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 |
|---|---|---|---|---|---|
|
Gateway Investment Advisers LLC
|
Oct 10, 2024 Q3 2024 |
881
shares
|
$246,028
0.0% of portfolio
|
Q3 2024
Reduced 39.78%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
881
shares
|
$246,028
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
879
shares
|
$245,469
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
877
shares
|
$244,911
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
864
shares
|
$241,280
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
833
shares
|
$232,623
0.0% of portfolio
|
Q3 2024
Reduced 48.86%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
822
shares
|
$229,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
814
shares
|
$227,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
812
shares
|
$226,759
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
801
shares
|
$223,687
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
800
shares
|
$223,408
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
800
shares
|
$223,408
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
747
shares
|
$208,607
0.0% of portfolio
|
Q2 2024
Added 10.67%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
717
shares
|
$200,229
0.01% of portfolio
|
Q3 2024
Reduced 56.73%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
699
shares
|
$195,202
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
660
shares
|
$184,311
0.02% of portfolio
|
Q3 2024
Added 65900.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
640
shares
|
$178,726
0.01% of portfolio
|
Q3 2022
Reduced 3.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
633
shares
|
$176,771
0.01% of portfolio
|
Q3 2024
Reduced 29.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
618
shares
|
$172,582
0.0% of portfolio
|
Q4 2017
Reduced 96.6%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
617
shares
|
$172,303
0.01% of portfolio
|
Q2 2024
Added 0.98%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
581
shares
|
$162,250
0.02% of portfolio
|
Q3 2024
Reduced 45.6%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
570
shares
|
$159,178
0.02% of portfolio
|
Q3 2024
Reduced 85.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
523
shares
|
$146,052
0.01% of portfolio
|
Q3 2024
Added 41.35%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
503
shares
|
$140,467
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
473
shares
|
$132,089
0.0% of portfolio
|
Q3 2024
Added 2.38%
|