Stock TransactionsEVERCORE INC

Total Bought
1,137,591
69 transactions
Total Sold
1,513,017
75 transactions
Net
-375,426
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Channing Capital Management, LLC36,874363,702+326,8280.222.73+2.51buy
Boston Partners1,539,0271,720,164+181,1370.370.52+0.15buy
Holocene Advisors, LP56,545173,271+116,7260.030.11+0.08buy
ROYCE & ASSOCIATES LP34,200146,085+111,8850.070.40+0.33buy
Ceredex Value Advisors LLC41,300130,250+88,9500.180.76+0.57buy
CRAMER ROSENTHAL MCGLYNN LLC92,764132,847+40,0831.332.47+1.13buy
Boston Trust Walden Corp164,029203,292+39,2630.240.39+0.15buy
SYON CAPITAL LLC1,64631,589+29,9430.030.57+0.54buy
WINTON GROUP Ltd4,69629,430+24,7340.060.41+0.35buy
WCM INVESTMENT MANAGEMENT, LLC86,580110,404+23,8240.040.07+0.02buy
Cinctive Capital Management LP7,82430,626+22,8020.120.46+0.34buy
CastleKnight Management LP1,80024,000+22,2000.040.43+0.39buy
BASSWOOD CAPITAL MANAGEMENT, L.L.C.76,42096,647+20,2270.861.20+0.34buy
BAHL & GAYNOR INC447,536464,592+17,0560.460.63+0.18buy
Stephens Investment Management Group LLC285,257298,480+13,2230.821.06+0.24buy
Edgestream Partners, L.P.4,79814,181+9,3830.030.11+0.07buy
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.9,94016,137+6,1970.290.51+0.23buy
LORD, ABBETT & CO. LLC123,569129,346+5,7770.090.11+0.02buy
Verdence Capital Advisors LLC29,33233,125+3,7930.450.61+0.16buy
TREMBLANT CAPITAL GROUP13,83917,383+3,5440.310.45+0.14buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/79,48082,670+3,1900.100.13+0.03buy
CCM INVESTMENT ADVISERS LLC53,43856,057+2,6191.311.63+0.32buy
MARTINGALE ASSET MANAGEMENT L P1,2083,521+2,3130.010.02+0.02buy
EFG Asset Management (North America) Corp.13,10915,335+2,2260.430.59+0.15buy
PEREGRINE INVESTMENT MANAGEMENT INC23,71025,810+2,1003.534.45+0.92buy
B. Metzler seel. Sohn & Co. AG16,44018,222+1,7820.030.05+0.01buy
BRIDGES INVESTMENT MANAGEMENT INC10,99812,698+1,7000.030.05+0.01buy
Advisors Capital Management, LLC20,18821,610+1,4220.060.08+0.02buy
PRINCETON CAPITAL MANAGEMENT LLC5,3346,465+1,1310.370.52+0.14buy
Vestmark Advisory Solutions, Inc.4,2055,125+9200.020.02-0.00buy
BOK Financial Private Wealth, Inc.1,8542,725+8710.030.05+0.02buy
Retirement Systems of Alabama113,559114,411+8520.090.11+0.02buy
JOURNEY STRATEGIC WEALTH LLC1,5452,227+6820.010.02+0.01buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,50710,182+6750.160.22+0.06buy
Summit Financial, LLC1,5482,151+6030.010.01+0.00buy
Erste Asset Management GmbH0600+6000.000.00+0.00buy
INTRUST BANK NA2,3222,915+5930.050.07+0.02buy
New Age Alpha Advisors, LLC7,1877,773+5860.060.09+0.03buy
AXXCESS WEALTH MANAGEMENT, LLC18,57719,102+5250.100.12+0.02buy
First Eagle Investment Management, LLC4,8435,342+4990.000.00+0.00buy
Savvy Advisors, Inc.1,1681,560+3920.020.03+0.00buy
F/m Investments LLC10,24410,618+3740.080.10+0.02buy
FLAGSHIP HARBOR ADVISORS, LLC1,7772,142+3650.020.03+0.01buy
Radnor Capital Management, LLC6,2656,565+3000.210.28+0.07buy
Dynamic Advisor Solutions LLC3,7284,021+2930.020.03+0.01buy
HAGER INVESTMENT MANAGEMENT SERVICES, LLC6,2666,534+2680.881.05+0.18buy
Summit Place Financial Advisors, LLC4,7234,974+2510.530.68+0.14buy
