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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-770- 1.06% |
$147K - $224K
|
72K
$21.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-659- 99.85% |
$125K - $192K
|
1
$296
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-645- 5.35% |
$123K - $188K
|
11.4K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-280- 12.65% |
$53.3K - $81.6K
|
1.93K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-268- 65.05% |
$51K - $78.1K
|
144
$42.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 2.76% |
$38.1K - $58.3K
|
7.05K
$2.09M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-95- 55.88% |
$18.1K - $27.7K
|
75
$22.2K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-74- 0.4% |
$14.1K - $21.6K
|
18.2K
$5.4M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 2.85% |
$7.23K - $11.1K
|
1.29K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 6.52% |
$1.71K - $2.62K
|
129
$38.2K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 11.96% |
$7.63M - $9.73M
|
227K
$67.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.58K- 64.5% |
$392K - $499K
|
870
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.3K- 26.61% |
$322K - $410K
|
3.59K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-405- 2.74% |
$100K - $128K
|
14.4K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-382- 2.24% |
$94.6K - $121K
|
16.7K
$4.94M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-220- 13.58% |
$54.5K - $69.4K
|
1.4K
$415K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-208- 22.29% |
$51.5K - $65.7K
|
725
$215K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-140- 3.08% |
$34.7K - $44.2K
|
4.41K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-126- 11.34% |
$31.2K - $39.8K
|
985
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-47- 0.73% |
$11.6K - $14.8K
|
6.35K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-40- 64.52% |
$9.91K - $12.6K
|
22
$6.52K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-40- 3.86% |
$9.91K - $12.6K
|
995
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 14.68% |
$3.96K - $5.05K
|
93
$27.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-11- 3.77% |
$2.72K - $3.47K
|
281
$83.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 25.0% |
$1.24K - $1.58K
|
15
$4.45K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-191K- 55.11% |
$40.3M - $49.4M
|
156K
$46.1M
|
|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-154K- 26.52% |
$32.5M - $39.9M
|
427K
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-116K- 44.4% |
$24.6M - $30.1M
|
146K
$43.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-45.2K- 66.95% |
$9.53M - $11.7M
|
22.3K
$6.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.13K- 64.61% |
$1.08M - $1.33M
|
2.81K
$833K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-3.94K- 46.99% |
$832K - $1.02M
|
4.45K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-714- 1.0% |
$151K - $185K
|
70.9K
$21M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-564- 15.09% |
$119K - $146K
|
3.17K
$941K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-99- 58.93% |
$20.9K - $25.6K
|
69
$20.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81- 0.79% |
$17.1K - $21K
|
10.2K
$3.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 29.63% |
$1.69K - $2.07K
|
19
$5.63K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 5.0% |
$633 - $776
|
57
$16.9K
|
|
| Q2 2024 | |||||||
|
Jul 17, 2024
Q2 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-17.4K- 47.19% |
$3.16M - $3.63M
|
19.5K
$5.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-5.02K- 3.98% |
$911K - $1.05M
|
121K
$35.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-4K- 77.75% |
$726K - $834K
|
1.15K
$339K
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-881- 29.47% |
$160K - $184K
|
2.11K
$625K
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
SELL
|
- |
-813- 34.3% |
$148K - $169K
|
1.56K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-418- 84.27% |
$75.9K - $87.1K
|
78
$23.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-47- 2.66% |
$8.53K - $9.8K
|
1.72K
$510K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 0.63% |
$1.63K - $1.88K
|
1.42K
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 11.11% |
$363 - $417
|
16
$4.74K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 16.67% |
$363 - $417
|
10
$2.96K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-83.7K- 34.58% |
$13.7M - $16.4M
|
158K
$47M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-25.1K- 43.14% |
$4.11M - $4.93M
|
33.1K
$9.82M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.6K- 33.57% |
$1.74M - $2.09M
|
21.1K
$6.25M
|
|