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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
826+ 138.13% |
$15.2K - $27.2K
|
1.42K
$16.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.35KNew |
$135K - $242K
|
7.35K
$83.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
46+ 2.04% |
$847 - $1.52K
|
2.3K
$26K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2New |
$36.8 - $65.9
|
2
$22.6
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
41.8K+ 267.97% |
$769K - $1.38M
|
57.4K
$649K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.5K- 7.58% |
$64.4K - $115K
|
42.7K
$482K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-66.8K- 70.1% |
$1.23M - $2.2M
|
28.5K
$322K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
246K+ 139.98% |
$4.54M - $8.12M
|
422K
$4.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.2KNew |
$261K - $467K
|
14.2K
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-677- 33.3% |
$12.5K - $22.3K
|
1.36K
$15.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
724+ 4022.22% |
$13.3K - $23.9K
|
742
$8.39K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.02K- 10.07% |
$18.8K - $33.6K
|
9.1K
$103K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 0.76% |
$73.6 - $132
|
525
$5.94K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.8K- 21.71% |
$180K - $323K
|
35.3K
$400K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3.95K- 33.58% |
$72.7K - $130K
|
7.81K
$88.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
4.23K+ 180.32% |
$77.9K - $140K
|
6.58K
$74.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
SELL
|
- |
-906- 0.86% |
$16.7K - $29.9K
|
104K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 81.25% |
$239 - $429
|
3
$33.9
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-32.5K- 9.63% |
$599K - $1.07M
|
305K
$3.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
115+ 9.78% |
$2.12K - $3.79K
|
1.29K
$14.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
139+ 15.51% |
$2.56K - $4.58K
|
1.04K
$11.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
5.58K+ 21.03% |
$103K - $184K
|
32.1K
$363K
|
|
|
Oct 22, 2024
Q3 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
50.3KNew |
$925K - $1.66M
|
50.3K
$568K
|
|
|
Oct 21, 2024
Q3 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
220+ 2.41% |
$4.05K - $7.25K
|
9.33K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-187- 67.27% |
$3.44K - $6.17K
|
91
$1.03K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
249+ 1.44% |
$4.58K - $8.21K
|
17.6K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
80+ 266.67% |
$1.47K - $2.64K
|
110
$1.24K
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
25.5KNew |
$470K - $842K
|
25.5K
$289K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
20.5KNew |
$377K - $675K
|
20.5K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36+ 105.88% |
$663 - $1.19K
|
70
$792
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57+ 1.9% |
$1.05K - $1.88K
|
3.06K
$34.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$73.6 - $132
|
6
$67.9
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.11% |
$203 - $363
|
10.2K
$115K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20New |
$368 - $659
|
20
$226
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.89K+ 1.28% |
$53.1K - $95.1K
|
229K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-10.6K- 22.21% |
$195K - $350K
|
37.1K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-30K- 50.36% |
$552K - $989K
|
29.6K
$334K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25.2K+ 139.14% |
$463K - $830K
|
43.3K
$489K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15New |
$276 - $495
|
15
$170
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
91+ 16.02% |
$1.68K - $3K
|
659
$7.45K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
27New |
$497 - $890
|
27
$305
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.56K+ 5365.52% |
$28.6K - $51.3K
|
1.59K
$17.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
56.4K+ 50.04% |
$1.04M - $1.86M
|
169K
$1.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
31.5KNew |
$580K - $1.04M
|
31.5K
$356K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.49KNew |
$138K - $247K
|
7.49K
$84.7K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3New |
$57.4 - $95.8
|
3
$33.9
|
|
|
Aug 14, 2024
Q2 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
28.9K+ 54.01% |
$553K - $923K
|
82.4K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
12.4KNew |
$236K - $395K
|
12.4K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
21.1KNew |
$403K - $673K
|
21.1K
$238K
|
|