 |
| |
| Jan-10-19 | Initiated |
Buckingham Research |
Buy |
$63 |
|
| Jul-12-18 | Initiated |
JP Morgan |
Overweight |
$70 |
|
| Nov-09-17 | Reiterated |
Stifel |
Buy |
$52 → $62 |
|
| Jul-06-17 | Initiated |
DA Davidson |
Neutral |
$42 |
|
| Nov-08-16 | Reiterated |
Stifel |
Buy |
$40 → $45 |
|
| Aug-09-16 | Reiterated |
RBC Capital Mkts |
Sector Perform |
$37 → $40 |
|
| Jun-02-16 | Upgrade |
UBS |
Neutral → Buy |
$33 → $44 |
|
| May-09-16 | Reiterated |
RBC Capital Mkts |
Sector Perform |
$26 → $33 |
|
| Apr-08-16 | Reiterated |
Stifel |
Buy |
$56 → $40 |
|
| Mar-24-16 | Initiated |
Jefferies |
Buy |
$48 |
|
| Nov-10-15 | Reiterated |
Northland Capital |
Outperform |
$55 → $45 |
|
| Sep-25-15 | Reiterated |
RBC Capital Mkts |
Sector Perform |
$47 → $40 |
|
| Aug-11-15 | Reiterated |
Northland Capital |
Outperform |
$50 → $55 |
|
| Jul-09-15 | Initiated |
Northland Capital |
Outperform |
$50 |
|
| Jul-07-15 | Initiated |
JMP Securities |
Mkt Outperform |
|
|
| Jul-01-15 | Upgrade |
Avondale |
Mkt Perform → Mkt Outperform |
|
|
| May-11-15 | Downgrade |
Barrington Research |
Outperform → Mkt Perform |
|
|
| May-08-15 | Reiterated |
Stifel |
Buy |
$65 → $56 |
|
| Nov-10-14 | Reiterated |
UBS |
Neutral |
$53 → $45 |
|
| Sep-26-14 | Reiterated |
UBS |
Neutral |
$44 → $45 |
|
|
|
| Jan-10-19 04:05PM | Envestnet Announces Organizational Changes to Drive Innovation and Continued Growth Business Wire |
| Dec-22-18 03:00AM | Envestnet Inc (ENV): Are Hedge Funds Right About This Stock? Insider Monkey |
| Dec-10-18 09:00AM | Envestnet's Latest Platform Upgrades Help Foster Meaningful Client Relationships, Better Outcomes PR Newswire |
| Dec-06-18 09:00AM | Envestnet | Yodlee Incubator Unveils New Class of Fintech Disruptors PR Newswire |
| Dec-05-18 09:30AM | CATM vs. ENV: Which Stock Is the Better Value Option? Zacks |
| Nov-28-18 09:05AM | Alliance Data Eyes Strategic Options for Epsilon, Conversant Zacks |
| 08:54AM | Envestnet (ENV) Soars: Stock Adds 6.1% in Session Zacks |
| Nov-27-18 03:08PM | BlackRock Buys a Piece of Envestnet Barrons.com +6.08% |
| 09:30AM | Western Union Introduces Online Money Transfer in Malaysia Zacks |
| 08:30AM | Envestnet and BlackRock Enter Strategic Relationship to Enhance the Financial Advisor Experience Business Wire |
| 08:00AM | Ameritas Investment Corp. Launches Practice Management Platform PR Newswire |
| Nov-22-18 09:13AM | MasterCard to Render Services in Canada Via Cirque du Soleil Zacks |
| 07:57AM | Global Payments' (GPN) Acquisitions Place it Well for Growth Zacks |
| Nov-21-18 08:10AM | Visa to Gain From Strong Spending and Balance Sheet Position Zacks |
| Nov-20-18 01:52PM | Edited Transcript of ENV earnings conference call or presentation 7-Nov-18 10:00pm GMT Thomson Reuters StreetEvents |
| 09:47AM | Mastercard Partners Wirecard in Drive Toward Going Cashless Zacks |
| Nov-09-18 08:00AM | Market Trends Toward New Normal in Paramount Group, Envestnet, Assurant, HubSpot, Epizyme, and Cytosorbents Emerging Consolidated Expectations, Analyst Ratings GlobeNewswire -5.69% |
| Nov-07-18 06:55PM | Envestnet (ENV) Tops Q3 Earnings Estimates Zacks |
| 05:51PM | Envestnet: 3Q Earnings Snapshot Associated Press |
| 04:05PM | Envestnet Reports Third Quarter 2018 Financial Results Business Wire |
