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 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.14KClosed |
$228K - $304K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$959 - $1.28K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-70.5KClosed |
$7.52M - $10M
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-6Closed |
$639 - $854
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.65KClosed |
$282K - $377K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-624Closed |
$66.5K - $88.9K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-200Closed |
$21.3K - $28.5K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7Closed |
$463 - $781
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-15.3KClosed |
$1.01M - $1.71M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-45Closed |
$2.98K - $5.02K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-90Closed |
$5.95K - $10K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-400Closed |
$26.5K - $44.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-5Closed |
$269 - $332
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-27Closed |
$1.45K - $1.79K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-36Closed |
$1.93K - $2.39K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-6.25KClosed |
$336K - $415K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-17Closed |
$913 - $1.13K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-6Closed |
$322 - $398
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10Closed |
$537 - $664
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Stone Ridge Asset Management LLC
|
SELL
|
- |
-12.1KClosed |
$652K - $805K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-29Closed |
$1.56K - $1.92K
|
0
$0
|
|
|
Oct 01, 2020
Q3 2020
|
M&R Capital Management Inc
|
BUY
|
- |
170New |
$9.13K - $11.3K
|
170
$39.7K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-374Closed |
$17.1K - $25.2K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-41.7KClosed |
$1.9M - $2.81M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-32Closed |
$1.46K - $2.16K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-68.2KClosed |
$3.11M - $4.59M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-17.2KClosed |
$785K - $1.16M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20.7KClosed |
$942K - $1.39M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-22.5KClosed |
$1.03M - $1.52M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-43KClosed |
$1.96M - $2.89M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-29Closed |
$1.32K - $1.95K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.3KClosed |
$59.3K - $87.6K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-7.4KClosed |
$338K - $498K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 23, 2023
Q1 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.7KClosed |
$382K - $879K
|
0
$0
|
|
|
Nov 30, 2020
Q1 2020
|
Platform Technology Partners
|
SELL
|
- |
-2.67KClosed |
$95.6K - $220K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Barings LLC
|
SELL
|
- |
-3.7KClosed |
$132K - $304K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3Closed |
$107 - $247
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-9.77KClosed |
$349K - $804K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-699Closed |
$25K - $57.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Abrdn PLC
|
SELL
|
- |
-120KClosed |
$4.3M - $9.9M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-97.8KClosed |
$3.5M - $8.04M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-14.1KClosed |
$505K - $1.16M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.3KClosed |
$118K - $271K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-39.1KClosed |
$1.4M - $3.22M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2Closed |
$71.5 - $165
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-16.4KClosed |
$585K - $1.35M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-135Closed |
$4.83K - $11.1K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-25KClosed |
$892K - $2.05M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-12.1KClosed |
$890K - $973K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132New |
$9.68K - $10.6K
|
132
$30.8K
|
|