Latest Institutional Transactions on Evercore Inc. (EVR)

EVR Quotes by TradingView

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, 2022 Q1 2022
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-2.54K
Closed
$274K - $354K
0 $0
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-106
Closed
$11.5K - $14.8K
0 $0
May 12, 2022 Q1 2022
Blueshift Asset Management, LLC

Red Bank, NJ
SELL
 -
-2.73K
Closed
$296K - $382K
0 $0
May 12, 2022 Q1 2022
Verity Asset Management, Inc.

Durham, NC
BUY
 -
11.2K
New
$1.22M - $1.57M
11.2K $2.62M
May 11, 2022 Q1 2022
Krane Funds Advisors LLC

New York, NY
SELL
 -
-2.67K
Closed
$289K - $373K
0 $0
May 10, 2022 Q1 2022
Union Investments & Development Ltd.

SELL
 -
-700
Closed
$75.7K - $97.8K
0 $0
May 10, 2022 Q1 2022
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-5.39K
Closed
$583K - $752K
0 $0
May 09, 2022 Q1 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-9.61K
Closed
$1.04M - $1.34M
0 $0
May 09, 2022 Q1 2022
Old National Bancorp

SELL
 -
-1.68K
Closed
$182K - $235K
0 $0
May 06, 2022 Q1 2022
Sageworth Trust CO

SELL
 -
-55
Closed
$5.95K - $7.68K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-50
Closed
$5.41K - $6.99K
0 $0
May 06, 2022 Q1 2022
Bivin & Associates, Inc.

Ponca City, OK
SELL
 -
-5
Closed
$541 - $699
0 $0
May 05, 2022 Q1 2022
Spectrum Management Group, LLC

SELL
 -
-50
Closed
$5.41K - $6.99K
0 $0
Apr 29, 2022 Q1 2022
Caldwell Investment Management Ltd.

SELL
 -
-9.85K
Closed
$1.07M - $1.38M
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-3
Closed
$325 - $419
0 $0
Apr 29, 2022 Q1 2022
Hanseatic Management Services Inc

SELL
 -
-156
Closed
$16.9K - $21.8K
0 $0
Apr 27, 2022 Q1 2022
Key F Inancial Inc

BUY
 -
77
+ 102.67%
$8.33K - $10.8K
152 $35.5K
Apr 27, 2022 Q1 2022
Sumitomo Mitsui Trust Holdings, Inc.

SELL
 -
-3.8K
Closed
$411K - $531K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-186
Closed
$20.1K - $26K
0 $0
Apr 21, 2022 Q1 2022
Sterling Manor Financial, LLC

SELL
 -
-2.78K
Closed
$301K - $388K
0 $0
Apr 20, 2022 Q1 2022
Advisor Resource Council

SELL
 -
-14.1K
Closed
$1.52M - $1.96M
0 $0
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-633
Closed
$68.5K - $88.4K
0 $0
Apr 12, 2022 Q1 2022
Cim, LLC

SELL
 -
-7.42K
Closed
$803K - $1.04M
0 $0
Apr 04, 2022 Q1 2022
Symmetry Partners, LLC

SELL
 -
-2.47K
Closed
$267K - $345K
0 $0
Q4 2021
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-8
Closed
$1.03K - $1.31K
0 $0
Sep 21, 2023 Q4 2021
Jefferies Group LLC

New York, NY
BUY
 -
492
+ 9.84%
$63.4K - $80.3K
5.49K $1.28M
Feb 14, 2022 Q4 2021
Quantitative Investment Management, LLC

Charlottesville, VA
SELL
 -
-2.11K
Closed
$271K - $343K
0 $0
Feb 14, 2022 Q4 2021
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-18
Closed
$2.32K - $2.94K
0 $0
Feb 14, 2022 Q4 2021
Susquehanna Fundamental Investments, LLC

Bala Cynwyd, PA
SELL
 -
-22.4K
Closed
$2.89M - $3.65M
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-40
Closed
$5.16K - $6.53K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-70
Closed
$9.03K - $11.4K
0 $0
Feb 11, 2022 Q4 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-3.87K
Closed
$500K - $632K
0 $0
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

BUY
 -
2.95K
New
$380K - $481K
2.95K $688K
Feb 09, 2022 Q4 2021
Washington Trust CO

SELL
 -
-11.9K
Closed
$1.53M - $1.94M
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-10
Closed
$1.29K - $1.63K
0 $0
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-49
Closed
$6.32K - $8K
0 $0
Feb 01, 2022 Q4 2021
Agf Investments LLC

Boston, MA
SELL
 -
-1.43K
Closed
$185K - $234K
0 $0
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-2.01K
Closed
$259K - $327K
0 $0
Jan 28, 2022 Q4 2021
Wbi Investments, Inc.

SELL
 -
-20.5K
Closed
$2.65M - $3.35M
0 $0
Jan 19, 2022 Q4 2021
Whittier Trust CO Of Nevada Inc

SELL
 -
-250
Closed
$32.2K - $40.8K
0 $0
Jan 18, 2022 Q4 2021
Pendal Group LTD

SELL
 -
-2.32K
Closed
$299K - $378K
0 $0
Jan 14, 2022 Q4 2021
Piscataqua Savings Bank

SELL
 -
-20
- 10.0%
$2.58K - $3.26K
180 $42K
Q3 2021
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
BUY
 -
2.69K
New
$337K - $386K
2.69K $627K
Dec 01, 2022 Q3 2021
Mufg Americas Holdings Corp

BUY
 -
162
New
$20.3K - $23.3K
162 $37.8K
Nov 17, 2021 Q3 2021
Deprince Race & Zollo Inc

Winter Park, FL
SELL
 -
-112K
Closed
$14.1M - $16.1M
0 $0
Nov 16, 2021 Q3 2021
Gillson Capital LP

Chicago, IL
SELL
 -
-48.8K
Closed
$6.12M - $7.01M
0 $0
Nov 16, 2021 Q3 2021
Quantitative Systematic Strategies LLC

SELL
 -
-4.55K
Closed
$571K - $654K
0 $0
Nov 15, 2021 Q3 2021
Maltese Capital Management LLC

New York, NY
SELL
 -
-5K
Closed
$627K - $718K
0 $0
Nov 15, 2021 Q3 2021
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
18.2K
New
$2.28M - $2.61M
18.2K $4.24M

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