Purchases and Sales Made in Q4 2023 in Evertec, Inc. (EVTC)
This table provides information about the institutional ownership of Evertec, Inc. (EVTC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
34New |
$1.08K - $1.4K
|
34
$1.25K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
31New |
$985 - $1.28K
|
31
$1.14K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
23New |
$731 - $949
|
23
$849
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
22+ 0.37% |
$699 - $908
|
6.01K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$636 - $825
|
20
$738
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
8New |
$254 - $330
|
8
$295
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4New |
$127 - $165
|
4
$148
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
3+ 30.0% |
$95.3 - $124
|
13
$480
|
|
|
Feb 08, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 6.25% |
$95.3 - $124
|
45
$1.66K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 42.86% |
$95.3 - $124
|
4
$148
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-5- 0.02% |
$159 - $206
|
26.8K
$988K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 19.15% |
$286 - $371
|
38
$1.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-12- 1.79% |
$381 - $495
|
660
$24.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 36.11% |
$413 - $536
|
23
$849
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-14- 40.0% |
$445 - $578
|
21
$775
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-22- 0.15% |
$699 - $908
|
14.3K
$526K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-36- 67.92% |
$1.14K - $1.49K
|
17
$627
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-40- 3.76% |
$1.27K - $1.65K
|
1.03K
$37.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-57- 12.45% |
$1.81K - $2.35K
|
401
$14.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-64- 59.26% |
$2.03K - $2.64K
|
44
$1.62K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-94- 31.65% |
$2.99K - $3.88K
|
203
$7.49K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-95- 0.47% |
$3.02K - $3.92K
|
20.3K
$749K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-100- 0.2% |
$3.18K - $4.13K
|
51.2K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-124- 0.61% |
$3.94K - $5.12K
|
20.3K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-144- 8.59% |
$4.58K - $5.94K
|
1.53K
$56.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-145- 2.17% |
$4.61K - $5.98K
|
6.54K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-149- 2.76% |
$4.74K - $6.15K
|
5.26K
$194K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-162- 0.57% |
$5.15K - $6.68K
|
28.5K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-177- 1.68% |
$5.63K - $7.3K
|
10.3K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-200- 1.93% |
$6.36K - $8.25K
|
10.2K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-210- 0.41% |
$6.67K - $8.66K
|
50.7K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-228- 3.18% |
$7.25K - $9.41K
|
6.95K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-241- 0.67% |
$7.66K - $9.94K
|
35.6K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-282- 0.21% |
$8.96K - $11.6K
|
134K
$4.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-294- 3.22% |
$9.34K - $12.1K
|
8.85K
$326K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-300- 32.22% |
$9.53K - $12.4K
|
631
$23.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-301- 0.44% |
$9.57K - $12.4K
|
67.5K
$2.49M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-301- 2.86% |
$9.57K - $12.4K
|
10.2K
$378K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-316- 4.67% |
$10K - $13K
|
6.44K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-365- 1.05% |
$11.6K - $15.1K
|
34.5K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-384- 48.42% |
$12.2K - $15.8K
|
409
$15.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-455- 1.47% |
$14.5K - $18.8K
|
30.4K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-462- 2.49% |
$14.7K - $19.1K
|
18.1K
$667K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-493- 19.76% |
$15.7K - $20.3K
|
2K
$73.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-540- 0.78% |
$17.2K - $22.3K
|
68.4K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-564- 0.22% |
$17.9K - $23.3K
|
255K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-674- 0.22% |
$21.4K - $27.8K
|
301K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-726- 0.86% |
$23.1K - $29.9K
|
83.8K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-795- 1.24% |
$25.3K - $32.8K
|
63.1K
$2.33M
|