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 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
208+ 27.12% |
$57.5K - $75.5K
|
975
$289K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.72K+ 8.72% |
$475K - $623K
|
21.4K
$6.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Centric Wealth Management
|
SELL
|
- |
-192- 1.24% |
$53.1K - $69.7K
|
15.3K
$4.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 1.26% |
$1.38K - $1.81K
|
403
$119K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
695New |
$192K - $252K
|
695
$206K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-54.9K- 38.39% |
$15.2M - $19.9M
|
88.1K
$26.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
807+ 6.36% |
$223K - $293K
|
13.5K
$4M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
456+ 56.72% |
$126K - $165K
|
1.26K
$374K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.62K- 76.61% |
$448K - $588K
|
495
$147K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
33+ 0.07% |
$9.12K - $12K
|
49.6K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$2.77K - $3.63K
|
10
$2.96K
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-564- 0.51% |
$156K - $205K
|
110K
$32.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 1.25% |
$11.1K - $14.5K
|
3.25K
$962K
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.6K+ 8.05% |
$995K - $1.31M
|
48.3K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2Closed |
$553 - $726
|
0
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18+ 1.25% |
$4.98K - $6.53K
|
1.46K
$433K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 16.67% |
$830 - $1.09K
|
21
$6.23K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
613New |
$169K - $222K
|
613
$182K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.41K+ 11.26% |
$389K - $510K
|
13.9K
$4.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
241+ 191.27% |
$66.6K - $87.4K
|
367
$109K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 19.69% |
$3.15M - $4.14M
|
69.3K
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$277 - $363
|
1
$296
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.42KNew |
$392K - $514K
|
1.42K
$420K
|
|
|
Nov 03, 2025
Q3 2025
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-4.89K- 31.91% |
$1.35M - $1.78M
|
10.4K
$3.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-210- 2.08% |
$58.1K - $76.2K
|
9.87K
$2.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 2.74% |
$25.4K - $33.4K
|
3.45K
$1.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 2.93% |
$7.47K - $9.8K
|
947
$281K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-19.7K- 19.27% |
$5.44M - $7.14M
|
82.4K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.2K+ 97.99% |
$1.71M - $2.25M
|
12.5K
$3.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-12- 0.8% |
$3.32K - $4.35K
|
1.49K
$443K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-502- 23.53% |
$139K - $182K
|
1.63K
$484K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-45- 39.82% |
$12.4K - $16.3K
|
68
$20.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9New |
$2.49K - $3.27K
|
9
$2.67K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
747New |
$207K - $271K
|
747
$221K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
885+ 8.39% |
$245K - $321K
|
11.4K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-39- 5.49% |
$10.8K - $14.1K
|
672
$199K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
134+ 1.09% |
$37.1K - $48.6K
|
12.4K
$3.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
715New |
$198K - $259K
|
715
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-84- 37.17% |
$23.2K - $30.5K
|
142
$42.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-54- 0.3% |
$14.9K - $19.6K
|
17.8K
$5.28M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.41K+ 20.83% |
$390K - $512K
|
8.18K
$2.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
276+ 2.46% |
$76.3K - $100K
|
11.5K
$3.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 1.76% |
$5.81K - $7.62K
|
1.22K
$360K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
3.16K+ 18.71% |
$872K - $1.14M
|
20K
$5.94M
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 57.14% |
$1.11K - $1.45K
|
3
$889
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
76+ 9.61% |
$21K - $27.6K
|
867
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 95.76% |
$31.2K - $41K
|
231
$68.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-198- 5.89% |
$54.7K - $71.8K
|
3.16K
$938K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-35K- 38.94% |
$9.68M - $12.7M
|
54.9K
$16.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-470- 70.57% |
$130K - $171K
|
196
$58.1K
|
|