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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$1.49K - $1.84K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-22.6KClosed |
$2.11M - $2.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-41Closed |
$3.83K - $4.72K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-3.24KClosed |
$303K - $374K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.28KClosed |
$213K - $263K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-35.1KClosed |
$3.28M - $4.04M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.87KClosed |
$175K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.05KClosed |
$378K - $466K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
40KNew |
$3.73M - $4.61M
|
40K
$9.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.85KClosed |
$173K - $213K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
2.15K+ 20.62% |
$201K - $248K
|
12.6K
$2.94M
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 6.67% |
$654 - $806
|
112
$26.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.22KClosed |
$394K - $486K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
PUT |
24.4K+ 12200.0% |
$2.28M - $2.81M
|
24.6K
$5.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.1K+ 28.65% |
$476K - $587K
|
22.9K
$5.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.81KNew |
$449K - $554K
|
4.81K
$1.12M
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.29KNew |
$307K - $379K
|
3.29K
$768K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.65% |
$280 - $345
|
456
$106K
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
48.1KNew |
$4.49M - $5.54M
|
48.1K
$11.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.07KClosed |
$194K - $239K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.6KClosed |
$1.27M - $1.56M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$93.4 - $115
|
2.47K
$577K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-74- 14.29% |
$6.91K - $8.52K
|
444
$104K
|
|
|
Aug 05, 2022
Q2 2022
|
Times Square Capital Management, LLC
|
SELL
|
- |
-132K- 39.54% |
$12.3M - $15.2M
|
202K
$47.1M
|
|
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-11K- 96.15% |
$1.03M - $1.27M
|
440
$103K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-5.36KClosed |
$500K - $617K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
147New |
$13.7K - $16.9K
|
147
$34.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 60.26% |
$4.39K - $5.41K
|
31
$7.23K
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-525- 2.98% |
$49K - $60.4K
|
17.1K
$3.99M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-148KClosed |
$13.8M - $17.1M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-1.83KClosed |
$171K - $211K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-10.8KClosed |
$1.01M - $1.25M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-75Closed |
$7K - $8.64K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10KClosed |
$934K - $1.15M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
BUY
|
- |
6.9KNew |
$644K - $794K
|
6.9K
$1.61M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-81Closed |
$7.56K - $9.33K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12Closed |
$1.12K - $1.38K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-125- 41.67% |
$11.7K - $14.4K
|
175
$40.8K
|
|
| Q1 2022 | |||||||
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2KNew |
$216K - $279K
|
2K
$467K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.98KClosed |
$214K - $277K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-1.65KClosed |
$179K - $231K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$2.56M - $3.3M
|
23.6K
$5.52M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.86KClosed |
$526K - $679K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-38Closed |
$4.11K - $5.31K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6KClosed |
$173K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-3KClosed |
$325K - $419K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-221KClosed |
$23.9M - $30.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.3KClosed |
$1.22M - $1.58M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-144KClosed |
$15.6M - $20.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-22.5KClosed |
$2.43M - $3.14M
|
0
$0
|
|