Purchases and Sales Made in Q1 2024 in Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC) during Q1 2024. 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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15New |
$542 - $633
|
15
$504
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 7.56% |
$470 - $549
|
185
$6.22K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10+ 35.71% |
$361 - $422
|
38
$1.28K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 13.64% |
$217 - $253
|
50
$1.68K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$181 - $211
|
5
$168
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3New |
$108 - $127
|
3
$101
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 50.0% |
$181 - $211
|
5
$168
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-9- 3.78% |
$325 - $380
|
229
$7.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 19.15% |
$325 - $380
|
38
$1.28K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 0.95% |
$397 - $464
|
1.14K
$38.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 9.52% |
$434 - $507
|
114
$3.83K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 40.0% |
$650 - $760
|
27
$907
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-28- 0.06% |
$1.01K - $1.18K
|
43.9K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-57- 0.4% |
$2.06K - $2.41K
|
14.2K
$477K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-58- 6.59% |
$2.1K - $2.45K
|
822
$27.6K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-60- 0.86% |
$2.17K - $2.53K
|
6.89K
$232K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 15.96% |
$2.31K - $2.7K
|
337
$11.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-96- 1.6% |
$3.47K - $4.05K
|
5.92K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-110- 2.09% |
$3.97K - $4.64K
|
5.15K
$173K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-116- 19.33% |
$4.19K - $4.9K
|
484
$16.3K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-125- 18.94% |
$4.52K - $5.28K
|
535
$18K
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-139- 3.42% |
$5.02K - $5.87K
|
3.92K
$132K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-152- 2.57% |
$5.49K - $6.42K
|
5.75K
$193K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-153- 16.92% |
$5.53K - $6.46K
|
751
$25.2K
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-194- 0.44% |
$7.01K - $8.19K
|
44.2K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-223- 0.17% |
$8.06K - $9.41K
|
133K
$4.48M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-232- 5.91% |
$8.38K - $9.79K
|
3.69K
$124K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-241- 1.7% |
$8.71K - $10.2K
|
14K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-252- 0.08% |
$9.1K - $10.6K
|
323K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-274- 0.48% |
$9.9K - $11.6K
|
56.6K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-305- 1.69% |
$11K - $12.9K
|
17.8K
$597K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-314- 0.9% |
$11.3K - $13.3K
|
34.7K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-365- 9.73% |
$13.2K - $15.4K
|
3.39K
$114K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-370- 1.04% |
$13.4K - $15.6K
|
35.2K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-381- 3.31% |
$13.8K - $16.1K
|
11.1K
$374K
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-417- 1.15% |
$15.1K - $17.6K
|
35.9K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-418- 0.25% |
$15.1K - $17.6K
|
168K
$5.66M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-474- 1.17% |
$17.1K - $20K
|
40K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-517- 2.17% |
$18.7K - $21.8K
|
23.3K
$783K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-525- 5.17% |
$19K - $22.2K
|
9.64K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-702- 68.49% |
$25.4K - $29.6K
|
323
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-734- 0.11% |
$26.5K - $31K
|
654K
$22M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-775- 2.18% |
$28K - $32.7K
|
34.8K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-783- 3.37% |
$28.3K - $33.1K
|
22.5K
$755K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-900- 2.74% |
$32.5K - $38K
|
32K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-941- 9.2% |
$34K - $39.7K
|
9.29K
$312K
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.12K- 2.75% |
$40.3K - $47.1K
|
39.4K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.19K- 0.66% |
$43K - $50.3K
|
180K
$6.06M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.2K- 60.0% |
$43.4K - $50.7K
|
800
$26.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.21K- 83.94% |
$43.8K - $51.2K
|
232
$7.8K
|