ENVESTNET INC - NOTE 2.625%12/0 Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2024

Type / Class
Debt / NOTE 2.625%12/0
Market price (% of par)
106.75%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of ENVESTNET INC - NOTE 2.625%12/0 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2024 Q4 $94,000 $100,345 -$598,368,257 106.75% 1
2024 Q3 $564,736,000 $599,109,608 -$24,068,600 105.92% 33
2024 Q2 $590,341,000 $634,068,536 -$23,899,353 107.21% 50
2024 Q1 $605,767,500 $642,944,615 +$23,447,958 105.88% 51
2023 Q4 $589,363,000 $583,365,062 +$582,019,390 98.89% 47