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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
70+ 0.5% |
$19.4K - $25.4K
|
14K
$4.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11New |
$3.04K - $3.99K
|
11
$3.26K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
646New |
$179K - $234K
|
646
$192K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 6.49% |
$302K - $396K
|
17.9K
$5.31M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-309- 0.93% |
$85.4K - $112K
|
32.8K
$9.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
196New |
$54.2K - $71.1K
|
196
$58.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
951New |
$263K - $345K
|
951
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
931New |
$257K - $338K
|
931
$276K
|
|
|
Oct 29, 2025
Q3 2025
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
9.43KNew |
$2.61M - $3.42M
|
9.43K
$2.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.26% |
$553 - $726
|
760
$225K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
322+ 28.6% |
$89K - $117K
|
1.45K
$429K
|
|
|
Oct 28, 2025
Q3 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-5.9K- 19.1% |
$1.63M - $2.14M
|
25K
$7.41M
|
|
|
Oct 28, 2025
Q3 2025
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
25.5K+ 119.64% |
$7.06M - $9.26M
|
46.9K
$13.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
258+ 25.34% |
$71.3K - $93.6K
|
1.28K
$378K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.47% |
$6.08K - $7.98K
|
4.73K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-53.2K- 17.81% |
$14.7M - $19.3M
|
245K
$72.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.14KNew |
$316K - $415K
|
1.14K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15KNew |
$4.16M - $5.46M
|
15K
$4.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
163+ 9.73% |
$45.1K - $59.1K
|
1.84K
$545K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-240- 10.14% |
$66.4K - $87.1K
|
2.13K
$631K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
670New |
$185K - $243K
|
670
$199K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-75- 2.72% |
$20.7K - $27.2K
|
2.69K
$796K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
136New |
$37.6K - $49.3K
|
136
$40.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.87K- 19.87% |
$517K - $678K
|
7.54K
$2.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-203- 26.03% |
$56.1K - $73.6K
|
577
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
263+ 18.29% |
$72.7K - $95.4K
|
1.7K
$504K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-10- 0.89% |
$2.77K - $3.63K
|
1.11K
$329K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 13.73% |
$1.94K - $2.54K
|
58
$17.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.11% |
$277 - $363
|
927
$275K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
153+ 3.75% |
$42.3K - $55.5K
|
4.23K
$1.25M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.28K- 2.68% |
$353K - $463K
|
46.3K
$13.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
744New |
$206K - $270K
|
744
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
25New |
$6.91K - $9.07K
|
25
$7.41K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.1KNew |
$581K - $762K
|
2.1K
$623K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-94- 35.47% |
$26K - $34.1K
|
171
$50.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
139+ 5.05% |
$38.4K - $50.4K
|
2.89K
$857K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
700+ 9.46% |
$194K - $254K
|
8.1K
$2.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
722+ 53.05% |
$200K - $262K
|
2.08K
$618K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
787New |
$218K - $286K
|
787
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
641New |
$177K - $233K
|
641
$190K
|
|
|
Oct 23, 2025
Q3 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-10.2K- 21.65% |
$2.83M - $3.72M
|
37.1K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
45+ 0.44% |
$12.4K - $16.3K
|
10.2K
$3.03M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
121+ 2.99% |
$33.5K - $43.9K
|
4.17K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
354+ 4.8% |
$97.9K - $128K
|
7.73K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53- 1.55% |
$14.7K - $19.2K
|
3.37K
$999K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-162- 5.45% |
$44.8K - $58.8K
|
2.81K
$833K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-30- 1.74% |
$8.3K - $10.9K
|
1.7K
$503K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2New |
$553 - $726
|
2
$593
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 5.94% |
$166K - $218K
|
10.7K
$3.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.78K+ 21.25% |
$2.43M - $3.18M
|
50.1K
$14.8M
|
|