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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
62
shares
|
$17,314
0.0% of portfolio
|
Q3 2024
Reduced 36.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
62
shares
|
$17,314
0.0% of portfolio
|
Q3 2024
Reduced 44.14%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
57
shares
|
$15,917
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
55
shares
|
$15,359
0.0% of portfolio
|
Q2 2024
Added 37.5%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
55
shares
|
$15,359
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$13,683
0.0% of portfolio
|
Q3 2021
Added 40.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
45
shares
|
$12,566
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
44
shares
|
$12,287
0.0% of portfolio
|
Q2 2020
Added 83.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
43
shares
|
$12,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
41
shares
|
$11,449
0.0% of portfolio
|
Q3 2024
Reduced 89.18%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
33
shares
|
$9,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 12, 2024 Q3 2024 |
33
shares
|
$9,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
33
shares
|
$9,215
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
32
shares
|
$8,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
32
shares
|
$8,936
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
31
shares
|
$8,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
31
shares
|
$8,657
0.0% of portfolio
|
Q3 2024
Added 158.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
31
shares
|
$8,657
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
29
shares
|
$8,098
0.0% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
25
shares
|
$6,981
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
24
shares
|
$6,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
24
shares
|
$6,702
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
23
shares
|
$6,422
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
23
shares
|
$6,422
0.0% of portfolio
|
Q3 2024
Added 130.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
21
shares
|
$5,864
0.0% of portfolio
|
Q3 2022
New holding
|