Purchases and Sales Made in Q2 2025 in Evolent Health, Inc. (EVH)
This table provides information about the institutional ownership of Evolent Health, Inc. (EVH) during Q2 2025. The information is specifically focused on institutions that hold shares of Evolent Health, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
134+ 31.46% |
$966 - $1.51K
|
560
$4.93K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
130New |
$937 - $1.46K
|
130
$1.14K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
110+ 68.75% |
$793 - $1.24K
|
270
$2.38K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
86New |
$620 - $968
|
86
$757
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
57New |
$411 - $642
|
57
$502
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
53New |
$382 - $597
|
53
$466
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
50+ 16.56% |
$361 - $563
|
352
$3.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
42+ 1.86% |
$303 - $473
|
2.3K
$20.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
28+ 35.0% |
$202 - $315
|
108
$950
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
13New |
$93.7 - $146
|
13
$114
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
12New |
$86.5 - $135
|
12
$106
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$36.1 - $56.3
|
5
$44
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
4+ 2.84% |
$28.8 - $45
|
145
$1.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13- 0.11% |
$93.7 - $146
|
11.9K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-20- 27.03% |
$144 - $225
|
54
$475
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-31- 53.45% |
$224 - $349
|
27
$238
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-35- 87.5% |
$252 - $394
|
5
$44
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-57- 1.86% |
$411 - $642
|
3K
$26.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-67- 0.31% |
$483 - $754
|
21.3K
$188K
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
SELL
|
- |
-140- 0.07% |
$1.01K - $1.58K
|
188K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-150- 25.95% |
$1.08K - $1.69K
|
428
$3.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-153- 1.11% |
$1.1K - $1.72K
|
13.7K
$120K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-214- 7.25% |
$1.54K - $2.41K
|
2.74K
$24.1K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-235- 1.2% |
$1.69K - $2.65K
|
19.3K
$170K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-236- 2.1% |
$1.7K - $2.66K
|
11K
$97K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-270- 27.05% |
$1.95K - $3.04K
|
728
$6.41K
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-428- 3.24% |
$3.09K - $4.82K
|
12.8K
$112K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-477- 39.65% |
$3.44K - $5.37K
|
726
$6.39K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-568- 9.7% |
$4.1K - $6.4K
|
5.29K
$46.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-588- 0.17% |
$4.24K - $6.62K
|
349K
$3.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-741- 92.51% |
$5.34K - $8.34K
|
60
$528
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-801- 1.34% |
$5.78K - $9.02K
|
58.8K
$518K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-889- 99.33% |
$6.41K - $10K
|
6
$52.8
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-913- 2.22% |
$6.58K - $10.3K
|
40.2K
$354K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-925- 3.7% |
$6.67K - $10.4K
|
24.1K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.09K- 1.17% |
$7.87K - $12.3K
|
92.5K
$814K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.49K- 34.43% |
$10.7K - $16.8K
|
2.84K
$25K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.18K- 42.29% |
$15.7K - $24.5K
|
2.97K
$26.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.3K- 0.93% |
$16.6K - $25.9K
|
245K
$2.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.39K- 10.62% |
$17.2K - $26.9K
|
20.1K
$177K
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.79K- 7.16% |
$20.1K - $31.5K
|
36.2K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-3.64K- 6.37% |
$26.3K - $41K
|
53.5K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.7K- 4.34% |
$26.7K - $41.7K
|
81.7K
$719K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.23K- 7.58% |
$30.5K - $47.7K
|
51.6K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-5.42K- 95.86% |
$39K - $61K
|
234
$2.06K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.74K- 18.62% |
$63K - $98.4K
|
38.2K
$336K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-9.23K- 54.07% |
$66.5K - $104K
|
7.84K
$69K
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-9.32K- 1.32% |
$67.2K - $105K
|
699K
$6.15M
|