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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
199+ 5.57% |
$37.9K - $58K
|
3.77K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3New |
$571 - $874
|
3
$889
|
|
|
May 09, 2025
Q1 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
766+ 104.93% |
$146K - $223K
|
1.5K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.49K+ 24.82% |
$854K - $1.31M
|
22.6K
$6.69M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 2.85% |
$7.23K - $11.1K
|
1.29K
$384K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
361+ 33.61% |
$68.7K - $105K
|
1.44K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
101+ 7.05% |
$19.2K - $29.4K
|
1.53K
$455K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.91KNew |
$1.12M - $1.72M
|
5.91K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
13.2KNew |
$2.51M - $3.84M
|
13.2K
$3.91M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.01KNew |
$382K - $584K
|
2.01K
$594K
|
|
|
May 08, 2025
Q1 2025
|
Gruss & Co., LLC
|
BUY
|
- |
1.5KNew |
$285K - $437K
|
1.5K
$445K
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.87K- 38.88% |
$1.69M - $2.58M
|
13.9K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.78KNew |
$528K - $809K
|
2.78K
$823K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-770- 89.95% |
$147K - $224K
|
86
$25.5K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.48KNew |
$852K - $1.3M
|
4.48K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-95- 55.88% |
$18.1K - $27.7K
|
75
$22.2K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.01K+ 39.78% |
$193K - $295K
|
3.56K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.34K- 33.2% |
$1.02M - $1.55M
|
10.7K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.48K+ 34.92% |
$471K - $721K
|
9.56K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-816- 2.74% |
$155K - $238K
|
29K
$8.59M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
295+ 29.27% |
$56.1K - $85.9K
|
1.3K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 6.52% |
$1.71K - $2.62K
|
129
$38.2K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72+ 0.72% |
$13.7K - $21K
|
10.1K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$571 - $874
|
3
$889
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-659- 99.85% |
$125K - $192K
|
1
$296
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 2.76% |
$38.1K - $58.3K
|
7.05K
$2.09M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-770- 1.06% |
$147K - $224K
|
72K
$21.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
358+ 139.3% |
$68.1K - $104K
|
615
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
11.9K+ 149.91% |
$2.26M - $3.46M
|
19.8K
$5.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$10.8K - $16.6K
|
57
$16.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$2.37K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$190 - $291
|
3
$889
|
|
|
Apr 22, 2025
Q1 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.45K- 80.71% |
$656K - $1M
|
824
$244K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-853- 39.69% |
$162K - $248K
|
1.3K
$384K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 12.73% |
$1.33K - $2.04K
|
62
$18.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$190 - $291
|
1
$296
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$951 - $1.46K
|
9.27K
$2.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.51% |
$761 - $1.17K
|
51
$15.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
325+ 6.03% |
$61.8K - $94.7K
|
5.72K
$1.7M
|
|
| Q4 2024 | |||||||
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
42New |
$10.4K - $13.3K
|
42
$12.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
600New |
$149K - $189K
|
600
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 11.96% |
$7.63M - $9.73M
|
227K
$67.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
- |
86KNew |
$21.3M - $27.1M
|
86K
$25.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.52KNew |
$377K - $481K
|
1.52K
$452K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
846New |
$210K - $267K
|
846
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.04KNew |
$753K - $959K
|
3.04K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18.6KNew |
$4.6M - $5.86M
|
18.6K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.58K- 64.5% |
$392K - $499K
|
870
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7.96KNew |
$1.97M - $2.51M
|
7.96K
$2.36M
|
|