Evercore Inc. EVR
We take great care to ensure that the data presented and summarized in this overview for Evercore Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EVR
View all-
Vanguard Group Inc Valley Forge, PA3.9MShares$1.16 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.04 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA2.02MShares$600 Million0.13% of portfolio
-
Invesco Ltd. Atlanta, GA1.35MShares$401 Million0.08% of portfolio
-
Boston Partners Boston, MA1.25MShares$370 Million0.46% of portfolio
-
Td Asset Management Inc1.18MShares$351 Million0.35% of portfolio
-
State Street Corp Boston, MA1.18MShares$349 Million0.01% of portfolio
-
Aqr Capital Management LLC Greenwich, CT968KShares$287 Million0.22% of portfolio
-
Geode Capital Management, LLC Boston, MA940KShares$279 Million0.02% of portfolio
-
Morgan Stanley New York, NY620KShares$184 Million0.01% of portfolio
Latest Institutional Activity in EVR
Top Purchases
Top Sells
About EVR
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Insider Transactions at EVR
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Dec 09
2025
|
Pamela G Carlton |
SELL
Open market or private sale
|
Direct |
192
-5.23%
|
$65,856
$343.11 P/Share
|
|
Sep 05
2025
|
Gail Block Harris |
SELL
Bona fide gift
|
Direct |
33
-0.08%
|
-
|
|
Aug 05
2025
|
Timothy Gilbert La Londe Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
8,407
-18.33%
|
$2,480,065
$295.44 P/Share
|
|
Aug 01
2025
|
Jason Klurfeld General Counsel |
SELL
Open market or private sale
|
Direct |
5,500
-8.44%
|
$1,567,500
$285.85 P/Share
|
|
Jun 11
2025
|
Gail Block Harris |
BUY
Grant, award, or other acquisition
|
Direct |
527
+1.31%
|
-
|
|
Jun 11
2025
|
Wilard J Overlock Jr |
BUY
Grant, award, or other acquisition
|
Direct |
1,054
+6.75%
|
-
|
|
Jun 11
2025
|
William J Wheeler |
BUY
Grant, award, or other acquisition
|
Direct |
527
+4.12%
|
-
|
|
Jun 11
2025
|
Sarah K Williamson |
BUY
Grant, award, or other acquisition
|
Direct |
1,054
+8.5%
|
-
|
|
Jun 11
2025
|
Robert B Millard |
BUY
Grant, award, or other acquisition
|
Direct |
1,181
+2.19%
|
-
|
|
Jun 11
2025
|
Ellen V Futter |
BUY
Grant, award, or other acquisition
|
Direct |
527
+7.05%
|
-
|
|
Jun 11
2025
|
Pamela G Carlton |
BUY
Grant, award, or other acquisition
|
Direct |
527
+12.55%
|
-
|
|
Jun 11
2025
|
Sir Simon Robertson |
BUY
Grant, award, or other acquisition
|
Direct |
527
+5.34%
|
-
|
|
Mar 10
2025
|
Jason Klurfeld General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
30,000
+31.52%
|
-
|
|
Feb 20
2025
|
Jason Klurfeld General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
8,318
+19.12%
|
-
|
|
Feb 20
2025
|
Timothy Gilbert La Londe Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
12,292
+21.13%
|
-
|
|
Feb 20
2025
|
Paul Pensa Contr, Prin. Acct.Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,196
+22.13%
|
-
|
|
Feb 20
2025
|
John S Weinberg CEO/Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
22,643
+3.53%
|
-
|
|
Feb 20
2025
|
Roger C Altman Founder and Senior Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
15,711
+18.85%
|
-
|
|
Feb 13
2025
|
Jason Klurfeld General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
374
-1.37%
|
$99,484
$266.58 P/Share
|
|
Feb 12
2025
|
Roger C Altman Founder and Senior Chairman |
SELL
Bona fide gift
|
Direct |
16,300
-23.89%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 97.1K shares |
|---|
| Open market or private sale | 71.8K shares |
|---|---|
| Bona fide gift | 16.3K shares |
| Payment of exercise price or tax liability | 52.2K shares |