| Nov-06-18 11:10AM | Can Envestnet Inc (NYSE:ENV) Improve Its Returns? Simply Wall St. |
| Nov-02-18 09:30AM | CATM vs. ENV: Which Stock Should Value Investors Buy Now? Zacks |
| Nov-01-18 09:00AM | Envestnet | Yodlee Appoints Sebastien Taveau as Vice President of Developer Experience PR Newswire |
| Oct-30-18 04:05PM | Envestnet to Announce Third Quarter 2018 Results on November 7, 2018 Business Wire |
| 08:30AM | Envestnet | Tamarac Announces Integration with Wealth Access Providing RIAs with More Choice in Integrated Client Engagement Tools PR Newswire |
| Oct-25-18 04:14PM | Envestnet Appoints Valerie Mosley to the Board of Directors Business Wire |
| 08:30AM | Envestnet | Tamarac Clients Surpass $1.2 Trillion in Collective Assets Under Management PR Newswire |
| Oct-23-18 09:00AM | SS&C Expands Managed Account Offering with Envestnet Retirement Solutions PR Newswire |
| 09:00AM | New Envestnet | Yodlee Risk Insight for Pre-Qualification Launches at Money20/20, Delivers Greater Advantages for Lenders and Lead Generators PR Newswire |
| Oct-22-18 09:00AM | Envestnet | Yodlee Announces New Developer Experience at Money20/20, Offering an Industry-Leading Combination of Enhanced Performance, Best-in-Class Tools, and the World's Most Comprehensive Financial Data Coverage PR Newswire |
| Oct-18-18 11:53AM | Financial Technology Industry Outlook: Momentum Continues Zacks |
| Oct-16-18 07:40AM | Report: Exploring Fundamental Drivers Behind Monroe Capital, Anavex Life Sciences, Haynes International, Atara Biotherapeutics, Lands' End, and Envestnet New Horizons, Emerging Trends, and Upcoming Developments GlobeNewswire |
| Oct-15-18 10:00AM | Envestnet | Yodlee Partners with Freddie Mac to Deliver Industry-Leading Automated Income and Asset Assessment Solution PR Newswire |
| Oct-11-18 08:30AM | Envestnet | Tamarac Announces Integration with Private Client Resources (PCR) PR Newswire |
| Oct-01-18 10:21AM | Should You Think About Buying Envestnet Inc (NYSE:ENV) Now? Simply Wall St. |
| Sep-25-18 09:00AM | Envestnet Intelligence, Unveiled at Finovate, Delivers AI-Powered, Real-Time Answers to Key Questions for Financial Institutions PR Newswire |
| Sep-20-18 08:30AM | Envestnet | Tamarac Announces a Fully Digital Client Account-Opening Process With TD Ameritrade and Schwab Advisor Services PR Newswire |
| Sep-13-18 08:28AM | HD Vest Empowers Advisors with Envestnet's Tech Solutions PR Newswire |
| Sep-06-18 09:00AM | Rembert Pendleton Jackson Chooses Envestnet | Tamarac Technology to Create Efficiencies and Prepare for Future Growth PR Newswire |
| Aug-28-18 08:30AM | Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting PR Newswire |
| Aug-23-18 11:36AM | Private Capital Group Selects ERS's Practice Advantage for Retirement-Focused Advisors PR Newswire |
| Aug-22-18 04:05PM | Envestnet to Attend September Conferences Business Wire |
| Aug-21-18 01:50PM | Edited Transcript of ENV earnings conference call or presentation 7-Aug-18 9:00pm GMT Thomson Reuters StreetEvents |
| 09:00AM | Envestnet Enhances User Experience With Latest Platform Updates PR Newswire |
| Aug-16-18 08:20AM | Factors of Influence in 2018, Key Indicators and Opportunity within inTest, Hooker Furniture, American Public Education, Gevo, Envestnet, and Aerie Pharmaceuticals New Research Emphasizes Economic Growth GlobeNewswire |
