Envestnet Inc. (env 0.75 08/15/25)
13F holders, Q1 2024 (March 31)4holders
$1.43avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Envestnet Inc. (env 0.75 08/15/25) in their 13F filings. The largest holders were Ofi Invest Asset Management ($6.9M), BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($3.4M) and B. Riley Wealth Advisors, Inc. ($37K).
- Company
- Envestnet Inc. (env 0.75 08/15/25)
- CUSIP
- 29404KAE6
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $37K |
| Exits | 1 | $34.4M |
Ownership 4 holders
| Ofi Invest Asset Management | 0.19% | Add +100000.0% | 3,703,700 | $6.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | No change | 3,500,000 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 40,000 | $37K |
| Arkadios Wealth Advisors | 0.00% | No change | 19,000 | $18K |
"% of holder's portfolio" is ENVESTNET INC (ENV 0.75 08/15/25)'s weight in each manager's 13F, not the share of Envestnet Inc. (env 0.75 08/15/25) the manager owns.