Stock TransactionsEVERCORE INC

Total Bought
631,966
54 transactions
Total Sold
891,211
61 transactions
Net
-259,245
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
LORD, ABBETT & CO. LLC6,453372,416+365,9630.000.23+0.23buy
Global Alpha Capital Management Ltd.66,300121,200+54,9000.911.74+0.82buy
Boston Partners1,658,4881,709,516+51,0280.380.39+0.02buy
FULLER & THALER ASSET MANAGEMENT, INC.718,684745,816+27,1320.620.63+0.00buy
CRAMER ROSENTHAL MCGLYNN LLC79,44798,413+18,9660.741.03+0.29buy
Channing Capital Management, LLC417,571434,429+16,8582.112.24+0.14buy
ROYCE & ASSOCIATES LP104,979121,186+16,2070.170.21+0.04buy
Edgestream Partners, L.P.7,30222,797+15,4950.090.22+0.13buy
JACOBS LEVY EQUITY MANAGEMENT, INC343,183358,295+15,1120.300.31+0.01buy
SEGALL BRYANT & HAMILL, LLC37,17847,115+9,9370.120.17+0.05buy
ALPS ADVISORS INC35,48741,805+6,3180.050.06+0.01buy
INCEPTIONR LLC2,9928,596+5,6040.370.43+0.06buy
Ausbil Investment Management Ltd10,88914,490+3,6011.011.37+0.37buy
TREMBLANT CAPITAL GROUP3,6026,968+3,3660.070.14+0.08buy
Jackson Wealth Management, LLC36,63339,057+2,4240.820.94+0.11buy
Fisher Asset Management, LLC305,564307,749+2,1850.030.03+0.00buy
Inspire Investing, LLC2,2414,164+1,9230.040.08+0.04buy
Brevan Howard Capital Management LP1,4753,204+1,7290.000.01+0.00buy
Nicholas Investment Partners, LP86,53687,981+1,4451.731.74+0.00buy
Advisors Capital Management, LLC15,18516,558+1,3730.050.06+0.01buy
Wambolt & Associates, LLC6,1137,426+1,3130.340.42+0.08buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,7956,831+1,0360.090.11+0.02buy
Harvest Fund Management Co., Ltd4301,440+1,0100.000.00+0.00buy
First Eagle Investment Management, LLC63,28164,081+8000.030.03+0.00buy
GREAT LAKES ADVISORS, LLC121,119121,912+7930.200.20+0.00buy
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC29,41530,155+7400.340.35+0.02buy
Centric Wealth Management14,58415,186+6020.840.88+0.04buy
COOKSON PEIRCE & CO INC117,912118,505+5931.221.22-0.00buy
Dynamic Advisor Solutions LLC3,1233,573+4500.020.02+0.00buy
SHERBROOKE PARK ADVISERS LLC1,4021,848+4460.110.07-0.04buy
PDT Partners, LLC5,5776,013+4360.110.11+0.00buy
Summit Place Financial Advisors, LLC4,6855,066+3810.520.57+0.05buy
Informed Momentum Co LLC21,13421,457+3230.640.64+0.00buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,5759,803+2280.140.15+0.01buy
Caitlin John, LLC9,2559,456+2011.291.38+0.09buy
STATE OF MICHIGAN RETIREMENT SYSTEM8,3058,505+2000.010.01+0.00buy
Morse Asset Management, Inc30,35830,483+1251.531.50-0.03buy
Retirement Systems of Alabama120,689120,803+1140.090.09+0.00buy
O'ROURKE & COMPANY, Inc3,0043,095+910.330.35+0.01buy
Bridge City Capital, LLC10,94611,032+860.730.77+0.05buy
Riverwater Partners LLC8,3948,478+841.131.20+0.07buy
Annis Gardner Whiting Capital Advisors, LLC2298+760.000.01+0.01buy
First Bank & Trust1,5281,591+630.060.06+0.00buy
Cadence Bank5,9886,029+410.080.08+0.00buy
INTRUST BANK NA2,4742,509+350.050.05+0.00buy
Pinnacle Wealth Planning Services, Inc.1,1881,220+320.030.03+0.00buy
Cornerstone Investment Partners, LLC13,39013,415+250.130.13-0.00buy
HOHIMER WEALTH MANAGEMENT, LLC6,8506,875+250.300.30+0.00buy
MILLER HOWARD INVESTMENTS INC /NY3,6353,657+220.020.02+0.00buy
BUCKHEAD CAPITAL MANAGEMENT LLC4,5374,547+100.290.30+0.01buy
