Stock TransactionsEVERCORE INC CLASS A

Total Bought
538,742
49 transactions
Total Sold
1,325,680
71 transactions
Net
-786,938
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
LORD, ABBETT & CO. LLC638,642922,978+284,3360.440.74+0.31buy
DRIEHAUS CAPITAL MANAGEMENT LLC181,433240,855+59,4220.370.52+0.16buy
JACOBS LEVY EQUITY MANAGEMENT, INC240,586261,475+20,8890.210.26+0.05buy
Moran Wealth Management, LLC55,11075,058+19,9480.380.59+0.21buy
Fisher Asset Management, LLC301,853320,228+18,3750.030.03+0.01buy
Jackson Wealth Management, LLC23,84839,592+15,7441.071.20+0.13buy
Dorsey Wright & Associates29,51643,223+13,7071.602.59+0.99buy
GW&K Investment Management, LLC44,17456,563+12,3890.080.12+0.04buy
BRAUN STACEY ASSOCIATES INC126,736138,158+11,4221.021.33+0.30buy
PineBridge Investments, L.P.18,73129,614+10,8830.030.06+0.02buy
BAHL & GAYNOR INC426,252435,921+9,6690.500.57+0.07buy
Epoch Investment Partners, Inc.261,849270,965+9,1160.250.31+0.06buy
Nicholas Investment Partners, LP71,53579,232+7,6971.551.84+0.30buy
Bridgewater Associates, LP17,89124,763+6,8720.020.04+0.02buy
Great Diamond Partners, LLC3,2609,458+6,1980.160.61+0.45buy
Informed Momentum Co LLC10,88417,046+6,1620.370.65+0.28buy
Consolidated Planning Corp2,2845,737+3,4530.080.22+0.14buy
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.6,9409,940+3,0000.230.37+0.14buy
VestGen Investment Management2,3525,342+2,9900.150.38+0.23buy
Global Alpha Capital Management Ltd.154,560157,160+2,6002.352.59+0.24buy
Alberta Investment Management Corp26,67329,211+2,5380.060.06+0.01buy
Bridge City Capital, LLC11,05412,908+1,8540.770.90+0.12buy
Inspire Investing, LLC2,9664,608+1,6420.070.12+0.05buy
Ausbil Investment Management Ltd4,0565,629+1,5730.390.49+0.10buy
Legato Capital Management LLC14,21915,709+1,4900.400.49+0.09buy
Verdence Capital Advisors LLC27,24628,132+8860.510.57+0.06buy
TREMBLANT CAPITAL GROUP10,65111,517+8660.240.32+0.08buy
nVerses Capital, LLC1,7002,400+7000.210.28+0.07buy
LECAP ASSET MANAGEMENT LTD4,7365,380+6440.210.29+0.08buy
Shilanski & Associates, Inc.8,4008,754+3540.590.72+0.13buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,8427,156+3140.120.13+0.02buy
O'ROURKE & COMPANY, Inc3,0963,245+1490.360.41+0.05buy
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC30,45530,590+1350.390.44+0.05buy
RITHOLTZ WEALTH MANAGEMENT1,0821,213+1310.010.01+0.00buy
Trivant Custom Portfolio Group, LLC3,3313,459+1280.430.51+0.08buy
INTRUST BANK NA2,4432,554+1110.050.06+0.01buy
Linden Thomas Advisory Services, LLC1,0931,168+750.040.04+0.01buy
NewEdge Wealth, LLC1,9241,998+740.010.01+0.00buy
Insight Wealth Partners, LLC1,1681,223+550.040.06+0.02buy
ESSEX INVESTMENT MANAGEMENT CO LLC12,37312,407+340.480.55+0.07buy
Freedom Day Solutions, LLC4,5834,608+250.320.36+0.04buy
Wambolt & Associates, LLC7,7347,754+200.470.53+0.06buy
ATLAS CAPITAL ADVISORS INC.1231+190.000.00+0.00buy
Burns Matteson Capital Management, LLC9921,008+160.130.14+0.01buy
ANGELES WEALTH MANAGEMENT, LLC4,8004,816+160.090.11+0.01buy
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC2,3722,382+100.170.20+0.03buy
Fifth Third Wealth Advisors LLC1,2141,222+80.020.02-0.00buy
JOURNEY STRATEGIC WEALTH LLC1,4941,496+20.010.01+0.00buy
