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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
33New |
$6.96K - $8.54K
|
33
$9.61K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31New |
$6.54K - $8.02K
|
31
$9.03K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29+ 0.69% |
$6.12K - $7.5K
|
4.26K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
28+ 0.71% |
$5.91K - $7.24K
|
3.95K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
25+ 0.55% |
$5.28K - $6.47K
|
4.61K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
24+ 23.08% |
$5.06K - $6.21K
|
128
$37.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.79% |
$5.06K - $6.21K
|
3.06K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21+ 0.82% |
$4.43K - $5.43K
|
2.58K
$750K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
20+ 0.26% |
$4.22K - $5.17K
|
7.75K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19New |
$4.01K - $4.91K
|
19
$5.53K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
19+ 158.33% |
$4.01K - $4.91K
|
31
$9.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 22.97% |
$3.59K - $4.4K
|
91
$26.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
16New |
$3.38K - $4.14K
|
16
$4.66K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 0.33% |
$3.38K - $4.14K
|
4.82K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
16+ 1.61% |
$3.38K - $4.14K
|
1.01K
$294K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 130.0% |
$2.74K - $3.36K
|
23
$6.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 1200.0% |
$2.53K - $3.1K
|
13
$3.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11+ 2.38% |
$2.32K - $2.85K
|
473
$138K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.42% |
$2.11K - $2.59K
|
2.38K
$694K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.29% |
$1.69K - $2.07K
|
2.8K
$815K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.66% |
$1.69K - $2.07K
|
1.22K
$356K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$1.48K - $1.81K
|
7
$2.04K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
5+ 0.06% |
$1.06K - $1.29K
|
7.86K
$2.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$633 - $776
|
3
$874
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2New |
$422 - $517
|
2
$583
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.13% |
$422 - $517
|
1.5K
$436K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2New |
$422 - $517
|
2
$583
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 28.57% |
$422 - $517
|
9
$2.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1+ 0.01% |
$211 - $259
|
7.91K
$2.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.74% |
$211 - $259
|
136
$39.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$211 - $259
|
29
$8.45K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
82.7KNew |
$15M - $17.2M
|
82.7K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
50KNew |
$9.08M - $10.4M
|
50K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.7K+ 1.12% |
$7.02M - $8.06M
|
3.5M
$1.02B
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
6.3K+ 20.86% |
$1.14M - $1.31M
|
36.5K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.4KNew |
$798K - $917K
|
4.4K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.74K+ 202.11% |
$678K - $778K
|
5.58K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Nkcfo LLC
|
BUY
|
- |
3.3KNew |
$599K - $688K
|
3.3K
$961K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$452K - $519K
|
2.49K
$725K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$396K - $454K
|
2.18K
$635K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.85KNew |
$337K - $386K
|
1.85K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$327K - $375K
|
1.8K
$524K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.31KNew |
$237K - $272K
|
1.31K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$235K - $270K
|
1.29K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.18K+ 3.89% |
$214K - $246K
|
31.5K
$9.18M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01KNew |
$183K - $210K
|
1.01K
$293K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$291K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
999New |
$181K - $208K
|
999
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
808New |
$147K - $168K
|
808
$235K
|
|