Stock TransactionsEVERCORE INC

Total Bought
458,334
54 transactions
Total Sold
600,690
73 transactions
Net
-142,356
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
LORD, ABBETT & CO. LLC372,416638,642+266,2260.230.44+0.20buy
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.292,070346,470+54,4000.490.67+0.17buy
Global Alpha Capital Management Ltd.121,200154,560+33,3601.742.35+0.61buy
COOKSON PEIRCE & CO INC118,505137,309+18,8041.221.38+0.16buy
CRAMER ROSENTHAL MCGLYNN LLC98,413107,759+9,3461.031.32+0.29buy
Epoch Investment Partners, Inc.253,428261,849+8,4210.220.25+0.03buy
PRIMECAP MANAGEMENT CO/CA/596,450604,550+8,1000.090.09+0.01buy
BRAUN STACEY ASSOCIATES INC119,578126,736+7,1580.911.02+0.11buy
First Eagle Investment Management, LLC64,08170,781+6,7000.030.03+0.00buy
ALPS ADVISORS INC41,80548,388+6,5830.060.07+0.01buy
GW&K Investment Management, LLC37,67044,174+6,5040.060.08+0.02buy
Morse Asset Management, Inc30,48335,529+5,0461.501.80+0.30buy
SHERBROOKE PARK ADVISERS LLC1,8485,583+3,7350.070.20+0.13buy
TREMBLANT CAPITAL GROUP6,96810,651+3,6830.140.24+0.10buy
Asset Management One Co., Ltd.3,9016,044+2,1430.000.00+0.00buy
FRONTIER CAPITAL MANAGEMENT CO LLC149,388151,077+1,6890.270.31+0.04buy
Ceredex Value Advisors LLC40,40741,882+1,4750.140.16+0.03buy
WCM INVESTMENT MANAGEMENT, LLC96,45497,908+1,4540.040.05+0.00buy
Brandywine Global Investment Management, LLC36,46937,921+1,4520.050.06+0.01buy
BAHL & GAYNOR INC424,864426,252+1,3880.460.50+0.04buy
SEGALL BRYANT & HAMILL, LLC47,11548,432+1,3170.170.18+0.01buy
Vestmark Advisory Solutions, Inc.1,7422,974+1,2320.010.03+0.01buy
Verdence Capital Advisors LLC26,36027,246+8860.460.51+0.04buy
PEREGRINE CAPITAL MANAGEMENT LLC61,26262,067+8050.340.38+0.04buy
Summit Place Financial Advisors, LLC5,0665,833+7670.570.72+0.15buy
FOX RUN MANAGEMENT, L.L.C.1,6112,228+6170.070.09+0.02buy
Consolidated Planning Corp1,7132,284+5710.060.08+0.02buy
Freedom Day Solutions, LLC4,0884,583+4950.280.32+0.04buy
Impact Partnership Wealth, LLC6041,084+4800.050.06+0.01buy
Dorsey Wright & Associates29,14129,516+3751.461.60+0.13buy
FIRST HAWAIIAN BANK5,8556,199+3440.030.04+0.01buy
Wambolt & Associates, LLC7,4267,734+3080.420.47+0.05buy
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC30,15530,455+3000.350.39+0.04buy
Central Pacific Bank - Trust Division3,6903,955+2650.090.10+0.01buy
Radnor Capital Management, LLC6,0406,300+2600.200.40+0.20buy
Centric Wealth Management15,18615,408+2220.881.11+0.23buy
VestGen Investment Management2,1382,352+2140.130.15+0.02buy
PITCAIRN CO3,0413,246+2050.040.04+0.00buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/71,60871,808+2000.090.10+0.01buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC7,7307,909+1790.040.04+0.00buy
GeoWealth Management, LLC305462+1570.000.00+0.00buy
JOURNEY STRATEGIC WEALTH LLC1,3781,494+1160.010.01+0.00buy
MILLER HOWARD INVESTMENTS INC /NY3,6573,737+800.020.03+0.00buy
NewEdge Wealth, LLC1,8521,924+720.010.01+0.00buy
EFG Asset Management (North America) Corp.11,05511,108+530.370.40+0.03buy
Linden Thomas Advisory Services, LLC1,0541,093+390.030.04+0.00buy
Dynamic Advisor Solutions LLC3,5733,598+250.020.02+0.00buy
Bridge City Capital, LLC11,03211,054+220.770.77+0.00buy
