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 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
618New |
$171K - $224K
|
618
$183K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
644New |
$178K - $234K
|
644
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
120+ 0.19% |
$33.2K - $43.5K
|
63.4K
$18.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-67- 0.12% |
$18.5K - $24.3K
|
56.1K
$16.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Marsico Capital Management LLC
Denver, CO |
BUY
|
- |
50.8KNew |
$14.1M - $18.4M
|
50.8K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-22.3K- 16.77% |
$6.16M - $8.08M
|
111K
$32.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-47- 0.37% |
$13K - $17.1K
|
12.6K
$3.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
38.4K+ 155.55% |
$10.6M - $13.9M
|
63.1K
$18.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
43+ 1.94% |
$11.9K - $15.6K
|
2.26K
$671K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-375- 15.54% |
$104K - $136K
|
2.04K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
76+ 9.55% |
$21K - $27.6K
|
872
$259K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-11- 0.83% |
$3.04K - $3.99K
|
1.32K
$390K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.77K+ 8.85% |
$488K - $640K
|
21.7K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Global Alpha Capital Management Ltd.
|
SELL
|
- |
-900- 0.55% |
$249K - $327K
|
162K
$48.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-20.8K- 10.34% |
$5.75M - $7.54M
|
180K
$53.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
35+ 4.06% |
$9.68K - $12.7K
|
897
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
822New |
$227K - $298K
|
822
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
SELL
|
- |
-30- 2.03% |
$8.3K - $10.9K
|
1.45K
$430K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-17- 0.58% |
$4.7K - $6.17K
|
2.9K
$859K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.2K- 25.08% |
$1.16M - $1.52M
|
12.5K
$3.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-57- 0.88% |
$15.8K - $20.7K
|
6.41K
$1.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
689New |
$191K - $250K
|
689
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.37KNew |
$378K - $496K
|
1.37K
$406K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-99K- 27.33% |
$27.4M - $35.9M
|
263K
$78M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.47K- 48.12% |
$682K - $895K
|
2.66K
$788K
|
|
|
Nov 10, 2025
Q3 2025
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-97.2K- 26.74% |
$26.9M - $35.3M
|
266K
$79M
|
|
|
Nov 10, 2025
Q3 2025
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
3.57KNew |
$988K - $1.3M
|
3.57K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-22.7K- 35.1% |
$6.28M - $8.24M
|
42K
$12.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38- 16.03% |
$10.5K - $13.8K
|
199
$59K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
269+ 3.86% |
$74.4K - $97.6K
|
7.24K
$2.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
233+ 15.71% |
$64.4K - $84.5K
|
1.72K
$509K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.43K+ 5659.38% |
$1.5M - $1.97M
|
5.53K
$1.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.06KNew |
$293K - $384K
|
1.06K
$314K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-34- 29.57% |
$9.4K - $12.3K
|
81
$24K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.32K- 16.9% |
$366K - $480K
|
6.5K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-54.6K- 83.35% |
$15.1M - $19.8M
|
10.9K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
143+ 15.92% |
$39.5K - $51.9K
|
1.04K
$309K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
227K+ 23.76% |
$62.8M - $82.4M
|
1.18M
$351M
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
622New |
$172K - $226K
|
622
$184K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 7.95% |
$285K - $373K
|
11.9K
$3.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
113+ 2.75% |
$31.2K - $41K
|
4.22K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-42.8K- 89.92% |
$11.8M - $15.5M
|
4.8K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-629- 24.0% |
$174K - $228K
|
1.99K
$591K
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-6.37K- 2.76% |
$1.76M - $2.31M
|
224K
$66.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-107- 5.99% |
$29.6K - $38.8K
|
1.68K
$498K
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.16K+ 17.78% |
$321K - $422K
|
7.7K
$2.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Times Square Capital Management, LLC
|
BUY
|
- |
43.3K+ 41.14% |
$12M - $15.7M
|
149K
$44.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-656- 61.37% |
$181K - $238K
|
413
$122K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133+ 3.97% |
$36.8K - $48.3K
|
3.48K
$1.03M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.03K+ 8.77% |
$285K - $374K
|
12.8K
$3.79M
|
|