Latest Institutional Purchases of Evercore Inc. (EVR)
This list provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
49.1K+ 89.6% |
$14.3M - $16.4M
|
104K
$30.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.61KNew |
$1.05M - $1.2M
|
3.61K
$1.07M
|
|
|
Jan 20, 2026
Q4 2025
|
J2 Capital Management Inc
|
BUY
|
- |
1.87KNew |
$546K - $625K
|
1.87K
$555K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.72K+ 2.24% |
$503K - $575K
|
78.8K
$23.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Braun Stacey Associates Inc
|
BUY
|
- |
1.41K+ 1.29% |
$411K - $470K
|
110K
$32.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
927New |
$270K - $310K
|
927
$275K
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
647+ 1.64% |
$189K - $216K
|
40.1K
$11.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
505+ 24.29% |
$147K - $169K
|
2.58K
$766K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
318+ 23.84% |
$92.7K - $106K
|
1.65K
$490K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
229+ 17.95% |
$66.8K - $76.5K
|
1.51K
$446K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193+ 18.4% |
$56.3K - $64.5K
|
1.24K
$368K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
116+ 11.9% |
$33.8K - $38.7K
|
1.09K
$323K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
104+ 1.58% |
$30.3K - $34.7K
|
6.69K
$1.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
69+ 12.45% |
$20.1K - $23K
|
623
$185K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
66+ 0.22% |
$19.2K - $22K
|
30.7K
$9.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
54+ 3.27% |
$15.7K - $18K
|
1.71K
$506K
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
50+ 0.09% |
$14.6K - $16.7K
|
55.9K
$16.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 3.98% |
$10.2K - $11.7K
|
915
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32+ 0.21% |
$9.33K - $10.7K
|
15K
$4.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
20+ 2.48% |
$5.83K - $6.68K
|
827
$245K
|
|
|
Jan 20, 2026
Q4 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
14+ 0.39% |
$4.08K - $4.68K
|
3.61K
$1.07M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 9.52% |
$2.92K - $3.34K
|
115
$34.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9+ 4.05% |
$2.62K - $3.01K
|
231
$68.5K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 27.59% |
$2.33K - $2.67K
|
37
$11K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7+ 0.99% |
$2.04K - $2.34K
|
716
$212K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 116.67% |
$2.04K - $2.34K
|
13
$3.85K
|
|
|
Jan 21, 2026
Q4 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4+ 0.24% |
$1.17K - $1.34K
|
1.7K
$504K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2New |
$583 - $668
|
2
$593
|
|
|
Jan 20, 2026
Q4 2025
|
American National Bank
|
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 9.09% |
$292 - $334
|
12
$3.56K
|
|
|
Jan 21, 2026
Q4 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.46M+ 259.02% |
$404M - $530M
|
2.02M
$600M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
227K+ 23.76% |
$62.8M - $82.4M
|
1.18M
$351M
|
|
|
Nov 13, 2025
Q3 2025
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
225K+ 173.77% |
$62.1M - $81.5M
|
354K
$105M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
217K+ 117.29% |
$60.1M - $78.9M
|
403K
$119M
|
|
|
Nov 13, 2025
Q3 2025
|
Bain Capital Public Equity Management Ii, LLC
Boston, MA |
BUY
|
- |
187K+ 75.48% |
$51.6M - $67.8M
|
434K
$129M
|
|
|
Nov 12, 2025
Q3 2025
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
161KNew |
$44.4M - $58.2M
|
161K
$47.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
129KNew |
$35.7M - $46.8M
|
129K
$38.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
112KNew |
$30.9M - $40.5M
|
112K
$33.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
109K+ 13.09% |
$30.1M - $39.5M
|
940K
$279M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
105K+ 148.57% |
$29.1M - $38.2M
|
176K
$52.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
95K+ 10.88% |
$26.3M - $34.5M
|
968K
$287M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
75.4K+ 30.05% |
$20.9M - $27.4M
|
326K
$96.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
66.5K+ 1402.91% |
$18.4M - $24.1M
|
71.3K
$21.1M
|
|
|
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 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
59K+ 1056.82% |
$16.3M - $21.4M
|
64.6K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
58.8K+ 169.17% |
$16.3M - $21.3M
|
93.5K
$27.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
58.3K+ 5981.44% |
$16.1M - $21.2M
|
59.3K
$17.6M
|
|