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 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.55KNew |
$375K - $443K
|
3.55K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$2.11K - $2.5K
|
20
$5.93K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$406K - $479K
|
3.84K
$1.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-337- 10.22% |
$35.6K - $42.1K
|
2.96K
$878K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$529 - $625
|
5
$1.48K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-91- 9.73% |
$9.62K - $11.4K
|
844
$250K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$106 - $125
|
8
$2.37K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.92KNew |
$1.1M - $1.35M
|
9.92K
$2.94M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14Closed |
$1.55K - $1.91K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$221 - $272
|
0
$0
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-590- 23.85% |
$65.2K - $80.3K
|
1.88K
$559K
|
|
|
May 19, 2023
Q1 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-30K- 10.89% |
$3.32M - $4.09M
|
245K
$72.8M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
24.5KNew |
$2.71M - $3.34M
|
24.5K
$7.26M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 0.82% |
$1.77K - $2.18K
|
1.93K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 76.64% |
$268K - $330K
|
5.58K
$1.65M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 450.0% |
$2.98K - $3.68K
|
33
$9.78K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.72KNew |
$522K - $643K
|
4.72K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$1.34M - $1.65M
|
12.2K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
731New |
$80.8K - $99.5K
|
731
$217K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-95- 0.83% |
$10.5K - $12.9K
|
11.4K
$3.37M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.4K - $11.6K
|
85
$25.2K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$1.99K - $2.45K
|
18
$5.34K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-401- 8.52% |
$44.3K - $54.6K
|
4.3K
$1.28M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-41- 1.08% |
$4.53K - $5.58K
|
3.76K
$1.11M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
515KNew |
$57M - $70.2M
|
515K
$153M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.83KNew |
$424K - $522K
|
3.83K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$221 - $272
|
2
$593
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$456K - $562K
|
4.13K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 11.11% |
$332 - $409
|
30
$8.89K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
26KNew |
$2.87M - $3.54M
|
26K
$7.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 75.67% |
$28.2K - $34.7K
|
82
$24.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$11.1K - $13.6K
|
100
$29.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-144- 5.78% |
$15.9K - $19.6K
|
2.35K
$696K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-8- 0.42% |
$884 - $1.09K
|
1.88K
$557K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
26New |
$2.2K - $3.03K
|
26
$7.71K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
171New |
$14.5K - $19.9K
|
171
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 68.42% |
$1.1K - $1.51K
|
32
$9.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
272+ 136.68% |
$23K - $31.6K
|
471
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 7.41% |
$678 - $931
|
100
$29.6K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
80New |
$6.78K - $9.31K
|
80
$23.7K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
108New |
$9.15K - $12.6K
|
108
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.2K- 62.61% |
$610K - $838K
|
4.3K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
476New |
$40.3K - $55.4K
|
476
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$2.8K - $3.84K
|
33
$9.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.7KNew |
$313K - $430K
|
3.7K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-830- 53.86% |
$70.3K - $96.6K
|
711
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
67+ 100.0% |
$5.68K - $7.8K
|
134
$39.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-107K- 47.92% |
$9.1M - $12.5M
|
117K
$34.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
614New |
$52K - $71.4K
|
614
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
13New |
$1.1K - $1.51K
|
13
$3.85K
|
|