Institutional Ownership Evi Industries, Inc. (EVI)
This table provides information about the institutional ownership of Evi Industries, Inc. (EVI). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 5.38 Million shares, which have been reported (via 13F filing form) to have a value of $91.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,022,495
shares
|
$17.8 Million
2.04% of portfolio
|
Q4 2021
New holding
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
775,266
shares
|
$13.5 Million
0.21% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
774,472
shares
|
$13.5 Million
0.14% of portfolio
|
Q4 2022
Reduced 8.25%
|
|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2024 Q3 2024 |
375,000
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2023
Added 98.96%
|
|
|
Broadcrest Asset Management, LLC
Winter Park, FL |
Nov 07, 2024 Q3 2024 |
338,000
shares
|
$5.89 Million
11.12% of portfolio
|
Q3 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
296,940
shares
|
$5.17 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.44%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
287,184
shares
|
$5 Million
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
233,028
shares
|
$4.06 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
183,901
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
145,111
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2022
Added 15.36%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
138,985
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
112,988
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
94,548
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
88,520
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
81,325
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2024
Added 11.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
52,673
shares
|
$917,563
0.0% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
37,268
shares
|
$649,208
0.0% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
36,547
shares
|
$636,648
0.34% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
35,909
shares
|
$625,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
33,726
shares
|
$587,506
0.0% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
27,594
shares
|
$480,687
0.02% of portfolio
|
Q4 2023
Reduced 9.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
19,516
shares
|
$339,968
0.0% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
18,990
shares
|
$330,805
0.0% of portfolio
|
Q3 2024
Added 37.96%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
18,755
shares
|
$326,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,024
shares
|
$313,978
0.0% of portfolio
|
Q3 2024
Added 52.98%
|