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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.12KNew |
$308K - $405K
|
1.12K
$331K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.31K+ 6.43% |
$2.57M - $3.38M
|
154K
$45.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.82KNew |
$503K - $660K
|
1.82K
$540K
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
SELL
|
- |
-6.84K- 28.5% |
$1.89M - $2.48M
|
17.2K
$5.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
13New |
$3.59K - $4.72K
|
13
$3.85K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
573+ 6.32% |
$158K - $208K
|
9.64K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-35.7K- 76.68% |
$9.87M - $12.9M
|
10.9K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-4.89K- 26.31% |
$1.35M - $1.77M
|
13.7K
$4.06M
|
|
|
Nov 13, 2025
Q3 2025
|
F
|
SELL
|
- |
-127- 1.2% |
$35.1K - $46.1K
|
10.5K
$3.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 50.0% |
$553 - $726
|
6
$1.78K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-402- 10.97% |
$111K - $146K
|
3.26K
$968K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.47K- 3.49% |
$406K - $533K
|
40.6K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
225K+ 173.77% |
$62.1M - $81.5M
|
354K
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-18.6K- 82.55% |
$5.14M - $6.74M
|
3.93K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-30.4K- 44.24% |
$8.4M - $11M
|
38.3K
$11.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.03K- 10.76% |
$1.67M - $2.19M
|
50K
$14.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
217K+ 117.29% |
$60.1M - $78.9M
|
403K
$119M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-900- 75.0% |
$249K - $327K
|
300
$88.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.13KNew |
$312K - $410K
|
1.13K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
571+ 6.43% |
$158K - $207K
|
9.45K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
264+ 7.5% |
$73K - $95.8K
|
3.79K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.5KNew |
$2.35M - $3.08M
|
8.5K
$2.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
20KNew |
$5.53M - $7.26M
|
20K
$5.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
94+ 8.55% |
$26K - $34.1K
|
1.19K
$354K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
659New |
$182K - $239K
|
659
$195K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
436+ 2.25% |
$121K - $158K
|
19.8K
$5.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.57K+ 177.27% |
$2.09M - $2.75M
|
11.8K
$3.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$540K - $709K
|
1.95K
$579K
|
|
|
Nov 13, 2025
Q3 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-18.1K- 62.05% |
$4.99M - $6.55M
|
11K
$3.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
66.5K+ 1402.91% |
$18.4M - $24.1M
|
71.3K
$21.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8.51K+ 12.57% |
$2.35M - $3.09M
|
76.2K
$22.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-72.6K- 19.06% |
$20.1M - $26.3M
|
308K
$91.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
18K+ 461.76% |
$4.98M - $6.54M
|
21.9K
$6.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-54.1K- 3.84% |
$15M - $19.6M
|
1.35M
$401M
|
|
|
Nov 13, 2025
Q3 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-1.61K- 43.8% |
$446K - $586K
|
2.07K
$614K
|
|
|
Nov 13, 2025
Q3 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
46+ 0.08% |
$12.7K - $16.7K
|
56.8K
$16.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239New |
$66.1K - $86.7K
|
239
$70.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.27K+ 19.37% |
$626K - $822K
|
14K
$4.14M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.43K- 3.12% |
$672K - $882K
|
75.4K
$22.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.02KNew |
$283K - $371K
|
1.02K
$303K
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-86.2K- 99.61% |
$23.8M - $31.3M
|
334
$99K
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.5K+ 10.95% |
$415K - $544K
|
15.2K
$4.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-471K- 27.39% |
$130M - $171M
|
1.25M
$370M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
757New |
$209K - $275K
|
757
$224K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.89K- 19.59% |
$521K - $684K
|
7.74K
$2.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
10New |
$2.77K - $3.63K
|
10
$2.96K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-973- 6.78% |
$269K - $353K
|
13.4K
$3.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-66- 6.73% |
$18.2K - $23.9K
|
914
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-576- 1.47% |
$159K - $209K
|
38.6K
$11.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
187K+ 75.48% |
$51.6M - $67.8M
|
434K
$129M
|
|