Latest Institutional Sells of Evercore Inc. (EVR)
This list provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-97.8KClosed |
$3.5M - $8.04M
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-39.1KClosed |
$1.4M - $3.22M
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-25KClosed |
$892K - $2.05M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-16.4KClosed |
$585K - $1.35M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-14.1KClosed |
$505K - $1.16M
|
0
$0
|
|
|
Mar 23, 2023
Q1 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.7KClosed |
$382K - $879K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-9.77KClosed |
$349K - $804K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Barings LLC
|
SELL
|
- |
-3.7KClosed |
$132K - $304K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.3KClosed |
$118K - $271K
|
0
$0
|
|
|
Nov 30, 2020
Q1 2020
|
Platform Technology Partners
|
SELL
|
- |
-2.67KClosed |
$95.6K - $220K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-699Closed |
$25K - $57.5K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-135Closed |
$4.83K - $11.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3Closed |
$107 - $247
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2Closed |
$71.5 - $165
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 23, 2020
Q4 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-68.5KClosed |
$5.02M - $5.48M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-39.2KClosed |
$2.87M - $3.14M
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-12.6KClosed |
$924K - $1.01M
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-12.4KClosed |
$906K - $990K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-12.1KClosed |
$890K - $973K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-6.07KClosed |
$445K - $486K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-5.34KClosed |
$392K - $428K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-4.41KClosed |
$324K - $353K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.59KClosed |
$263K - $288K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37KClosed |
$247K - $270K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Human Investing LLC
|
SELL
|
- |
-768Closed |
$56.3K - $61.5K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-130Closed |
$9.53K - $10.4K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-31Closed |
$2.27K - $2.48K
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-57.1KClosed |
$4.34M - $5.19M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.25KClosed |
$702K - $841K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
SELL
|
PUT |
-6.4KClosed |
$486K - $582K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.5K- 7.35% |
$190K - $227K
|
31.5K
$9.34M
|
|
|
Nov 12, 2019
Q3 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200Closed |
$15.2K - $18.2K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-80Closed |
$6.07K - $7.27K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-39Closed |
$2.96K - $3.55K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-39Closed |
$2.96K - $3.55K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-66.5KClosed |
$5.14M - $6.52M
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$1.02M - $1.3M
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.8KClosed |
$371K - $470K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.01KClosed |
$77.8K - $98.8K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-909Closed |
$70.2K - $89.1K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Jennison Associates LLC
|
SELL
|
- |
-378- 2.63% |
$29.2K - $37.1K
|
14K
$4.16M
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-152Closed |
$11.7K - $14.9K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60Closed |
$4.63K - $5.88K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-60Closed |
$4.63K - $5.88K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51Closed |
$3.94K - $5K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Clean Yield Group
|
SELL
|
- |
-35Closed |
$2.7K - $3.43K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-12Closed |
$927 - $1.18K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 10, 2019
Q1 2019
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.34KClosed |
$246K - $313K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.95KClosed |
$217K - $277K
|
0
$0
|
|