ENV
ENVESTNET INC
No data for this timeframe.
Vol
Inst. Holders1 funds
Inst. Value$5.7M
Inst. Activity0 buys / 17 sells
SEC Reports1
Recent Activity
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — fully exited their positions in
INST-CLUSTER — Impact 7/10
Inst.
STATE STREET CORP — EXIT
0 shares ($0.00)
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — EXIT
0 shares ($0.00)
Analyst Ratings
0Strong Buy
0Buy
9Hold
4Sell
1Strong Sell
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BARCLAYS PLC | $5.7M | — |
1 institutional holders with $5.7M total value (90,227 shares) as of 2025-Q3. Top holders: BARCLAYS.
Top Institutional Holders — 2025-Q3
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BARCLAYS PLC | 90,227 | $5.7M | 100.0% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| STATE STREET CORP | EXIT | 1,929,737 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | EXIT | 554,309 | 0 | -100.0% | $0.00 | 2024-Q4 |
| Invesco Ltd. | EXIT | 215,655 | 0 | -100.0% | $0.00 | 2024-Q4 |
| NORGES BANK | EXIT | 728,315 | 0 | -100.0% | $0.00 | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 194,092 | 0 | -100.0% | $0.00 | 2024-Q4 |
| DIMENSIONAL FUND ADVISORS LP | EXIT | 640,625 | 0 | -100.0% | $0.00 | 2024-Q4 |
| ENVESTNET ASSET MANAGEMENT INC | EXIT | 160,373 | 0 | -100.0% | $0.00 | 2024-Q4 |
| VANGUARD GROUP INC | EXIT | 6,388,405 | 0 | -100.0% | $0.00 | 2024-Q4 |
| BlackRock, Inc. | EXIT | 8,031,715 | 0 | -100.0% | $0.00 | 2024-Q4 |
| FIL Ltd | EXIT | 1,663,000 | 0 | -100.0% | $0.00 | 2024-Q4 |
| HSBC HOLDINGS PLC | EXIT | 1,354,151 | 0 | -100.0% | $0.00 | 2024-Q4 |
| Woodline Partners LP | EXIT | 600,000 | 0 | -100.0% | $0.00 | 2024-Q4 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | EXIT | 362,197 | 0 | -100.0% | $0.00 | 2024-Q4 |
| FMR LLC | EXIT | 1,121,239 | 0 | -100.0% | $0.00 | 2024-Q4 |
| BANK OF AMERICA CORP /DE/ | EXIT | 947,557 | 0 | -100.0% | $0.00 | 2024-Q4 |
| BANK OF MONTREAL /CAN/ | EXIT | 635,409 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | EXIT | 1,788,951 | 0 | -100.0% | $0.00 | 2024-Q4 |
| MORGAN STANLEY | TRIM | 2,534,742 | 1,788,951 | -29.4% | $112.0M | 2024-Q3 |
| FIL Ltd | NEW | — | 1,663,000 | — | $104.1M | 2024-Q3 |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 1,039,402 | 640,625 | -38.4% | $40.1M | 2024-Q3 |
| Woodline Partners LP | NEW | — | 600,000 | — | $37.6M | 2024-Q3 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | NEW | — | 362,197 | — | $22.7M | 2024-Q3 |
| JANUS HENDERSON GROUP PLC | NEAR_EXIT | 1,215,631 | 258,415 | -78.7% | $16.2M | 2024-Q3 |
| Invesco Ltd. | NEAR_EXIT | 927,678 | 215,655 | -76.8% | $13.5M | 2024-Q3 |
| CITADEL ADVISORS LLC | ADD | 96,187 | 137,286 | +42.7% | $8.6M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution: 0% buy across 14 analysts — 0 strong buy, 0 buy, 9 hold, 4 sell, 1 strong sell. No current recommendation available.
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jan 1, 2025 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Dec 1, 2024 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Nov 1, 2024 | 0 | 0 | 9 | 4 | 1 | 0% | |
| Oct 1, 2024 | 0 | 0 | 9 | 4 | 1 | 0% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.