Purchases and Sales Made in Q1 2022 in Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC) during Q1 2022. The information is specifically focused on institutions that hold shares of EVERTEC, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
76+ 0.16% |
$2.85K - $3.83K
|
46.9K
$1.52M
|
|
May 03, 2022
Q1 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
73+ 0.08% |
$2.74K - $3.67K
|
92.9K
$3.02M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
72+ 133.33% |
$2.7K - $3.62K
|
126
$4.1K
|
|
May 04, 2022
Q1 2022
|
Arizona State Retirement System
|
BUY
|
- |
71+ 0.43% |
$2.67K - $3.57K
|
16.5K
$538K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60New |
$2.25K - $3.02K
|
60
$1.95K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
59New |
$2.22K - $2.97K
|
59
$1.92K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
57New |
$2.14K - $2.87K
|
57
$1.85K
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
55+ 6.37% |
$2.07K - $2.77K
|
918
$29.8K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
50New |
$1.88K - $2.52K
|
50
$1.63K
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
49+ 0.08% |
$1.84K - $2.47K
|
62.4K
$2.03M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
45+ 4.68% |
$1.69K - $2.27K
|
1.01K
$32.7K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
44+ 31.21% |
$1.65K - $2.21K
|
185
$6.01K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
39New |
$1.46K - $1.96K
|
39
$1.27K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
34+ 0.9% |
$1.28K - $1.71K
|
3.82K
$124K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
26New |
$977 - $1.31K
|
26
$845
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
20+ 1.29% |
$751 - $1.01K
|
1.57K
$50.9K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
20New |
$751 - $1.01K
|
20
$650
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16+ 0.03% |
$601 - $805
|
48.6K
$1.58M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13New |
$488 - $654
|
13
$423
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11+ 0.87% |
$413 - $554
|
1.27K
$41.3K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11New |
$413 - $554
|
11
$358
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 35.29% |
$225 - $302
|
23
$748
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 3.19% |
$113 - $151
|
97
$3.15K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 20.0% |
$75.1 - $101
|
12
$390
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$75.1 - $101
|
2
$65
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-2Closed |
$75.1 - $101
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4- 14.81% |
$150 - $201
|
23
$748
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-12- 24.49% |
$451 - $604
|
37
$1.2K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-15Closed |
$563 - $755
|
0
$0
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16- 61.54% |
$601 - $805
|
10
$325
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-18- 24.32% |
$676 - $906
|
56
$1.82K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-21Closed |
$789 - $1.06K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 0.1% |
$1.24K - $1.66K
|
33.5K
$1.09M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-59Closed |
$2.22K - $2.97K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-70- 0.65% |
$2.63K - $3.52K
|
10.7K
$348K
|
|
Apr 29, 2022
Q1 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-90- 4.59% |
$3.38K - $4.53K
|
1.87K
$60.8K
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-101- 49.27% |
$3.79K - $5.08K
|
104
$3.38K
|
|
Feb 13, 2024
Q1 2022
|
Nicholas Company, Inc.
|
SELL
|
- |
-110- 0.05% |
$4.13K - $5.54K
|
216K
$7.02M
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-154Closed |
$5.78K - $7.75K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-163- 2.97% |
$6.12K - $8.21K
|
5.32K
$173K
|
|
May 18, 2022
Q1 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-181- 0.36% |
$6.8K - $9.11K
|
50.4K
$1.64M
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-184- 0.35% |
$6.91K - $9.26K
|
51.7K
$1.68M
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-227- 0.42% |
$8.53K - $11.4K
|
53.9K
$1.75M
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-300Closed |
$11.3K - $15.1K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-305- 0.59% |
$11.5K - $15.4K
|
51K
$1.66M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-321- 34.93% |
$12.1K - $16.2K
|
598
$19.4K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-329- 6.31% |
$12.4K - $16.6K
|
4.88K
$159K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-378- 20.49% |
$14.2K - $19K
|
1.47K
$47.7K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-402Closed |
$15.1K - $20.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-435Closed |
$16.3K - $21.9K
|
0
$0
|