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC7,9097,910+10.040.05+0.00buy
Frazier Financial Advisors, LLC2719-80.000.00-0.00sell
FLAGSHIP HARBOR ADVISORS, LLC2,0842,073-110.030.03+0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC2,1482,136-120.040.05+0.02sell
Radnor Capital Management, LLC6,3006,280-200.400.24-0.16sell
Cadence Bank6,0296,007-220.090.10+0.01sell
Dana Investment Advisors, Inc.8,2278,198-290.060.07+0.01sell
Legacy Wealth Asset Management, LLC5,1535,117-360.300.35+0.04sell
Annis Gardner Whiting Capital Advisors, LLC9862-360.010.00-0.00sell
EFG Asset Management (North America) Corp.11,10811,064-440.400.47+0.07sell
SHELTON CAPITAL MANAGEMENT1,4471,401-460.010.01+0.00sell
New Century Financial Group, LLC1,6741,620-540.150.15+0.00sell
BNP PARIBAS4,1654,066-990.040.04-0.00sell
SECURIAN ASSET MANAGEMENT, INC2,8522,752-1000.020.02+0.00sell
Metis Global Partners, LLC1,2181,111-1070.010.01+0.00sell
DIVERSIFY WEALTH MANAGEMENT, LLC2,2332,109-1240.060.05-0.01sell
Monument Capital Management17,26917,126-1431.061.20+0.14sell
Impact Partnership Wealth, LLC1,084933-1510.060.05-0.01sell
Advisors Capital Management, LLC16,41916,265-1540.060.07+0.01sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,7599,603-1560.160.18+0.02sell
Pinnacle Wealth Planning Services, Inc.1,2201,062-1580.040.04+0.00sell
COOKSON PEIRCE & CO INC137,309137,107-2021.381.63+0.25sell
Centric Wealth Management15,40815,060-3481.111.26+0.16sell
Catalyst Capital Advisors LLC13,00012,600-4000.060.07+0.01sell
Retirement Systems of Alabama114,204113,777-4270.090.11+0.02sell
F/m Investments LLC76,16675,722-4440.570.60+0.03sell
PITCAIRN CO3,2462,797-4490.040.04+0.00sell
Valeo Financial Advisors, LLC1,5201,020-5000.010.01-0.00sell
Dynamic Advisor Solutions LLC3,5983,048-5500.020.02-0.00sell
MILLER HOWARD INVESTMENTS INC /NY3,7373,173-5640.030.02-0.00sell
GATEWAY INVESTMENT ADVISERS LLC1,463881-5820.000.00-0.00sell
Aviance Capital Partners, LLC4,0253,415-6100.120.11-0.01sell
Pekin Hardy Strauss, Inc.2,1051,475-6300.060.05-0.01sell
HUDSON EDGE INVESTMENT PARTNERS INC.3,7283,075-6530.150.14-0.01sell
First Eagle Investment Management, LLC70,78170,081-7000.030.04+0.00sell
HANCOCK WHITNEY CORP13,88613,159-7270.100.11+0.01sell
FIRST HAWAIIAN BANK6,1995,394-8050.040.04+0.00sell
Asset Management One Co., Ltd.6,0445,145-8990.000.00-0.00sell
Summit Place Financial Advisors, LLC5,8334,932-9010.720.70-0.02sell
Brandywine Global Investment Management, LLC37,92136,982-9390.060.07+0.01sell
FOSTER & MOTLEY INC6,4645,501-9630.090.09-0.00sell
Kendall Capital Management2,4551,415-1,0400.170.11-0.06sell
Caitlin John, LLC7,5826,492-1,0901.151.26+0.11sell
Vestmark Advisory Solutions, Inc.2,9741,803-1,1710.030.02-0.01sell
CASTLEARK MANAGEMENT LLC46,54044,880-1,6600.400.46+0.07sell
WCM INVESTMENT MANAGEMENT, LLC97,90895,366-2,5420.050.05+0.01sell
Central Pacific Bank - Trust Division3,955570-3,3850.100.02-0.08sell
Riverwater Partners LLC8,3894,447-3,9421.300.55-0.75sell
FRONTIER CAPITAL MANAGEMENT CO LLC151,077146,510-4,5670.310.35+0.04sell
Summit Global Investments7,9442,811-5,1330.110.05-0.07sell
VALLEY NATIONAL ADVISERS INC12,4706,844-5,6260.390.31-0.07sell
ROYCE & ASSOCIATES LP107,981100,924-7,0570.210.23+0.02sell
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