Stock TransactionsEVERCORE INC

Total Bought
511,359
40 transactions
Total Sold
800,550
60 transactions
Net
-289,191
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
DRIEHAUS CAPITAL MANAGEMENT LLC111,717210,258+98,5410.170.38+0.20buy
Epoch Investment Partners, Inc.193,239280,148+86,9090.140.25+0.11buy
Channing Capital Management, LLC370,727417,428+46,7011.411.90+0.49buy
Bridgewater Associates, LP17,91659,354+41,4380.010.05+0.04buy
SEGALL BRYANT & HAMILL, LLC3,12041,467+38,3470.000.07+0.06buy
Alyeska Investment Group, L.P.93,277120,237+26,9600.090.11+0.03buy
BAHL & GAYNOR INC497,032520,222+23,1900.370.46+0.08buy
GREAT LAKES ADVISORS, LLC71,35893,099+21,7410.090.12+0.03buy
Boston Trust Walden Corp281,865300,048+18,1830.290.35+0.06buy
Nicholas Investment Partners, LP64,69179,375+14,6840.550.82+0.27buy
Brandywine Global Investment Management, LLC13,55327,635+14,0820.010.03+0.02buy
MOODY ALDRICH PARTNERS LLC69,14180,661+11,5201.662.11+0.45buy
HANCOCK WHITNEY CORP10,29020,630+10,3400.050.12+0.07buy
Grandeur Peak Global Advisors, LLC87,06597,139+10,0740.731.01+0.27buy
Cornerstone Investment Partners, LLC4,67612,938+8,2620.040.11+0.08buy
Boston Partners1,488,1111,493,113+5,0020.250.28+0.04buy
Prana Capital Management, LP4,4098,810+4,4010.040.08+0.04buy
Genus Capital Management Inc.20,90025,060+4,1600.380.54+0.16buy
Verdence Capital Advisors LLC24,80828,571+3,7630.360.43+0.07buy
ARIEL INVESTMENTS, LLC161,356164,835+3,4790.190.24+0.05buy
Radnor Capital Management, LLC2,6456,050+3,4050.140.17+0.03buy
WCM INVESTMENT MANAGEMENT, LLC120,326123,635+3,3090.040.05+0.01buy
ESSEX INVESTMENT MANAGEMENT CO LLC21,73924,305+2,5660.380.55+0.17buy
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC28,80030,605+1,8050.250.31+0.06buy
Jackson Wealth Management, LLC33,90635,622+1,7160.620.70+0.09buy
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,069,5681,070,915+1,3470.040.05+0.01buy
INCEPTIONR LLC2,7393,862+1,1230.180.30+0.12buy
SEIZERT CAPITAL PARTNERS, LLC35,32136,399+1,0780.230.27+0.03buy
TREMBLANT CAPITAL GROUP2,2673,066+7990.030.05+0.02buy
First Eagle Investment Management, LLC59,89260,424+5320.020.02+0.00buy
Wambolt & Associates, LLC5,0755,525+4500.220.27+0.05buy
Centric Wealth Management13,63213,956+3240.660.80+0.15buy
Morse Asset Management, Inc28,68028,970+2901.081.26+0.19buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,4515,715+2640.070.08+0.01buy
LORD, ABBETT & CO. LLC5,8876,066+1790.000.00+0.00buy
NewEdge Wealth, LLC2,0912,267+1760.010.01+0.00buy
Vestmark Advisory Solutions, Inc.2,0912,232+1410.010.02+0.01buy
INTRUST BANK NA2,1892,262+730.030.04+0.01buy
O'ROURKE & COMPANY, Inc2,8822,886+40.250.29+0.04buy
GREENLEAF TRUST1,7831,784+10.000.00+0.00buy
MILLER HOWARD INVESTMENTS INC /NY3,5963,590-60.020.02+0.00sell
HUDSON EDGE INVESTMENT PARTNERS INC.4,3364,326-100.170.19+0.02sell
FIRST HAWAIIAN BANK6,6706,660-100.030.03+0.00sell
MCF Advisors LLC11695-210.000.00-0.00sell
Dynamic Advisor Solutions LLC3,3473,324-230.020.02+0.00sell
COLDSTREAM CAPITAL MANAGEMENT INC2,6742,649-250.010.01+0.00sell
MGO ONE SEVEN LLC3,5783,547-310.040.04-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC2,3322,281-510.030.03+0.00sell
Bridge City Capital, LLC9,7349,671-630.570.67+0.10sell
Advisors Capital Management, LLC15,01914,952-670.040.05+0.01sell
