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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 27.52% |
$367K - $467K
|
6.86K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
79+ 12.48% |
$19.6K - $24.9K
|
712
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 6.39% |
$12.9K - $16.4K
|
866
$209K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.18K- 3.46% |
$787K - $1M
|
88.7K
$21.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
276+ 143.01% |
$68.4K - $87.1K
|
469
$113K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$248 - $316
|
1
$242
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-341- 15.88% |
$84.5K - $108K
|
1.81K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.65K+ 14621.21% |
$2.39M - $3.05M
|
9.72K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.49K- 2.05% |
$1.85M - $2.36M
|
359K
$86.7M
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.18% |
$24.8K - $31.6K
|
8.41K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
12.8K+ 2.94% |
$3.17M - $4.04M
|
449K
$109M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
104+ 2.8% |
$25.8K - $32.8K
|
3.82K
$923K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
490+ 0.4% |
$121K - $155K
|
123K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-437- 16.52% |
$108K - $138K
|
2.21K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-669- 0.49% |
$166K - $211K
|
136K
$33M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
2New |
$495 - $631
|
2
$484
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4- 2.19% |
$991 - $1.26K
|
179
$43.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-121- 1.37% |
$30K - $38.2K
|
8.71K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
33+ 0.31% |
$8.17K - $10.4K
|
10.6K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
808New |
$200K - $255K
|
808
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
183+ 0.65% |
$45.3K - $57.8K
|
28.3K
$6.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.06K- 12.94% |
$263K - $335K
|
7.14K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.04K+ 151.86% |
$505K - $643K
|
3.38K
$817K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
205KNew |
$50.8M - $64.8M
|
205K
$49.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.09K+ 60.57% |
$270K - $345K
|
2.9K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.28% |
$743 - $947
|
1.06K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
6.46K+ 73.65% |
$1.6M - $2.04M
|
15.2K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-762- 22.31% |
$189K - $241K
|
2.65K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
27.7KNew |
$6.87M - $8.75M
|
27.7K
$6.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.44KNew |
$355K - $453K
|
1.44K
$347K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
6.04KNew |
$1.49M - $1.91M
|
6.04K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
132KNew |
$32.7M - $41.7M
|
132K
$32M
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
737+ 73.7% |
$183K - $233K
|
1.74K
$420K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
740New |
$183K - $234K
|
740
$179K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-350- 60.24% |
$86.7K - $110K
|
231
$55.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-56- 0.1% |
$13.9K - $17.7K
|
56.5K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
47+ 4.44% |
$11.6K - $14.8K
|
1.11K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-568- 2.95% |
$141K - $179K
|
18.7K
$4.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-126- 11.34% |
$31.2K - $39.8K
|
985
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 16.6% |
$451K - $575K
|
12.8K
$3.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-961- 0.3% |
$238K - $303K
|
319K
$77.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
18.1KNew |
$4.48M - $5.71M
|
18.1K
$4.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
765New |
$189K - $241K
|
765
$185K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
804+ 18.28% |
$199K - $254K
|
5.2K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 53.85% |
$1.73K - $2.21K
|
20
$4.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
83+ 64.84% |
$20.6K - $26.2K
|
211
$51K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 3.32% |
$7.68K - $9.79K
|
904
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31New |
$7.68K - $9.79K
|
31
$7.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.09KNew |
$1.76M - $2.24M
|
7.09K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 3.09% |
$1.24K - $1.58K
|
167
$40.4K
|