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, 2020
Q4 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-14.1KClosed |
$1.03M - $1.13M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.59KClosed |
$263K - $288K
|
0
$0
|
|
Feb 11, 2020
Q4 2019
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.38KClosed |
$248K - $271K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Human Investing LLC
|
SELL
|
- |
-768Closed |
$56.3K - $61.5K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-6.07KClosed |
$445K - $486K
|
0
$0
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-130Closed |
$9.53K - $10.4K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37KClosed |
$247K - $270K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-39.2KClosed |
$2.87M - $3.14M
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-12.6KClosed |
$924K - $1.01M
|
0
$0
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-5.34KClosed |
$392K - $428K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-68.5KClosed |
$5.02M - $5.48M
|
0
$0
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-4.41KClosed |
$324K - $353K
|
0
$0
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-31Closed |
$2.27K - $2.48K
|
0
$0
|
|
Jan 07, 2020
Q4 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-12.4KClosed |
$906K - $990K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-80Closed |
$6.07K - $7.27K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.25KClosed |
$702K - $841K
|
0
$0
|
|
Nov 14, 2019
Q3 2019
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-57.1KClosed |
$4.34M - $5.19M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
5.9KNew |
$448K - $536K
|
5.9K
$1.38M
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.35KClosed |
$482K - $577K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200Closed |
$15.2K - $18.2K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.5K- 7.35% |
$190K - $227K
|
31.5K
$7.35M
|
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
SELL
|
PUT |
-6.4KClosed |
$486K - $582K
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-39Closed |
$2.96K - $3.55K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-39Closed |
$2.96K - $3.55K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
15.3KNew |
$1.18M - $1.5M
|
15.3K
$3.58M
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$1.02M - $1.3M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-909Closed |
$70.2K - $89.1K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-152Closed |
$11.7K - $14.9K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-12Closed |
$927 - $1.18K
|
0
$0
|
|
Aug 06, 2019
Q2 2019
|
Jennison Associates LLC
|
SELL
|
- |
-378- 2.63% |
$29.2K - $37.1K
|
14K
$3.27M
|
|
Aug 05, 2019
Q2 2019
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-66.5KClosed |
$5.14M - $6.52M
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60Closed |
$4.63K - $5.88K
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.8KClosed |
$371K - $470K
|
0
$0
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.01KClosed |
$77.8K - $98.8K
|
0
$0
|
|
Jul 22, 2019
Q2 2019
|
Clean Yield Group
|
SELL
|
- |
-35Closed |
$2.7K - $3.43K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-60Closed |
$4.63K - $5.88K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51Closed |
$3.94K - $5K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-114Closed |
$8.4K - $10.7K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-83Closed |
$6.11K - $7.78K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-599Closed |
$44.1K - $56.1K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-846Closed |
$62.3K - $79.3K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.87KClosed |
$285K - $362K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.34KClosed |
$246K - $313K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-83Closed |
$6.11K - $7.78K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-38Closed |
$2.8K - $3.56K
|
0
$0
|
|
May 08, 2019
Q1 2019
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-125- 1.81% |
$9.21K - $11.7K
|
6.79K
$1.58M
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-100Closed |
$7.37K - $9.37K
|
0
$0
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.95KClosed |
$217K - $277K
|
0
$0
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-183Closed |
$13.5K - $17.1K
|
0
$0
|