Stock TransactionsEVERCORE INC

Total Bought
648,360
90 transactions
Total Sold
1,472,149
66 transactions
Net
-823,789
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
TWINBEECH CAPITAL LP2,02693,431+91,4050.010.34+0.33buy
Stephens Investment Management Group LLC202,642285,257+82,6150.750.82+0.07buy
Epoch Investment Partners, Inc.60,651137,059+76,4080.080.14+0.06buy
Boston Partners1,465,1321,539,027+73,8950.490.37-0.12buy
Global Alpha Capital Management Ltd.149,970191,385+41,4153.022.78-0.23buy
Fisher Asset Management, LLC319,267355,219+35,9520.040.03-0.00buy
AGF MANAGEMENT LTD38,60371,505+32,9020.050.08+0.02buy
AXXCESS WEALTH MANAGEMENT, LLC79418,577+17,7830.010.10+0.10buy
CRAMER ROSENTHAL MCGLYNN LLC75,71692,764+17,0481.191.33+0.15buy
WCM INVESTMENT MANAGEMENT, LLC70,80486,580+15,7760.050.04-0.00buy
PEREGRINE CAPITAL MANAGEMENT LLC41,65356,552+14,8990.340.37+0.03buy
Campbell & CO Investment Adviser LLC5,60918,435+12,8260.120.28+0.16buy
Bridgewater Associates, LP33,25545,286+12,0310.040.04-0.00buy
LECAP ASSET MANAGEMENT LTD7,92019,793+11,8730.600.92+0.33buy
BNP Paribas Asset Management Holding S.A.186,172196,579+10,4070.130.11-0.02buy
PEREGRINE INVESTMENT MANAGEMENT INC15,08023,710+8,6302.423.53+1.11buy
Brandywine Global Investment Management, LLC36,81845,136+8,3180.070.06-0.01buy
PineBridge Investments, L.P.32,44939,348+6,8990.070.06-0.01buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/72,78079,480+6,7000.120.10-0.02buy
BRIDGES INVESTMENT MANAGEMENT INC5,20310,998+5,7950.020.03+0.01buy
Itau Unibanco Holding S.A.2,2007,500+5,3000.020.06+0.04buy
Ceredex Value Advisors LLC36,25041,300+5,0500.200.18-0.02buy
Morse Asset Management, Inc37,05441,910+4,8562.352.11-0.23buy
MITCHELL CAPITAL MANAGEMENT CO18,08322,572+4,4890.880.86-0.02buy
ALPS ADVISORS INC32,71737,029+4,3120.060.04-0.01buy
PRINCETON CAPITAL MANAGEMENT LLC1,1005,334+4,2340.090.37+0.28buy
AIGEN INVESTMENT MANAGEMENT, LP8084,949+4,1410.040.16+0.12buy
APPLETON PARTNERS INC/MA31,42434,977+3,5530.640.54-0.10buy
Advisors Capital Management, LLC17,15320,188+3,0350.070.06-0.01buy
Consolidated Planning Corp8,43410,698+2,2640.320.29-0.02buy
Pier Capital, LLC1,5653,773+2,2080.060.13+0.06buy
B. Metzler seel. Sohn & Co. AG14,69616,440+1,7440.040.03-0.01buy
Vestmark Advisory Solutions, Inc.2,8954,205+1,3100.030.02-0.01buy
Dana Investment Advisors, Inc.7,1378,281+1,1440.070.06-0.01buy
Verdence Capital Advisors LLC28,31529,332+1,0170.630.45-0.18buy
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC30,69531,710+1,0150.490.37-0.12buy
First National Bank of Hutchinson2,5443,556+1,0120.430.47+0.04buy
Inspire Investing, LLC4,2575,180+9230.130.12-0.01buy
CASTLEARK MANAGEMENT LLC39,12040,020+9000.380.28-0.10buy
PRIVATE CLIENT SERVICES, LLC5,2416,095+8540.780.60-0.18buy
AVIVA PLC2,0302,851+8210.000.00-0.00buy
HAGER INVESTMENT MANAGEMENT SERVICES, LLC5,4706,266+7960.950.88-0.07buy
R Squared Ltd7301,496+7660.200.32+0.12buy
SHERBROOKE PARK ADVISERS LLC8131,516+7030.070.14+0.07buy
Farringdon Capital, Ltd.7991,456+6570.090.15+0.06buy
TREMBLANT CAPITAL GROUP13,24513,839+5940.380.31-0.07buy
