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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-130K- 20.08% |
$36M - $47.2M
|
518K
$154M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 12.9% |
$4.42K - $5.8K
|
140
$41.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-279- 2.93% |
$77.1K - $101K
|
9.25K
$2.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
577+ 7.19% |
$160K - $209K
|
8.6K
$2.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42New |
$11.6K - $15.2K
|
42
$12.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
64.8K+ 1.69% |
$17.9M - $23.5M
|
3.9M
$1.16B
|
|
|
Nov 07, 2025
Q3 2025
|
Denali Advisors LLC
|
SELL
|
- |
-656- 49.29% |
$181K - $238K
|
675
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
965+ 13785.71% |
$267K - $350K
|
972
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 5.72% |
$302K - $397K
|
20.2K
$5.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
534+ 2.47% |
$148K - $194K
|
22.1K
$6.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-82- 3.01% |
$22.7K - $29.7K
|
2.64K
$784K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.57K- 11.29% |
$986K - $1.29M
|
28K
$8.31M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$277 - $363
|
1.27K
$375K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
105K+ 148.57% |
$29.1M - $38.2M
|
176K
$52.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25- 2.17% |
$6.91K - $9.07K
|
1.13K
$334K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$386K - $507K
|
1.4K
$414K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
1KNew |
$277K - $363K
|
1K
$296K
|
|
|
Nov 06, 2025
Q3 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.6K- 15.18% |
$443K - $582K
|
8.96K
$2.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 1.26% |
$2.77K - $3.63K
|
806
$239K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.83KNew |
$505K - $663K
|
1.83K
$542K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
361+ 5.72% |
$99.8K - $131K
|
6.67K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
899New |
$249K - $326K
|
899
$267K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.03K+ 3.14% |
$837K - $1.1M
|
99.5K
$29.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
3.12KNew |
$862K - $1.13M
|
3.12K
$925K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
34+ 0.78% |
$9.4K - $12.3K
|
4.41K
$1.31M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
510+ 32.69% |
$141K - $185K
|
2.07K
$614K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 3.01% |
$1.38K - $1.81K
|
161
$47.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 118.68% |
$469K - $615K
|
3.13K
$927K
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
9.9KNew |
$2.74M - $3.59M
|
9.9K
$2.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-92- 1.97% |
$25.4K - $33.4K
|
4.59K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
58.3K+ 5981.44% |
$16.1M - $21.2M
|
59.3K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3- 12.0% |
$830 - $1.09K
|
22
$6.52K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
110New |
$30.4K - $39.9K
|
110
$32.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
350+ 1.36% |
$96.8K - $127K
|
26.2K
$7.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.43K- 3.49% |
$395K - $518K
|
39.6K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130+ 2.05% |
$35.9K - $47.2K
|
6.47K
$1.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-13- 0.36% |
$3.59K - $4.72K
|
3.59K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
39+ 22.16% |
$10.8K - $14.1K
|
215
$63.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-57- 4.75% |
$15.8K - $20.7K
|
1.14K
$339K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 6.97% |
$166K - $218K
|
9.21K
$2.73M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-20.7K- 56.28% |
$5.73M - $7.51M
|
16.1K
$4.77M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 65.18% |
$20.2K - $26.5K
|
185
$54.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-15- 9.87% |
$4.15K - $5.44K
|
137
$40.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
70+ 8.4% |
$19.4K - $25.4K
|
903
$268K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-59.3K- 33.68% |
$16.4M - $21.5M
|
117K
$34.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 1.08% |
$2.49K - $3.27K
|
842
$250K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-627- 40.37% |
$173K - $227K
|
926
$275K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2+ 0.16% |
$553 - $726
|
1.23K
$366K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
41New |
$11.3K - $14.9K
|
41
$12.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
12+ 0.56% |
$3.32K - $4.35K
|
2.15K
$636K
|
|