Institutional Ownership Evolent Health, Inc. (EVH)
This table provides information about the institutional ownership of Evolent Health, Inc. (EVH). We have compiled data on the 285 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
370
shares
|
$3,544
0.0% of portfolio
|
Q4 2024
Reduced 43.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
300
shares
|
$2,874
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
300
shares
|
$2,874
0.0% of portfolio
|
Q1 2021
Reduced 48.72%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
281
shares
|
$2,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
262
shares
|
$2,509
0.0% of portfolio
|
Q4 2024
Reduced 49.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
184
shares
|
$1,762
0.0% of portfolio
|
Q4 2024
Reduced 88.39%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
176
shares
|
$1,686
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
175
shares
|
$1,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
152
shares
|
$1,456
0.0% of portfolio
|
Q4 2024
Reduced 60.82%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
128
shares
|
$1,226
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
123
shares
|
$1,178
0.0% of portfolio
|
Q4 2024
Added 57.69%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
100
shares
|
$958
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
100
shares
|
$958
0.0% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
80
shares
|
$766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
51
shares
|
$488
0.0% of portfolio
|
Q4 2024
Added 88.89%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
49
shares
|
$469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
42
shares
|
$402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
37
shares
|
$354
0.0% of portfolio
|
Q3 2024
Added 37.04%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
27
shares
|
$258
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
26
shares
|
$249
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
25
shares
|
$239
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
25
shares
|
$239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
25
shares
|
$239
0.0% of portfolio
|
Q4 2023
Reduced 3.85%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
23
shares
|
$220
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
18
shares
|
$172
0.0% of portfolio
|
Q4 2024
New holding
|