Envestnet, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 02/13/2025 | 1,183 | $58,582 | 100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/22/2025 | 709 | $44,398 | 312.21% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 01/30/2025 | 0 | $0 | -100.00% | 0.00% |
| BROWN, LISLE/CUMMINGS, INC. | 01/27/2025 | 0 | $0 | -100.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| FIFTH THIRD BANCORP | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
| US BANCORP \DE\ | 02/05/2025 | 0 | $0 | -100.00% | 0.00% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHERN TRUST CORP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 02/04/2025 | 0 | $0 | -100.00% | 0.00% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE STREET CORP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| JEFFERIES FINANCIAL GROUP INC. | 02/27/2025 | 0 | $0 | -100.00% | 0.00% |
| VANGUARD GROUP INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| BARCLAYS PLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2025 | 0 | $0 | -100.00% | 0.00% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| FIL LTD | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SEI INVESTMENTS CO | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| MML INVESTORS SERVICES, LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 0 | $0 | -100.00% | 0.00% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CRAMER ROSENTHAL MCGLYNN LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CITIGROUP INC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| HSBC HOLDINGS PLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| BROWN CAPITAL MANAGEMENT LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BRYN MAWR TRUST CO | 01/28/2025 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Envestnet, Inc. institutional Ownership - FAQ's
During the previous two years, 326 institutional investors and hedge funds held shares of Envestnet, Inc.. The most heavily invested institutionals were:
Ronald Blue Trust, Inc.: 0
Strategic Investment Solutions, Inc. /IL: 1,183
Bell Investment Advisors, Inc: 0
Steward Partners Investment Advisory, LLC: 0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC: 0
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 0
0.00% of Envestnet, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 19.46 M shares in the last 24 months. This purchase volume represents approximately $1.23 B in transactions.