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Envestnet Inc

CUSIP: 29404KAB2 | 88 institutional holders

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q1 2023

Franklin Resources Inc16,100,000
0.0% of portfolio›$16.0M
Tenor Capital Management Co., L.P.12,901,000
0.3% of portfolio›$12.9M
Mackay Shields LLC7,169,000
0.2% of portfolio›$7.1M
Bank of America Corp4,544,000
0.0% of portfolio›$4.5M
Wells Fargo & Company2,820,000
0.0% of portfolio›$2.8M
JPMorgan Chase & Co649,000
0.0% of portfolio›$637.0K
Citigroup Inc305,000
0.0% of portfolio›$302.0K
Oppenheimer Asset Management Inc.112,000
0.0% of portfolio›$110.9K
Goldman Sachs Group Inc56,000
0.0% of portfolio›$55.4K
US Bancorp \de\51,000
0.0% of portfolio›$50.5K
Stephens Inc43,000
0.0% of portfolio›$42.6K
Balboa Wealth Partners37,000
0.0% of portfolio›$37.7K
Iron Horse Wealth Management, LLC15,000
0.0% of portfolio›$14.9K
Northwestern Mutual Wealth Management Co12,000
0.0% of portfolio›$11.9K
Jane Street Group, LLC10,000
0.0% of portfolio›$10.0K
Royal Bank of Canada6,000
0.0% of portfolio›$6.0K
Fifth Third Bancorp3,000
0.0% of portfolio›$297.0K
Barclays PLC1,000
0.0% of portfolio›$998
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Franklin Resources Inc
16,100,000$16.0M0.0%CoreMediumSan Mateo, CA2023-05-12
Tenor Capital Management Co., L.P.
12,901,000$12.9M0.3%GARPHighNew York, NY2023-05-15
Mackay Shields LLC
7,169,000$7.1M0.2%Deep ValueLowNew York, NY2023-04-27
Bank of America Corp
4,544,000$4.5M0.0%CoreLowCharlotte, NC2023-05-12
Wells Fargo & Company
2,820,000$2.8M0.0%CoreLowSan Francisco, CA2023-05-12
JPMorgan Chase & Co
649,000$637.0K0.0%GrowthMediumNew York, NY2023-05-18
Citigroup Inc
305,000$302.0K0.0%CoreMediumNew York, NY2023-05-11
Oppenheimer Asset Management Inc.
112,000$110.9K0.0%CoreMediumNew York, NY2023-05-10
Goldman Sachs Group Inc
56,000$55.4K0.0%CoreMediumNew York, NY2024-05-14
US Bancorp \de\
51,000$50.5K0.0%IndexLowMinneapolis, MN2023-05-09
Stephens Inc
43,000$42.6K0.0%CoreLowLittle Rock, AR2023-05-15
Balboa Wealth Partners
37,000$37.7K0.0%Agg GrowthMediumScottsdale, AZ2023-05-12
Iron Horse Wealth Management, LLC
15,000$14.9K0.0%GrowthVery LowJohston, IA2023-05-02
Northwestern Mutual Wealth Management Co
12,000$11.9K0.0%IndexVery LowMilwaukee, WI2023-05-15
Jane Street Group, LLC
10,000$10.0K0.0%CoreVery HighNew York, NY2023-05-16
Royal Bank of Canada
6,000$6.0K0.0%CoreLowToronto, Australia2023-05-15
Fifth Third Bancorp
3,000$297.0K0.0%IndexVery LowCincinnati, OH2023-04-24
Barclays PLC
1,000$9980.0%CoreMediumLondon, United Kingdom2026-03-30
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2023-05-15