Envestnet Inc

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

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

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Crossingbridge Advisors, LLC

INCREASED

Shares35,403,000 from 21,100,000

Change+14,303,000 (+68%)

Value$35.3M (+$14.4M)

Filed 2025-02-14

Eubel Brady & Suttman Asset Management Inc

UNCHANGED

Shares5,500,000 from 5,500,000

Change0 (0%)

Value$5.5K (+$66)

Filed 2025-02-03

Arkadios Wealth Advisors

UNCHANGED

Shares19,000 from 19,000

Change0 (0%)

Value$18.9K (+$228)

Filed 2025-01-15

K2 Principal Fund, L.P.

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$12.0M (+$143.9K)

Filed 2025-02-14

Chicago Capital Management, LLC

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$3.0M (+$34.6K)

Filed 2025-02-12

Tenor Capital Management Co., L.P.

CLOSED

Shares0 from 169,509,000

Change-169,509,000 (-100%)

Value$0 (-$167.4M)

Filed 2025-02-14

Calamos Advisors LLC

CLOSED

Shares0 from 36,932,000

Change-36,932,000 (-100%)

Value$0 (-$36.4M)

Filed 2025-01-24

Aequim Alternative Investments LP

CLOSED

Shares0 from 9,000,000

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

Value$0 (-$8.9M)

Filed 2025-02-14

Water Island Capital LLC

CLOSED

Shares0 from 7,500,000

Change-7,500,000 (-100%)

Value$0 (-$7.6M)

Filed 2025-02-13

State Street Corp

CLOSED

Shares0 from 5,340,000

Change-5,340,000 (-100%)

Value$0 (-$5.3M)

Filed 2025-02-14

Piper Sandler & Co.

CLOSED

Shares0 from 5,000,000

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

Value$0 (-$4.9M)

Filed 2025-02-10

Palisade Capital Management, LP

CLOSED

Shares0 from 4,048,000

Change-4,048,000 (-100%)

Value$0 (-$4.0M)

Filed 2025-02-14

JPMorgan Chase & Co

CLOSED

Shares0 from 3,331,000

Change-3,331,000 (-100%)

Value$0 (-$3.3M)

Filed 2025-02-12

Morgan Stanley

CLOSED

Shares0 from 3,217,000

Change-3,217,000 (-100%)

Value$0 (-$3.2M)

Filed 2025-05-15

AQR Arbitrage LLC

CLOSED

Shares0 from 3,000,000

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

Value$0 (-$3.0M)

Filed 2025-02-14

Kohlberg Kravis Roberts & Co. L.P.

CLOSED

Shares0 from 2,810,000

Change-2,810,000 (-100%)

Value$0 (-$2.8M)

Filed 2025-02-14

BlackRock, Inc.

CLOSED

Shares0 from 2,260,000

Change-2,260,000 (-100%)

Value$0 (-$2.2M)

Filed 2025-02-07

Bank of Montreal

CLOSED

Shares0 from 1,118,000

Change-1,118,000 (-100%)

Value$0 (-$1.1M)

Filed 2025-02-13

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

CLOSED

Shares0 from 1,000,000

Change-1,000,000 (-100%)

Value$0 (-$984.6K)

Filed 2025-02-14

Royal Bank of Canada

CLOSED

Shares0 from 670,000

Change-670,000 (-100%)

Value$0 (-$661.0K)

Filed 2025-02-14

Zazove Associates LLC

CLOSED

Shares0 from 425,000

Change-425,000 (-100%)

Value$0 (-$419.1K)

Filed 2025-02-13

Aviva PLC

CLOSED

Shares0 from 400,000

Change-400,000 (-100%)

Value$0 (-$392.1K)

Filed 2025-02-13

BNP Paribas Financial Markets

CLOSED

Shares0 from 249,000

Change-249,000 (-100%)

Value$0 (-$245.0K)

Filed 2025-02-14

B. Riley Wealth Advisors, Inc.

CLOSED

Shares0 from 40,000

Change-40,000 (-100%)

Value$0 (-$39.5K)

Filed 2025-02-25

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

Crystalline Management Inc.

