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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,423
shares
|
$397,386
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
1,415
shares
|
$395,152
0.11% of portfolio
|
Q3 2024
Reduced 42.36%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,401
shares
|
$391,243
0.01% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
1,400
shares
|
$390,964
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,400
shares
|
$390,964
0.0% of portfolio
|
Q3 2024
Reduced 88.33%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,368
shares
|
$382,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
1,342
shares
|
$374,766
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
1,339
shares
|
$373,929
0.01% of portfolio
|
Q3 2024
Reduced 37.89%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,328
shares
|
$370,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,291
shares
|
$360,524
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,223
shares
|
$341,534
0.06% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
1,222
shares
|
$341,255
0.02% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
1,213
shares
|
$338,742
0.01% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
1,210
shares
|
$337,904
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,200
shares
|
$335,112
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Thistle LLC
|
Nov 12, 2024 Q3 2024 |
1,178
shares
|
$328,968
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
1,168
shares
|
$326,175
0.04% of portfolio
|
Q3 2024
Added 6.86%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
1,144
shares
|
$319,473
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,118
shares
|
$312,212
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
1,116
shares
|
$311,654
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
1,111
shares
|
$310,257
0.01% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
1,068
shares
|
$298,249
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,062
shares
|
$296,574
0.04% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,058
shares
|
$295,457
0.09% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,036
shares
|
$289,313
0.0% of portfolio
|
Q3 2024
Added 9.98%
|