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 |
|---|---|---|---|---|---|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
1,035
shares
|
$289,034
0.01% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,020
shares
|
$284,845
0.01% of portfolio
|
Q3 2024
Reduced 32.89%
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,018
shares
|
$284,286
0.0% of portfolio
|
Q3 2024
Added 11.38%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,008
shares
|
$281,494
0.14% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,004
shares
|
$280,377
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$279,260
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,000
shares
|
$279,260
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$279,260
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Oct 18, 2024 Q3 2024 |
999
shares
|
$278,980
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
990
shares
|
$276,467
0.01% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
972
shares
|
$271,440
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
972
shares
|
$271,440
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
950
shares
|
$265,297
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
945
shares
|
$263,900
0.0% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
944
shares
|
$263,621
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
936
shares
|
$261,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
935
shares
|
$261,108
0.0% of portfolio
|
Q3 2024
Added 49.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
933
shares
|
$260,549
0.05% of portfolio
|
Q3 2024
Reduced 13.93%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
927
shares
|
$258,874
0.0% of portfolio
|
Q3 2024
Reduced 99.76%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
911
shares
|
$254,405
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
900
shares
|
$251,334
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
900
shares
|
$251,334
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
889
shares
|
$248,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
885
shares
|
$247,145
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ndvr, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
884
shares
|
$246,865
0.23% of portfolio
|
Q3 2024
New holding
|