ClearBridge Advisors »

Envestnet shares owned by ClearBridge Advisors

Quarter-by-quarter ownership of Envestnet (ENV) shares owned by ClearBridge Advisors from 13F filings

Historical chart of ClearBridge Advisors investment in Envestnet

Tip: Access up to 7 years of quarterly data

All positions including Envestnet held by ClearBridge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Envestnet by ClearBridge Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $75M 1.2M 62.59
2024-03-31 $70M 1.2M 57.91
2023-12-31 $60M 1.2M 49.52
2023-09-30 $53M 1.2M 44.03
2023-06-30 $71M 1.2M 59.35
2023-03-31 $70M 1.2M 58.67
2022-12-31 $73M 1.2M 61.70
2022-09-30 $52M 1.2M 44.40
2022-06-30 $62M 1.2M 52.77
2022-03-31 $87M 1.2M 74.44
2021-12-31 $92M 1.2M 79.34
2021-09-30 $93M 1.2M 80.24
2021-06-30 $112M 1.5M 75.86
2021-03-31 $92M 1.3M 72.23
2020-12-31 $104M 1.3M 82.29
2020-09-30 $75M 970k 77.16
2020-06-30 $71M 969k 73.54
2020-03-31 $52M 967k 53.78
2019-12-31 $69M 975k 70.91
2019-09-30 $55M 973k 56.70
2019-06-30 $62M 907k 68.37
2019-03-31 $60M 912k 65.39
2018-12-31 $45M 909k 49.19
2018-09-30 $54M 888k 60.95
2018-06-30 $48M 876k 54.95
2018-03-31 $53M 922k 57.30
2017-12-31 $46M 916k 49.85
2017-09-30 $47M 915k 51.00
2017-06-30 $36M 915k 39.60
2017-03-31 $25M 786k 32.30
2016-12-31 $28M 785k 35.25
2016-09-30 $29M 786k 36.45
2016-06-30 $34M 1.0M 33.31
2016-03-31 $28M 1.0M 27.20
2015-12-31 $31M 1.0M 29.85
2015-09-30 $28M 921k 29.97
2015-06-30 $39M 956k 40.43
2015-03-31 $54M 960k 56.08
2014-12-31 $51M 1.0M 49.14
2014-06-30 $50M 1.0M 48.92
2014-03-31 $41M 1.0M 40.18
2013-12-31 $33M 829k 40.30
2013-09-30 $21M 660k 31.00
2013-06-30 $9.0M 365k 24.60