PICTON MAHONEY ASSET MANAGEMENT535555+200.000.00+0.00buy
Dana Investment Advisors, Inc.8,2108,227+170.050.06+0.01buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,8316,842+110.110.12+0.01buy
COLDSTREAM CAPITAL MANAGEMENT INC2,7852,791+60.010.01+0.00buy
Great Diamond Partners, LLC3,2543,260+60.140.16+0.02buy
O'ROURKE & COMPANY, Inc3,0953,096+10.350.36+0.02buy
GREENLEAF TRUST1,7951,794-10.000.00+0.00sell
JAMES INVESTMENT RESEARCH, INC.6,7776,774-30.160.17+0.01sell
Fielder Capital Group LLC1,0621,058-40.090.08-0.01sell
EAGLE ROCK INVESTMENT COMPANY, LLC9,2699,263-60.330.35+0.02sell
Legacy Wealth Asset Management, LLC5,1615,153-80.280.30+0.03sell
ATLAS CAPITAL ADVISORS INC.3112-190.000.00-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC2,1762,148-280.030.04+0.00sell
Shilanski & Associates, Inc.8,4408,400-400.560.59+0.03sell
First Bank & Trust1,5911,549-420.060.07+0.00sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,8039,759-440.150.16+0.01sell
QSV Equity Investors LLC8,0457,999-461.491.74+0.25sell
Evercore Wealth Management, LLC1,7671,720-470.010.01+0.00sell
CONTRAVISORY INVESTMENT MANAGEMENT, INC.159109-500.010.01-0.00sell
Aviance Capital Partners, LLC4,0754,025-500.120.12+0.00sell
Catalyst Capital Advisors LLC13,05013,000-500.060.06+0.00sell
FLAGSHIP HARBOR ADVISORS, LLC2,1492,084-650.030.03-0.00sell
INTRUST BANK NA2,5092,443-660.050.05+0.00sell
SHELTON CAPITAL MANAGEMENT1,5261,447-790.010.01-0.00sell
Riverwater Partners LLC8,4788,389-891.201.30+0.10sell
FOSTER & MOTLEY INC6,5566,464-920.090.09+0.01sell
Washington Trust Advisors, Inc.7,3457,245-1000.130.14+0.01sell
Valeo Financial Advisors, LLC1,6201,520-1000.010.01-0.00sell
HOHIMER WEALTH MANAGEMENT, LLC6,8756,761-1140.300.33+0.03sell
HARBOR CAPITAL ADVISORS, INC.1,7951,657-1380.050.03-0.02sell
Advisors Capital Management, LLC16,55816,419-1390.060.06+0.00sell
Dakota Wealth Management1,159988-1710.010.00-0.00sell
Monument Capital Management17,44417,269-1750.971.06+0.09sell
HANCOCK WHITNEY CORP14,08113,886-1950.090.10+0.00sell
Boston Trust Walden Corp299,998299,790-2080.410.46+0.05sell
ESSEX INVESTMENT MANAGEMENT CO LLC12,75812,373-3850.480.48-0.00sell
CASTLEARK MANAGEMENT LLC46,93046,540-3900.380.40+0.02sell
HUDSON EDGE INVESTMENT PARTNERS INC.4,1863,728-4580.160.15-0.01sell
Cornerstone Investment Partners, LLC13,41512,895-5200.130.13+0.01sell
FULLER & THALER ASSET MANAGEMENT, INC.745,816745,235-5810.630.67+0.04sell
Capula Management Ltd2,9892,108-8810.010.00-0.01sell
Kendall Capital Management3,3902,455-9350.220.17-0.05sell
Harvest Fund Management Co., Ltd1,440292-1,1480.000.00+0.00sell
Inspire Investing, LLC4,1642,966-1,1980.080.07-0.01sell
Central Asset Investments & Management Holdings (HK) Ltd4,5083,300-1,2080.710.26-0.45sell
PDT Partners, LLC6,0134,602-1,4110.110.09-0.02sell
Pekin Hardy Strauss, Inc.3,8102,105-1,7050.100.06-0.04sell
Caitlin John, LLC9,4567,582-1,8741.381.15-0.23sell
BNP PARIBAS6,4754,165-2,3100.060.04-0.01sell
Swedbank AB5,8003,000-2,8000.010.00-0.01sell
Alberta Investment Management Corp29,77626,673-3,1030.060.06+0.00sell
CCM INVESTMENT ADVISERS LLC79,52676,211-3,3151.831.87+0.03sell
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