Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 32 Million shares, which have been reported (via 13F filing form) to have a value of $8.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,417
shares
|
$635,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,400
shares
|
$631,080
0.28% of portfolio
|
Q3 2024
Added 41.18%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
2,382
shares
|
$626,346
0.2% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
2,377
shares
|
$625,032
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Yorktown Management & Research CO Inc
|
Oct 25, 2024 Q3 2024 |
2,375
shares
|
$624,506
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,325
shares
|
$611,358
0.0% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$604,785
0.0% of portfolio
|
Q1 2024
Added 0.61%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
2,288
shares
|
$601,629
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
2,224
shares
|
$584,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
2,185
shares
|
$574,545
0.0% of portfolio
|
Q2 2023
Added 8.49%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
2,147
shares
|
$564,553
0.0% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,136
shares
|
$561,661
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,110
shares
|
$554,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
2,109
shares
|
$554,561
0.05% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,073
shares
|
$545,095
0.03% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
2,049
shares
|
$538,784
0.01% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,020
shares
|
$531,159
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
2,008
shares
|
$528,003
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,998
shares
|
$525,374
0.01% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,982
shares
|
$521,166
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
1,976
shares
|
$519,589
0.04% of portfolio
|
Q3 2024
Reduced 46.9%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,900
shares
|
$499,605
0.01% of portfolio
|
Q3 2023
Reduced 5.0%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
1,854
shares
|
$487,509
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,819
shares
|
$478,306
0.01% of portfolio
|
Q3 2024
Added 35.75%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
1,814
shares
|
$476,991
0.28% of portfolio
|
Q1 2024
Reduced 5.22%
|