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
Stephanie J. Brown@Fil Ltd
Recent Activity
Exited
0%
$3.75M
3.5M shares@ 1.08 avg price
Michael Henry@Citadel Advisors Llc
Recent Activity
Exited
0%
$3.757M
3.5M shares@ 1.08 avg price
Emily Locher@Capstone Investment Advisors, Llc
Recent Activity
Exited
0%
$3.229M
3M shares@ 1.08 avg price
Debora L. Burrowes@Morgan Stanley
Recent Activity
Exited
0%
$1.901M
1.774M shares@ 1.08 avg price
Scott D. Fitzhenry@Liberty Mutual Group Asset Management Inc.
Recent Activity
Exited
0%
$1.152M
1.075M shares@ 1.08 avg price
Oguzhan Demirel@Zurcher Kantonalbank (zurich Cantonalbank)
Recent Activity
Exited
0%
$480,713
450,000 shares@ 1.07 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Exited
0%
$478,961
447,000 shares@ 1.08 avg price
Michael Caro@Deutsche Bank Ag
Recent Activity
Exited
0%
$457,531
427,000 shares@ 1.08 avg price
Charlotte Carter@Mirabaud Asset Management (france) Sas
Recent Activity
Exited
0%
$354.872M
330,000 shares@ 1075.37 avg price
Andrew Weiser@Bank Of New York Mellon Corp
Recent Activity
Exited
0%
$321,804
300,000 shares@ 1.08 avg price