Purchases and Sales Made in Q3 2023 in Evolent Health, Inc. (EVH)
This table provides information about the institutional ownership of Evolent Health, Inc. (EVH) during Q3 2023. The information is specifically focused on institutions that hold shares of Evolent Health, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
23New |
$575 - $722
|
23
$288
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 57.14% |
$200 - $251
|
22
$276
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 100.0% |
$125 - $157
|
10
$125
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 33.33% |
$50 - $62.8
|
8
$100
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 27.27% |
$150 - $188
|
16
$201
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 27.27% |
$150 - $188
|
16
$201
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-8- 1.13% |
$200 - $251
|
701
$8.79K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-12- 0.63% |
$300 - $377
|
1.88K
$23.6K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-15- 45.45% |
$375 - $471
|
18
$226
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-15- 36.59% |
$375 - $471
|
26
$326
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-17- 0.12% |
$425 - $534
|
14.3K
$179K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-30- 32.26% |
$750 - $942
|
63
$790
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-31- 86.11% |
$775 - $973
|
5
$62.7
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-105- 19.3% |
$2.63K - $3.3K
|
439
$5.51K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-165- 6.52% |
$4.13K - $5.18K
|
2.36K
$29.6K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-179- 0.31% |
$4.48K - $5.62K
|
57.8K
$725K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-243- 2.71% |
$6.08K - $7.63K
|
8.73K
$109K
|
|
Oct 25, 2023
Q3 2023
|
Aton Ra Partners
Geneva, V8 |
SELL
|
- |
-419- 2.45% |
$10.5K - $13.2K
|
16.7K
$209K
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-462- 0.7% |
$11.6K - $14.5K
|
65.9K
$826K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-500- 3.68% |
$12.5K - $15.7K
|
13.1K
$164K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-755- 25.83% |
$18.9K - $23.7K
|
2.17K
$27.2K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-801- 0.12% |
$20K - $25.2K
|
678K
$8.5M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-839Closed |
$21K - $26.3K
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-976- 9.71% |
$24.4K - $30.6K
|
9.08K
$114K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.48K- 99.6% |
$37K - $46.5K
|
6
$75.2
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-1.6K- 28.07% |
$40K - $50.2K
|
4.1K
$51.4K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.73K- 13.61% |
$43.2K - $54.3K
|
11K
$138K
|
|
Nov 13, 2023
Q3 2023
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.05K- 6.23% |
$51.4K - $64.5K
|
30.9K
$388K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.3K- 9.83% |
$57.5K - $72.2K
|
21.1K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.36K- 2.67% |
$58.9K - $73.9K
|
85.7K
$1.07M
|
|
Nov 13, 2023
Q3 2023
|
Formula Growth LTD
Montreal, A8 |
SELL
|
- |
-2.61K- 0.87% |
$65.2K - $81.9K
|
297K
$3.72M
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.03K- 7.47% |
$75.8K - $95.2K
|
37.6K
$471K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-3.99K- 97.15% |
$99.8K - $125K
|
117
$1.47K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.33K- 19.18% |
$108K - $136K
|
18.3K
$229K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.76K- 29.95% |
$119K - $149K
|
11.1K
$140K
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5.3K- 17.32% |
$133K - $166K
|
25.3K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.39K- 1.11% |
$135K - $169K
|
479K
$6M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-5.44K- 4.2% |
$136K - $171K
|
124K
$1.56M
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-5.64K- 4.52% |
$141K - $177K
|
119K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-6.44K- 46.66% |
$161K - $202K
|
7.37K
$92.4K
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.47K- 46.05% |
$162K - $203K
|
7.58K
$95K
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-10.9K- 49.4% |
$272K - $342K
|
11.2K
$140K
|
|
Nov 13, 2023
Q3 2023
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-13.2K- 22.74% |
$329K - $414K
|
44.8K
$561K
|
|
Nov 08, 2023
Q3 2023
|
Premier Fund Managers LTD
|
SELL
|
- |
-13.3K- 37.94% |
$333K - $418K
|
21.8K
$273K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-13.5K- 21.16% |
$338K - $424K
|
50.4K
$631K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16K- 35.94% |
$400K - $502K
|
28.5K
$357K
|
|
Nov 14, 2023
Q3 2023
|
Parkman Healthcare Partners LLC
Stamford, CT |
SELL
|
- |
-16.2K- 13.53% |
$404K - $508K
|
103K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-22.8K- 48.77% |
$569K - $715K
|
23.9K
$300K
|