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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
51+ 637.5% |
$8.35K - $13.8K
|
59
$17.5K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-10.2K- 14.53% |
$1.67M - $2.78M
|
60.1K
$17.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21New |
$3.44K - $5.7K
|
21
$6.23K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 28.3% |
$2.46K - $4.07K
|
38
$11.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
70+ 41.67% |
$11.5K - $19K
|
238
$70.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-489K- 96.79% |
$80.1M - $133M
|
16.2K
$4.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-19- 0.27% |
$3.11K - $5.16K
|
7K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.58KNew |
$259K - $430K
|
1.58K
$469K
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.51K- 59.82% |
$412K - $682K
|
1.69K
$500K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$164K - $272K
|
1K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
850New |
$139K - $231K
|
850
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.66KNew |
$436K - $722K
|
2.66K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.68K+ 17.07% |
$603K - $1M
|
25.2K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
120New |
$19.7K - $32.6K
|
120
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
22.2K+ 1233.33% |
$3.64M - $6.03M
|
24K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
48+ 2.53% |
$7.86K - $13K
|
1.95K
$578K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
3.7KNew |
$606K - $1M
|
3.7K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11- 0.76% |
$1.8K - $2.99K
|
1.44K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-83- 1.38% |
$13.6K - $22.5K
|
5.94K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
125KNew |
$20.4M - $33.9M
|
125K
$37M
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.42K- 10.32% |
$396K - $656K
|
21K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
2KNew |
$328K - $543K
|
2K
$593K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
500+ 2.56% |
$81.9K - $136K
|
20K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-87.3K- 16.34% |
$14.3M - $23.7M
|
447K
$133M
|
|
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
170KNew |
$27.8M - $46.1M
|
170K
$50.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
CALL |
-21K- 22.11% |
$3.44M - $5.7M
|
74K
$21.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-168K- 98.56% |
$27.6M - $45.7M
|
2.46K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-384- 25.33% |
$62.9K - $104K
|
1.13K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
54.2KNew |
$8.88M - $14.7M
|
54.2K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.76K+ 34.43% |
$616K - $1.02M
|
14.7K
$4.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 250.0% |
$819 - $1.36K
|
7
$2.08K
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-37.2K- 94.49% |
$6.09M - $10.1M
|
2.17K
$643K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-41- 3.13% |
$6.71K - $11.1K
|
1.27K
$376K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-25- 0.72% |
$4.09K - $6.79K
|
3.47K
$1.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-353- 77.24% |
$57.8K - $95.8K
|
104
$30.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.87K- 82.67% |
$634K - $1.05M
|
811
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$164 - $272
|
1
$296
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
29.6KNew |
$4.85M - $8.05M
|
29.6K
$8.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
60New |
$9.83K - $16.3K
|
60
$17.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
30KNew |
$4.91M - $8.14M
|
30K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
38.8K+ 403.6% |
$6.35M - $10.5M
|
48.4K
$14.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
926+ 92600.0% |
$152K - $251K
|
927
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.05KNew |
$828K - $1.37M
|
5.05K
$1.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.8K- 97.3% |
$295K - $489K
|
50
$14.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
800New |
$131K - $217K
|
800
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13- 52.0% |
$2.13K - $3.53K
|
12
$3.56K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.42K- 71.09% |
$396K - $656K
|
983
$291K
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-500- 8.19% |
$81.9K - $136K
|
5.6K
$1.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.65K- 88.99% |
$270K - $448K
|
204
$60.5K
|
|