Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 54.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
240
shares
|
$8,676
0.0% of portfolio
|
Q4 2024
Added 67.83%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
234
shares
|
$8,459
0.0% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
212
shares
|
$7,663
0.0% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
192
shares
|
$6,940
0.0% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
185
shares
|
$6,687
0.0% of portfolio
|
Q1 2024
Added 7.56%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
183
shares
|
$6,615
0.0% of portfolio
|
Q1 2025
Added 3560.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
158
shares
|
$5,711
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
151
shares
|
$5,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
134
shares
|
$4,844
0.0% of portfolio
|
Q1 2025
Added 24.07%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
130
shares
|
$4,699
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
130
shares
|
$4,699
0.0% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
125
shares
|
$4,518
0.0% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
121
shares
|
$4,374
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
114
shares
|
$4,121
0.0% of portfolio
|
Q1 2025
Reduced 84.59%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
94
shares
|
$3,398
0.0% of portfolio
|
Q1 2025
Reduced 17.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
94
shares
|
$3,398
0.0% of portfolio
|
Q1 2025
Added 147.37%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
82
shares
|
$2,964
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
70
shares
|
$2,530
0.0% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
69
shares
|
$2,494
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
66
shares
|
$2,385
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
58
shares
|
$2,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
56
shares
|
$2,024
0.0% of portfolio
|
Q3 2024
Reduced 85.79%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
55
shares
|
$1,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
54
shares
|
$1,952
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
53
shares
|
$1,915
0.0% of portfolio
|
Q1 2025
Added 3.92%
|