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 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 17.56% |
$3.76K - $4.52K
|
108
$23.4K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13- 0.92% |
$2.13K - $2.55K
|
1.4K
$303K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-39KClosed |
$4.93M - $6.76M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-12.2K- 19.82% |
$1.54M - $2.11M
|
49.2K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-10K- 78.13% |
$1.26M - $1.73M
|
2.8K
$608K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.12K- 64.36% |
$268K - $368K
|
1.18K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.75K- 3.32% |
$221K - $303K
|
50.7K
$11M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 94.9% |
$129K - $177K
|
55
$11.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-131- 50.0% |
$16.6K - $22.7K
|
131
$28.4K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-88- 2.86% |
$11.1K - $15.3K
|
2.99K
$650K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-62- 2.23% |
$7.84K - $10.8K
|
2.71K
$589K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 52.94% |
$2.28K - $3.12K
|
16
$3.47K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 30.0% |
$758 - $1.04K
|
14
$3.04K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 80.0% |
$506 - $694
|
1
$217
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 7.14% |
$253 - $347
|
26
$5.64K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.56K- 15.85% |
$892K - $1.1M
|
40.1K
$8.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.97K- 99.87% |
$705K - $871K
|
8
$1.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-5K- 19.23% |
$590K - $730K
|
21K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.36K- 37.83% |
$279K - $345K
|
3.88K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.97K- 57.1% |
$233K - $288K
|
1.48K
$321K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.78K- 45.71% |
$210K - $260K
|
2.11K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.23KClosed |
$145K - $179K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.2K- 10.84% |
$141K - $174K
|
9.83K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-750- 77.0% |
$88.5K - $109K
|
224
$48.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 5.0% |
$11.8K - $14.6K
|
1.9K
$412K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-45- 84.91% |
$5.31K - $6.57K
|
8
$1.74K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14- 41.18% |
$1.65K - $2.04K
|
20
$4.34K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 5.17% |
$708 - $876
|
110
$23.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.88% |
$118 - $146
|
16
$3.47K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-50.6K- 77.44% |
$5.35M - $6.32M
|
14.7K
$3.2M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.21K- 18.15% |
$551K - $651K
|
23.5K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.67K- 44.9% |
$176K - $208K
|
2.04K
$443K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.04K- 14.08% |
$110K - $130K
|
6.34K
$1.38M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-979- 16.83% |
$104K - $122K
|
4.84K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-409- 2.9% |
$43.2K - $51.1K
|
13.7K
$2.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-337- 10.22% |
$35.6K - $42.1K
|
2.96K
$643K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-91- 9.73% |
$9.62K - $11.4K
|
844
$183K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$106 - $125
|
8
$1.74K
|
|
| Q1 2023 | |||||||
|
May 19, 2023
Q1 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-30K- 10.89% |
$3.32M - $4.09M
|
245K
$53.3M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-590- 23.85% |
$65.2K - $80.3K
|
1.88K
$409K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-401- 8.52% |
$44.3K - $54.6K
|
4.3K
$934K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 75.67% |
$28.2K - $34.7K
|
82
$17.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-144- 5.78% |
$15.9K - $19.6K
|
2.35K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-95- 0.83% |
$10.5K - $12.9K
|
11.4K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-41- 1.08% |
$4.53K - $5.58K
|
3.76K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 0.82% |
$1.77K - $2.18K
|
1.93K
$418K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14Closed |
$1.55K - $1.91K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-8- 0.42% |
$884 - $1.09K
|
1.88K
$407K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$221 - $272
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-367K- 100.0% |
$31.1M - $42.7M
|
10
$2.17K
|
|