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Disclosery

EVTC EVERTEC INC

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COM (common), issuer CIK 1559865

244 managers (248 13F filers) reported a position in EVTC shares at 2024-12-31, 65,075,511 shares in all. 16 filers opened a position and 26 filers sold out during the quarter.

Managers
244
13F filers
248
New
16
Added
81
Reduced
92
Sold out
26
Shares held by filers
65,075,511

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Global Retirement Partners, LLC240$8.29K<0.01%+9713F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd222$7.67K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust208$7.18K<0.01%+5613F-HRTimeline
Solstein Capital, LLC158$5.46K<0.01%013F-HRTimeline
Transce3nd, LLC151$5.21K<0.01%13F-HRTimeline
Venturi Wealth Management, LLC119$4.11K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC129$4K<0.01%+9413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC114$3.94K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.108$3.73K<0.01%+2113F-HRTimelineGroup
Arax Advisory Partners95$3.28K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC87$3K<0.01%013F-HRTimeline
Park Square Financial Group, LLC86$2.97K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…85$2.94K<0.01%+5513F-HRTimelineGroup
LRI Investments, LLC82$2.84K<0.01%013F-HRTimeline
TD Capital Management LLC80$2.77K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC80$2.76K<0.01%+2013F-HRTimeline
Steward Partners Investment Advisory, L…69$2.38K<0.01%new13F-HRTimeline
High Note Wealth, LLC69$2.38K<0.01%new13F-HRTimeline
Sterling Capital Management LLC66$2.28K<0.01%013F-HRTimeline
LGT Financial Advisors LLC63$2.17K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB62$2.14K<0.01%+1813F-HRTimeline
FSC Wealth Advisors, LLC60$2.07K<0.01%013F-HRTimeline
Bogart Wealth, LLC57$1.97K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC56$1.92K<0.01%013F-HRTimeline
Continuum Advisory, LLC51$1.76K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…48$1.66K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC46$1.58K<0.01%013F-HRTimeline
Parallel Advisors, LLC44$1.52K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC38$1.31K<0.01%-513F-HRTimeline
SIGNATUREFD, LLC35$1.21K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC31$1.07K<0.01%013F-HRTimeline
Fairman Group, LLC25$863<0.01%-2613F-HRTimeline
JFS WEALTH ADVISORS, LLC21$726<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$587<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC9$311<0.01%new13F-HRTimeline
IFP Advisors, Inc0$242<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Abound Wealth Management6$208<0.01%013F-HRTimeline
SBI Securities Co., Ltd.5$173<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5$168<0.01%013F-HRTimelineGroup
SJS Investment Consulting Inc.4$139<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.3$104<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$69<0.01%13F-HRTimeline
Covestor Ltd4$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.