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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.9KClosed |
$873K - $1.14M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-492- 0.57% |
$39.5K - $51.8K
|
85.2K
$25.3M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-367- 34.43% |
$29.5K - $38.6K
|
699
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-234- 1.69% |
$18.8K - $24.6K
|
13.6K
$4.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-62- 2.44% |
$4.98K - $6.53K
|
2.48K
$735K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.68% |
$3.77K - $4.95K
|
2.76K
$817K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20- 3.03% |
$1.61K - $2.11K
|
640
$190K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-35.1KClosed |
$3.28M - $4.04M
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.6KClosed |
$1.27M - $1.56M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-11K- 96.15% |
$1.03M - $1.27M
|
440
$130K
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-10.8KClosed |
$1.01M - $1.25M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10KClosed |
$934K - $1.15M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8KClosed |
$747K - $921K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-5.36KClosed |
$500K - $617K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.22KClosed |
$394K - $486K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.05KClosed |
$378K - $466K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-3.98KClosed |
$371K - $458K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-3.24KClosed |
$303K - $374K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.45KClosed |
$228K - $282K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.28KClosed |
$213K - $263K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.07KClosed |
$194K - $239K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.87KClosed |
$175K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.85KClosed |
$173K - $213K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-1.83KClosed |
$171K - $211K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-525- 2.98% |
$49K - $60.4K
|
17.1K
$5.07M
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-125- 41.67% |
$11.7K - $14.4K
|
175
$51.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-81Closed |
$7.56K - $9.33K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-74- 14.29% |
$6.91K - $8.52K
|
444
$132K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 60.26% |
$4.39K - $5.41K
|
31
$9.19K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-41Closed |
$3.83K - $4.72K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18Closed |
$1.68K - $2.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$1.49K - $1.84K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$1.31K - $1.61K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12Closed |
$1.12K - $1.38K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.65% |
$280 - $345
|
456
$135K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-221KClosed |
$23.9M - $30.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-144KClosed |
$15.6M - $20.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-123KClosed |
$13.3M - $17.2M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-22.5KClosed |
$2.43M - $3.14M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-14.1KClosed |
$1.52M - $1.96M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.3KClosed |
$1.22M - $1.58M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-9.85KClosed |
$1.07M - $1.38M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.61KClosed |
$1.04M - $1.34M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-7.42KClosed |
$803K - $1.04M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.39KClosed |
$583K - $752K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.86KClosed |
$526K - $679K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.78KClosed |
$301K - $388K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$289K - $373K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.47KClosed |
$267K - $345K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-1.65KClosed |
$179K - $231K
|
0
$0
|
|