Latest Institutional Transactions on Evertec, Inc. (EVTC)
This table provides information on the latest institutional transactions involving Evertec, Inc. (EVTC) 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 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-1.85K- 5.03% |
$54.6K - $64.7K
|
34.9K
$1.11M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
6.04K+ 11.39% |
$179K - $212K
|
59.1K
$1.88M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.08K- 94.59% |
$61.6K - $73K
|
119
$3.78K
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
SELL
|
- |
-1.07K- 9.74% |
$31.6K - $37.4K
|
9.89K
$314K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-38.7K- 99.71% |
$1.15M - $1.36M
|
114
$3.62K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.15K- 16.26% |
$63.6K - $75.3K
|
11.1K
$352K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
4New |
$118 - $140
|
4
$127
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-541- 4.66% |
$16K - $19K
|
11.1K
$352K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-47.7K- 13.59% |
$1.41M - $1.67M
|
303K
$9.64M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-824- 4.18% |
$24.4K - $28.9K
|
18.9K
$601K
|
|
Oct 30, 2024
Q3 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
5.9K+ 0.3% |
$175K - $207K
|
1.97M
$62.5M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-776- 3.02% |
$23K - $27.2K
|
25K
$793K
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
21.7K+ 12.71% |
$642K - $761K
|
192K
$6.11M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.31% |
$29.6 - $35.1
|
324
$10.3K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.08KNew |
$31.9K - $37.7K
|
1.08K
$34.2K
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
2.7K+ 44.22% |
$79.9K - $94.6K
|
8.8K
$280K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
46.2K+ 105.3% |
$1.37M - $1.62M
|
90.1K
$2.86M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
171+ 19.26% |
$5.06K - $6K
|
1.06K
$33.7K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-547- 3.5% |
$16.2K - $19.2K
|
15.1K
$479K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-109- 18.47% |
$3.23K - $3.82K
|
481
$15.3K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 8.7% |
$59.2 - $70.2
|
21
$668
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.81K- 4.13% |
$53.5K - $63.4K
|
41.9K
$1.33M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-247- 0.55% |
$7.31K - $8.66K
|
44.6K
$1.42M
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.31K- 3.45% |
$38.7K - $45.8K
|
36.5K
$1.16M
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-32- 4.34% |
$948 - $1.12K
|
706
$22.4K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
17New |
$503 - $596
|
17
$540
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
2.11K+ 23.76% |
$62.6K - $74.2K
|
11K
$350K
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.5K- 4.63% |
$44.4K - $52.6K
|
30.9K
$982K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-320- 39.7% |
$9.48K - $11.2K
|
486
$15.4K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 47.76% |
$948 - $1.12K
|
35
$1.11K
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-3K- 13.04% |
$88.8K - $105K
|
20K
$636K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50+ 500.0% |
$1.48K - $1.75K
|
60
$1.91K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.6K- 10.58% |
$580K - $687K
|
166K
$5.26M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-533- 6.91% |
$15.8K - $18.7K
|
7.18K
$228K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 4.37% |
$1.72K - $2.03K
|
1.38K
$44K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
233+ 43.23% |
$6.9K - $8.17K
|
772
$24.5K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400+ 12.5% |
$11.8K - $14K
|
3.6K
$114K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 20.17% |
$711 - $842
|
143
$4.55K
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 25.0% |
$29.6 - $35.1
|
3
$95.4
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$148 - $175
|
5
$159
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44.6KNew |
$1.32M - $1.56M
|
44.6K
$1.42M
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-9.17K- 26.74% |
$271K - $322K
|
25.1K
$799K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-21Closed |
$622 - $737
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$178 - $210
|
6
$191
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
208+ 630.3% |
$6.16K - $7.3K
|
241
$7.66K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
502+ 85.08% |
$14.9K - $17.6K
|
1.09K
$34.7K
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.7K+ 15.18% |
$50.3K - $59.6K
|
12.9K
$410K
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
27.5KNew |
$814K - $964K
|
27.5K
$874K
|
|
Oct 02, 2024
Q3 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-17.3K- 47.12% |
$511K - $606K
|
19.4K
$616K
|
|
Q2 2024 | |||||||
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.4K- 70.0% |
$45.9K - $55.1K
|
600
$19.1K
|