Envestnet Inc

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

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

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Lake Street Advisors Group, LLC

UNCHANGED

Shares94,000 from 94,000

Change0 (0%)

Value$100.3K (+$893)

Filed 2025-02-04

Glazer Capital, LLC

CLOSED

Shares0 from 117,930,000

Change-117,930,000 (-100%)

Value$0 (-$124.8K)

Filed 2025-02-14

Wolverine Asset Management LLC

CLOSED

Shares0 from 81,550,000

Change-81,550,000 (-100%)

Value$0 (-$86.5M)

Filed 2025-02-03

Camden Asset Management L P

CLOSED

Shares0 from 62,408,000

Change-62,408,000 (-100%)

Value$0 (-$66.0M)

Filed 2025-02-13

Franklin Resources Inc

CLOSED

Shares0 from 62,000,000

Change-62,000,000 (-100%)

Value$0 (-$66.0M)

Filed 2025-02-12

Tenor Capital Management Co., L.P.

CLOSED

Shares0 from 40,000,000

Change-40,000,000 (-100%)

Value$0 (-$42.8M)

Filed 2025-02-14

D. E. Shaw & Co., Inc.

CLOSED

Shares0 from 39,049,000

Change-39,049,000 (-100%)

Value$0 (-$41.4M)

Filed 2025-02-14

Mackay Shields LLC

CLOSED

Shares0 from 33,199,000

Change-33,199,000 (-100%)

Value$0 (-$35.3M)

Filed 2025-02-04

Invesco Ltd.

CLOSED

Shares0 from 30,860,000

Change-30,860,000 (-100%)

Value$0 (-$32.6M)

Filed 2025-02-13

Polar Asset Management Partners Inc.

CLOSED

Shares0 from 24,930,000

Change-24,930,000 (-100%)

Value$0 (-$26.4M)

Filed 2025-02-25

Mirabella Financial Services LLP

CLOSED

Shares0 from 24,930,000

Change-24,930,000 (-100%)

Value$0 (-$13.8M)

Filed 2025-02-13

State Street Corp

CLOSED

Shares0 from 10,850,000

Change-10,850,000 (-100%)

Value$0 (-$11.6M)

Filed 2025-02-14

Calamos Advisors LLC

CLOSED

Shares0 from 10,000,000

Change-10,000,000 (-100%)

Value$0 (-$10.6M)

Filed 2025-01-24

Millennium Management LLC

CLOSED

Shares0 from 8,101,000

Change-8,101,000 (-100%)

Value$0 (-$8.6M)

Filed 2025-02-14

JPMorgan Chase & Co

CLOSED

Shares0 from 7,671,000

Change-7,671,000 (-100%)

Value$0 (-$8.1M)

Filed 2025-02-12

BlackRock, Inc.

CLOSED

Shares0 from 4,100,000

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

Value$0 (-$4.3M)

Filed 2025-02-07

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

CLOSED

Shares0 from 4,000,000

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

Value$0 (-$4.2M)

Filed 2025-02-14

Piper Sandler & Co.

CLOSED

Shares0 from 4,000,000

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

Value$0 (-$4.3M)

Filed 2025-02-10

SSI Investment Management LLC

CLOSED

Shares0 from 3,500,000

Change-3,500,000 (-100%)

Value$0 (-$3.7M)

Filed 2025-02-10

Royal Bank of Canada

CLOSED

Shares0 from 3,391,000

Change-3,391,000 (-100%)

Value$0 (-$3.6M)

Filed 2025-02-14

Walleye Capital LLC

CLOSED

Shares0 from 2,659,000

Change-2,659,000 (-100%)

Value$0 (-$2.8M)

Filed 2025-02-13

Jefferies Financial Group Inc.

CLOSED

Shares0 from 2,650,000

Change-2,650,000 (-100%)

Value$0 (-$2.8M)

Filed 2025-02-27

BNP Paribas Asset Management Holding S.A.

CLOSED

Shares0 from 2,000,000

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

Value$0 (-$2.1K)

Filed 2025-02-12

Citigroup Inc

CLOSED

Shares0 from 1,792,000

Change-1,792,000 (-100%)

Value$0 (-$1.9M)

Filed 2025-02-12

Man Group plc

CLOSED

Shares0 from 1,660,000

Change-1,660,000 (-100%)

Value$0 (-$1.8M)

Filed 2025-02-14

Kohlberg Kravis Roberts & Co. L.P.

CLOSED

Shares0 from 1,465,000

Change-1,465,000 (-100%)

Value$0 (-$1.6M)

Filed 2025-02-14

AQR Arbitrage LLC

CLOSED

Shares0 from 1,050,000

Change-1,050,000 (-100%)

Value$0 (-$1.1M)

Filed 2025-02-14

Elequin Capital, LP

CLOSED

Shares0 from 1,000,000

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

Value$0 (-$1.1M)

Filed 2025-02-18

Bank of Montreal

CLOSED

Shares0 from 860,000

Change-860,000 (-100%)

Value$0 (-$910.9K)

Filed 2025-02-13

BNP Paribas Financial Markets

CLOSED

Shares0 from 607,000

Change-607,000 (-100%)

Value$0 (-$642.2K)

Filed 2025-02-14

UBS Asset Management Americas LLC

CLOSED

Shares0 from 500,000

Change-500,000 (-100%)

Value$0 (-$529.0K)

Filed 2025-02-14

Barclays PLC

CLOSED

Shares0 from 388,000

Change-388,000 (-100%)

Value$0 (-$411.5K)

