Steward Partners Investment Advisory, LLC - ENVESTNET INC ownership

ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 231 filers reported holding ENVESTNET INC in Q2 2023. The put-call ratio across all filers is 61.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ENVESTNET INC
ValueSharesWeighting
Q2 2024$86,812
+143.0%
1,387
+124.8%
0.00%
Q1 2024$35,730
+15.4%
617
-1.3%
0.00%
Q4 2023$30,950
+7.6%
625
-4.3%
0.00%
Q3 2023$28,752
-26.2%
653
-0.5%
0.00%
-100.0%
Q2 2023$38,934
+1.2%
6560.0%0.00%0.0%
Q1 2023$38,488
-4.9%
6560.0%0.00%0.0%
Q4 2022$40,475
+39.6%
6560.0%0.00%0.0%
Q3 2022$29,000
-17.1%
6560.0%0.00%0.0%
Q2 2022$35,000
-28.6%
6560.0%0.00%0.0%
Q1 2022$49,000
-18.3%
656
-13.2%
0.00%0.0%
Q4 2021$60,000
-29.4%
756
-28.3%
0.00%0.0%
Q3 2021$85,000
+1.2%
1,054
-4.9%
0.00%0.0%
Q2 2021$84,000
-99.9%
1,108
-51.6%
0.00%0.0%
Q1 2021$165,406,000
+199184.3%
2,290
+126.1%
0.00%
-50.0%
Q4 2020$83,000
+15.3%
1,013
+8.8%
0.00%0.0%
Q3 2020$72,000
+94.6%
931
+85.8%
0.00%
+100.0%
Q2 2020$37,000
+42.3%
5010.0%0.00%0.0%
Q1 2020$26,000
-23.5%
5010.0%0.00%0.0%
Q4 2019$34,000
+100.0%
501
+61.1%
0.00%0.0%
Q3 2019$17,000
-5.6%
311
+13.1%
0.00%0.0%
Q2 2019$18,000
+5.9%
2750.0%0.00%0.0%
Q3 2018$17,000
+13.3%
2750.0%0.00%0.0%
Q2 2018$15,000
+275.0%
275
+223.5%
0.00%
Q1 2018$4,000850.00%
Other shareholders
ENVESTNET INC shareholders Q2 2023
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