Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 274 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 $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
40
shares
|
$1,453
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
40
shares
|
$1,453
0.0% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
36
shares
|
$1,308
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
35
shares
|
$1,271
0.0% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
35
shares
|
$1,271
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
31
shares
|
$1,126
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30
shares
|
$1,090
0.0% of portfolio
|
Q2 2022
Reduced 99.22%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$763
0.0% of portfolio
|
Q3 2024
Reduced 8.7%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
14
shares
|
$508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
14
shares
|
$508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
14
shares
|
$508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
9
shares
|
$327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
9
shares
|
$327
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6
shares
|
$218
0.0% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
4
shares
|
$145
0.0% of portfolio
|
Q4 2023
Reduced 42.86%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$145
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
3
shares
|
$109
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$72
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2
shares
|
$72
0.0% of portfolio
|
Q1 2025
Reduced 99.59%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|