Purchases and Sales Made in Q4 2022 in Evolent Health, Inc. (EVH)
This table provides information about the institutional ownership of Evolent Health, Inc. (EVH) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
431New |
$9.57K - $16.1K
|
431
$4.28K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
410New |
$9.11K - $15.3K
|
410
$4.08K
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
402+ 1.22% |
$8.93K - $15K
|
33.3K
$331K
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
402+ 1.22% |
$8.93K - $15K
|
33.3K
$331K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400+ 4.4% |
$8.88K - $15K
|
9.5K
$94.4K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
360New |
$8K - $13.5K
|
360
$3.58K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
340+ 203.59% |
$7.55K - $12.7K
|
507
$5.04K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
305+ 2.31% |
$6.77K - $11.4K
|
13.5K
$134K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
300New |
$6.66K - $11.2K
|
300
$2.98K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
214+ 42.8% |
$4.75K - $8.01K
|
714
$7.1K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
192+ 6400.0% |
$4.26K - $7.18K
|
195
$1.94K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
179+ 3.66% |
$3.98K - $6.7K
|
5.07K
$50.4K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
179+ 3.66% |
$3.98K - $6.7K
|
5.07K
$50.4K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
128New |
$2.84K - $4.79K
|
128
$1.27K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
98+ 0.01% |
$2.18K - $3.67K
|
1.27M
$12.6M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
82+ 10.9% |
$1.82K - $3.07K
|
834
$8.29K
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
81+ 0.02% |
$1.8K - $3.03K
|
521K
$5.18M
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
75+ 197.37% |
$1.67K - $2.81K
|
113
$1.12K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63New |
$1.4K - $2.36K
|
63
$626
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
62+ 30.85% |
$1.38K - $2.32K
|
263
$2.61K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
60+ 3.92% |
$1.33K - $2.24K
|
1.59K
$15.8K
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
57+ 0.72% |
$1.27K - $2.13K
|
7.97K
$79.3K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
20New |
$444 - $748
|
20
$199
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
10New |
$222 - $374
|
10
$99.4
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 36.36% |
$178 - $299
|
30
$298
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$111 - $187
|
5
$49.7
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 25.0% |
$22.2 - $37.4
|
5
$49.7
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 11.76% |
$44.4 - $74.8
|
15
$149
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 42.86% |
$66.6 - $112
|
4
$39.8
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-4- 7.41% |
$88.8 - $150
|
50
$497
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-15- 11.81% |
$333 - $561
|
112
$1.11K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-15- 48.39% |
$333 - $561
|
16
$159
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-19- 47.5% |
$422 - $711
|
21
$209
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-35- 8.05% |
$777 - $1.31K
|
400
$3.98K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-41- 4.44% |
$911 - $1.53K
|
882
$8.77K
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-142- 0.36% |
$3.15K - $5.31K
|
38.8K
$385K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-149- 96.75% |
$3.31K - $5.57K
|
5
$49.7
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-157- 6.39% |
$3.49K - $5.87K
|
2.3K
$22.9K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-192- 26.63% |
$4.26K - $7.18K
|
529
$5.26K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-200- 1.31% |
$4.44K - $7.48K
|
15.1K
$150K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-279- 75.0% |
$6.2K - $10.4K
|
93
$924
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-325- 0.3% |
$7.22K - $12.2K
|
108K
$1.07M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-393- 1.62% |
$8.73K - $14.7K
|
23.9K
$238K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-408- 12.28% |
$9.06K - $15.3K
|
2.92K
$29K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-435- 6.1% |
$9.66K - $16.3K
|
6.7K
$66.6K
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-461- 0.99% |
$10.2K - $17.2K
|
45.9K
$456K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-476- 84.7% |
$10.6K - $17.8K
|
86
$855
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-648- 11.25% |
$14.4K - $24.2K
|
5.11K
$50.8K
|