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 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
122+ 10.08% |
$30.2K - $38.5K
|
1.33K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
6.73K+ 65.3% |
$1.67M - $2.13M
|
17K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25- 7.42% |
$6.19K - $7.89K
|
312
$75.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.45K- 3.78% |
$2.09M - $2.67M
|
215K
$52M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
599+ 1.39% |
$148K - $189K
|
43.8K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-5.16K- 6.81% |
$1.28M - $1.63M
|
70.6K
$17.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-164- 0.44% |
$40.6K - $51.8K
|
36.8K
$8.9M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37K+ 17.41% |
$340K - $433K
|
9.25K
$2.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-513K- 37.47% |
$127M - $162M
|
856K
$207M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$1.98M - $2.53M
|
8.01K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
962New |
$238K - $304K
|
962
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.14K- 5.04% |
$778K - $992K
|
59.2K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-167- 17.67% |
$41.4K - $52.7K
|
778
$188K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
26K+ 3.62% |
$6.45M - $8.21M
|
744K
$180M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-197- 1.31% |
$48.8K - $62.2K
|
14.9K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
29.9K+ 178.24% |
$7.41M - $9.44M
|
46.7K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19- 61.29% |
$4.71K - $6K
|
12
$2.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$355K - $452K
|
1.43K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-40- 64.52% |
$9.91K - $12.6K
|
22
$5.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3+ 2.21% |
$743 - $947
|
139
$33.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-133K- 14.68% |
$33M - $42.1M
|
774K
$187M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3+ 0.11% |
$743 - $947
|
2.8K
$677K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 30.55% |
$4.51M - $5.74M
|
77.8K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 16.46% |
$4.92M - $6.27M
|
101K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 3.4% |
$5.2K - $6.63K
|
596
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
856New |
$212K - $270K
|
856
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
797New |
$197K - $252K
|
797
$193K
|
|
|
Feb 11, 2025
Q4 2024
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-1.74K- 44.01% |
$431K - $549K
|
2.21K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
6.53K+ 22.54% |
$1.62M - $2.06M
|
35.5K
$8.59M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.54KNew |
$630K - $803K
|
2.54K
$615K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-40- 0.51% |
$9.91K - $12.6K
|
7.82K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.17K- 73.28% |
$784K - $999K
|
1.15K
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
13.6KNew |
$3.37M - $4.29M
|
13.6K
$3.29M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-28.8K- 16.09% |
$7.13M - $9.09M
|
150K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.63K- 9.19% |
$900K - $1.15M
|
35.9K
$8.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
138+ 15.66% |
$34.2K - $43.6K
|
1.02K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4KNew |
$1.83M - $2.34M
|
7.4K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.54KNew |
$382K - $487K
|
1.54K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.3K+ 39.47% |
$21.4M - $27.3M
|
305K
$73.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-42- 0.53% |
$10.4K - $13.3K
|
7.87K
$1.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-289- 5.01% |
$71.6K - $91.2K
|
5.48K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.78KNew |
$440K - $561K
|
1.78K
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
956New |
$237K - $302K
|
956
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 76.45% |
$3.46M - $4.41M
|
32.2K
$7.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.78K- 0.15% |
$1.43M - $1.83M
|
3.84M
$928M
|
|
|
Feb 11, 2025
Q4 2024
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-31.2K- 95.22% |
$7.73M - $9.85M
|
1.57K
$378K
|
|
|
Feb 11, 2025
Q4 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
114+ 0.88% |
$28.2K - $36K
|
13K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
13KNew |
$3.23M - $4.11M
|
13K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.44K+ 52.31% |
$356K - $454K
|
4.19K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-401- 1.33% |
$99.3K - $127K
|
29.8K
$7.2M
|