| Aug-15-18 12:09PM | AssetMark Deal Points to More Consolidation Barrons.com |
| Aug-13-18 09:20AM | Allianz Life Announces Partnership with Envestnet Business Wire |
| Aug-08-18 09:30AM | CATM vs. ENV: Which Stock Should Value Investors Buy Now? Zacks |
| Aug-07-18 07:40PM | Envestnet (ENV) Q2 Earnings and Revenues Beat Estimates Zacks |
| 06:39PM | Envestnet: 2Q Earnings Snapshot Associated Press |
| 04:05PM | Envestnet Reports Second Quarter 2018 Financial Results Business Wire |
| Jul-25-18 08:30AM | Envestnet to Attend the UBS Financial Services Conference Business Wire |
| Jul-24-18 08:30AM | Envestnet to Announce Second Quarter 2018 Results on August 7, 2018 Business Wire |
| Jun-23-18 10:28AM | What Investors Should Know About Envestnet Incs (NYSE:ENV) Financial Strength Simply Wall St. |
| Jun-21-18 04:53PM | Actua Announces Liquidating Distribution Following Receipt of Proceeds from FolioDynamix Sale GlobeNewswire |
| 09:00AM | Envestnet Essential Advisor Certification Program Participants Grow Their Businesses 48% Faster Than Their Peers PR Newswire |
| Jun-20-18 09:00AM | Envestnet Announces New Partnership with Hancock Whitney Bank PR Newswire |
| Jun-07-18 09:00AM | Envestnet | Tamarac Introduces Enhanced Business Intelligence Reports PR Newswire |
| Jun-06-18 06:00AM | Envestnet | Yodlee Unveils AI FinCheck - A New Artificial Intelligence-Driven Financial Wellness Assistant for Financial Service Providers PR Newswire |
| Jun-05-18 09:00AM | Envestnet | Tamarac Enhances Integration with BNY Mellon's Pershing NetX360® PR Newswire |
| 07:00AM | Envestnet managed accounts platform now available to Fidelity Clearing Canada clients CNW Group |
| Jun-04-18 08:57AM | PAY or ENV: Which Is the Better Value Stock Right Now? Zacks |
| May-29-18 09:00AM | Envestnet | Yodlee Appoints New Vice President of Sales for Europe, Middle-East and Africa Region PR Newswire |
| 08:25AM | Consolidated Research: 2018 Summary Expectations for WSFS Financial, Universal Electronics, Quanex Building Products, Envestnet, Andeavor Logistics LP, and EnPro Industries Fundamental Analysis, Key Performance Indications GlobeNewswire |
| May-25-18 04:05PM | Envestnet, Inc. Announces Closing of Convertible Notes Offering Business Wire |
| May-23-18 04:05PM | Envestnet to Attend June Conferences Business Wire |
| May-22-18 10:32PM | Envestnet, Inc. Announces Pricing of Convertible Notes Offering Business Wire |
| May-21-18 04:05PM | Envestnet, Inc. to Offer $300 Million of Convertible Notes Business Wire |
| May-18-18 08:38AM | Envestnet & Investment Advisor Honor Asset Manager & Strategist Award Winners PR Newswire |
| 04:03AM | Edited Transcript of ENV earnings conference call or presentation 9-May-18 9:00pm GMT Thomson Reuters StreetEvents |
| May-17-18 04:00PM | Envestnet Announces Winners of Essential Advisor Awards and First-Ever EIOC Vision Awards PR Newswire |
| 03:53PM | Envestnet Embraces Alexa, Insurance Products Barrons.com |
| 09:00AM | Envestnet's Technology Roadmap Focuses on Client Engagement and Enhanced Data Aggregation PR Newswire |
| May-16-18 04:00PM | New Envestnet Insurance Exchange Integrates Insurance Solutions into Wealth Management Practice PR Newswire |
