Purchases and Sales Made in Q1 2023 in Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC) during Q1 2023. 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 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
902+ 0.35% |
$29.2K - $34.4K
|
262K
$8.79M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
830+ 274.83% |
$26.9K - $31.7K
|
1.13K
$38K
|
|
|
Feb 14, 2024
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
461+ 9.18% |
$14.9K - $17.6K
|
5.48K
$184K
|
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
BUY
|
- |
461+ 9.18% |
$14.9K - $17.6K
|
5.48K
$184K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
430+ 2.31% |
$13.9K - $16.4K
|
19K
$640K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
378+ 4.39% |
$12.2K - $14.4K
|
8.99K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
340New |
$11K - $13K
|
340
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
BUY
|
- |
306+ 0.04% |
$9.9K - $11.7K
|
740K
$24.9M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
288+ 41.74% |
$9.32K - $11K
|
978
$32.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
275+ 13.82% |
$8.9K - $10.5K
|
2.27K
$76.1K
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
270+ 0.05% |
$8.74K - $10.3K
|
513K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
204+ 2.7% |
$6.6K - $7.78K
|
7.76K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
189+ 1.8% |
$6.12K - $7.21K
|
10.7K
$359K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
178New |
$5.76K - $6.79K
|
178
$5.98K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
177+ 1.76% |
$5.73K - $6.75K
|
10.2K
$343K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
164+ 129.13% |
$5.31K - $6.26K
|
291
$9.78K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
153+ 0.88% |
$4.95K - $5.84K
|
17.6K
$591K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
129+ 22.79% |
$4.17K - $4.92K
|
695
$23.4K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
120New |
$3.88K - $4.58K
|
120
$4.03K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
119+ 0.36% |
$3.85K - $4.54K
|
33.6K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
117New |
$3.79K - $4.46K
|
117
$3.93K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
115New |
$3.72K - $4.39K
|
115
$3.87K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
107+ 28.53% |
$3.46K - $4.08K
|
482
$16.2K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
94+ 0.41% |
$3.04K - $3.59K
|
23.2K
$778K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90New |
$2.91K - $3.43K
|
90
$3.02K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.12% |
$1.46K - $1.72K
|
37.9K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41New |
$1.33K - $1.56K
|
41
$1.38K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
41+ 0.26% |
$1.33K - $1.56K
|
16.1K
$540K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 400.0% |
$1.04K - $1.22K
|
40
$1.34K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 5.65% |
$615 - $725
|
355
$11.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
10+ 28.57% |
$324 - $382
|
45
$1.51K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9+ 23.68% |
$291 - $343
|
47
$1.58K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 2.28% |
$291 - $343
|
403
$13.5K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.26% |
$162 - $191
|
1.94K
$65.3K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.98% |
$129 - $153
|
411
$13.8K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 37.5% |
$97.1 - $114
|
11
$370
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 14.29% |
$64.7 - $76.3
|
16
$538
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 6.25% |
$64.7 - $76.3
|
34
$1.14K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1+ 4.55% |
$32.4 - $38.2
|
23
$773
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 50.0% |
$453 - $534
|
14
$471
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-20- 5.8% |
$647 - $763
|
325
$10.9K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-24- 0.34% |
$777 - $916
|
6.95K
$234K
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-37- 0.08% |
$1.2K - $1.41K
|
46.8K
$1.57M
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-97- 21.18% |
$3.14K - $3.7K
|
361
$12.1K
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-97- 0.04% |
$3.14K - $3.7K
|
248K
$8.35M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-188- 2.67% |
$6.08K - $7.17K
|
6.86K
$230K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-200- 1.85% |
$6.47K - $7.63K
|
10.6K
$356K
|
|
|
May 15, 2023
Q1 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-211- 0.41% |
$6.83K - $8.05K
|
51.5K
$1.73M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-237- 1.73% |
$7.67K - $9.04K
|
13.4K
$451K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-238- 46.39% |
$7.7K - $9.08K
|
275
$9.24K
|