006% | $79.71 | $27,899 | -6.65% | |
2020-12-16 | Sale | Crager William | Chief Executive Officer | 25,000 0.0462% | $82.36 | $2.06M | -6.01% | |
2020-10-26 | Sale | O'Brien Shelly | Chief Legal Officer | 5,500 0.0104% | $82.99 | $456,445 | -5.06% |
Wolfe Lauren Taylor | director | 4188871 7.6361% | $62.51 | 3 | 0 | |
Cooper Barry D. | SVP, Head of Accounting Mgmt. | 29175 0.0534% | $62.51 | 0 | 5 | |
Majoros Matthew | Principal Accounting Officer | 15212 0.0258% | $62.51 | 0 | 7 | |
ENVESTNET GROUP INC | Former 10% Owner | 4731247 8.6564% | $62.51 | 0 | 1 | |
AOS Partners, LP | 10 percent owner | 2701654 4.943% | $62.51 | 0 | 3 | |
Bergman Judson | Chief Executive Officer | 823323 1.5064% | $62.51 | 2 | 44 | +32.27% |
Crager William | Chief Executive Officer | 325356 0.5953% | $62.51 | 1 | 70 | +5.06% |
Thomas Brandon | Chief Investment Officer | 268701 0.4916% | $62.51 | 0 | 32 | |
KOONTZ PAUL G | Former Director | 203009 0.3714% | $62.51 | 0 | 17 | |
DePina Stuart | President | 53600 0.0981% | $62.51 | 0 | 5 | |
D'Arrigo Peter | Chief Financial Officer | 51840 0.0948% | $62.51 | 0 | 28 | |
Grinis Scott D | Chief Technology Officer | 50490 0.0924% | $62.51 | 0 | 47 | |
CHAPIN ROSS K | director | 44493 0.0814% | $62.51 | 0 | 3 | |
O'Brien Shelly | Chief Legal Officer | 23709 0.0434% | $62.51 | 0 | 67 | |
Arora Anil | director | 22169 0.0406% | $62.51 | 0 | 39 | |
Mayer Joshua | Chief Operating Officer | 19597 0.0359% | $62.51 | 0 | 28 | |
Turner Barbara | director | 3534 0.0065% | $62.51 | 1 | 0 | <0.0001% |
Smith Gregory A | director | 2000 0.0037% | $62.51 | 2 | 0 | <0.0001% |
Johnson James | director | 0 0% | $62.51 | 0 | 32 | |
Roame Charles | director | 0 0% | $62.51 | 21 | 2 | +22.03% |
Sisteron Yves | director | 0 0% | $62.51 | 4 | 8 | +4.44% |
CROWELL GAYLE A | director | 0 0% | $62.51 | 1 | 19 | +42.41% |
Tennant Charles Floyd | Former Chief Operating Officer | 0 0% | $62.51 | 0 | 9 |
BlackRock | $462.47M | 14.49 | 7.99M | +3.04% | +$13.66M | 0.01 | |
The Vanguard Group | $353.17M | 11.07 | 6.1M | +1.38% | +$4.81M | 0.01 | |
Impactive Capital Lp | $242.29M | 7.59 | 4.18M | +0.79% | +$1.9M | 9.16 | |
Morgan Stanley | $174.94M | 5.48 | 3.02M | -8.58% | -$16.42M | 0.01 | |
JPMorgan Chase | $142.49M | 4.47 | 2.46M | +7.08% | +$9.42M | 0.01 | |
State Street | $112.72M | 3.53 | 1.95M | +1.27% | +$1.41M | 0.01 | |
Van Berkom Associates Inc | $102.48M | 3.21 | 1.77M | -18.7% | -$23.58M | 2.92 | |
Brown Advisory | $100.12M | 3.14 | 1.73M | +61% | +$37.94M | 0.13 | |
T Rowe Price Investment Management Inc | $97.37M | 3.05 | 1.68M | +1.44% | +$1.38M | 0.06 | |
Stephens Investment Management Group LLC | $95.71M | 3 | 1.65M | +0.1% | +$98,620.73 | 1.27 | |
HSBC | $92.68M | 2.9 | 1.6M | -12.31% | -$13.01M | 0.07 | |
EARNEST Partners | $84.39M | 2.64 | 1.46M | -1.07% | -$914,051.44 | 0.39 | |
Rgm Capital Llc | $77.8M | 2.44 | 1.34M | +14.78% | +$10.02M | 3.14 | |
