Purchases and Sales Made in Q4 2021 in Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
478+ 1.73% |
$20.1K - $24.2K
|
28.2K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
435New |
$18.3K - $22K
|
435
$16.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
372+ 109.09% |
$15.6K - $18.8K
|
713
$26.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
359+ 22.98% |
$15.1K - $18.2K
|
1.92K
$72.1K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
329+ 0.68% |
$13.8K - $16.7K
|
48.6K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
310+ 1.32% |
$13K - $15.7K
|
23.8K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
305New |
$12.8K - $15.5K
|
305
$11.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
300New |
$12.6K - $15.2K
|
300
$11.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
224+ 1.45% |
$9.41K - $11.3K
|
15.7K
$587K
|
|
|
Feb 03, 2022
Q4 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
195+ 2.45% |
$8.19K - $9.88K
|
8.16K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
123+ 2.17% |
$5.16K - $6.23K
|
5.8K
$218K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
121New |
$5.08K - $6.13K
|
121
$4.54K
|
|
|
Feb 08, 2022
Q4 2021
|
Profund Advisors LLC
|
BUY
|
- |
112+ 1.93% |
$4.7K - $5.67K
|
5.92K
$222K
|
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
102+ 1.28% |
$4.28K - $5.17K
|
8.05K
$302K
|
|
|
Jan 14, 2022
Q4 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.35% |
$4.2K - $5.07K
|
28.9K
$1.08M
|
|
|
Feb 04, 2022
Q4 2021
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
95+ 0.52% |
$3.99K - $4.81K
|
18.3K
$687K
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
89+ 0.3% |
$3.74K - $4.51K
|
29.5K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
65+ 1.04% |
$2.73K - $3.29K
|
6.29K
$236K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
59New |
$2.48K - $2.99K
|
59
$2.21K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
56+ 6.94% |
$2.35K - $2.84K
|
863
$32.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
54New |
$2.27K - $2.74K
|
54
$2.03K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
54New |
$2.27K - $2.74K
|
54
$2.03K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48New |
$2.02K - $2.43K
|
48
$1.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
44+ 0.48% |
$1.85K - $2.23K
|
9.25K
$347K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 24.19% |
$1.26K - $1.52K
|
154
$5.78K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29New |
$1.22K - $1.47K
|
29
$1.09K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
27+ 15.17% |
$1.13K - $1.37K
|
205
$7.69K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26New |
$1.09K - $1.32K
|
26
$976
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
21New |
$882 - $1.06K
|
21
$788
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17New |
$714 - $861
|
17
$638
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
15New |
$630 - $760
|
15
$563
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 1.48% |
$588 - $709
|
962
$36.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
10New |
$420 - $507
|
10
$375
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4+ 7.55% |
$168 - $203
|
57
$2.14K
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.04% |
$42 - $50.7
|
2.39K
$89.6K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1- 0.06% |
$42 - $50.7
|
1.54K
$57.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1- 2.08% |
$42 - $50.7
|
47
$1.76K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2- 0.04% |
$84 - $101
|
4.76K
$179K
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-7- 0.01% |
$294 - $355
|
62.4K
$2.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8- 22.86% |
$336 - $405
|
27
$1.01K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11- 18.33% |
$462 - $557
|
49
$1.84K
|
|
|
Jan 20, 2022
Q4 2021
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-11- 0.02% |
$462 - $557
|
50.5K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-33- 2.04% |
$1.39K - $1.67K
|
1.59K
$59.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-40- 0.06% |
$1.68K - $2.03K
|
66.7K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Nicholas Company, Inc.
|
SELL
|
- |
-50- 0.02% |
$2.1K - $2.53K
|
216K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-71- 7.17% |
$2.98K - $3.6K
|
919
$34.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-72- 1.3% |
$3.02K - $3.65K
|
5.48K
$206K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-75Closed |
$3.15K - $3.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-88Closed |
$3.7K - $4.46K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-107Closed |
$4.49K - $5.42K
|
0
$0
|