Filed 2026-03-19

SEI Investments Co

CLOSED

Shares0 from 272,000

Change-272,000 (-100%)

Value$0 (-$287.8K)

Filed 2025-02-11

KBC Group NV

CLOSED

Shares0 from 200,000

Change-200,000 (-100%)

Value$0 (-$214)

Filed 2025-01-22

Proequities, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2025-02-13

	Status
Lake Street Advisors Group, LLC	UNCHANGED	94,000	94,000	0	0%	$99.5K	$100.3K	+$893	2025-02-04
Glazer Capital, LLC	CLOSED	0	117,930,000	-117,930,000	-100%	$124.8K	$0	-$124.8K	2025-02-14
Wolverine Asset Management LLC	CLOSED	0	81,550,000	-81,550,000	-100%	$86.5M	$0	-$86.5M	2025-02-03
Camden Asset Management L P	CLOSED	0	62,408,000	-62,408,000	-100%	$66.0M	$0	-$66.0M	2025-02-13
Franklin Resources Inc	CLOSED	0	62,000,000	-62,000,000	-100%	$66.0M	$0	-$66.0M	2025-02-12
Tenor Capital Management Co., L.P.	CLOSED	0	40,000,000	-40,000,000	-100%	$42.8M	$0	-$42.8M	2025-02-14
D. E. Shaw & Co., Inc.	CLOSED	0	39,049,000	-39,049,000	-100%	$41.4M	$0	-$41.4M	2025-02-14
Mackay Shields LLC	CLOSED	0	33,199,000	-33,199,000	-100%	$35.3M	$0	-$35.3M	2025-02-04
Invesco Ltd.	CLOSED	0	30,860,000	-30,860,000	-100%	$32.6M	$0	-$32.6M	2025-02-13
Polar Asset Management Partners Inc.	CLOSED	0	24,930,000	-24,930,000	-100%	$26.4M	$0	-$26.4M	2025-02-25
Mirabella Financial Services LLP	CLOSED	0	24,930,000	-24,930,000	-100%	$13.8M	$0	-$13.8M	2025-02-13
State Street Corp	CLOSED	0	10,850,000	-10,850,000	-100%	$11.6M	$0	-$11.6M	2025-02-14
Calamos Advisors LLC	CLOSED	0	10,000,000	-10,000,000	-100%	$10.6M	$0	-$10.6M	2025-01-24
Millennium Management LLC	CLOSED	0	8,101,000	-8,101,000	-100%	$8.6M	$0	-$8.6M	2025-02-14
JPMorgan Chase & Co	CLOSED	0	7,671,000	-7,671,000	-100%	$8.1M	$0	-$8.1M	2025-02-12
BlackRock, Inc.	CLOSED	0	4,100,000	-4,100,000	-100%	$4.3M	$0	-$4.3M	2025-02-07
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	CLOSED	0	4,000,000	-4,000,000	-100%	$4.2M	$0	-$4.2M	2025-02-14
Piper Sandler & Co.	CLOSED	0	4,000,000	-4,000,000	-100%	$4.3M	$0	-$4.3M	2025-02-10
SSI Investment Management LLC	CLOSED	0	3,500,000	-3,500,000	-100%	$3.7M	$0	-$3.7M	2025-02-10
Royal Bank of Canada	CLOSED	0	3,391,000	-3,391,000	-100%	$3.6M	$0	-$3.6M	2025-02-14
Walleye Capital LLC	CLOSED	0	2,659,000	-2,659,000	-100%	$2.8M	$0	-$2.8M	2025-02-13
Jefferies Financial Group Inc.	CLOSED	0	2,650,000	-2,650,000	-100%	$2.8M	$0	-$2.8M	2025-02-27
BNP Paribas Asset Management Holding S.A.	CLOSED	0	2,000,000	-2,000,000	-100%	$2.1K	$0	-$2.1K	2025-02-12
Citigroup Inc	CLOSED	0	1,792,000	-1,792,000	-100%	$1.9M	$0	-$1.9M	2025-02-12
Man Group plc	CLOSED	0	1,660,000	-1,660,000	-100%	$1.8M	$0	-$1.8M	2025-02-14
Kohlberg Kravis Roberts & Co. L.P.	CLOSED	0	1,465,000	-1,465,000	-100%	$1.6M	$0	-$1.6M	2025-02-14
AQR Arbitrage LLC	CLOSED	0	1,050,000	-1,050,000	-100%	$1.1M	$0	-$1.1M	2025-02-14
Elequin Capital, LP	CLOSED	0	1,000,000	-1,000,000	-100%	$1.1M	$0	-$1.1M	2025-02-18
Bank of Montreal	CLOSED	0	860,000	-860,000	-100%	$910.9K	$0	-$910.9K	2025-02-13
BNP Paribas Financial Markets	CLOSED	0	607,000	-607,000	-100%	$642.2K	$0	-$642.2K	2025-02-14
UBS Asset Management Americas LLC	CLOSED	0	500,000	-500,000	-100%	$529.0K	$0	-$529.0K	2025-02-14
Barclays PLC	CLOSED	0	388,000	-388,000	-100%	$411.5K	$0	-$411.5K	2026-03-19
SEI Investments Co	CLOSED	0	272,000	-272,000	-100%	$287.8K	$0	-$287.8K	2025-02-11
KBC Group NV	CLOSED	0	200,000	-200,000	-100%	$214	$0	-$214	2025-01-22
Proequities, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2025-02-13

Showing 35 of 35 institutions