Latest Institutional Purchases of Evertec, Inc. (EVTC)
This list provides information on the latest institutional transactions involving Evertec, Inc. (EVTC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
56+ 0.13% |
$1.78K - $2.12K
|
44.9K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
55New |
$1.75K - $2.09K
|
55
$1.99K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
53+ 6.64% |
$1.68K - $2.01K
|
851
$30.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
45+ 56.25% |
$1.43K - $1.71K
|
125
$4.52K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
44New |
$1.4K - $1.67K
|
44
$1.59K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
35+ 36.84% |
$1.11K - $1.33K
|
130
$4.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34+ 0.06% |
$1.08K - $1.29K
|
61.8K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31+ 1.36% |
$985 - $1.18K
|
2.32K
$83.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
30+ 600.0% |
$954 - $1.14K
|
35
$1.27K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 12.5% |
$827 - $986
|
234
$8.46K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
26+ 24.07% |
$827 - $986
|
134
$4.84K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
14New |
$445 - $531
|
14
$506
|
|
|
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 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
11+ 0.1% |
$350 - $417
|
10.6K
$382K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
10New |
$318 - $379
|
10
$362
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
9New |
$286 - $341
|
9
$325
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2+ 0.52% |
$63.6 - $75.8
|
384
$13.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 3.92% |
$63.6 - $75.8
|
53
$1.92K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1+ 0.78% |
$31.8 - $37.9
|
130
$4.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
504KNew |
$16.3M - $18.6M
|
504K
$18.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
20K+ 100.0% |
$644K - $736K
|
40K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
16.4KNew |
$528K - $602K
|
16.4K
$592K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
13.7KNew |
$442K - $505K
|
13.7K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.7KNew |
$344K - $393K
|
10.7K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.53KNew |
$243K - $277K
|
7.53K
$272K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
2K+ 15.5% |
$64.4K - $73.6K
|
14.9K
$539K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
823+ 34.8% |
$26.5K - $30.3K
|
3.19K
$115K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
741+ 0.43% |
$23.9K - $27.3K
|
174K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
377New |
$12.1K - $13.9K
|
377
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
151New |
$4.87K - $5.56K
|
151
$5.46K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
97+ 67.83% |
$3.13K - $3.57K
|
240
$8.68K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
86New |
$2.77K - $3.16K
|
86
$3.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$2.58K - $2.94K
|
80
$2.89K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
69New |
$2.22K - $2.54K
|
69
$2.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69New |
$2.22K - $2.54K
|
69
$2.49K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
57New |
$1.84K - $2.1K
|
57
$2.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
44New |
$1.42K - $1.62K
|
44
$1.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18+ 1.7% |
$580 - $662
|
1.08K
$38.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$290 - $331
|
9
$325
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$64.4 - $73.6
|
2
$72.3
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 33.33% |
$32.2 - $36.8
|
4
$145
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1+ 0.21% |
$32.2 - $36.8
|
482
$17.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
BUY
|
- |
21.9KNew |
$650K - $770K
|
21.9K
$793K
|
|
|
Nov 13, 2024
Q3 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
18.5KNew |
$549K - $651K
|
18.5K
$671K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17.5KNew |
$519K - $615K
|
17.5K
$633K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 15.6% |
$407K - $482K
|
102K
$3.68M
|
|