Centric Wealth Management15,30315,539+2360.801.10+0.29buy
HUDSON EDGE INVESTMENT PARTNERS INC.3,1563,362+2060.130.16+0.03buy
Legacy Wealth Asset Management, LLC4,5204,690+1700.250.32+0.07buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC7,8728,027+1550.020.03+0.01buy
Net Worth Advisory Group1,2561,405+1490.080.08+0.01buy
Belpointe Asset Management LLC1,0691,194+1250.010.01+0.00buy
Cetera Trust Company, N.A1,7201,820+1000.220.29+0.07buy
STATE OF MICHIGAN RETIREMENT SYSTEM8,5058,605+1000.010.01+0.00buy
HANCOCK WHITNEY CORP10,21210,310+980.070.05-0.01buy
Tidemark, LLC25113+880.000.01+0.01buy
WealthCollab, LLC168238+700.020.04+0.02buy
Addison Advisors LLC56124+680.000.01+0.01buy
O'ROURKE & COMPANY, Inc2,9112,973+620.290.37+0.09buy
Fielder Capital Group LLC1,1751,232+570.070.09+0.02buy
Cornerstone Investment Partners, LLC4,3234,376+530.040.05+0.01buy
Capital A Wealth Management, LLC859+510.000.11+0.11buy
Utah Retirement Systems1,9001,948+480.000.01+0.00buy
Legend Financial Advisors, Inc.3,1823,206+240.470.58+0.11buy
First Bank & Trust1,5401,549+90.060.07+0.02buy
Laird Norton Wetherby Wealth Management, LLC801808+70.010.01-0.00buy
Principia Wealth Advisory, LLC27+50.000.00+0.00buy
Fifth Third Wealth Advisors LLC1,2251,228+30.010.01+0.00buy
ANGELES WEALTH MANAGEMENT, LLC4,8164,813-30.080.09+0.01sell
WealthTrak Capital Management LLC72-50.000.00-0.00sell
ATLAS CAPITAL ADVISORS INC.2512-130.000.00-0.00sell
Sargent Investment Group, LLC7,0237,004-190.220.28+0.06sell
Pekin Hardy Strauss, Inc.1,1701,150-200.030.04+0.01sell
MOODY ALDRICH PARTNERS LLC1,013992-210.040.05+0.01sell
ISTHMUS PARTNERS, LLC3,4903,465-250.090.11+0.02sell
Central Pacific Bank - Trust Division750710-400.020.02+0.00sell
GATEWAY INVESTMENT ADVISERS LLC1,0901,050-400.000.00+0.00sell
SHELTON CAPITAL MANAGEMENT1,3091,268-410.010.01+0.00sell
GW&K Investment Management, LLC56,16856,122-460.100.14+0.03sell
GREENLEAF TRUST1,7811,727-540.000.00+0.00sell
CROBAN5,5775,516-611.031.27+0.25sell
Trivant Custom Portfolio Group, LLC3,6733,606-670.420.53+0.11sell
ESSEX INVESTMENT MANAGEMENT CO LLC10,63410,561-730.440.52+0.08sell
Cadence Bank6,0275,944-830.090.11+0.02sell
Pier Capital, LLC3,7733,685-880.130.15+0.03sell
RITHOLTZ WEALTH MANAGEMENT1,1131,018-950.010.01-0.00sell
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/3,1503,048-1020.040.04+0.00sell
Shilanski & Associates, Inc.8,6848,563-1210.540.66+0.12sell
DIVERSIFY WEALTH MANAGEMENT, LLC1,9141,787-1270.030.03+0.01sell
QSV Equity Investors LLC7,9837,852-1311.652.21+0.56sell
Linden Thomas Advisory Services, LLC1,1801,030-1500.030.03+0.00sell
NewEdge Wealth, LLC1,4161,264-1520.010.01+0.00sell
Bridge City Capital, LLC12,94912,767-1820.780.97+0.19sell
BANQUE PICTET & CIE SA3,1242,928-1960.010.01+0.00sell
NORDEN GROUP LLC1,2811,061-2200.030.03+0.00sell
Aviance Capital Partners, LLC2,6282,368-2600.070.08+0.01sell
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC2,2381,935-3030.150.17+0.01sell
Jackson Wealth Management, LLC39,29538,955-3400.951.14+0.19sell
VALLEY NATIONAL ADVISERS INC6,1195,777-3420.220.25+0.03sell
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