Envestnet Inc

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Envestnet Inc

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NewIncreasedMaintainedDecreasedLiquidated
03404
WhaleReport PeriodSecurity TypeQuantityStatus% Change% Allocation$ Value% Change$ Valuation PriceSec Link
Liberty One Investment Management, Llc03-31-2021Com10,981Increased7.080.14793,000.00-6.0472.22Form 13
Hodges Capital Management Inc.03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Private Capital Group, Llc03-31-2021Common Stock1,165Maintained0.000.0284,000.00-12.5072.10Form 13
Huntington National Bank03-31-2021Common Stock1,342Maintained0.000.0097,000.00-12.61144.69Form 13
Hartford Financial Management Inc.03-31-2021Com1,000Maintained0.000.0272,000.00-12.2072.00Form 13
Contravisory Investment Management, Inc.03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Clear Harbor Asset Management, Llc03-31-2021Com0Liquidated!-100.000.000.000.000.00Form 13
Mountain Capital Investment Advisors, Inc03-31-2021Com5,097Increased27.550.20379,000.0012.1374.36Form 13
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma03-31-2021Common Stock0Liquidated!-100.000.000.000.000.00Form 13
Ami Asset Management Corp03-31-2021Com90,401Increased20.820.346,530,000.006.0672.23Form 13
Hanlon Investment Management, Inc.03-31-2021Com90,000Maintained0.001.436,501,000.00-12.2272.23Form 13