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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
192+ 2.21% |
$6.12K - $7.37K
|
8.87K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
31.9KNew |
$1.02M - $1.22M
|
31.9K
$927K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.64K+ 4.46% |
$52.3K - $63K
|
38.4K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
122KNew |
$3.88M - $4.67M
|
122K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
184New |
$5.87K - $7.06K
|
184
$5.35K
|
|
|
Aug 13, 2025
Q2 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-340- 0.81% |
$10.8K - $13K
|
41.9K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 23.83% |
$404K - $487K
|
40.5K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-34- 8.85% |
$1.08K - $1.3K
|
350
$10.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
43.1K+ 417.2% |
$1.37M - $1.65M
|
53.4K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.55K+ 50.51% |
$145K - $175K
|
13.6K
$394K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
75New |
$2.39K - $2.88K
|
75
$2.18K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
50.9K+ 26.01% |
$1.62M - $1.95M
|
247K
$7.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
3.8K+ 47.36% |
$121K - $146K
|
11.8K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-4.16K- 68.24% |
$133K - $160K
|
1.94K
$56.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.76KNew |
$56.1K - $67.5K
|
1.76K
$51.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-888- 27.85% |
$28.3K - $34.1K
|
2.3K
$66.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$223 - $269
|
7
$203
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
43New |
$1.37K - $1.65K
|
43
$1.25K
|
|
|
Aug 07, 2025
Q2 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-17.3K- 58.63% |
$551K - $663K
|
12.2K
$354K
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-5.21K- 38.56% |
$166K - $200K
|
8.31K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
15.6K+ 239.26% |
$497K - $598K
|
22.1K
$642K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
8.04KNew |
$257K - $309K
|
8.04K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-42- 44.68% |
$1.34K - $1.61K
|
52
$1.51K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.83K- 32.0% |
$90.1K - $108K
|
6K
$174K
|
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-7- 77.78% |
$223 - $269
|
2
$58.1
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-16- 51.61% |
$510 - $614
|
15
$436
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
295+ 3.33% |
$9.41K - $11.3K
|
9.16K
$266K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
33+ 40.24% |
$1.05K - $1.27K
|
115
$3.34K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
11.4KNew |
$362K - $436K
|
11.4K
$330K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-20- 95.24% |
$638 - $767
|
1
$29.1
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
715New |
$22.8K - $27.4K
|
715
$20.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-88- 0.35% |
$2.81K - $3.38K
|
25.2K
$731K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
384New |
$12.2K - $14.7K
|
384
$11.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 700.0% |
$893 - $1.07K
|
32
$930
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-1- 16.67% |
$31.9 - $38.4
|
5
$145
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
233+ 35.9% |
$7.43K - $8.94K
|
882
$25.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
412+ 1.95% |
$13.1K - $15.8K
|
21.6K
$626K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6.62KNew |
$211K - $254K
|
6.62K
$192K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-504- 34.36% |
$16.1K - $19.3K
|
963
$28K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.51KNew |
$79.7K - $95K
|
2.51K
$72.8K
|
|
|
May 15, 2025
Q1 2025
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-352- 5.89% |
$11.2K - $13.3K
|
5.62K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
100+ 6.01% |
$3.18K - $3.79K
|
1.77K
$51.3K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.93K- 23.15% |
$61.5K - $73.3K
|
6.42K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Investments, LLC
|
SELL
|
- |
-2.01K- 3.8% |
$63.9K - $76.2K
|
50.9K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-396- 6.13% |
$12.6K - $15K
|
6.06K
$176K
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-11.8K- 34.32% |
$375K - $448K
|
22.6K
$657K
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.11K- 2.8% |
$131K - $156K
|
142K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
12.9KNew |
$410K - $489K
|
12.9K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
44New |
$1.4K - $1.67K
|
44
$1.28K
|
|