Institutional shares held 32.1 Million
70.2K calls
70.8K puts
Total value of holdings $8.87B
$19.4M calls
$19.5M puts
Market Cap $10.8B
39,144,200 Shares Out.
Institutional ownership 82.11%
# of Institutions 545


Latest Institutional Activity in EVR

Top Purchases

Q3 2024
Wellington Management Group LLP Shares Held: 1.37M ($376M)
Q3 2024
Lord, Abbett & Co. LLC Shares Held: 923K ($254M)
Q3 2024
Invesco Ltd. Shares Held: 1.29M ($354M)
Q3 2024
International Assets Investment Management, LLC Shares Held: 172K ($47.3M)
Q3 2024
Vanguard Group Inc Shares Held: 3.84M ($1.06B)

Top Sells

Q3 2024
Citadel Advisors LLC Shares Held: 927 ($255K)
Q3 2024
Millennium Management LLC Shares Held: 391K ($108M)
Q3 2024
Price T Rowe Associates Inc Shares Held: 23.3K ($6.41M)
Q3 2024
Primecap Management CO Shares Held: 351K ($96.5M)
Q3 2024
Dimensional Fund Advisors LP Shares Held: 592K ($163M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
124K Shares
From 15 Insiders
Grant, award, or other acquisition 87K shares
Conversion of derivative security 37K shares
Sell / Disposition
492K Shares
From 13 Insiders
Open market or private sale 218K shares
Payment of exercise price or tax liability 56K shares
Bona fide gift 218K shares

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