Dynamic Advisor Solutions LLC3,1423,728+5860.040.02-0.01buy
Summit Financial, LLC9621,548+5860.010.01-0.00buy
NORDEN GROUP LLC7651,281+5160.020.03+0.01buy
Cornerstone Investment Partners, LLC3,8194,323+5040.050.04-0.01buy
Centric Wealth Management14,86315,303+4401.110.80-0.31buy
SIT INVESTMENT ASSOCIATES INC4,4504,865+4150.030.02-0.01buy
Legacy Capital Group California, Inc.1,0741,435+3610.090.10+0.01buy
Fourth Dimension Wealth, LLC257615+3580.040.06+0.02buy
Summit Trail Advisors, LLC1,0531,372+3190.010.01-0.00buy
Burns Matteson Capital Management, LLC1,0081,303+2950.160.14-0.02buy
Trivant Custom Portfolio Group, LLC3,4333,673+2400.560.42-0.13buy
Savvy Advisors, Inc.9291,168+2390.030.02-0.01buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,3317,566+2350.150.12-0.03buy
Shilanski & Associates, Inc.8,4578,684+2270.750.54-0.21buy
GATEWAY INVESTMENT ADVISERS LLC8811,090+2090.000.00-0.00buy
TLWM3,5723,771+1990.190.15-0.04buy
New Age Alpha Advisors, LLC7,0197,187+1680.080.06-0.01buy
Qsemble Capital Management, LP1,5441,681+1370.060.04-0.02buy
Teza Capital Management LLC9741,083+1090.040.10+0.06buy
SECURIAN ASSET MANAGEMENT, INC2,6522,752+1000.020.02-0.00buy
STATE OF MICHIGAN RETIREMENT SYSTEM8,4058,505+1000.010.01-0.00buy
Great Diamond Partners, LLC9,4449,525+810.680.52-0.16buy
U.S. Capital Wealth Advisors, LLC10,06810,140+720.090.06-0.02buy
Fielder Capital Group LLC1,1051,175+700.100.07-0.03buy
Cadence Bank5,9636,027+640.110.09-0.03buy
Central Pacific Bank - Trust Division690750+600.030.02-0.00buy
PITCAIRN CO2,8002,850+500.050.03-0.01buy
JOURNEY STRATEGIC WEALTH LLC1,4961,545+490.020.01-0.00buy
Retirement Systems of Alabama113,516113,559+430.120.09-0.03buy
Addison Advisors LLC1756+390.000.00+0.00buy
Pinnacle Wealth Planning Services, Inc.1,0591,098+390.040.03-0.01buy
WealthCollab, LLC133168+350.020.02-0.00buy
ELEVATION POINT WEALTH PARTNERS, LLC1,8211,853+320.040.03-0.01buy
Linden Thomas Advisory Services, LLC1,1501,180+300.040.03-0.01buy
INCEPTIONR LLC3,3803,400+200.210.20-0.01buy
Belpointe Asset Management LLC1,0521,069+170.020.01-0.00buy
ATLAS CAPITAL ADVISORS INC.1225+130.000.00+0.00buy
Capital A Wealth Management, LLC28+60.000.00+0.00buy
WealthTrak Capital Management LLC17+60.000.00+0.00buy
EAGLE ROCK INVESTMENT COMPANY, LLC9,2639,268+50.430.32-0.11buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC7,8687,872+40.050.02-0.02buy
Fifth Third Wealth Advisors LLC1,2221,225+30.020.01-0.01buy
Altshuler Shaham Ltd1417+30.000.00-0.00buy
Crewe Advisors LLC23+10.000.00+0.00buy
O'ROURKE & COMPANY, Inc2,9142,911-30.400.29-0.11sell
First Bank & Trust1,5431,540-30.080.06-0.02sell
GREENLEAF TRUST1,7851,781-40.000.00-0.00sell
QSV Equity Investors LLC8,0017,983-182.131.65-0.48sell
Aviance Capital Partners, LLC2,6532,628-250.100.07-0.03sell
Net Worth Advisory Group1,2891,256-330.110.08-0.03sell
VALLEY NATIONAL ADVISERS INC6,1546,119-350.310.22-0.09sell
SHELTON CAPITAL MANAGEMENT1,3451,309-360.010.01-0.00sell
STRATEGY ASSET MANAGERS LLC1,3321,294-380.070.05-0.02sell
FLAGSHIP HARBOR ADVISORS, LLC1,8181,777-410.030.02-0.01sell
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