Institutional Ownership Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC). We have compiled data on the 265 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 15, 2024 Q3 2024 |
827
shares
|
$28,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
772
shares
|
$26,657
0.0% of portfolio
|
Q3 2024
Added 43.23%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
706
shares
|
$24,378
0.0% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
544
shares
|
$18,784
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
486
shares
|
$16,781
0.0% of portfolio
|
Q3 2024
Reduced 39.7%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
481
shares
|
$16,608
0.0% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
401
shares
|
$13,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
399
shares
|
$13,777
0.0% of portfolio
|
Q3 2024
Reduced 14.74%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
384
shares
|
$13,259
0.0% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
365
shares
|
$12,603
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
329
shares
|
$11,360
0.0% of portfolio
|
Q3 2024
Added 1216.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
324
shares
|
$11,187
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
305
shares
|
$10,531
0.0% of portfolio
|
Q2 2023
Reduced 6.15%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
241
shares
|
$8,321
0.0% of portfolio
|
Q3 2024
Added 630.3%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
229
shares
|
$7,907
0.0% of portfolio
|
Q1 2024
Reduced 3.78%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
222
shares
|
$7,665
0.0% of portfolio
|
Q3 2024
Reduced 49.77%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
185
shares
|
$6,388
0.0% of portfolio
|
Q1 2024
Added 7.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
172
shares
|
$5,939
0.0% of portfolio
|
Q3 2024
Reduced 62.61%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
158
shares
|
$5,455
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
152
shares
|
$5,248
0.0% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
143
shares
|
$4,937
0.0% of portfolio
|
Q3 2024
Added 20.17%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
121
shares
|
$4,178
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
119
shares
|
$4,109
0.0% of portfolio
|
Q3 2024
Reduced 94.59%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
114
shares
|
$3,936
0.0% of portfolio
|
Q3 2024
Reduced 99.71%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
98
shares
|
$3,383
0.0% of portfolio
|
Q3 2024
New holding
|