ANGELES WEALTH MANAGEMENT, LLC4,7934,800+70.100.09-0.01buy
COLDSTREAM CAPITAL MANAGEMENT INC2,7792,785+60.010.01+0.00buy
FOSTER & MOTLEY INC6,5536,556+30.080.09+0.00buy
JAMES INVESTMENT RESEARCH, INC.6,7746,777+30.150.16+0.01buy
FLAGSHIP HARBOR ADVISORS, LLC2,1572,149-80.030.03-0.00sell
CORNERCAP INVESTMENT COUNSEL INC1,4091,396-130.040.04+0.00sell
Legacy Wealth Asset Management, LLC5,1765,161-150.290.28-0.01sell
Impact Partnership Wealth, LLC626604-220.040.05+0.01sell
JOURNEY STRATEGIC WEALTH LLC1,4051,378-270.010.01+0.00sell
RICHARDSON FINANCIAL SERVICES INC.10263-390.020.01-0.01sell
GREENLEAF TRUST1,8341,795-390.000.00-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC2,2592,176-830.040.03-0.00sell
Freedom Day Solutions, LLC4,1714,088-830.280.28-0.00sell
Cetera Trust Company, N.A1,9141,814-1000.200.21+0.01sell
SECURIAN ASSET MANAGEMENT, INC2,9522,852-1000.010.02+0.00sell
WRIGHT INVESTORS SERVICE INC3,7113,611-1000.180.18-0.00sell
Global X Japan Co., Ltd.22389-1340.020.00-0.02sell
FIRST HAWAIIAN BANK6,0055,855-1500.030.03+0.00sell
GW&K Investment Management, LLC37,84137,670-1710.060.06+0.00sell
NewEdge Wealth, LLC2,0691,852-2170.010.01-0.00sell
Catalyst Capital Advisors LLC13,27513,050-2250.060.06-0.00sell
Vestmark Advisory Solutions, Inc.1,9771,742-2350.020.01-0.00sell
Linden Thomas Advisory Services, LLC1,3311,054-2770.040.03-0.01sell
Brandywine Global Investment Management, LLC36,84236,469-3730.050.05-0.00sell
Kendall Capital Management3,9203,390-5300.260.22-0.04sell
MARTINGALE ASSET MANAGEMENT L P22,21521,660-5550.080.08+0.01sell
EFG Asset Management (North America) Corp.11,83911,055-7840.380.37-0.02sell
Dakota Wealth Management1,9921,159-8330.010.01-0.01sell
Washington Trust Advisors, Inc.8,2457,345-9000.140.13-0.01sell
Dana Investment Advisors, Inc.9,2338,210-1,0230.080.05-0.02sell
Monument Capital Management19,04017,444-1,5961.050.97-0.08sell
QSV Equity Investors LLC9,8198,045-1,7741.631.49-0.14sell
Legato Capital Management LLC20,10817,962-2,1460.450.42-0.03sell
Boston Trust Walden Corp302,236299,998-2,2380.390.41+0.02sell
Verdence Capital Advisors LLC28,97326,360-2,6130.480.46-0.02sell
Hennion & Walsh Asset Management, Inc.5,3222,245-3,0770.050.02-0.03sell
ESSEX INVESTMENT MANAGEMENT CO LLC17,65512,758-4,8970.590.48-0.11sell
MOODY ALDRICH PARTNERS LLC67,22861,130-6,0982.072.00-0.07sell
CASTLEARK MANAGEMENT LLC53,20046,930-6,2700.400.38-0.03sell
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/78,34871,608-6,7400.090.09-0.00sell
PEREGRINE CAPITAL MANAGEMENT LLC68,05661,262-6,7940.350.34-0.01sell
Bridgewater Associates, LP80,41273,509-6,9030.080.07-0.01sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,058,5251,051,361-7,1640.060.06+0.00sell
CCM INVESTMENT ADVISERS LLC87,53479,526-8,0081.841.83-0.01sell
Pekin Hardy Strauss, Inc.11,8263,810-8,0160.300.10-0.20sell
WEDGE CAPITAL MANAGEMENT L L P/NC45,06236,882-8,1800.140.11-0.02sell
HANCOCK WHITNEY CORP22,60714,081-8,5260.140.09-0.05sell
BASSWOOD CAPITAL MANAGEMENT, L.L.C.85,80776,420-9,3870.950.86-0.09sell
SEIZERT CAPITAL PARTNERS, LLC31,72621,077-10,6490.280.19-0.09sell
B. Metzler seel. Sohn & Co. AG25,71414,696-11,0180.060.03-0.02sell
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