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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$318 - $379
|
10
$362
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 16.67% |
$254 - $303
|
40
$1.45K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
649New |
$20.6K - $24.6K
|
649
$23.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
3.42K+ 9.88% |
$109K - $130K
|
38K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
525+ 44.72% |
$16.7K - $19.9K
|
1.7K
$61.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.81K- 25.81% |
$248K - $296K
|
22.5K
$812K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
205+ 85.06% |
$6.52K - $7.77K
|
446
$16.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 147.37% |
$1.78K - $2.12K
|
94
$3.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-299- 0.43% |
$9.51K - $11.3K
|
68.5K
$2.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-14.1K- 97.28% |
$449K - $536K
|
395
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-721- 2.98% |
$22.9K - $27.3K
|
23.5K
$848K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
14New |
$445 - $531
|
14
$506
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
14New |
$445 - $531
|
14
$506
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 56.25% |
$1.43K - $1.71K
|
125
$4.52K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.28K+ 9.93% |
$170K - $194K
|
58.4K
$2.11M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.38K+ 307.48% |
$76.8K - $87.7K
|
3.16K
$114K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
741+ 0.43% |
$23.9K - $27.3K
|
174K
$6.3M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
69New |
$2.22K - $2.54K
|
69
$2.49K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
86New |
$2.77K - $3.16K
|
86
$3.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-77.1K- 27.96% |
$2.49M - $2.84M
|
199K
$7.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.53KNew |
$243K - $277K
|
7.53K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.7KNew |
$344K - $393K
|
10.7K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
SELL
|
- |
-19.3K- 58.92% |
$620K - $709K
|
13.4K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-53.7K- 87.52% |
$1.73M - $1.98M
|
7.65K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-21.3K- 52.63% |
$686K - $783K
|
19.2K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
16.4KNew |
$528K - $602K
|
16.4K
$592K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 8.25% |
$66K - $75.4K
|
22.8K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
151New |
$4.87K - $5.56K
|
151
$5.46K
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-704- 2.1% |
$22.7K - $25.9K
|
32.8K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
504KNew |
$16.3M - $18.6M
|
504K
$18.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 33.33% |
$32.2 - $36.8
|
4
$145
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
377New |
$12.1K - $13.9K
|
377
$13.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-16.6K- 15.98% |
$534K - $610K
|
87.1K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
13.7KNew |
$442K - $505K
|
13.7K
$496K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-42.2K- 85.39% |
$1.36M - $1.55M
|
7.22K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.07K- 2.13% |
$34.5K - $39.4K
|
49.2K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$290 - $331
|
9
$325
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
44New |
$1.42K - $1.62K
|
44
$1.59K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.79K- 54.91% |
$187K - $213K
|
4.76K
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$64.4 - $73.6
|
2
$72.3
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69New |
$2.22K - $2.54K
|
69
$2.49K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.21% |
$32.2 - $36.8
|
482
$17.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$2.58K - $2.94K
|
80
$2.89K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 15.5% |
$64.4K - $73.6K
|
14.9K
$539K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97+ 67.83% |
$3.13K - $3.57K
|
240
$8.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 1.7% |
$580 - $662
|
1.08K
$38.9K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.48% |
$6.44K - $7.36K
|
41.7K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-26- 50.98% |
$838 - $957
|
25
$904
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$1.84K - $2.1K
|
57
$2.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-2.7K- 30.66% |
$86.9K - $99.3K
|
6.1K
$221K
|
|