Envestnet Inc (NYSE:ENV)

During the Trading Day
43.65 +0.04 / +0.09%
Data as of 4:00pm ET
Day’s Change
During After-Hours   Switch to standard view »
43.65 0.00 / 0.00%
 
Volume: 5.5K
Institutional investors purchased a net $1.9 million shares of ENV during the quarter ended March 2014 and now own 88.03% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Financial Publishing/Services industry and highlights that the smart money sees this stock as an important holding.
Mutual fund holders48.78%
Other institutional39.25%
Individual stakeholders31.38%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014ROBERT W. BAIRD & CO., INC. (EQU...  Bought 80.9 Thousand shares of Envestnet Inc
6/30/2014HANLON INVESTMENT MANAGEMENT, IN...  Bought 65.0 Thousand shares of Envestnet Inc
6/30/2014SUMMIT CREEK ADVISORS LLC  Bought 61.3 Thousand shares of Envestnet Inc

Top 10 Owners of Envestnet Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wellington Management Co. LLP13.97%4,755,433232,635,782+24,328+0.51%
Wells Capital Management, Inc.10.66%3,628,523177,507,345+1,822,828+100.95%
The Vanguard Group, Inc.3.91%1,330,60265,093,050+489,659+58.23%
AllianceBernstein LP3.79%1,291,30463,170,592+355,335+37.96%
JPMorgan Investment Management, I...3.30%1,123,50054,961,620-1,745-0.16%
Fidelity Management & Research Co...3.29%1,120,40054,809,96800.00%
ClearBridge Investments LLC3.02%1,026,78950,230,518+197,870+23.87%
BlackRock Fund Advisors2.90%986,72948,270,783+62,919+6.81%
M. A. Weatherbie & Co., Inc.2.38%811,17839,682,828+90,391+12.54%
Columbia Wanger Asset Management ...2.17%738,00036,102,96000.00%

Top 10 Mutual Funds Holding Envestnet Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Wells Fargo Advantage Growth Fund7.50%2,551,900124,838,948+36,900+1.47%
ClearBridge Small Cap Growth Fund2.75%936,36445,806,92700.00%
Wells Fargo Advantage Emerging Gr...1.93%656,19232,100,913+31,200+4.99%
Columbia Acorn Fund1.79%610,00029,841,20000.00%
Vanguard Small Cap Index Fund1.56%529,38425,897,465+197,985+59.74%
iShares Russell 2000 ETF1.48%503,80324,646,043+154,639+44.29%
Vanguard Total Stock Market Index...1.32%448,13321,922,666+6,696+1.52%
Oppenheimer Discovery Fund1.30%441,99021,622,151+115,980+35.58%
JPMorgan Small Cap Growth Fund1.22%416,61920,381,001+6,760+1.65%
AllianceBernstein Small Cap Growt...1.18%403,08019,718,674-44,670-9.98%

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