N/A

Shares— from 5,500,000

Change-5,500,000 (-100%)

Value—

	Status
Crossingbridge Advisors, LLC	INCREASED	35,403,000	21,100,000	+14,303,000	+68%	$20.9M	$35.3M	+$14.4M	2025-02-14
Eubel Brady & Suttman Asset Management Inc	UNCHANGED	5,500,000	5,500,000	0	0%	$5.4K	$5.5K	+$66	2025-02-03
Arkadios Wealth Advisors	UNCHANGED	19,000	19,000	0	0%	$18.7K	$18.9K	+$228	2025-01-15
K2 Principal Fund, L.P.	UNCHANGED	12,000	12,000	0	0%	$11.8M	$12.0M	+$143.9K	2025-02-14
Chicago Capital Management, LLC	UNCHANGED	3,000	3,000	0	0%	$3.0M	$3.0M	+$34.6K	2025-02-12
Tenor Capital Management Co., L.P.	CLOSED	0	169,509,000	-169,509,000	-100%	$167.4M	$0	-$167.4M	2025-02-14
Calamos Advisors LLC	CLOSED	0	36,932,000	-36,932,000	-100%	$36.4M	$0	-$36.4M	2025-01-24
Aequim Alternative Investments LP	CLOSED	0	9,000,000	-9,000,000	-100%	$8.9M	$0	-$8.9M	2025-02-14
Water Island Capital LLC	CLOSED	0	7,500,000	-7,500,000	-100%	$7.6M	$0	-$7.6M	2025-02-13
State Street Corp	CLOSED	0	5,340,000	-5,340,000	-100%	$5.3M	$0	-$5.3M	2025-02-14
Piper Sandler & Co.	CLOSED	0	5,000,000	-5,000,000	-100%	$4.9M	$0	-$4.9M	2025-02-10
Palisade Capital Management, LP	CLOSED	0	4,048,000	-4,048,000	-100%	$4.0M	$0	-$4.0M	2025-02-14
JPMorgan Chase & Co	CLOSED	0	3,331,000	-3,331,000	-100%	$3.3M	$0	-$3.3M	2025-02-12
Morgan Stanley	CLOSED	0	3,217,000	-3,217,000	-100%	$3.2M	$0	-$3.2M	2025-05-15
AQR Arbitrage LLC	CLOSED	0	3,000,000	-3,000,000	-100%	$3.0M	$0	-$3.0M	2025-02-14
Kohlberg Kravis Roberts & Co. L.P.	CLOSED	0	2,810,000	-2,810,000	-100%	$2.8M	$0	-$2.8M	2025-02-14
BlackRock, Inc.	CLOSED	0	2,260,000	-2,260,000	-100%	$2.2M	$0	-$2.2M	2025-02-07
Bank of Montreal	CLOSED	0	1,118,000	-1,118,000	-100%	$1.1M	$0	-$1.1M	2025-02-13
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	CLOSED	0	1,000,000	-1,000,000	-100%	$984.6K	$0	-$984.6K	2025-02-14
Royal Bank of Canada	CLOSED	0	670,000	-670,000	-100%	$661.0K	$0	-$661.0K	2025-02-14
Zazove Associates LLC	CLOSED	0	425,000	-425,000	-100%	$419.1K	$0	-$419.1K	2025-02-13
Aviva PLC	CLOSED	0	400,000	-400,000	-100%	$392.1K	$0	-$392.1K	2025-02-13
BNP Paribas Financial Markets	CLOSED	0	249,000	-249,000	-100%	$245.0K	$0	-$245.0K	2025-02-14
B. Riley Wealth Advisors, Inc.	CLOSED	0	40,000	-40,000	-100%	$39.5K	$0	-$39.5K	2025-02-25
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13
Crystalline Management Inc.	N/A	—	5,500,000	-5,500,000	-100%	$5.4M	—	—	—

Showing 26 of 26 institutions