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 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
34+ 3.84% |
$8.42K - $10.7K
|
919
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
10K+ 3.83% |
$2.48M - $3.16M
|
271K
$65.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
5.5K+ 414.01% |
$1.36M - $1.74M
|
6.83K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.03KNew |
$502K - $640K
|
2.03K
$490K
|
|
|
Feb 14, 2025
Q4 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-13.8K- 93.41% |
$3.42M - $4.36M
|
974
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.8K+ 235.18% |
$5.4M - $6.88M
|
31K
$7.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
813New |
$201K - $257K
|
813
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-192- 1.57% |
$47.6K - $60.6K
|
12K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
159New |
$39.4K - $50.2K
|
159
$38.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-31- 18.9% |
$7.68K - $9.79K
|
133
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-5.76K- 12.83% |
$1.43M - $1.82M
|
39.1K
$9.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
261+ 14.75% |
$64.6K - $82.4K
|
2.03K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5+ 0.09% |
$1.24K - $1.58K
|
5.79K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7K+ 10.03% |
$1.73M - $2.21M
|
76.8K
$18.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 4.35% |
$32.9K - $42K
|
2.93K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.55KNew |
$878K - $1.12M
|
3.55K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
136+ 1.68% |
$33.7K - $42.9K
|
8.25K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
38+ 40.0% |
$9.41K - $12K
|
133
$32.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.23K+ 9.62% |
$552K - $704K
|
25.4K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.8K+ 1200.0% |
$4.16M - $5.3M
|
18.2K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.54K+ 26.89% |
$877K - $1.12M
|
16.7K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
7.04K+ 15.15% |
$1.74M - $2.22M
|
53.5K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-56- 4.0% |
$13.9K - $17.7K
|
1.35K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.93K+ 17.76% |
$1.22M - $1.56M
|
32.7K
$7.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
137K+ 10.68% |
$34M - $43.4M
|
1.42M
$344M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
131+ 0.79% |
$32.4K - $41.4K
|
16.7K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.21KNew |
$299K - $381K
|
1.21K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-116K- 19.58% |
$28.7M - $36.6M
|
476K
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.1K+ 26.22% |
$11.7M - $14.9M
|
227K
$54.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
922New |
$228K - $291K
|
922
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.09K+ 40.14% |
$1.01M - $1.29M
|
14.3K
$3.45M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-58.2K- 76.86% |
$14.4M - $18.4M
|
17.5K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 43.96% |
$9.91K - $12.6K
|
51
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.22K+ 227.12% |
$1.54M - $1.96M
|
8.96K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 1.5% |
$3.96K - $5.05K
|
1.05K
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
13.1K+ 54.18% |
$3.25M - $4.15M
|
37.4K
$9.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
53+ 0.99% |
$13.1K - $16.7K
|
5.4K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-188- 4.34% |
$46.6K - $59.3K
|
4.14K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 3.84% |
$23.5K - $30K
|
2.57K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
888+ 5.46% |
$220K - $280K
|
17.2K
$4.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-223- 3.05% |
$55.2K - $70.4K
|
7.09K
$1.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
39+ 8.25% |
$9.66K - $12.3K
|
512
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-331- 10.2% |
$82K - $104K
|
2.91K
$705K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.05K- 3.21% |
$754K - $962K
|
92K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-819- 41.45% |
$203K - $259K
|
1.16K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
929New |
$230K - $293K
|
929
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
757+ 55.34% |
$187K - $239K
|
2.13K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
167New |
$41.4K - $52.7K
|
167
$40.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
6.63K+ 22.36% |
$1.64M - $2.09M
|
36.3K
$8.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.54K+ 8.33% |
$380K - $485K
|
20K
$4.83M
|