Purchases and Sales Made in Q4 2023 in Everest Re Group LTD (RE)
This table provides information about the institutional ownership of Everest Re Group LTD (RE) during Q4 2023. The information is specifically focused on institutions that hold shares of EVEREST RE GROUP LTD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
13New |
N/A
|
13
$4.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
13New |
N/A
|
13
$4.82K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
N/A
|
13
$4.82K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11+ 0.88% |
N/A
|
1.26K
$466K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
11+ 0.66% |
N/A
|
1.68K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
11+ 0.04% |
N/A
|
31.3K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
11+ 1.86% |
N/A
|
602
$223K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
9+ 0.74% |
N/A
|
1.23K
$457K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
9New |
N/A
|
9
$3.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8New |
N/A
|
8
$2.97K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 19.05% |
N/A
|
50
$18.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8+ 0.65% |
N/A
|
1.24K
$458K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.39% |
N/A
|
1.81K
$670K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7+ 350.0% |
N/A
|
9
$3.34K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 9.09% |
N/A
|
84
$31.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7New |
N/A
|
7
$2.59K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6+ 0.87% |
N/A
|
697
$258K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6+ 12.5% |
N/A
|
54
$20K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 85.71% |
N/A
|
13
$4.82K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 166.67% |
N/A
|
8
$2.97K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
N/A
|
5
$1.85K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
5+ 6.25% |
N/A
|
85
$31.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
4New |
N/A
|
4
$1.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
N/A
|
4
$1.48K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3New |
N/A
|
3
$1.11K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3+ 0.2% |
N/A
|
1.54K
$570K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2+ 0.21% |
N/A
|
965
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2+ 0.82% |
N/A
|
246
$91.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2New |
N/A
|
2
$741
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.86% |
N/A
|
235
$87.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 2.94% |
N/A
|
70
$25.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 16.67% |
N/A
|
7
$2.59K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
N/A
|
26
$9.64K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1+ 1.61% |
N/A
|
63
$23.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 50.0% |
N/A
|
3
$1.11K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1New |
N/A
|
1
$371
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
N/A
|
1
$371
|
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-1- 0.08% |
N/A
|
1.29K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1- 0.72% |
N/A
|
137
$50.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Kempner Capital Management Inc.
|
SELL
|
- |
-2- 0.03% |
N/A
|
6.48K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-2- 0.19% |
N/A
|
1.06K
$391K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3- 0.26% |
N/A
|
1.17K
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 0.21% |
N/A
|
2.37K
$879K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7- 0.08% |
N/A
|
8.96K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8- 0.86% |
N/A
|
919
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8- 1.17% |
N/A
|
678
$251K
|