Stock TransactionsEVERCORE INC

Total Bought
550,418
54 transactions
Total Sold
283,465
49 transactions
Net
+266,953
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Capital International Investors155,769324,747+168,9780.010.02+0.01buy
Alyeska Investment Group, L.P.3,741100,016+96,2750.000.09+0.08buy
Boston Trust Walden Corp61,316115,831+54,5150.150.30+0.15buy
Artemis Investment Management LLP275,182315,762+40,5800.870.96+0.09buy
Interval Partners, LP36,71474,149+37,4350.290.65+0.37buy
Boston Partners580,174614,517+34,3430.180.19+0.00buy
MARSICO CAPITAL MANAGEMENT LLC50,83979,919+29,0800.450.71+0.27buy
Stephens Investment Management Group LLC259,808282,832+23,0241.061.04-0.03buy
PRIMECAP MANAGEMENT CO/CA/353,950376,150+22,2000.080.08-0.01buy
SummitTX Capital, L.P.24,08936,804+12,7150.220.32+0.10buy
Waratah Capital Advisors Ltd.16,58123,408+6,8270.190.27+0.08buy
GATEWAY INVESTMENT ADVISERS LLC4,0969,205+5,1090.010.03+0.02buy
PARSONS CAPITAL MANAGEMENT INC/RI7503,250+2,5000.010.05+0.04buy
BW Gestao de Investimentos Ltda.21,01023,498+2,4880.210.16-0.05buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/85,19787,345+2,1480.140.15+0.01buy
PINNACLE ASSOCIATES LTD32,57734,039+1,4620.120.13+0.00buy
Dana Investment Advisors, Inc.6,8077,876+1,0690.060.07+0.01buy
Calamos Advisors LLC1,9532,799+8460.000.00+0.00buy
ZACKS INVESTMENT MANAGEMENT17,24218,059+8170.040.04+0.00buy
NorthCrest Asset Manangement, LLC1,2002,013+8130.010.02+0.01buy
Sivia Capital Partners, LLC3,9804,767+7870.230.20-0.03buy
Covea Finance8,4009,100+7000.090.10+0.01buy
HUDSON EDGE INVESTMENT PARTNERS INC.1,3412,008+6670.060.09+0.04buy
SEGALL BRYANT & HAMILL, LLC34,50735,124+6170.150.14-0.01buy
Monument Capital Management7,1717,676+5050.540.53-0.01buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC10,02710,481+4540.240.27+0.02buy
MITCHELL CAPITAL MANAGEMENT CO12,94713,394+4470.710.70-0.01buy
FLAGSHIP HARBOR ADVISORS, LLC1,9862,325+3390.030.03+0.00buy
WADDELL & ASSOCIATES, LLC2,5152,840+3250.040.05+0.01buy
APPLETON PARTNERS INC/MA31,92532,222+2970.660.67+0.01buy
Baker Avenue Asset Management, LP1,6431,900+2570.010.01+0.00buy
SIT INVESTMENT ASSOCIATES INC5,4155,665+2500.030.04+0.00buy
Great Diamond Partners, LLC4,6534,871+2180.270.29+0.02buy
TREMBLANT CAPITAL GROUP13,48113,673+1920.130.13+0.00buy
Knights of Columbus Asset Advisors LLC7,0607,233+1730.120.12+0.00buy
NORTHWEST WEALTH MANAGEMENT, LLC680829+1490.030.04+0.01buy
Morse Asset Management, Inc38,45538,601+1462.392.18-0.20buy
Wedmont Private Capital1,0811,209+1280.010.01-0.00buy
Legato Capital Management LLC4,5354,635+1000.120.13+0.01buy
SYM FINANCIAL Corp773850+770.020.02+0.00buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,1025,173+710.080.08+0.01buy
Crestwood Advisors Group, LLC1,0931,156+630.010.01+0.00buy
First Eagle Investment Management, LLC3,9033,960+570.000.00+0.00buy
Hilltop Holdings Inc.804854+500.020.02+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC8,6648,701+370.040.03-0.00buy
Net Worth Advisory Group1,8221,849+270.110.16+0.05buy
JOHNSON INVESTMENT COUNSEL INC1,6371,655+180.000.00+0.00buy
Linden Thomas Advisory Services, LLC980992+120.030.03-0.00buy
