CWM, LLC - ENVESTNET INC ownership

ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 212 filers reported holding ENVESTNET INC in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
CWM, LLC ownership history of ENVESTNET INC
ValueSharesWeighting
Q2 2024$20
+11.1%
319
+1.6%
0.00%
Q1 2024$18
+20.0%
314
+4.3%
0.00%
Q4 2023$15
+200.0%
301
+144.7%
0.00%
Q3 2023$5
-66.7%
123
-51.8%
0.00%
Q2 2023$15
+114.3%
255
+107.3%
0.00%
Q1 2023$70.0%123
+3.4%
0.00%
Q4 2022$7
-100.0%
119
-63.5%
0.00%
Q3 2022$14,000
-66.7%
326
-59.0%
0.00%
Q2 2022$42,000
+82.6%
796
+156.8%
0.00%
Q1 2022$23,000
-8.0%
3100.0%0.00%
Q4 2021$25,000
+4.2%
3100.0%0.00%
Q2 2021$24,0000.0%3100.0%0.00%
Q1 2021$24,0000.0%3100.0%0.00%
Q4 2020$24,0000.0%3100.0%0.00%
Q3 2020$24,0000.0%3100.0%0.00%
Q2 2020$24,0000.0%3100.0%0.00%
Q1 2020$24,0000.0%3100.0%0.00%
Q4 2019$24,0000.0%3100.0%0.00%
Q3 2019$24,0000.0%3100.0%0.00%
Q2 2019$24,0000.0%3100.0%0.00%
Q1 2019$24,000
+200.0%
310
+91.4%
0.00%
Q4 2018$8,000
-20.0%
1620.0%0.00%
Q3 2018$10,000
+11.1%
1620.0%0.00%
Q2 2018$9,0000.0%1620.0%0.00%
Q1 2018$9,000
+12.5%
1620.0%0.00%
Q4 2017$8,0000.0%1620.0%0.00%
Q3 2017$8,000
+33.3%
1620.0%0.00%
Q2 2017$6,000
+20.0%
1620.0%0.00%
Q1 2017$5,000
-16.7%
1620.0%0.00%
Q4 2016$6,0000.0%1620.0%0.00%
Q3 2016$6,000
+20.0%
1620.0%0.00%
Q2 2016$5,000
+25.0%
1620.0%0.00%
Q1 2016$4,000
-20.0%
1620.0%0.00%
Q4 2015$5,0000.0%1620.0%0.00%
-100.0%
Q3 2015$5,000
-28.6%
1620.0%0.00%0.0%
Q4 2013$7,0001620.00%
Other shareholders
ENVESTNET INC shareholders Q2 2018
NameSharesValueWeighting ↓
Blueport Capital, L.P. 9,104$500,0006.27%
Whetstone Capital Advisors, LLC 180,875$9,939,0003.80%
Summit Creek Advisors LLC 261,181$14,352,0002.58%
Global Alpha Capital Management Ltd. 146,415$8,046,0002.42%
ASHFORD CAPITAL MANAGEMENT INC 309,539$17,009,0002.24%
Van Berkom & Associates Inc. 1,297,378$71,291,0002.07%
Philadelphia Financial Management of San Francisco, LLC 193,482$10,632,0001.72%
FINANCIAL CONSULATE, INC 61,619$3,386,0001.71%
WASATCH ADVISORS LP 2,489,378$136,791,0001.65%
DF DENT & CO INC 1,123,263$61,723,0001.39%
View complete list of ENVESTNET INC shareholders