Riverwater Partners LLC8,4038,335-680.921.04+0.12sell
Legacy Wealth Asset Management, LLC5,8435,768-750.250.29+0.04sell
Utah Retirement Systems2,0001,900-1000.000.00+0.00sell
FLAGSHIP HARBOR ADVISORS, LLC2,5882,483-1050.030.03+0.00sell
GW&K Investment Management, LLC37,89137,774-1170.040.05+0.01sell
WRIGHT INVESTORS SERVICE INC3,8953,733-1620.140.15+0.01sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,7069,535-1710.110.12+0.02sell
SECURIAN ASSET MANAGEMENT, INC3,1432,952-1910.010.01+0.00sell
Inspire Investing, LLC2,5252,225-3000.040.04+0.00sell
ALPS ADVISORS INC30,83730,495-3420.030.03+0.00sell
STATE OF MICHIGAN RETIREMENT SYSTEM8,7058,305-4000.010.01+0.00sell
CCM INVESTMENT ADVISERS LLC86,96886,558-4101.441.65+0.20sell
Washington Trust Advisors, Inc.8,8708,370-5000.110.12+0.01sell
Freedom Day Solutions, LLC4,6904,014-6760.260.24-0.01sell
NORDEA INVESTMENT MANAGEMENT AB53,39052,482-9080.010.01+0.00sell
FRONTIER CAPITAL MANAGEMENT CO LLC249,279248,291-9880.300.38+0.08sell
Pier Capital, LLC75,06774,058-1,0091.331.65+0.31sell
Dakota Wealth Management3,2021,992-1,2100.020.01-0.01sell
Kendall Capital Management7,5406,275-1,2650.410.38-0.03sell
Ausbil Investment Management Ltd8,2036,481-1,7220.630.54-0.09sell
Cannell & Spears LLC3,8942,114-1,7800.040.02-0.01sell
WINTON GROUP Ltd5,4213,583-1,8380.060.04-0.02sell
Hennion & Walsh Asset Management, Inc.10,4828,566-1,9160.080.08-0.00sell
Retirement Systems of Alabama122,744120,804-1,9400.070.08+0.01sell
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3,064998-2,0660.000.00-0.00sell
FULLER & THALER ASSET MANAGEMENT, INC.725,375722,563-2,8120.510.57+0.06sell
EFG Asset Management (North America) Corp.14,32011,441-2,8790.380.37-0.01sell
South Dakota Investment Council33,22230,322-2,9000.090.10+0.01sell
HARBOR CAPITAL ADVISORS, INC.20,66617,359-3,3070.510.51+0.00sell
PRIMECAP MANAGEMENT CO/CA/660,880656,880-4,0000.070.08+0.01sell
Pearl River Capital, LLC7,1473,119-4,0280.140.07-0.07sell
Dana Investment Advisors, Inc.14,0869,496-4,5900.090.07-0.02sell
HUSSMAN STRATEGIC ADVISORS, INC.26,00021,000-5,0000.590.55-0.04sell
PEREGRINE CAPITAL MANAGEMENT LLC94,36288,718-5,6440.320.37+0.05sell
Ceredex Value Advisors LLC87,45080,800-6,6500.170.20+0.02sell
Pekin Hardy Strauss, Inc.45,13638,189-6,9470.870.83-0.04sell
APG Asset Management N.V.21,60012,800-8,8000.000.00-0.00sell
ROYCE & ASSOCIATES LP99,28787,841-11,4460.120.12+0.00sell
MARTINGALE ASSET MANAGEMENT L P37,78524,807-12,9780.090.07-0.02sell
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/121,238107,878-13,3600.110.11+0.00sell
CANADA PENSION PLAN INVESTMENT BOARD38,30023,900-14,4000.010.00-0.00sell
PineBridge Investments, L.P.41,91023,031-18,8790.060.04-0.02sell
B. Metzler seel. Sohn & Co. AG42,40022,637-19,7630.070.05-0.02sell
BASSWOOD CAPITAL MANAGEMENT, L.L.C.147,676125,971-21,7051.351.32-0.03sell
Nitorum Capital, L.P.199,834173,479-26,3552.502.62+0.12sell
BERNZOTT CAPITAL ADVISORS96,86461,325-35,5392.582.91+0.33sell
WEDGE CAPITAL MANAGEMENT L L P/NC93,07249,210-43,8620.180.13-0.05sell
Clark Capital Management Group, Inc.322,416240,883-81,5330.360.33-0.02sell
JACOBS LEVY EQUITY MANAGEMENT, INC409,410314,575-94,8350.290.26-0.03sell
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC923,145595,373-327,7720.420.31-0.11sell
Page 1 of 1