Latest Institutional Transactions on Evercore Inc. (EVR)
This table provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-553- 19.0% |
$161K - $185K
|
2.36K
$699K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-15- 1.47% |
$4.37K - $5.01K
|
1K
$298K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29- 3.23% |
$8.46K - $9.69K
|
868
$257K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-51- 6.73% |
$14.9K - $17K
|
707
$210K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7+ 0.99% |
$2.04K - $2.34K
|
716
$212K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
SELL
|
- |
-85- 10.3% |
$24.8K - $28.4K
|
740
$219K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 2.58% |
$7K - $8.02K
|
907
$269K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-247- 0.25% |
$72K - $82.5K
|
99.6K
$29.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-669- 17.39% |
$195K - $223K
|
3.18K
$942K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-377- 33.51% |
$110K - $126K
|
748
$222K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-16- 1.28% |
$4.67K - $5.34K
|
1.23K
$366K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-696- 20.39% |
$203K - $232K
|
2.72K
$806K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 6.45% |
$1.17K - $1.34K
|
58
$17.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
104+ 1.58% |
$30.3K - $34.7K
|
6.69K
$1.98M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
927New |
$270K - $310K
|
927
$275K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2New |
$583 - $668
|
2
$593
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25- 86.21% |
$7.29K - $8.35K
|
4
$1.19K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-17- 1.72% |
$4.96K - $5.68K
|
971
$288K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.72K+ 2.24% |
$503K - $575K
|
78.8K
$23.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
54+ 3.27% |
$15.7K - $18K
|
1.71K
$506K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 2.04% |
$292 - $334
|
48
$14.2K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-85- 12.04% |
$24.8K - $28.4K
|
621
$184K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 27.59% |
$2.33K - $2.67K
|
37
$11K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
318+ 23.84% |
$92.7K - $106K
|
1.65K
$490K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-77- 5.87% |
$22.5K - $25.7K
|
1.24K
$366K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.18% |
$2.04K - $2.34K
|
3.81K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
50+ 0.09% |
$14.6K - $16.7K
|
55.9K
$16.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
505+ 24.29% |
$147K - $169K
|
2.58K
$766K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
66+ 0.22% |
$19.2K - $22K
|
30.7K
$9.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 9.09% |
$292 - $334
|
12
$3.56K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 3.98% |
$10.2K - $11.7K
|
915
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-73- 5.47% |
$21.3K - $24.4K
|
1.26K
$374K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32+ 0.21% |
$9.33K - $10.7K
|
15K
$4.44M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
69+ 12.45% |
$20.1K - $23K
|
623
$185K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 1.19% |
$875 - $1K
|
250
$74.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-163- 5.02% |
$47.5K - $54.4K
|
3.08K
$914K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 116.67% |
$2.04K - $2.34K
|
13
$3.85K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.81K- 49.54% |
$819K - $938K
|
2.86K
$848K
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
49.1K+ 89.6% |
$14.3M - $16.4M
|
104K
$30.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-68- 6.69% |
$19.8K - $22.7K
|
949
$281K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 1.79% |
$8.75K - $10K
|
1.65K
$488K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.82% |
$583 - $668
|
241
$71.5K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-60- 9.84% |
$17.5K - $20K
|
550
$163K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-78- 8.6% |
$22.7K - $26.1K
|
829
$246K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193+ 18.4% |
$56.3K - $64.5K
|
1.24K
$368K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
133+ 4.02% |
$36.8K - $48.3K
|
3.44K
$1.02M
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
BUY
|
- |
700+ 9.59% |
$194K - $254K
|
8K
$2.37M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-371- 45.02% |
$103K - $135K
|
453
$134K
|
|