BANK OF MONTREAL /CAN/ - ENVESTNET INC ownership

ENVESTNET INC's ticker is ENV and the CUSIP is 29404K106. A total of 152 filers reported holding ENVESTNET INC in Q4 2016. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ENVESTNET INC
ValueSharesWeighting
Q2 2024$39,647,669
+16.6%
629,928
+7.9%
0.01%
+20.0%
Q1 2024$33,990,450
+13.8%
583,928
-2.6%
0.01%
+11.1%
Q4 2023$29,870,059
+0.0%
599,319
+4.0%
0.01%
-10.0%
Q3 2023$29,865,906
-20.0%
576,117
-7.7%
0.01%
-23.1%
Q2 2023$37,331,645
+18.4%
624,275
+16.2%
0.01%0.0%
Q1 2023$31,536,839
+36.6%
537,163
+45.5%
0.01%
+30.0%
Q4 2022$23,079,876
+8811.1%
369,278
+7041.3%
0.01%
Q3 2022$259,000
-97.5%
5,171
-97.1%
0.00%
-100.0%
Q2 2022$10,190,000
-25.1%
178,059
-3.2%
0.01%
-28.6%
Q1 2022$13,604,000
-46.9%
183,912
-41.6%
0.01%
-50.0%
Q4 2021$25,614,000
-5.2%
314,709
-8.5%
0.01%
+16.7%
Q3 2021$27,017,000
+28.9%
343,820
+30.3%
0.01%
+20.0%
Q2 2021$20,953,000
+14450.7%
263,832
+13436.8%
0.01%
Q1 2021$144,000
-80.4%
1,949
-77.5%
0.00%
Q4 2020$733,000
-74.8%
8,664
-76.7%
0.00%
-100.0%
Q3 2020$2,912,000
-2.4%
37,168
-5.3%
0.00%
-33.3%
Q2 2020$2,983,000
+15600.0%
39,245
+10227.6%
0.00%
Q1 2020$19,000
-95.8%
380
-94.1%
0.00%
Q4 2019$451,000
+74.8%
6,486
+42.7%
0.00%
Q3 2019$258,000
-23.9%
4,544
-8.6%
0.00%
Q2 2019$339,000
+564.7%
4,972
+535.8%
0.00%
Q1 2019$51,000
-26.1%
782
-44.5%
0.00%
Q4 2018$69,0000.0%1,410
+23.5%
0.00%
Q3 2018$69,000
+21.1%
1,142
+9.2%
0.00%
Q2 2018$57,000
+83.9%
1,046
+94.1%
0.00%
Q1 2018$31,000
+72.2%
539
+53.1%
0.00%
Q4 2017$18,0000.0%3520.0%0.00%
Q3 2017$18,000
+200.0%
352
+131.6%
0.00%
Q2 2017$6,000
+20.0%
1520.0%0.00%
Q1 2017$5,000
-16.7%
1520.0%0.00%
Q4 2016$6,0000.0%1520.0%0.00%
Q3 2016$6,000
+20.0%
1520.0%0.00%
Q2 2016$5,000
+25.0%
152
-0.7%
0.00%
Q1 2016$4,000
-20.0%
153
-18.2%
0.00%
Q4 2015$5,000
-99.7%
187
-99.7%
0.00%
-100.0%
Q3 2015$1,952,000
-54.1%
65,138
-38.1%
0.00%
-40.0%
Q2 2015$4,254,000
+1189.1%
105,210
+1690.8%
0.01%
Q1 2015$330,000
-29.8%
5,875
-38.5%
0.00%
-100.0%
Q4 2014$470,000
+3.8%
9,557
-5.0%
0.00%0.0%
Q3 2014$453,000
-13.1%
10,057
-5.5%
0.00%0.0%
Q2 2014$521,000
+12.0%
10,647
-7.9%
0.00%0.0%
Q1 2014$465,000
+6.9%
11,558
+7.1%
0.00%0.0%
Q4 2013$435,000
-8.6%
10,791
-29.8%
0.00%0.0%
Q3 2013$476,000
+21.1%
15,362
-3.9%
0.00%0.0%
Q2 2013$393,00015,9790.00%
Other shareholders
ENVESTNET INC shareholders Q4 2016
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