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 22, 2025
Q3 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
797New |
$220K - $289K
|
797
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
4.56K+ 4.37% |
$1.26M - $1.65M
|
109K
$32.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-166- 19.6% |
$45.9K - $60.2K
|
681
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100+ 2000.0% |
$27.7K - $36.3K
|
105
$31.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
807New |
$223K - $293K
|
807
$239K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 3.26% |
$1.94K - $2.54K
|
222
$65.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
374+ 304.07% |
$103K - $136K
|
497
$147K
|
|
|
Oct 21, 2025
Q3 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-115- 1.75% |
$31.8K - $41.7K
|
6.45K
$1.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
44+ 1.21% |
$12.2K - $16K
|
3.68K
$1.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
4.2KNew |
$1.16M - $1.52M
|
4.2K
$1.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
142+ 12.48% |
$39.3K - $51.5K
|
1.28K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
603New |
$167K - $219K
|
603
$179K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
56.1KNew |
$15.5M - $20.3M
|
56.1K
$16.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
644+ 20.89% |
$178K - $234K
|
3.73K
$1.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
SELL
|
- |
-162- 2.94% |
$44.8K - $58.8K
|
5.35K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-3- 0.3% |
$830 - $1.09K
|
989
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34New |
$9.4K - $12.3K
|
34
$10.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-120- 2.08% |
$33.2K - $43.5K
|
5.66K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
136+ 10.28% |
$37.6K - $49.3K
|
1.46K
$433K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.06KNew |
$847K - $1.11M
|
3.06K
$908K
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-168K- 82.42% |
$46.3M - $60.8M
|
35.7K
$10.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 6.9% |
$553 - $726
|
31
$9.19K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.04KNew |
$563K - $739K
|
2.04K
$604K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-8- 0.69% |
$2.21K - $2.9K
|
1.15K
$340K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.89K+ 65.67% |
$799K - $1.05M
|
7.29K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.99K+ 63.15% |
$549K - $721K
|
5.13K
$1.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
15.5K+ 85.87% |
$4.28M - $5.61M
|
33.5K
$9.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.26K+ 53.38% |
$349K - $458K
|
3.63K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
801New |
$221K - $291K
|
801
$237K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 78.85% |
$49.5K - $64.9K
|
406
$120K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-125- 0.99% |
$34.6K - $45.3K
|
12.5K
$3.71M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
593New |
$164K - $215K
|
593
$176K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
BUY
|
- |
6.94KNew |
$1.92M - $2.52M
|
6.94K
$2.06M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13New |
$3.59K - $4.72K
|
13
$3.85K
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
3.04K+ 319.87% |
$841K - $1.1M
|
3.99K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2New |
$553 - $726
|
2
$593
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$553 - $726
|
4
$1.19K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-5.72K- 16.51% |
$1.58M - $2.08M
|
28.9K
$8.58M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$6.08K - $7.98K
|
22
$6.52K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.05KNew |
$290K - $381K
|
1.05K
$311K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.19% |
$277 - $363
|
85
$25.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.35KNew |
$926K - $1.22M
|
3.35K
$993K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
693New |
$192K - $251K
|
693
$205K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
610New |
$169K - $221K
|
610
$181K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
636New |
$176K - $231K
|
636
$189K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.11KNew |
$306K - $402K
|
1.11K
$329K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
503+ 1.29% |
$139K - $182K
|
39.5K
$11.7M
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$553 - $726
|
2
$593
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.4K+ 45.99% |
$2.69M - $4.46M
|
52.2K
$15.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-624- 38.9% |
$102K - $169K
|
980
$291K
|
|