Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 32.1 Million shares, which have been reported (via 13F filing form) to have a value of $8.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
4,450
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2022
Reduced 21.59%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
4,447
shares
|
$1.24 Million
0.62% of portfolio
|
Q3 2024
Reduced 46.99%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,438
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,423
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,399
shares
|
$1.23 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
4,330
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,319
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
4,304
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2023
Reduced 8.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,260
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,152
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
4,066
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,043
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
3,954
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
3,951
shares
|
$1.1 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
3,945
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,882
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2023
Reduced 37.83%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
3,860
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
3,737
shares
|
$1.04 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,715
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 71.19%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
3,664
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 94.46%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,622
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,537
shares
|
$987,742
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
3,485
shares
|
$973,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
3,459
shares
|
$965,960
0.51% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,415
shares
|
$953,672
0.12% of portfolio
|
Q3 2024
Reduced 15.16%
|