Latest Institutional Transactions on Evans Bancorp Inc (EVBN)
This table provides information on the latest institutional transactions involving Evans Bancorp Inc (EVBN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2- 0.7% |
$49 - $60.8
|
283
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
42New |
$1.03K - $1.28K
|
42
$1.64K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
BUY
|
- |
300New |
$7.35K - $9.12K
|
300
$11.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
167+ 1.05% |
$4.09K - $5.08K
|
16.1K
$628K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19New |
$466 - $578
|
19
$742
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
8.06KNew |
$188K - $268K
|
8.06K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
16New |
$374 - $531
|
16
$625
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
433New |
$10.1K - $14.4K
|
433
$16.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
23New |
$538 - $764
|
23
$898
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
296New |
$6.92K - $9.83K
|
296
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
14.6KNew |
$342K - $485K
|
14.6K
$571K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
9.61K+ 45.32% |
$320K - $384K
|
30.8K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12KNew |
$401K - $481K
|
12K
$470K
|
|
|
May 09, 2023
Q1 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-5K- 23.81% |
$167K - $200K
|
16K
$625K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.34KNew |
$245K - $294K
|
7.34K
$287K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
5.82KNew |
$210K - $226K
|
5.82K
$227K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.84K- 97.43% |
$103K - $111K
|
75
$2.93K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-89K- 74.31% |
$3.21M - $3.46M
|
30.8K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-7.59K- 12.19% |
$274K - $295K
|
54.7K
$2.13M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
SELL
|
- |
-3.98K- 35.99% |
$144K - $155K
|
7.09K
$277K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-23.7K- 54.25% |
$781K - $917K
|
20K
$779K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-53- 76.81% |
$1.75K - $2.05K
|
16
$625
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-12.2K- 62.07% |
$404K - $474K
|
7.47K
$292K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.8K- 7.65% |
$92.4K - $109K
|
33.8K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.68K+ 4.19% |
$55.3K - $64.9K
|
41.7K
$1.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.3K- 18.98% |
$109K - $128K
|
14.1K
$551K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
14.6K+ 20.72% |
$478K - $569K
|
85.1K
$3.33M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
400+ 6.3% |
$13.1K - $15.6K
|
6.75K
$264K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-865Closed |
$32.9K - $38K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-100Closed |
$3.8K - $4.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
22K+ 85.6% |
$836K - $967K
|
47.7K
$1.86M
|
|
|
May 13, 2022
Q1 2022
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.41KClosed |
$320K - $370K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-69Closed |
$2.62K - $3.03K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.42KClosed |
$54K - $62.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
36.8KNew |
$1.41M - $1.56M
|
36.8K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-73.6KClosed |
$2.82M - $3.11M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.97KClosed |
$229K - $252K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17- 0.69% |
$613 - $680
|
2.44K
$95.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-55.7KClosed |
$2.01M - $2.23M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-6.37KClosed |
$230K - $255K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
6.44KNew |
$232K - $258K
|
6.44K
$252K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.26KClosed |
$207K - $250K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-9.6KClosed |
$318K - $384K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-1.27KClosed |
$42K - $50.7K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Strs Ohio
|
SELL
|
- |
-1.3KClosed |
$43K - $51.9K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.51KClosed |
$49.9K - $60.3K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-61Closed |
$2.02K - $2.44K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.44KNew |
$177K - $232K
|
6.44K
$251K
|
|
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
480KNew |
$13.2M - $17.3M
|
480K
$18.7M
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-54.9KClosed |
$1.51M - $1.98M
|
0
$0
|
|