Stock TransactionsEVERCORE INC

Total Bought
463,991
51 transactions
Total Sold
706,426
56 transactions
Net
-242,435
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
Boston Partners1,493,1131,658,488+165,3750.280.38+0.09buy
Epoch Investment Partners, Inc.280,148354,465+74,3170.250.28+0.03buy
DRIEHAUS CAPITAL MANAGEMENT LLC210,258249,318+39,0600.380.51+0.14buy
JACOBS LEVY EQUITY MANAGEMENT, INC314,575343,183+28,6080.260.30+0.04buy
GREAT LAKES ADVISORS, LLC93,099121,119+28,0200.120.20+0.08buy
Bridgewater Associates, LP59,35480,412+21,0580.050.08+0.03buy
PineBridge Investments, L.P.23,03141,580+18,5490.040.07+0.03buy
ROYCE & ASSOCIATES LP87,841104,979+17,1380.120.17+0.04buy
WCM INVESTMENT MANAGEMENT, LLC123,635134,438+10,8030.050.06+0.01buy
Brandywine Global Investment Management, LLC27,63536,842+9,2070.030.05+0.02buy
Nicholas Investment Partners, LP79,37586,536+7,1610.821.73+0.91buy
ALPS ADVISORS INC30,49535,487+4,9920.030.05+0.01buy
CASTLEARK MANAGEMENT LLC48,26053,200+4,9400.340.40+0.06buy
Prana Capital Management, LP8,81013,701+4,8910.080.14+0.06buy
Ausbil Investment Management Ltd6,48110,889+4,4080.541.01+0.47buy
B. Metzler seel. Sohn & Co. AG22,63725,714+3,0770.050.06+0.01buy
First Eagle Investment Management, LLC60,42463,281+2,8570.020.03+0.00buy
FOSTER & MOTLEY INC4,0216,553+2,5320.050.08+0.04buy
Boston Trust Walden Corp300,048302,236+2,1880.350.39+0.04buy
HANCOCK WHITNEY CORP20,63022,607+1,9770.120.14+0.03buy
Morse Asset Management, Inc28,97030,358+1,3881.261.53+0.27buy
Pier Capital, LLC74,05875,423+1,3651.651.84+0.20buy
Clark Capital Management Group, Inc.240,883242,186+1,3030.330.34+0.01buy
Bridge City Capital, LLC9,67110,946+1,2750.670.73+0.05buy
Jackson Wealth Management, LLC35,62236,633+1,0110.700.82+0.12buy
CCM INVESTMENT ADVISERS LLC86,55887,534+9761.651.84+0.20buy
Centric Wealth Management13,95614,584+6280.800.84+0.04buy
Wambolt & Associates, LLC5,5256,113+5880.270.34+0.07buy
TREMBLANT CAPITAL GROUP3,0663,602+5360.040.07+0.03buy
Cornerstone Investment Partners, LLC12,93813,390+4520.110.13+0.02buy
Verdence Capital Advisors LLC28,57128,973+4020.430.48+0.05buy
EFG Asset Management (North America) Corp.11,44111,839+3980.370.38+0.01buy
LORD, ABBETT & CO. LLC6,0666,453+3870.000.00+0.00buy
Summit Place Financial Advisors, LLC4,3704,685+3150.430.52+0.10buy
Legato Capital Management LLC19,81120,108+2970.400.45+0.05buy
Advisors Capital Management, LLC14,95215,185+2330.050.05+0.00buy
INTRUST BANK NA2,2622,474+2120.040.05+0.01buy
Freedom Day Solutions, LLC4,0144,171+1570.240.28+0.04buy
Channing Capital Management, LLC417,428417,571+1431.902.11+0.21buy
COLDSTREAM CAPITAL MANAGEMENT INC2,6492,779+1300.010.01+0.00buy
HOHIMER WEALTH MANAGEMENT, LLC6,7296,850+1210.270.30+0.03buy
O'ROURKE & COMPANY, Inc2,8863,004+1180.290.33+0.04buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,7155,795+800.080.09+0.01buy
GW&K Investment Management, LLC37,77437,841+670.050.06+0.01buy
Riverwater Partners LLC8,3358,394+591.041.13+0.09buy
GREENLEAF TRUST1,7841,834+500.000.00+0.00buy
MILLER HOWARD INVESTMENTS INC /NY3,5903,635+450.020.02+0.00buy
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,5359,575+400.120.14+0.02buy
First Bank & Trust1,4931,528+350.050.06+0.01buy