Cornerstone Investment Partners, LLC4,6994,710+110.060.05-0.01buy
Destination Wealth Management681691+100.010.01+0.00buy
MATAURO, LLC707712+50.030.03+0.00buy
Joel Isaacson & Co., LLC1,0231,026+30.010.01+0.00buy
Optas, LLC829830+10.040.04+0.00buy
AMERICAN NATIONAL BANK & TRUST1920+10.000.00+0.00buy
Altshuler Shaham Ltd1413-10.000.00-0.00sell
Encompass More Asset Management1,6631,661-20.080.08-0.00sell
MOODY ALDRICH PARTNERS LLC965962-30.050.06+0.01sell
TimesSquare Capital Management, LLC165,966165,959-7100.00100.000.00sell
Legend Financial Advisors, Inc.3,2193,210-90.620.62+0.00sell
JAMES INVESTMENT RESEARCH, INC.8,1978,188-90.270.28+0.01sell
Whipplewood Advisors, LLC247-170.000.00-0.00sell
GREENLEAF TRUST1,6991,677-220.000.01+0.00sell
CROBAN5,2715,247-240.740.79+0.05sell
Insight Wealth Partners, LLC1,2541,223-310.050.06+0.00sell
GREAT LAKES ADVISORS, LLC1,3471,315-320.000.00+0.00sell
First Bank & Trust1,2471,200-470.060.06+0.00sell
J2 Capital Management Inc1,8711,819-520.380.42+0.03sell
Aviance Capital Partners, LLC2,0982,028-700.070.07-0.00sell
COOKSON PEIRCE & CO INC57,45057,371-790.730.65-0.08sell
Portside Wealth Group, LLC905809-960.040.03-0.00sell
INTRUST BANK NA2,9762,879-970.070.07+0.00sell
Cypress Capital, LLC737597-1400.060.06-0.01sell
Legacy Wealth Asset Management, LLC3,6713,521-1500.270.26-0.00sell
Fifth Third Wealth Advisors LLC1,5361,372-1640.020.01-0.00sell
Freedom Day Solutions, LLC4,2364,039-1970.340.31-0.03sell
BANQUE PICTET & CIE SA844646-1980.000.00-0.00sell
Centurion Wealth Management LLC1,050825-2250.070.07-0.00sell
Catalyst Capital Advisors LLC5,0254,800-2250.030.03-0.00sell
WCM INVESTMENT MANAGEMENT, LLC100,14899,887-2610.070.06-0.00sell
HAGER INVESTMENT MANAGEMENT SERVICES, LLC7,8127,544-2681.281.18-0.10sell
BOK Financial Private Wealth, Inc.2,2351,965-2700.040.03-0.01sell
STATE OF MICHIGAN RETIREMENT SYSTEM9,3059,005-3000.010.01-0.00sell
AVIVA PLC2,7872,290-4970.000.00-0.00sell
Global Alpha Capital Management Ltd.118,857118,121-7362.132.42+0.28sell
Advisors Capital Management, LLC21,64120,891-7500.080.08+0.00sell
Channing Capital Management, LLC27,36226,362-1,0000.210.21-0.00sell
Evercore Wealth Management, LLC1,720720-1,0000.010.00-0.00sell
CASTLEARK MANAGEMENT LLC30,41629,266-1,1500.300.27-0.03sell
Robeco Institutional Asset Management B.V.15,00013,500-1,5000.010.01-0.00sell
Empire Life Investments Inc.47,29245,428-1,8640.870.87-0.00sell
Pier Capital, LLC2,4939-2,4840.120.00-0.12sell
PEREGRINE CAPITAL MANAGEMENT LLC38,79836,113-2,6850.430.40-0.03sell
PEREGRINE INVESTMENT MANAGEMENT INC21,21017,210-4,0004.982.50-2.47sell
HANCOCK WHITNEY CORP7,2841,884-5,4000.040.01-0.03sell
Retirement Systems of Alabama100,58993,181-7,4080.100.10-0.00sell
CRAMER ROSENTHAL MCGLYNN LLC35,66827,490-8,1780.780.47-0.31sell
MACQUARIE GROUP LTD66,53756,800-9,7370.120.08-0.03sell
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC256,476239,490-16,9860.250.25-0.01sell
FULLER & THALER ASSET MANAGEMENT, INC.331,109310,105-21,0040.330.29-0.04sell
Dorsey Wright & Associates23,1011,553-21,5480.850.09-0.76sell
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