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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
67+ 100.0% |
$5.68K - $7.8K
|
134
$31.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-107K- 47.92% |
$9.1M - $12.5M
|
117K
$27.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
614New |
$52K - $71.4K
|
614
$143K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.23K- 21.59% |
$104K - $143K
|
4.45K
$1.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
13New |
$1.1K - $1.51K
|
13
$3.03K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-362- 4.03% |
$30.7K - $42.1K
|
8.63K
$2.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-175- 0.83% |
$14.8K - $20.4K
|
20.8K
$4.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-109- 31.32% |
$9.23K - $12.7K
|
239
$55.8K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.3K+ 15.08% |
$110K - $151K
|
9.92K
$2.31M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
151KNew |
$12.8M - $17.5M
|
151K
$35.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
375+ 3.25% |
$31.8K - $43.6K
|
11.9K
$2.78M
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.38KNew |
$201K - $276K
|
2.38K
$554K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6+ 0.19% |
$508 - $698
|
3.11K
$725K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65New |
$5.51K - $7.56K
|
65
$15.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14New |
$1.19K - $1.63K
|
14
$3.27K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$424 - $582
|
5
$1.17K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.1KNew |
$348K - $477K
|
4.1K
$957K
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-367K- 100.0% |
$31.1M - $42.7M
|
10
$2.33K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$4.91K - $6.75K
|
58
$13.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.11KNew |
$178K - $245K
|
2.11K
$491K
|
|
| Q3 2022 | |||||||
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.9KClosed |
$873K - $1.14M
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20- 3.03% |
$1.61K - $2.11K
|
640
$149K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.05KNew |
$84.5K - $111K
|
1.05K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-492- 0.57% |
$39.5K - $51.8K
|
85.2K
$19.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.2K+ 114.48% |
$816K - $1.07M
|
19.1K
$4.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.13KNew |
$412K - $540K
|
5.13K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-234- 1.69% |
$18.8K - $24.6K
|
13.6K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$4.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
5.8KNew |
$466K - $610K
|
5.8K
$1.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275New |
$22.1K - $28.9K
|
275
$64.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 133.33% |
$642 - $842
|
14
$3.27K
|
|
|
Nov 08, 2022
Q3 2022
|
Paralel Advisors LLC
|
BUY
|
- |
175K+ 140.0% |
$14M - $18.4M
|
300K
$70M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.68% |
$3.77K - $4.95K
|
2.76K
$643K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$4.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-62- 2.44% |
$4.98K - $6.53K
|
2.48K
$578K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-367- 34.43% |
$29.5K - $38.6K
|
699
$163K
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
150K+ 256.0% |
$12M - $15.8M
|
208K
$48.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
136New |
$10.9K - $14.3K
|
136
$31.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
467New |
$37.5K - $49.2K
|
467
$109K
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
2.5KNew |
$201K - $263K
|
2.5K
$583K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$80.3 - $105
|
1
$233
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 5.95% |
$1.28K - $1.68K
|
285
$66.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.77K - $2.32K
|
22
$5.13K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$1.31K - $1.61K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18Closed |
$1.68K - $2.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-3.98KClosed |
$371K - $458K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.45KClosed |
$228K - $282K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
20.3KNew |
$1.9M - $2.34M
|
20.3K
$4.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.9KNew |
$1.3M - $1.6M
|
13.9K
$3.24M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8KClosed |
$747K - $921K
|
0
$0
|
|