Inspire Investing, LLC2,2252,241+160.040.04+0.00buy
EAGLE ROCK INVESTMENT COMPANY, LLC9,2639,269+60.290.32+0.04buy
BELLEVUE ASSET MANAGEMENT, LLC2014-60.000.00+0.00sell
Radnor Capital Management, LLC6,0506,040-100.170.19+0.03sell
MACROVIEW INVESTMENT MANAGEMENT LLC3416-180.010.00-0.00sell
ELEVATION POINT WEALTH PARTNERS, LLC2,2812,259-220.030.04+0.00sell
WRIGHT INVESTORS SERVICE INC3,7333,711-220.150.18+0.03sell
Retirement Systems of Alabama120,804120,689-1150.080.09+0.01sell
Washington Trust Advisors, Inc.8,3708,245-1250.120.14+0.02sell
HUDSON EDGE INVESTMENT PARTNERS INC.4,3264,186-1400.190.17-0.03sell
NewEdge Wealth, LLC2,2672,069-1980.010.01-0.00sell
Dynamic Advisor Solutions LLC3,3243,123-2010.020.02-0.00sell
MGO ONE SEVEN LLC3,5473,330-2170.040.03-0.01sell
SHELTON CAPITAL MANAGEMENT1,7611,526-2350.010.01-0.00sell
Vestmark Advisory Solutions, Inc.2,2321,977-2550.020.02-0.01sell
Dana Investment Advisors, Inc.9,4969,233-2630.070.08+0.01sell
Impact Partnership Wealth, LLC933626-3070.040.04-0.00sell
FLAGSHIP HARBOR ADVISORS, LLC2,4832,157-3260.030.03-0.00sell
Kapitalo Investimentos Ltda1,5911,126-4650.030.04+0.01sell
WINTON GROUP Ltd3,5833,098-4850.040.04-0.00sell
Pearl River Capital, LLC3,1192,618-5010.070.07+0.00sell
Legacy Wealth Asset Management, LLC5,7685,176-5920.290.29-0.00sell
INTECH INVESTMENT MANAGEMENT LLC2,6702,078-5920.010.01-0.00sell
Monument Capital Management19,67019,040-6300.911.05+0.14sell
FIRST HAWAIIAN BANK6,6606,005-6550.030.03+0.00sell
INCEPTIONR LLC3,8622,992-8700.300.37+0.06sell
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC30,60529,415-1,1900.310.34+0.03sell
NORDEA INVESTMENT MANAGEMENT AB52,48250,737-1,7450.010.01+0.00sell
HARBOR CAPITAL ADVISORS, INC.17,35915,412-1,9470.510.51-0.00sell
ARIEL INVESTMENTS, LLC164,835162,750-2,0850.240.28+0.04sell
PINKERTON WEALTH, LLC3,3001,176-2,1240.100.04-0.06sell
Kendall Capital Management6,2753,920-2,3550.380.26-0.12sell
MARTINGALE ASSET MANAGEMENT L P24,80722,215-2,5920.070.08+0.01sell
Hennion & Walsh Asset Management, Inc.8,5665,322-3,2440.080.05-0.02sell
Bayesian Capital Management, LP5,7002,200-3,5000.090.04-0.05sell
FULLER & THALER ASSET MANAGEMENT, INC.722,563718,684-3,8790.570.62+0.05sell
WEDGE CAPITAL MANAGEMENT L L P/NC49,21045,062-4,1480.130.14+0.00sell
SEGALL BRYANT & HAMILL, LLC41,46737,178-4,2890.070.12+0.06sell
SEIZERT CAPITAL PARTNERS, LLC36,39931,726-4,6730.270.28+0.01sell
ESSEX INVESTMENT MANAGEMENT CO LLC24,30517,655-6,6500.550.59+0.05sell
PDT Partners, LLC13,0305,577-7,4530.230.11-0.12sell
AVIVA PLC11,3512,666-8,6850.010.00-0.00sell
APG Asset Management N.V.12,8002,800-10,0000.000.00-0.00sell
South Dakota Investment Council30,32219,308-11,0140.100.07-0.03sell
Grandeur Peak Global Advisors, LLC97,13985,241-11,8981.011.03+0.02sell
BERNZOTT CAPITAL ADVISORS61,32549,171-12,1542.913.28+0.37sell
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,070,9151,058,525-12,3900.050.06+0.01sell
MOODY ALDRICH PARTNERS LLC80,66167,228-13,4332.112.07-0.04sell
Nitorum Capital, L.P.173,479155,360-18,1192.622.84+0.23sell
PEREGRINE CAPITAL MANAGEMENT LLC88,71868,056-20,6620.370.35-0.02sell
Ceredex Value Advisors LLC80,80054,750-26,0500.200.16-0.03sell
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