Envestnet Inc

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Franklin Resources Inc

UNCHANGED

Shares16,100,000 from 16,100,000

Change0 (0%)

Value$16.0M (-$754.7K)

Filed 2023-05-12

Tenor Capital Management Co., L.P.

INCREASED

Shares12,901,000 from 492,000

Change+12,409,000 (+2522%)

Value$12.9M (+$12.4M)

Filed 2023-05-15

Mackay Shields LLC

INCREASED

Shares7,169,000 from 7,055,000

Change+114,000 (+2%)

Value$7.1M (-$217.9K)

Filed 2023-04-27

Bank of America Corp

INCREASED

Shares4,544,000 from 4,338,000

Change+206,000 (+5%)

Value$4.5M (+$575)

Filed 2023-05-12

Wells Fargo & Company

DECREASED

Shares2,820,000 from 2,821,000

Change-1,000 (0%)

Value$2.8M (-$190.2K)

Filed 2023-05-12

JPMorgan Chase & Co

UNCHANGED

Shares649,000 from 649,000

Change0 (0%)

Value$637.0K (+$636.3K)

Filed 2023-05-18

Citigroup Inc

INCREASED

Shares305,000 from 289,000

Change+16,000 (+6%)

Value$302.0K (+$2.3K)

Filed 2023-05-11

Oppenheimer Asset Management Inc.

INCREASED

Shares112,000 from 108,000

Change+4,000 (+4%)

Value$110.9K (-$1.1K)

Filed 2023-05-10

Goldman Sachs Group Inc

UNCHANGED

Shares56,000 from 56,000

Change0 (0%)

Value$55.4K (-$2.6K)

Filed 2024-05-14

US Bancorp \de\

UNCHANGED

Shares51,000 from 51,000

Change0 (0%)

Value$50.5K (-$2.4K)

Filed 2023-05-09

Stephens Inc

UNCHANGED

Shares43,000 from 43,000

Change0 (0%)

Value$42.6K (-$2.0K)

Filed 2023-05-15

Balboa Wealth Partners

UNCHANGED

Shares37,000 from 37,000

Change0 (0%)

Value$37.7K (-$805)

Filed 2023-05-12

Iron Horse Wealth Management, LLC

NEW

Shares15,000

Change+15,000

Value$14.9K

Filed 2023-05-02

Northwestern Mutual Wealth Management Co

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.9K (-$563)

Filed 2023-05-15

Jane Street Group, LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$10.0K (-$354)

Filed 2023-05-16

Royal Bank of Canada

UNCHANGED

Shares6,000 from 6,000

Change0 (0%)

Value$6.0K ($0)

Filed 2023-05-15

Fifth Third Bancorp

NEW

Shares3,000

Change+3,000

Value$297.0K

Filed 2023-04-24

Barclays PLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$998 (-$51)

Filed 2026-03-30

Bluefin Capital Management, LLC

CLOSED

Shares0 from 9,625,000

Change-9,625,000 (-100%)

Value$0 (-$10.0M)

Filed 2023-05-15

Nuveen Asset Management, LLC

CLOSED

Shares0 from 5,000,000

Change-5,000,000 (-100%)

Value$0 (-$5.2K)

Filed 2023-05-15

Man Group plc

CLOSED

Shares0 from 3,010,000

Change-3,010,000 (-100%)

Value$0 (-$3.1M)

Filed 2023-05-15

American Century Companies Inc

CLOSED

Shares0 from 58,000

Change-58,000 (-100%)

Value$0 (-$60.4K)

Filed 2023-05-11

Parallel Advisors, LLC

CLOSED

Shares0 from 6,000

Change-6,000 (-100%)

Value$0 (-$6.2K)

Filed 2024-05-20

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-05-15

	Status
Franklin Resources Inc	UNCHANGED	16,100,000	16,100,000	0	0%	$16.8M	$16.0M	-$754.7K	2023-05-12
Tenor Capital Management Co., L.P.	INCREASED	12,901,000	492,000	+12,409,000	+2522%	$512.2K	$12.9M	+$12.4M	2023-05-15
Mackay Shields LLC	INCREASED	7,169,000	7,055,000	+114,000	+2%	$7.3M	$7.1M	-$217.9K	2023-04-27
Bank of America Corp	INCREASED	4,544,000	4,338,000	+206,000	+5%	$4.5M	$4.5M	+$575	2023-05-12
Wells Fargo & Company	DECREASED	2,820,000	2,821,000	-1,000	0%	$3.0M	$2.8M	-$190.2K	2023-05-12
JPMorgan Chase & Co	UNCHANGED	649,000	649,000	0	0%	$681	$637.0K	+$636.3K	2023-05-18
Citigroup Inc	INCREASED	305,000	289,000	+16,000	+6%	$299.7K	$302.0K	+$2.3K	2023-05-11
Oppenheimer Asset Management Inc.	INCREASED	112,000	108,000	+4,000	+4%	$112.0K	$110.9K	-$1.1K	2023-05-10
Goldman Sachs Group Inc	UNCHANGED	56,000	56,000	0	0%	$58.1K	$55.4K	-$2.6K	2024-05-14
US Bancorp \de\	UNCHANGED	51,000	51,000	0	0%	$52.9K	$50.5K	-$2.4K	2023-05-09
Stephens Inc	UNCHANGED	43,000	43,000	0	0%	$44.6K	$42.6K	-$2.0K	2023-05-15
Balboa Wealth Partners	UNCHANGED	37,000	37,000	0	0%	$38.5K	$37.7K	-$805	2023-05-12
Iron Horse Wealth Management, LLC	NEW	15,000	—	+15,000	—	—	$14.9K	—	2023-05-02
Northwestern Mutual Wealth Management Co	UNCHANGED	12,000	12,000	0	0%	$12.4K	$11.9K	-$563	2023-05-15
Jane Street Group, LLC	UNCHANGED	10,000	10,000	0	0%	$10.4K	$10.0K	-$354	2023-05-16
Royal Bank of Canada	UNCHANGED	6,000	6,000	0	0%	$6.0K	$6.0K	$0	2023-05-15
Fifth Third Bancorp	NEW	3,000	—	+3,000	—	—	$297.0K	—	2023-04-24
Barclays PLC	UNCHANGED	1,000	1,000	0	0%	$1.0K	$998	-$51	2026-03-30
Bluefin Capital Management, LLC	CLOSED	0	9,625,000	-9,625,000	-100%	$10.0M	$0	-$10.0M	2023-05-15
Nuveen Asset Management, LLC	CLOSED	0	5,000,000	-5,000,000	-100%	$5.2K	$0	-$5.2K	2023-05-15
Man Group plc	CLOSED	0	3,010,000	-3,010,000	-100%	$3.1M	$0	-$3.1M	2023-05-15
American Century Companies Inc	CLOSED	0	58,000	-58,000	-100%	$60.4K	$0	-$60.4K	2023-05-11
Parallel Advisors, LLC	CLOSED	0	6,000	-6,000	-100%	$6.2K	$0	-$6.2K	2024-05-20
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-05-15

Showing 24 of 24 institutions