Stock TransactionsEVERCORE INC

Total Bought
194,416
62 transactions
Total Sold
1,112,210
92 transactions
Net
-917,794
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)
Type
BNP Paribas Asset Management Holding S.A.114,733186,172+71,4390.070.13+0.06buy
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/59,71872,780+13,0620.090.12+0.03buy
BAHL & GAYNOR INC435,921448,718+12,7970.570.66+0.09buy
DRIEHAUS CAPITAL MANAGEMENT LLC240,855252,732+11,8770.520.58+0.05buy
JACOBS LEVY EQUITY MANAGEMENT, INC261,475271,487+10,0120.260.27+0.01buy
Bridgewater Associates, LP24,76333,255+8,4920.040.04+0.01buy
Ceredex Value Advisors LLC29,62536,250+6,6250.150.20+0.06buy
Lisanti Capital Growth, LLC8,76515,220+6,4550.561.01+0.45buy
CRAMER ROSENTHAL MCGLYNN LLC69,44575,716+6,2710.981.19+0.21buy
Quadrature Capital Ltd2,7408,963+6,2230.020.05+0.03buy
Rheos Capital Works Inc.37,00043,000+6,0000.490.66+0.17buy
ALPS ADVISORS INC27,78332,717+4,9340.050.06+0.01buy
EFG Asset Management (North America) Corp.11,06415,489+4,4250.470.59+0.12buy
Nicholas Investment Partners, LP79,23282,704+3,4721.842.02+0.17buy
PineBridge Investments, L.P.29,61432,449+2,8350.060.07+0.01buy
Consolidated Planning Corp5,7378,434+2,6970.220.32+0.10buy
LECAP ASSET MANAGEMENT LTD5,3807,920+2,5400.290.60+0.30buy
INCEPTIONR LLC1,3423,380+2,0380.080.21+0.13buy
TREMBLANT CAPITAL GROUP11,51713,245+1,7280.320.38+0.06buy
PRIVATE CLIENT SERVICES, LLC3,9515,241+1,2900.540.78+0.24buy
Vestmark Advisory Solutions, Inc.1,8032,895+1,0920.020.03+0.01buy
Legato Capital Management LLC15,70916,657+9480.490.60+0.11buy
Advisors Capital Management, LLC16,26517,153+8880.070.07+0.01buy
BRIDGES INVESTMENT MANAGEMENT INC4,3995,203+8040.020.02+0.00buy
Versor Investments LP1,0001,737+7370.040.08+0.04buy
Dorsey Wright & Associates43,22343,822+5992.592.90+0.31buy
Trust Point Inc.9001,255+3550.020.02+0.01buy
BNP PARIBAS4,0664,415+3490.040.01-0.04buy
AVIVA PLC1,7692,030+2610.000.00+0.00buy
Morse Asset Management, Inc36,80037,054+2542.012.35+0.33buy
Catalyst Capital Advisors LLC12,60012,850+2500.070.08+0.00buy
Jackson Wealth Management, LLC39,59239,803+2111.201.25+0.05buy
Legacy Capital Group California, Inc.8641,074+2100.070.09+0.02buy
Caitlin John, LLC6,4926,696+2041.261.26+0.00buy
Oak Thistle LLC1,1781,366+1880.100.11+0.02buy
Verdence Capital Advisors LLC28,13228,315+1830.570.63+0.06buy
Freedom Day Solutions, LLC4,6084,791+1830.360.40+0.03buy
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,1567,331+1750.130.15+0.02buy
HUDSON EDGE INVESTMENT PARTNERS INC.3,0753,225+1500.140.16+0.02buy
AXQ CAPITAL, LP8811,019+1380.070.13+0.06buy
STRATEGY ASSET MANAGERS LLC1,2101,332+1220.060.07+0.01buy
Central Pacific Bank - Trust Division570690+1200.020.03+0.01buy
Bridge City Capital, LLC12,90813,022+1140.900.96+0.06buy
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC30,59030,695+1050.440.49+0.05buy
Cornerstone Investment Partners, LLC3,7153,819+1040.050.05+0.01buy
Dynamic Advisor Solutions LLC3,0483,142+940.020.04+0.01buy
Wealthspire Advisors, LLC889963+740.000.00+0.00buy
