Envestnet Inc. (env 0.75 08/15/25)
13F holders, Q2 2024 (June 30)3holders −1
0new positions
1sold out
$0.90avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Envestnet Inc. (env 0.75 08/15/25) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Ofi Invest Asset Management ($2.6M), B. Riley Wealth Advisors, Inc. ($39K) and Arkadios Wealth Advisors ($18K).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $3.4M |
All 13F filers, Q1 2024 → Q2 2024: 4,303,700 shares sold, net −4,303,700 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Ofi Invest Asset Management | 0.07% | Reduce -21.7% | 2,900,000 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.00% | No change | 40,000 | $39K |
| 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.