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 09, 2024
Q2 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-13.6K- 54.53% |
$447K - $537K
|
11.4K
$411K
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.77K- 5.21% |
$288K - $346K
|
160K
$5.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
171+ 1.42% |
$5.61K - $6.74K
|
12.2K
$443K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
82New |
$2.69K - $3.23K
|
82
$2.96K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$32.8 - $39.4
|
1
$36.2
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
60New |
$1.97K - $2.36K
|
60
$2.17K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
72New |
$2.36K - $2.84K
|
72
$2.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24- 0.25% |
$787 - $945
|
9.62K
$348K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.72K- 13.2% |
$89.2K - $107K
|
17.9K
$646K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
405KNew |
$14.6M - $17.1M
|
405K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
119K+ 156.32% |
$4.3M - $5.03M
|
195K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
108New |
$3.9K - $4.56K
|
108
$3.9K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
12.5KNew |
$452K - $528K
|
12.5K
$452K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 26.42% |
$49.4K - $57.7K
|
6.55K
$237K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.33K- 4.8% |
$48.1K - $56.1K
|
26.4K
$953K
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-8.49K- 2.93% |
$307K - $358K
|
282K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
51.1KNew |
$1.85M - $2.16M
|
51.1K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-365- 9.73% |
$13.2K - $15.4K
|
3.39K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Sunriver Management LLC
Greenwich, CT |
BUY
|
- |
52.2K+ 6.3% |
$1.88M - $2.2M
|
880K
$31.8M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-194- 0.44% |
$7.01K - $8.19K
|
44.2K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.83K- 12.67% |
$66K - $77.1K
|
12.6K
$455K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
704+ 75.78% |
$25.4K - $29.7K
|
1.63K
$59K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-110- 2.09% |
$3.97K - $4.64K
|
5.15K
$186K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
311New |
$11.2K - $13.1K
|
311
$11.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
114New |
$4.12K - $4.81K
|
114
$4.12K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
121New |
$4.37K - $5.11K
|
121
$4.37K
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.2KNew |
$511K - $598K
|
14.2K
$512K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
54+ 42.86% |
$1.95K - $2.28K
|
180
$6.51K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-370- 1.04% |
$13.4K - $15.6K
|
35.2K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
154K+ 274.03% |
$5.55M - $6.48M
|
210K
$7.58M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.52K+ 1.88% |
$91K - $106K
|
137K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
7.05K+ 47.16% |
$255K - $298K
|
22K
$795K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
29New |
$1.05K - $1.22K
|
29
$1.05K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
11.4K+ 6.29% |
$410K - $479K
|
192K
$6.94M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 7.56% |
$470 - $549
|
185
$6.69K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
87New |
$3.14K - $3.67K
|
87
$3.15K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6.14K- 10.25% |
$222K - $259K
|
53.8K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-941- 9.2% |
$34K - $39.7K
|
9.29K
$336K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
715+ 12.65% |
$25.8K - $30.2K
|
6.37K
$230K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
49.1K+ 29.23% |
$1.77M - $2.07M
|
217K
$7.85M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
21.8KNew |
$786K - $918K
|
21.8K
$786K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.38K- 7.92% |
$85.9K - $100K
|
27.6K
$999K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-152- 2.57% |
$5.49K - $6.42K
|
5.75K
$208K
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
139+ 1.03% |
$5.02K - $5.87K
|
13.7K
$495K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
994+ 15.43% |
$35.9K - $42K
|
7.44K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-96- 1.6% |
$3.47K - $4.05K
|
5.92K
$214K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
92New |
$3.32K - $3.88K
|
92
$3.33K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.81K+ 5.1% |
$280K - $364K
|
181K
$6.56M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36- 67.92% |
$1.14K - $1.49K
|
17
$615
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23New |
$731 - $949
|
23
$831
|
|