VestGen Investment Management5,3425,395+530.380.41+0.03buy
Summit Trail Advisors, LLC1,0041,053+490.010.01+0.00buy
INTRUST BANK NA2,5542,602+480.060.07+0.01buy
Fielder Capital Group LLC1,0581,105+470.090.10+0.01buy
Hilltop Holdings Inc.885919+340.010.02+0.00buy
Compound Planning, Inc.879898+190.010.01-0.00buy
Global IMC LLC18,28118,292+110.930.91-0.02buy
Addison Advisors LLC817+90.000.00+0.00buy
NDVR, Inc.884893+90.230.24+0.01buy
Dynamic Technology Lab Private Ltd5,7865,791+50.160.26+0.10buy
PITCAIRN CO2,7972,800+30.040.05+0.00buy
QSV Equity Investors LLC7,9998,001+21.902.13+0.23buy
Wealthstream Advisors, Inc.944945+10.040.05+0.00buy
Crewe Advisors LLC12+10.000.00+0.00buy
Summit Place Financial Advisors, LLC4,9324,933+10.700.78+0.08buy
JAMES INVESTMENT RESEARCH, INC.6,7746,773-10.200.22+0.03sell
Darwin Wealth Management, LLC4342-10.000.00+0.00sell
Net Worth Advisory Group1,2911,289-20.100.11+0.01sell
Altshuler Shaham Ltd1614-20.000.00-0.00sell
Pinnacle Wealth Planning Services, Inc.1,0621,059-30.040.04+0.01sell
MOODY NATIONAL BANK TRUST DIVISION911908-30.020.03+0.00sell
First Bank & Trust1,5491,543-60.070.08+0.02sell
GREENLEAF TRUST1,7941,785-90.000.00+0.00sell
MOODY ALDRICH PARTNERS LLC2,5082,497-110.120.13+0.01sell
Laird Norton Wetherby Wealth Management, LLC812801-110.010.01+0.00sell
Harvest Fund Management Co., Ltd292281-110.000.00-0.00sell
Meiji Yasuda Asset Management Co Ltd.877864-130.010.01+0.00sell
RITHOLTZ WEALTH MANAGEMENT1,2131,200-130.010.01+0.00sell
Great Diamond Partners, LLC9,4589,444-140.610.68+0.07sell
Belpointe Asset Management LLC1,0681,052-160.020.02-0.00sell
CONTRAVISORY INVESTMENT MANAGEMENT, INC.10993-160.010.01-0.00sell
Linden Thomas Advisory Services, LLC1,1681,150-180.040.04-0.00sell
ATLAS CAPITAL ADVISORS INC.3112-190.000.00-0.00sell
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC2,3822,360-220.200.21+0.01sell
Trivant Custom Portfolio Group, LLC3,4593,433-260.510.56+0.05sell
WealthCollab, LLC164133-310.030.02-0.00sell
Portside Wealth Group, LLC972935-370.040.04+0.00sell
Annis Gardner Whiting Capital Advisors, LLC6222-400.000.00-0.00sell
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC7,9107,868-420.050.05+0.00sell
Cadence Bank6,0075,963-440.100.11+0.01sell
CAMPBELL NEWMAN ASSET MANAGEMENT INC9,6039,551-520.180.21+0.03sell
SHELTON CAPITAL MANAGEMENT1,4011,345-560.010.01+0.00sell
GW&K Investment Management, LLC56,56356,507-560.120.13+0.01sell
DIVERSIFY WEALTH MANAGEMENT, LLC2,1092,043-660.050.04-0.01sell
Cetera Trust Company, N.A1,8141,720-940.280.31+0.03sell
Valeo Financial Advisors, LLC1,020920-1000.010.01-0.00sell
SECURIAN ASSET MANAGEMENT, INC2,7522,652-1000.020.02+0.00sell
STATE OF MICHIGAN RETIREMENT SYSTEM8,5058,405-1000.010.01+0.00sell
INVESTMENT HOUSE LLC950850-1000.010.01-0.00sell
Metis Global Partners, LLC1,111985-1260.010.01-0.00sell
Pekin Hardy Strauss, Inc.1,4751,345-1300.050.05-0.00sell
BUCKHEAD CAPITAL MANAGEMENT LLC4,5474,407-1400.360.39+0.03sell
NewEdge Wealth, LLC1,9981,834-1640.010.01-0.00sell
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