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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 87.93% |
$363K - $462K
|
3.13K
$757K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$248 - $316
|
945
$229K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
9+ 112.5% |
$2.23K - $2.84K
|
17
$4.11K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-298- 1.71% |
$73.8K - $94.1K
|
17.2K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
BUY
|
- |
11.1KNew |
$2.74M - $3.5M
|
11.1K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-164- 8.21% |
$40.6K - $51.8K
|
1.83K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.01KNew |
$249K - $318K
|
1.01K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-22- 0.92% |
$5.45K - $6.94K
|
2.36K
$571K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
38New |
$9.41K - $12K
|
38
$9.19K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-1.7K- 15.4% |
$421K - $537K
|
9.34K
$2.26M
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-6- 0.39% |
$1.49K - $1.89K
|
1.54K
$373K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
210+ 24.31% |
$52K - $66.3K
|
1.07K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.7K- 3.18% |
$420K - $536K
|
51.7K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150+ 4.88% |
$37.1K - $47.4K
|
3.23K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-130- 8.81% |
$32.2K - $41K
|
1.35K
$325K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
74+ 8.32% |
$18.3K - $23.4K
|
963
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
170KNew |
$42.2M - $53.8M
|
170K
$41.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
250+ 1.98% |
$61.9K - $78.9K
|
12.9K
$3.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
205+ 5.88% |
$50.8K - $64.7K
|
3.69K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
923+ 10.55% |
$229K - $291K
|
9.67K
$2.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
57+ 5.11% |
$14.1K - $18K
|
1.17K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 23.23% |
$5.7K - $7.26K
|
122
$29.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Peregrine Capital Management LLC
|
SELL
|
- |
-8.83K- 17.49% |
$2.19M - $2.79M
|
41.7K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.47K- 3.96% |
$1.35M - $1.73M
|
133K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-34.7K- 38.19% |
$8.59M - $11M
|
56.2K
$13.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$20.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 17.06% |
$14.4K - $18.3K
|
398
$96.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
183+ 3.97% |
$45.3K - $57.8K
|
4.79K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.14K+ 583.84% |
$2.26M - $2.89M
|
10.7K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$248 - $316
|
4.93K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-6.4K- 21.9% |
$1.58M - $2.02M
|
22.8K
$5.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-1.1K- 21.46% |
$273K - $348K
|
4.04K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
85New |
$21.1K - $26.8K
|
85
$20.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
759New |
$188K - $240K
|
759
$184K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 9.8% |
$24.8K - $31.6K
|
920
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.02K- 48.19% |
$253K - $323K
|
1.1K
$266K
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-129- 0.25% |
$31.9K - $40.7K
|
50.8K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
175+ 2.45% |
$43.3K - $55.2K
|
7.33K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
205+ 0.21% |
$50.8K - $64.7K
|
97.2K
$23.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
15.1KNew |
$3.73M - $4.76M
|
15.1K
$3.65M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1- 0.01% |
$248 - $316
|
6.77K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 7.47% |
$4.46K - $5.68K
|
223
$53.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 46.77% |
$7.18K - $9.15K
|
91
$22K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-402- 2.35% |
$99.6K - $127K
|
16.7K
$4.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
49+ 4.88% |
$12.1K - $15.5K
|
1.05K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 9.32% |
$2.72K - $3.47K
|
129
$31.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.01% |
$24.8K - $31.6K
|
9.8K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
904New |
$224K - $285K
|
904
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
753New |
$186K - $238K
|
753
$182K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
721+ 13.5% |
$179K - $228K
|
6.06K
$1.47M
|