| 09:00AM | Envestnet Announces New Enterprise Data Management Solution at Annual Advisor Summit PR Newswire |
| May-15-18 04:30PM | Envestnet | Tamarac Takes Client Engagement to the Next Level PR Newswire |
| 04:03PM | Can Anyone Challenge Envestnet? Barrons.com |
| 09:00AM | Envestnet | Tamarac to Announce Financial Planning Capabilities at Advisor Summit PR Newswire |
| May-14-18 09:00AM | Envestnet | Yodlee, Quovo and Morningstar ByAllAccounts Announce New Framework for Ensuring Secure Open Data Access PR Newswire |
| May-11-18 12:35PM | These Are The Benzinga Global Fintech Awards Finalists For Best Financial Advisor Or Wealth Management Platform Benzinga |
| May-10-18 11:02AM | Forget the Choppy Market -- This Fintech Pioneer Is Thriving Motley Fool |
| May-09-18 05:26PM | Envestnet: 1Q Earnings Snapshot Associated Press |
| 04:05PM | Envestnet Reports First Quarter 2018 Financial Results Business Wire |
| May-08-18 09:00AM | Envestnet Announces New Partnership with D.A. Davidson & Company PR Newswire |
| May-01-18 04:44PM | Finalists Chosen for Envestnet & Investment Advisor Annual Asset Manager Awards PR Newswire |
| 09:00AM | Envestnet Announces 2018 Advisor Summit Highlights and Program Features PR Newswire |
| Apr-30-18 01:39PM | Envestnet Aims To Deliver Better Intelligence So Wealth Managers Can Deliver Better Results Benzinga |
| Apr-26-18 08:38AM | Envestnet | PMC Launches Three New Impact QPs PR Newswire |
| Apr-25-18 04:05PM | Envestnet to Announce First Quarter 2018 Results on May 9, 2018 Business Wire |
| Apr-10-18 11:19AM | Edited Transcript of ENV presentation 7-Mar-17 9:35pm GMT Thomson Reuters StreetEvents |
| 08:30AM | LJPR Financial Advisors Selects Envestnet | Tamarac Technology to Enhance Client Service and Create Efficiencies PR Newswire |
| Apr-05-18 08:30AM | Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application PR Newswire |
| Apr-04-18 07:35AM | Recent Analysis Shows Myomo, Shiloh Industries, Regal Beloit, Teledyne Technologies, Envestnet, and Independent Bank Market Influences Renewed Outlook, Key Drivers of Growth GlobeNewswire |
| Apr-03-18 12:37PM | How Envestnet Became The Dominant Provider In An $18 Trillion Market Benzinga |
| Mar-28-18 09:00AM | Tamarac Introduces Quick Start Offering PR Newswire |
| Mar-22-18 05:16PM | Edited Transcript of ENV earnings conference call or presentation 22-Feb-18 10:00pm GMT Thomson Reuters StreetEvents |
| Mar-20-18 09:00AM | Envestnet Wins Three 2018 Family Wealth Report Awards PR Newswire |
| Mar-07-18 09:00AM | Tamarac Clients Exceed $1 Trillion in Collective Assets Managed PR Newswire |
| Mar-06-18 09:00AM | Advisor Group Launches ERS-Powered Retirement Plan Central, a Comprehensive Practice Management Platform for Retirement Advisors PR Newswire |
| Feb-27-18 09:00AM | Envestnet Wins 2018 Private Asset Management Award: Best Investment Platform - Innovation PR Newswire |
