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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-40Closed |
$2.95K - $3.75K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-1.34KClosed |
$87K - $132K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-8.11KClosed |
$526K - $801K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.3KClosed |
$474K - $721K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-8.3K- 53.9% |
$539K - $820K
|
7.1K
$1.72M
|
|
|
Feb 14, 2019
Q4 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-373Closed |
$24.2K - $36.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-35.9KClosed |
$2.33M - $3.55M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mv Capital Management, Inc.
|
SELL
|
- |
-47Closed |
$3.05K - $4.64K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.3KClosed |
$735K - $1.12M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-82.1KClosed |
$5.33M - $8.11M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-100Closed |
$6.49K - $9.88K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-202Closed |
$13.1K - $20K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-168Closed |
$10.9K - $16.6K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35Closed |
$2.27K - $3.46K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
- |
-1Closed |
$64.9 - $98.8
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-4.4KClosed |
$286K - $435K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-18.5KClosed |
$1.2M - $1.83M
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Nvwm, LLC
|
SELL
|
- |
-4.02KClosed |
$261K - $397K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.93KClosed |
$645K - $981K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.08KClosed |
$135K - $206K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
13.8KNew |
$1.39M - $1.59M
|
13.8K
$3.33M
|
|
|
Nov 16, 2018
Q3 2018
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-7.78KClosed |
$782K - $894K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
16.7KNew |
$1.68M - $1.92M
|
16.7K
$4.04M
|
|
|
Nov 14, 2018
Q3 2018
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-6.01KClosed |
$604K - $691K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Scholtz & Company, LLC
Stamford, CT |
SELL
|
- |
-35.1KClosed |
$3.53M - $4.03M
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170New |
$17.1K - $19.5K
|
170
$41.1K
|
|
|
Nov 13, 2018
Q3 2018
|
Spring Creek Capital LLC
Wichita, KS |
SELL
|
- |
-6.33KClosed |
$636K - $727K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-19Closed |
$1.91K - $2.18K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.47KClosed |
$248K - $284K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-359Closed |
$36.1K - $41.3K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Ing Groep Nv
|
SELL
|
- |
-4.39KClosed |
$441K - $504K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-71Closed |
$7.14K - $8.16K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-896Closed |
$90.1K - $103K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
- |
-23KClosed |
$1.99M - $2.58M
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Highbridge Capital Management LLC
New York, NY |
SELL
|
PUT |
-3.2KClosed |
$278K - $359K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
800+ 94.12% |
$69.4K - $89.6K
|
1.65K
$399K
|
|
|
Aug 14, 2018
Q2 2018
|
Highline Capital Management, L.P.
New York, NY |
SELL
|
- |
-377KClosed |
$32.7M - $42.2M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26Closed |
$2.26K - $2.91K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-14.7KClosed |
$1.27M - $1.64M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270Closed |
$23.4K - $30.3K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-301Closed |
$26.1K - $33.7K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-122KClosed |
$10.6M - $13.7M
|
0
$0
|
|
|
Aug 08, 2018
Q2 2018
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.74M - $2.24M
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.3KClosed |
$113K - $146K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.52KClosed |
$392K - $506K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-7KClosed |
$608K - $784K
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-22KClosed |
$1.91M - $2.46M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-35Closed |
$2.92K - $3.56K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-18Closed |
$1.5K - $1.83K
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|