ENVESTNET INC - NOTE 0.750% 8/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2022 to Q1 2025

Type / Class
Debt / NOTE 0.750% 8/1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ENVESTNET INC - NOTE 0.750% 8/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q1 $0 $0 -$55,755,705 0
2024 Q4 $40,937,000 $55,755,705 -$254,190,625 99.7% 5
2024 Q3 $301,422,000 $300,812,837 -$21,026,890 98.6% 28
2024 Q2 $331,613,000 $322,027,496 +$29,498 96.95% 28
2024 Q1 $331,400,200 $326,269,982 +$21,317,949 97.42% 30
2023 Q4 $317,543,200 $296,594,582 +$4,787,435 93.11% 31
2023 Q3 $317,497,200 $296,444,535 -$6,845,605 92.18% 45
2023 Q2 $328,225,500 $302,377,980 +$7,972,214 91.99% 44
2023 Q1 $322,668,500 $292,016,583 +$6,057,852 90.28% 47
2022 Q4 $309,448,000 $280,581,428 -$171,745,744 90.66% 50
2022 Q3 $495,372,905 $416,652,087 +$25,665,510 84.04% 50
2022 Q2 $464,597,250 $401,734,499 +$400,418,320 85.77% 47