29404KAG1

Envestnet Inc

Latest period2024 - Q3Total superinvestors35

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q2 and 2024-Q3. According to the most recent SEC 13F filing, 35 superinvestors own shares of Envestnet Inc (29404KAG1), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Envestnet Inc (29404KAG1), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Envestnet Inc (29404KAG1) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Envestnet Inc (29404KAG1) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Decreased -59.19%
0.01%
$16.25M
15.342M shares@ 1.06 avg price
ELIZABETH SCHAEFER@State Street Corp
Recent Activity
Decreased -9.95%
0.01%
$11.588M
10.85M shares@ 1.07 avg price
Jacqueline Sinker@Calamos Advisors Llc
Recent Activity
0.05%
$10.605M
10M shares@ 1.07 avg price
Gil Raviv@Millennium Management Llc
Recent Activity
New Position
0.01%
$8.594M
8.101M shares@ 1.07 avg price
Spencer Fleming@Blackrock, Inc.
Recent Activity
New Position
0.01%
$4.338M
4.1M shares@ 1.06 avg price
Bridget Larsen@Piper Sandler & Co.
Recent Activity
New Position
2.88%
$4.267B
4M shares@ 1066.75 avg price
Sau Ping Kwan / Jonas Kelletshofer@Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Recent Activity
0.01%
$4.232M
4M shares@ 1.06 avg price
Syed Mehdi@Ssi Investment Management Llc
Recent Activity
Decreased -69.66%
0.28%
$3.703M
3.5M shares@ 1.06 avg price
Sherry Coulter@Royal Bank Of Canada
Recent Activity
Increased 143.79%
0.01%
$3.588M
3.391M shares@ 1.06 avg price
Thomas Wynn@Walleye Capital Llc
Recent Activity
Decreased -11.36%
0.01%
$2.827M
2.659M shares@ 1.07 avg price