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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
637New |
$176K - $231K
|
637
$189K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
636New |
$176K - $231K
|
636
$189K
|
|
|
Nov 10, 2025
Q3 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
622New |
$172K - $226K
|
622
$184K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
618New |
$171K - $224K
|
618
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
615+ 58.02% |
$170K - $223K
|
1.68K
$497K
|
|
|
Nov 04, 2025
Q3 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
613New |
$169K - $222K
|
613
$182K
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
610New |
$169K - $221K
|
610
$181K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
603New |
$167K - $219K
|
603
$179K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
601New |
$166K - $218K
|
601
$178K
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 6.97% |
$166K - $218K
|
9.21K
$2.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
600+ 5.94% |
$166K - $218K
|
10.7K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
599New |
$166K - $217K
|
599
$178K
|
|
|
Nov 13, 2025
Q3 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
596+ 0.91% |
$165K - $216K
|
66K
$19.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
593New |
$164K - $215K
|
593
$176K
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
577+ 7.19% |
$160K - $209K
|
8.6K
$2.55M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
573+ 6.32% |
$158K - $208K
|
9.64K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
571+ 6.43% |
$158K - $207K
|
9.45K
$2.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
536+ 0.79% |
$148K - $194K
|
68.4K
$20.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
534+ 2.47% |
$148K - $194K
|
22.1K
$6.57M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
510+ 32.69% |
$141K - $185K
|
2.07K
$614K
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
503+ 1.29% |
$139K - $182K
|
39.5K
$11.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
456+ 56.72% |
$126K - $165K
|
1.26K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
436+ 2.25% |
$121K - $158K
|
19.8K
$5.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
374+ 304.07% |
$103K - $136K
|
497
$147K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
361+ 5.72% |
$99.8K - $131K
|
6.67K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
354+ 4.8% |
$97.9K - $128K
|
7.73K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
350+ 1.36% |
$96.8K - $127K
|
26.2K
$7.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
322+ 28.6% |
$89K - $117K
|
1.45K
$429K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
314+ 69.93% |
$86.8K - $114K
|
763
$226K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
276+ 2.46% |
$76.3K - $100K
|
11.5K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
269+ 3.86% |
$74.4K - $97.6K
|
7.24K
$2.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
264+ 7.5% |
$73K - $95.8K
|
3.79K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
263+ 18.29% |
$72.7K - $95.4K
|
1.7K
$504K
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
258+ 0.85% |
$71.3K - $93.6K
|
30.6K
$9.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
258+ 25.34% |
$71.3K - $93.6K
|
1.28K
$378K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
241+ 191.27% |
$66.6K - $87.4K
|
367
$109K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
239New |
$66.1K - $86.7K
|
239
$70.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
239+ 114.35% |
$66.1K - $86.7K
|
448
$133K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
233+ 15.71% |
$64.4K - $84.5K
|
1.72K
$509K
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
217+ 14.93% |
$60K - $78.7K
|
1.67K
$495K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
208+ 27.12% |
$57.5K - $75.5K
|
975
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
196New |
$54.2K - $71.1K
|
196
$58.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
179+ 78.85% |
$49.5K - $64.9K
|
406
$120K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
177+ 6.23% |
$48.9K - $64.2K
|
3.02K
$895K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
177+ 0.08% |
$48.9K - $64.2K
|
210K
$62.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
163+ 9.73% |
$45.1K - $59.1K
|
1.84K
$545K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
162+ 42.97% |
$44.8K - $58.8K
|
539
$160K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
161+ 175.0% |
$44.5K - $58.4K
|
253
$75K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
153+ 3.75% |
$42.3K - $55.5K
|
4.23K
$1.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
143+ 15.92% |
$39.5K - $51.9K
|
1.04K
$309K
|
|