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| Envestnet, Inc., together with its subsidiaries, provides intelligent systems for wealth management and financial wellness in the United States and internationally. It operates through Envestnet and Envestnet Yodlee business segments. The company's product and services suites include Envestnet Enterprise, which provides an end-to-end open architecture wealth management platform, as well as sells data aggregation and reporting, data analytics, and digital advice capabilities; Envestnet Tamarac that provides trading, rebalancing, portfolio accounting, performance reporting, and client relationship management software; Envestnet Retirement Solutions, which offer a suite of services for advisor-sold retirement plans; and Envestnet Portfolio Management Consultants that provide research, due diligence, and consulting services to assist advisors in creating investment solutions for their clients, and patented portfolio overlay and tax optimization services. It also provides Envestnet Yodlee data aggregation and data analytics platform, which offers cloud-based innovation for digital financial services. The company primarily serves banks, wealth management and brokerage firms, Internet services companies, and registered investment advisers. Envestnet, Inc. was founded in 1999 and is headquartered in Chicago, Illinois. |
|
| Insider Trading |
Relationship |
Date |
Transaction |
Cost |
#Shares |
Value ($) |
#Shares Total |
SEC Form 4 |
| Mayer Joshua | Chief Operating Officer | Nov 30 | Sale | 55.00 | 186 | 10,230 | 35,470 | Dec 04 05:04 PM | | Mayer Joshua | Chief Operating Officer | Nov 08 | Sale | 55.00 | 2,606 | 143,330 | 35,771 | Nov 13 04:08 PM | | Arora Anil | Envestnet | Yodlee * | Oct 05 | Sale | 62.40 | 4,551 | 283,982 | 75,388 | Oct 10 04:05 PM | | CROWELL GAYLE A | Director | Oct 04 | Sale | 60.94 | 133 | 8,105 | 0 | Oct 05 04:38 PM | | Mayer Joshua | Chief Operating Officer | Oct 01 | Sale | 61.11 | 186 | 11,366 | 39,971 | Oct 03 04:05 PM | | Crager William | President | Sep 27 | Option Exercise | 7.15 | 4,209 | 30,094 | 208,670 | Sep 28 04:20 PM | | Crager William | President | Sep 27 | Sale | 60.82 | 4,209 | 255,991 | 204,461 | Sep 28 04:20 PM | | Crager William | President | Sep 26 | Option Exercise | 7.15 | 7,791 | 55,706 | 212,252 | Sep 28 04:20 PM | | Crager William | President | Sep 26 | Sale | 61.08 | 7,791 | 475,874 | 204,461 | Sep 28 04:20 PM | | Arora Anil | Envestnet | Yodlee * | Sep 04 | Sale | 62.41 | 567 | 35,386 | 84,898 | Sep 06 04:20 PM | | Roame Charles | Director | Aug 29 | Sale | 62.86 | 7,481 | 470,256 | 10,548 | Aug 31 04:06 PM | | Arora Anil | Envestnet | Yodlee * | Aug 27 | Sale | 62.40 | 362 | 22,589 | 85,465 | Aug 29 04:05 PM | | Bergman Judson | Chief Executive Officer | Aug 22 | Sale | 59.04 | 25,000 | 1,476,000 | 0 | Aug 22 04:05 PM | | Mayer Joshua | Chief Operating Officer | Aug 20 | Sale | 59.44 | 5,398 | 320,857 | 40,510 | Aug 22 04:05 PM | | Arora Anil | Envestnet | Yodlee * | Aug 08 | Sale | 62.40 | 205 | 12,792 | 85,827 | Aug 10 04:06 PM | | O'Brien Shelly | Chief Legal Officer | Aug 01 | Option Exercise | 15.34 | 1,882 | 28,870 | 41,248 | Aug 03 04:07 PM | | O'Brien Shelly | Chief Legal Officer | Aug 01 | Sale | 58.60 | 1,882 | 110,285 | 39,366 | Aug 03 04:07 PM | | Arora Anil | Envestnet | Yodlee * | Jul 26 | Sale | 62.40 | 531 | 33,134 | 86,032 | Jul 30 04:07 PM | | Arora Anil | Envestnet | Yodlee * | Jul 23 | Sale | 59.80 | 9,900 | 592,020 | 86,563 | Jul 25 04:05 PM | | Arora Anil | Envestnet | Yodlee * | Jul 10 | Sale | 59.80 | 100 | 5,980 | 96,463 | Jul 12 04:02 PM | | CROWELL GAYLE A | Director | Jul 09 | Sale | 59.05 | 133 | 7,854 | 0 | Jul 11 04:05 PM | | O'Brien Shelly | Chief Legal Officer | Jul 02 | Option Exercise | 15.34 | 4,000 | 61,360 | 43,366 | Jul 05 04:34 PM | | O'Brien Shelly | Chief Legal Officer | Jul 02 | Sale | 54.81 | 4,000 | 219,240 | 39,366 | Jul 05 04:34 PM | | O'Brien Shelly | Chief Legal Officer | Jun 04 | Option Exercise | 13.92 | 2,500 | 34,790 | 40,819 | Jun 05 04:06 PM | | O'Brien Shelly | Chief Legal Officer | Jun 04 | Sale | 55.00 | 2,500 | 137,500 | 39,551 | Jun 05 04:06 PM | | O'Brien Shelly | Chief Legal Officer | Jun 01 | Option Exercise | 12.45 | 1,500 | 18,675 | 41,051 | Jun 05 04:06 PM | | O'Brien Shelly | Chief Legal Officer | Jun 01 | Sale | 52.95 | 1,500 | 79,425 | 39,551 | Jun 05 04:06 PM | | CROWELL GAYLE A | Director | May 29 | Sale | 54.35 | 2,934 | 159,463 | 0 | May 31 04:30 PM | | O'Brien Shelly | Chief Legal Officer | May 21 | Option Exercise | 12.53 | 4,000 | 50,133 | 42,945 | May 23 04:03 PM | | O'Brien Shelly | Chief Legal Officer | May 21 | Sale | 55.80 | 4,000 | 223,200 | 39,612 | May 23 04:03 PM | | Bergman Judson | Chief Executive Officer | May 11 | Option Exercise | 0.00 | 41,667 | 0 | 775,738 | May 15 04:05 PM | | Crager William | President | May 11 | Option Exercise | 0.00 | 16,667 | 0 | 212,255 | May 15 04:05 PM | | D'Arrigo Peter | Chief Financial Officer | May 11 | Option Exercise | 0.00 | 10,000 | 0 | 49,229 | May 15 04:04 PM | | O'Brien Shelly | Chief Legal Officer | Apr 02 | Option Exercise | 9.00 | 366 | 3,294 | 40,589 | Apr 04 04:06 PM | | Arora Anil | Envestnet | Yodlee * | Apr 02 | Sale | 57.40 | 4,443 | 255,028 | 101,522 | Apr 04 04:06 PM | | CROWELL GAYLE A | Director | Apr 02 | Sale | 57.10 | 745 | 42,540 | 801 | Apr 04 04:05 PM | | O'Brien Shelly | Chief Legal Officer | Apr 02 | Sale | 57.10 | 366 | 20,899 | 40,223 | Apr 04 04:06 PM | | Grinis Scott D | Chief Technology Officer | Mar 22 | Sale | 59.75 | 40,000 | 2,390,000 | 205,340 | Mar 26 04:05 PM | | Mayer Joshua | Chief Operating Officer | Mar 16 | Sale | 57.88 | 6,743 | 390,285 | 49,089 | Mar 20 04:06 PM | | Arora Anil | Envestnet | Yodlee * | Mar 05 | Sale | 57.40 | 557 | 31,972 | 111,938 | Mar 07 04:05 PM | | O'Brien Shelly | Chief Legal Officer | Mar 01 | Option Exercise | 9.00 | 3,000 | 27,000 | 43,712 | Mar 05 04:06 PM | | O'Brien Shelly | Chief Legal Officer | Mar 01 | Sale | 54.91 | 3,000 | 164,730 | 40,712 | Mar 05 04:06 PM | | Arora Anil | Envestnet | Yodlee* | Mar 01 | Sale | 54.80 | 2,136 | 117,053 | 112,495 | Mar 05 04:06 PM | | CROWELL GAYLE A | Director | Mar 01 | Sale | 54.85 | 746 | 40,918 | 1,546 | Mar 05 04:06 PM | | Roame Charles | Director | Feb 27 | Buy | 57.55 | 271 | 15,595 | 15,488 | Mar 01 04:03 PM | | Arora Anil | Envestnet | Yodlee* | Feb 15 | Sale | 54.80 | 755 | 41,374 | 95,631 | Feb 20 04:05 PM | | O'Brien Shelly | Chief Legal Officer | Feb 01 | Option Exercise | 9.00 | 3,000 | 27,000 | 39,186 | Feb 05 04:02 PM | | CROWELL GAYLE A | Director | Feb 01 | Sale | 53.20 | 746 | 39,687 | 2,292 | Feb 05 04:02 PM | | O'Brien Shelly | Chief Legal Officer | Feb 01 | Sale | 53.06 | 3,000 | 159,180 | 36,186 | Feb 05 04:02 PM | | Arora Anil | Envestnet | Yodlee * | Jan 30 | Sale | 54.80 | 7,109 | 389,573 | 96,386 | Feb 01 04:03 PM |
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