Latest Institutional Transactions on Evertec, Inc. (EVTC)
This table provides information on the latest institutional transactions involving Evertec, Inc. (EVTC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.31% |
$29.6 - $35.1
|
324
$9.41K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.08KNew |
$31.9K - $37.7K
|
1.08K
$31.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
17New |
$503 - $596
|
17
$494
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-32- 47.76% |
$948 - $1.12K
|
35
$1.02K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.6K- 10.58% |
$580K - $687K
|
166K
$4.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 25.0% |
$29.6 - $35.1
|
3
$87.2
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400+ 12.5% |
$11.8K - $14K
|
3.6K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$148 - $175
|
5
$145
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6New |
$178 - $210
|
6
$174
|
|
| Q2 2024 | |||||||
|
Feb 20, 2025
Q2 2024
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
SELL
|
- |
-10.4KClosed |
$340K - $408K
|
0
$0
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-1.4K- 70.0% |
$45.9K - $55.1K
|
600
$17.4K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
401New |
$13.2K - $15.8K
|
401
$11.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.3KNew |
$370K - $445K
|
11.3K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Bares Capital Management, Inc.
Austin, TX |
SELL
|
- |
-37.4K- 11.61% |
$1.23M - $1.48M
|
285K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-297K- 3.01% |
$9.75M - $11.7M
|
9.59M
$279M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.74M- 55.29% |
$57M - $68.4M
|
1.4M
$40.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-457K- 92.34% |
$15M - $18M
|
37.9K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.49K+ 90.74% |
$48.9K - $58.7K
|
3.13K
$91K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.72K- 13.2% |
$89.2K - $107K
|
17.9K
$519K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
171+ 1.42% |
$5.61K - $6.74K
|
12.2K
$356K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$32.8 - $39.4
|
1
$29.1
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
72New |
$2.36K - $2.84K
|
72
$2.09K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
60New |
$1.97K - $2.36K
|
60
$1.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24- 0.25% |
$787 - $945
|
9.62K
$280K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.72K- 13.2% |
$89.2K - $107K
|
17.9K
$519K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
119K+ 156.32% |
$4.3M - $5.03M
|
195K
$5.67M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
108New |
$3.9K - $4.56K
|
108
$3.14K
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
12.5KNew |
$452K - $528K
|
12.5K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.83K- 12.67% |
$66K - $77.1K
|
12.6K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.37K+ 26.42% |
$49.4K - $57.7K
|
6.55K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-365- 9.73% |
$13.2K - $15.4K
|
3.39K
$98.4K
|
|
|
May 14, 2024
Q1 2024
|
Sunriver Management LLC
Greenwich, CT |
BUY
|
- |
52.2K+ 6.3% |
$1.88M - $2.2M
|
880K
$25.6M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-194- 0.44% |
$7.01K - $8.19K
|
44.2K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
14.2KNew |
$511K - $598K
|
14.2K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-110- 2.09% |
$3.97K - $4.64K
|
5.15K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
704+ 75.78% |
$25.4K - $29.7K
|
1.63K
$47.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
311New |
$11.2K - $13.1K
|
311
$9.03K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
54+ 42.86% |
$1.95K - $2.28K
|
180
$5.23K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-370- 1.04% |
$13.4K - $15.6K
|
35.2K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
114New |
$4.12K - $4.81K
|
114
$3.31K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.52K+ 1.88% |
$91K - $106K
|
137K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
154K+ 274.03% |
$5.55M - $6.48M
|
210K
$6.09M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
11.4K+ 6.29% |
$410K - $479K
|
192K
$5.58M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
29New |
$1.05K - $1.22K
|
29
$842
|
|
|
May 09, 2024
Q1 2024
|
Prospector Partners LLC
Guilford, CT |
BUY
|
- |
7.05K+ 47.16% |
$255K - $298K
|
22K
$639K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 7.56% |
$470 - $549
|
185
$5.37K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-6.14K- 10.25% |
$222K - $259K
|
53.8K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
87New |
$3.14K - $3.67K
|
87
$2.53K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-941- 9.2% |
$34K - $39.7K
|
9.29K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
715+ 12.65% |
$25.8K - $30.2K
|
6.37K
$185K
|
|