EnvestnetENV
13F holders, Q4 2024 (December 31)1holders −260
1new positions
256sold out
$49.52avg. 13F price*
At the end of Q4 2024, 1 institutions reported holding Envestnet Inc. (ENV) in their 13F filings, down 260 from Q3 2024. 1 opened new positions and 256 sold out. The largest holder was Strategic Investment Solutions, Inc. ($59K).
- Company
- Envestnet Inc.
- CUSIP
- 29404K106
- Latest filing quarter
- Q4 2024
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $59K |
| Exits | 256 | $3.4B |
All 13F filers, Q3 2024 → Q4 2024: 1,183 shares bought and 54,264,454 shares sold, net −54,263,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Strategic Investment Solutions, Inc. | 0.02% | New | 1,183 | $59K |
"% of holder's portfolio" is ENV's weight in each manager's 13F, not the share of Envestnet Inc. the manager owns.