HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EVV Share Count | ||||
| Capital Investment Advisors LLC | 33,190 | 728,293 | +695,103 | +2094.31% |
| Allworth Financial LP | 2,250 | 2,929 | +679 | +30.18% |
| International Assets Investment Management LLC | 54,701 | 67,773 | +13,072 | +23.90% |
| Cambridge Investment Research Advisors Inc. | 88,655 | 104,212 | +15,557 | +17.55% |
| Riverbridge Partners LLC | 17,459 | 19,009 | +1,550 | +8.88% |
| Flagship Harbor Advisors LLC | 58,473 | 62,735 | +4,262 | +7.29% |
| Chicago Partners Investment Group LLC | 806,627 | 843,632 | +37,005 | +4.59% |
| Aviance Capital Partners LLC | 121,322 | 126,836 | +5,514 | +4.54% |
| West Branch Capital LLC | 2,031 | 2,082 | +51 | +2.51% |
| Quad Cities Investment Group LLC | 29,558 | 30,100 | +542 | +1.83% |
| Edmonds Duncan Registered Investment Advisors LLC | 232,051 | 235,647 | +3,596 | +1.55% |
| Global Retirement Partners LLC | 561 | 566 | +5 | +0.89% |
| Cyndeo Wealth Partners LLC | 772,424 | 779,067 | +6,643 | +0.86% |
| Kennedy Investment Group | 630,617 | 634,179 | +3,562 | +0.56% |
| Sandy Cove Advisors LLC | 15,750 | 15,825 | +75 | +0.48% |
| 13F Filers Reporting New Positions In EVV | ||||
| Wela Strategies Inc. | 0 | 61,742 | +61,742 | +100% |
| Summit Financial LLC | 0 | 17,186 | +17,186 | +100% |
| Cornerstone Wealth Group LLC | 0 | 12,460 | +12,460 | +100% |
| PFG Investments LLC | 0 | 20,607 | +20,607 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 17,300 | 17,300 | UNCH | 0.00% |
| Conning Inc. | 32,079 | 32,079 | UNCH | 0.00% |
| Selway Asset Management | 68,979 | 68,979 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Bogart Wealth LLC | 1,500 | 1,500 | UNCH | 0.00% |
| Allspring Global Investments Holdings LLC | 757,328 | 757,328 | UNCH | 0.00% |
| Stonegate Investment Group LLC | 18,552 | 18,552 | UNCH | 0.00% |
| Byrne Asset Management LLC | 4,750 | 4,750 | UNCH | 0.00% |
| 13F Filers Decreasing EVV Share Count | ||||
| CWM LLC | 4,339 | 138 | -4,201 | -96.82% |
| Congress Wealth Management LLC DE | 45,770 | 19,770 | -26,000 | -56.81% |
| Ellis Investment Partners LLC | 18,391 | 10,765 | -7,626 | -41.47% |
| Barrett & Company Inc. | 14,320 | 10,202 | -4,118 | -28.76% |
| Horizon Bancorp Inc. IN | 500 | 378 | -122 | -24.40% |
| Clear Creek Financial Management LLC | 110,103 | 102,170 | -7,933 | -7.21% |
| SeaCrest Wealth Management LLC | 25,628 | 23,818 | -1,810 | -7.06% |
| Future Financial Wealth Managment LLC | 30,237 | 28,480 | -1,757 | -5.81% |
| Raymond James & Associates | 405,662 | 390,364 | -15,298 | -3.77% |
| Melfa Wealth Management LLC | 96,301 | 95,646 | -655 | -0.68% |
| Raymond James Financial Services Advisors Inc. | 215,380 | 214,366 | -1,014 | -0.47% |
| 13F Filers Exiting EVV | ||||
| McGlone Suttner Wealth Management Inc. | 1,700 | 0 | -1,700 | -100.00% |
| KMG Fiduciary Partners LLC | 10,000 | 0 | -10,000 | -100.00% |
| Sound Income Strategies LLC | 960 | 0 | -960 | -100.00% |
| Sugarloaf Wealth Management LLC | 1,214 | 0 | -1,214 | -100.00% |
| Massmutual Trust Co. FSB ADV | 1,025 | 0 | -1,025 | -100.00% |
| M&R Capital Management Inc. | 2,000 | 0 | -2,000 | -100.00% |
| MJP Associates Inc. ADV | 11,806 | 0 | -11,806 | -100.00% |
See Summary: Institutional Holders of EVV
See Details: Top 10 Hedge Funds Holding EVV
Also See: EVV Insider Buying