Janus Henderson | $70.47M | 2.21 | 1.22M | -7.91% | -$6.05M | 0.04 | |
ClearBridge Investments | $69.66M | 2.18 | 1.2M | -0.03% | -$20,500.15 | 0.06 | |
Greenhouse Funds Lllp | $68.73M | 2.15 | 1.19M | New | +$68.73M | 4.34 | |
Fidelity Investments | $64.89M | 2.03 | 1.12M | 0% | +$0 | <0.01 | |
Geode Capital Management | $62.54M | 1.96 | 1.08M | +3.1% | +$1.88M | 0.01 | |
Geneva Capital Management LLC | $62.02M | 1.94 | 1.07M | +1.58% | +$965,128.10 | 1.09 | |
Dimensional Fund Advisors | $55.92M | 1.75 | 965,651 | -0.65% | -$362,806.14 | 0.02 | |
Bank of America | $53.25M | 1.67 | 919,480 | +24.4% | +$10.44M | 0.01 | |
Invesco | $47.77M | 1.5 | 824,918 | +4.94% | +$2.25M | 0.01 | |
Schroder Investment Management Group | $45.95M | 1.44 | 793,466 | +80% | +$20.42M | 0.05 | |
Fisher Asset Management Llc | $44.11M | 1.38 | 761,678 | +0.16% | +$69,492.00 | 0.02 | |
Northern Trust | $36.21M | 1.14 | 625,347 | -1.36% | -$500,168.67 | 0.01 | |
Bank of Montreal | $33.99M | 1.06 | 583,928 | -2.57% | -$895,910.14 | 0.01 | |
Charles Schwab | $30.89M | 0.97 | 533,361 | +4.87% | +$1.44M | 0.01 | |
Royal Bank of Canada | $29.98M | 0.94 | 517,805 | -3.91% | -$1.22M | 0.01 | |
Global Alpha Capital Management Ltd. | $27.64M | 0.87 | 477,215 | 0% | +$0 | 2.05 | |
Nuveen | $25.72M | 0.81 | 444,078 | +77.29% | +$11.21M | 0.01 | |
Cramer Rosenthal McGlynn, LLC | $24.68M | 0.77 | 426,116 | -7.84% | -$2.1M | 1.34 | |
BNY Mellon | $22.46M | 0.7 | 387,780 | -5.58% | -$1.33M | <0.01 | |
Summit Creek Advisors, LLC | $18.74M | 0.59 | 323,547 | +0.64% | +$118,252.22 | 2.41 | |
Man Group Plc | $18.72M | 0.59 | 323,336 | -30.81% | -$8.34M | 0.05 | |
Franklin Templeton Investments | $18.2M | 0.57 | 314,224 | -3.63% | -$686,348.57 | 0.01 | |
One Fin Capital Management Lp | $16.76M | 0.53 | 289,500 | 0% | +$0 | 7.16 | |
Ameriprise Financial | $13.25M | 0.42 | 228,812 | -0.75% | -$99,952.66 | <0.01 | |
Bessemer Group Inc | $12.29M | 0.39 | 212,260 | +4.25% | +$501,344.95 | 0.02 | |
Deutsche Bank | $11.78M | 0.37 | 203,473 | -54.08% | -$13.88M | 0.01 | |
Goldman Sachs | $11.54M | 0.36 | 199,297 | +0.05% | +$5,791.00 | <0.01 | |
Envestnet Asset Management Inc | $11.45M | 0.36 | 197,689 | +24.12% | +$2.22M | 0.01 | |
Healthcare Of Ontario Pension Plan Trust Fund | $10.15M | 0.32 | 175,200 | -25.29% | -$3.43M | 0.03 | |
Sunriver Management LLC | $9.65M | 0.3 | 166,622 | New | +$9.65M | 1.26 | |
Citadel Advisors LLC | $9.35M | 0.29 | 161,505 | -52.71% | -$10.42M | 0.01 | |
T. Rowe Price | $8.97M | 0.28 | 154,843 | +45% | +$2.78M | <0.01 | |
RhumbLine Advisers | $8.56M | 0.27 | 147,761 | -1.28% | -$111,071.05 | 0.01 | |
Legal & General | $7.63M | 0.24 | 131,764 | -0.28% | -$21,368.79 | <0.01 | |
Tudor Investment Corp Et Al | $7.4M | 0.23 | 127,783 | +0.36% | +$26,754.42 | 0.09 | |
Frontier Capital Management Co | $7.17M | 0.23 | 123,823 | -1.14% | -$82,811.29 | 0.07 | |
Engaged Capital LLC | $6.92M | 0.22 | 119,434 | New | +$6.92M | 1.12 |