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Envestnet Inc

CUSIP: 29404KAE6 | 78 institutional holders

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
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Institutional Holders — Q4 2024

Crossingbridge Advisors, LLC35,403,000
11.5% of portfolio›$35.3M
Eubel Brady & Suttman Asset Management Inc5,500,000
0.0% of portfolio›$5.5K
Arkadios Wealth Advisors19,000
0.0% of portfolio›$18.9K
K2 Principal Fund, L.P.12,000
1.3% of portfolio›$12.0M
Chicago Capital Management, LLC3,000
1.8% of portfolio›$3.0M
StyleTurnoverLocationFiled
Crossingbridge Advisors, LLC
35,403,000$35.3M11.5%GARPVery HighPleasantville, NY2025-02-14
Eubel Brady & Suttman Asset Management Inc
5,500,000$5.5K0.0%Deep ValueMediumMiamisburg, OH2025-02-03
Arkadios Wealth Advisors
19,000$18.9K0.0%CoreLowAtlanta, GA2025-01-15
K2 Principal Fund, L.P.
12,000$12.0M1.3%ValueVery HighToronto, Australia2025-02-14
Chicago Capital Management, LLC
3,000$3.0M1.8%Deep ValueVery HighChicago, IL2025-02-12