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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
467
shares
|
$130,414
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
444
shares
|
$123,991
0.01% of portfolio
|
Q2 2022
Reduced 14.29%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
432
shares
|
$120,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
340
shares
|
$94,948
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
337
shares
|
$94,110
0.0% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
315
shares
|
$87,966
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
313
shares
|
$87,408
0.0% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
311
shares
|
$86,849
0.0% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
306
shares
|
$85,453
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
292
shares
|
$81,543
0.0% of portfolio
|
Q2 2024
Reduced 79.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
264
shares
|
$73,724
0.0% of portfolio
|
Q3 2024
Added 60.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
241
shares
|
$67,301
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
234
shares
|
$65,346
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
220
shares
|
$61,437
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
202
shares
|
$56,410
0.0% of portfolio
|
Q3 2024
Added 56.59%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
196
shares
|
$54,734
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
193
shares
|
$53,897
0.0% of portfolio
|
Q3 2024
Added 25.32%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
183
shares
|
$51,104
0.0% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
180
shares
|
$50,266
0.04% of portfolio
|
Q4 2021
Reduced 10.0%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
175
shares
|
$48,870
0.01% of portfolio
|
Q2 2022
Reduced 41.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
170
shares
|
$47,474
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
170
shares
|
$47,474
0.0% of portfolio
|
Q3 2024
Added 78.95%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
164
shares
|
$45,798
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
163
shares
|
$45,519
0.0% of portfolio
|
Q2 2024
Added 918.75%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
152
shares
|
$42,447
0.01% of portfolio
|
Q1 2022
Added 102.67%
|