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 14, 2023
Q2 2023
|
Sandia Investment Management LP
Boston, MA |
BUY
|
CALL |
5KNew |
$159K - $185K
|
5K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
8.44KNew |
$268K - $312K
|
8.44K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
7.21KNew |
$229K - $267K
|
7.21K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-25K- 50.0% |
$793K - $925K
|
25K
$904K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.87K- 24.13% |
$59.3K - $69.2K
|
5.88K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
1.42K+ 20.83% |
$45K - $52.5K
|
8.23K
$298K
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
9.97KNew |
$316K - $369K
|
9.97K
$361K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-348- 5.08% |
$11K - $12.9K
|
6.51K
$235K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-20- 6.15% |
$634 - $740
|
305
$11K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
193+ 0.51% |
$6.12K - $7.14K
|
38.1K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 36.36% |
$127 - $148
|
7
$253
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.58KNew |
$310K - $366K
|
9.58K
$346K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
10KNew |
$324K - $382K
|
10K
$362K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-968Closed |
$31.3K - $36.9K
|
0
$0
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
12.5KNew |
$405K - $477K
|
12.5K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340New |
$11K - $13K
|
340
$12.3K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-287- 3.14% |
$9.29K - $11K
|
8.85K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
8.54KNew |
$276K - $326K
|
8.54K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
115New |
$3.72K - $4.39K
|
115
$4.16K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
4.41KNew |
$143K - $168K
|
4.41K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
44.1KNew |
$1.43M - $1.68M
|
44.1K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-16.5K- 49.15% |
$533K - $628K
|
17K
$616K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.6K+ 92.63% |
$506K - $596K
|
32.5K
$1.18M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-8.34K- 36.27% |
$270K - $318K
|
14.7K
$530K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
708KNew |
$22.9M - $27M
|
708K
$25.6M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 4.55% |
$32.4 - $38.2
|
23
$831
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-2.91K- 92.15% |
$94.3K - $111K
|
248
$8.97K
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-920- 23.48% |
$29.8K - $35.1K
|
3K
$108K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
169KNew |
$5.46M - $6.44M
|
169K
$6.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-238- 46.39% |
$7.7K - $9.08K
|
275
$9.94K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
692+ 4.92% |
$21.2K - $24.9K
|
14.7K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-8.84KClosed |
$271K - $318K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-683- 9.61% |
$20.9K - $24.6K
|
6.43K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-58.5K- 44.19% |
$1.79M - $2.1M
|
73.8K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
7.27KNew |
$223K - $262K
|
7.27K
$263K
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.81KNew |
$178K - $209K
|
5.81K
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-2.28K- 23.45% |
$69.9K - $82K
|
7.44K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
21KNew |
$645K - $757K
|
21K
$761K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-179K- 8.3% |
$5.48M - $6.42M
|
1.97M
$71.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
153+ 5100.0% |
$4.69K - $5.5K
|
156
$5.64K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
31.3KNew |
$960K - $1.13M
|
31.3K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.19KNew |
$221K - $259K
|
7.19K
$260K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
5.36KNew |
$165K - $193K
|
5.36K
$194K
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-486Closed |
$15.1K - $19.4K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
125KNew |
$3.88M - $4.99M
|
125K
$4.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-5- 16.67% |
$155 - $199
|
25
$904
|
|
|
Nov 14, 2022
Q3 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-657- 31.91% |
$20.4K - $26.2K
|
1.4K
$50.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
6.87KNew |
$213K - $274K
|
6.87K
$248K
|
|
|
Nov 14, 2022
Q3 2022
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$155K - $199K
|
5K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
250KNew |
$7.75M - $9.97M
|
250K
$9.04M
|
|