Latest Institutional Transactions on Evolent Health, Inc. (EVH)
This table provides information on the latest institutional transactions involving Evolent Health, Inc. (EVH) 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Royce & Associates LP
|
BUY
|
- |
326K+ 130.48% |
$3.49M - $8.85M
|
576K
$5.52M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.19K- 23.83% |
$34.1K - $86.5K
|
10.2K
$97.6K
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.8KNew |
$116K - $293K
|
10.8K
$103K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 5.84% |
$428 - $1.09K
|
725
$6.95K
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-158K- 3.2% |
$1.69M - $4.29M
|
4.78M
$45.8M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.32K+ 1446.15% |
$14.1K - $35.7K
|
1.41K
$13.5K
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
15K+ 42.96% |
$161K - $408K
|
50K
$479K
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
1.17M+ 92.03% |
$12.5M - $31.8M
|
2.44M
$23.4M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
40.4KNew |
$432K - $1.1M
|
40.4K
$387K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
7.95K+ 34.84% |
$85.2K - $216K
|
30.8K
$295K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-131- 23.99% |
$1.4K - $3.56K
|
415
$3.98K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
15.7KNew |
$168K - $427K
|
15.7K
$151K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33- 3.42% |
$353 - $896
|
933
$8.94K
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.03K+ 21650.0% |
$32.5K - $82.3K
|
3.05K
$29.2K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.54K+ 28.04% |
$27.2K - $69K
|
11.6K
$111K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
7.5K+ 26.32% |
$80.3K - $204K
|
36K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 1.87% |
$107 - $271
|
525
$5.03K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-737- 99.33% |
$7.89K - $20K
|
5
$47.9
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
12.3K+ 28.72% |
$131K - $332K
|
54.9K
$526K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18New |
$193 - $489
|
18
$172
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.6K+ 0.72% |
$70.7K - $179K
|
919K
$8.8M
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-215- 1.53% |
$2.3K - $5.84K
|
13.8K
$133K
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
244+ 0.86% |
$2.61K - $6.62K
|
28.7K
$275K
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
177KNew |
$1.9M - $4.81M
|
177K
$1.7M
|
|
Feb 06, 2025
Q4 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
152KNew |
$1.63M - $4.13M
|
152K
$1.46M
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-258- 11.22% |
$2.76K - $7K
|
2.04K
$19.6K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
226KNew |
$2.42M - $6.13M
|
226K
$2.17M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
80New |
$857 - $2.17K
|
80
$766
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
59KNew |
$632K - $1.6M
|
59K
$565K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-5.26K- 79.97% |
$56.3K - $143K
|
1.32K
$12.6K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.36K+ 90.73% |
$25.3K - $64K
|
4.96K
$47.5K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
366+ 121.59% |
$3.92K - $9.93K
|
667
$6.39K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-289- 43.85% |
$3.1K - $7.84K
|
370
$3.54K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
27New |
$289 - $733
|
27
$259
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 9.09% |
$107 - $271
|
100
$958
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
12K+ 35.2% |
$128K - $325K
|
46K
$441K
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
500New |
$5.36K - $13.6K
|
500
$4.79K
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
63KNew |
$675K - $1.71M
|
63K
$604K
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
5.4K+ 25.84% |
$57.8K - $147K
|
26.3K
$252K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 7.11% |
$493 - $1.25K
|
601
$5.76K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
62.5KNew |
$669K - $1.7M
|
62.5K
$598K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
5.4KNew |
$57.9K - $147K
|
5.4K
$51.8K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-21.5K- 29.93% |
$230K - $584K
|
50.4K
$483K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
11.8K+ 57.63% |
$126K - $320K
|
32.3K
$309K
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
198K+ 64.98% |
$2.12M - $5.38M
|
504K
$4.82M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
115+ 0.08% |
$1.23K - $3.12K
|
142K
$1.36M
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-3.75K- 2.2% |
$40.2K - $102K
|
166K
$1.59M
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
120K+ 115.61% |
$1.29M - $3.26M
|
224K
$2.15M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-541- 52.27% |
$5.79K - $14.7K
|
494
$4.73K
|