Purchases and Sales Made in Q2 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q2 2023. The information is specifically focused on institutions that hold shares of Evercore Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.5KNew |
$899K - $1.06M
|
8.5K
$2.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
8.24K+ 3.01% |
$871K - $1.03M
|
282K
$68.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
7.8K+ 6.94% |
$825K - $975K
|
120K
$29.1M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
7.09K+ 5.71% |
$749K - $885K
|
131K
$31.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
6.9K+ 7.45% |
$730K - $862K
|
99.5K
$24.1M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
6.77KNew |
$716K - $846K
|
6.77K
$1.64M
|
|
|
Jul 28, 2023
Q2 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
6.39K+ 80.58% |
$676K - $798K
|
14.3K
$3.46M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
6.2KNew |
$656K - $775K
|
6.2K
$1.5M
|
|
|
Aug 17, 2023
Q2 2023
|
Legato Capital Management LLC
|
BUY
|
- |
5.57K+ 37.85% |
$589K - $696K
|
20.3K
$4.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.24K+ 6.72% |
$554K - $655K
|
83.3K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
4.93K+ 3.15% |
$522K - $616K
|
161K
$39M
|
|
|
Aug 14, 2023
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
4.82KNew |
$509K - $602K
|
4.82K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
4.49K+ 10.11% |
$474K - $561K
|
48.9K
$11.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.12KNew |
$435K - $514K
|
4.12K
$995K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4KNew |
$422K - $499K
|
4K
$966K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.84K+ 38.75% |
$406K - $480K
|
13.8K
$3.33M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$406K - $479K
|
3.84K
$927K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
3.81K+ 33.29% |
$403K - $476K
|
15.2K
$3.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.55KNew |
$375K - $443K
|
3.55K
$858K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
3.45KNew |
$365K - $431K
|
3.45K
$835K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.39KNew |
$358K - $423K
|
3.39K
$819K
|
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.12K+ 1.13% |
$330K - $390K
|
279K
$67.4M
|
|
|
Aug 02, 2023
Q2 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.09K+ 16.14% |
$326K - $385K
|
22.2K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.07K+ 16.42% |
$324K - $383K
|
21.7K
$5.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
3.06KNew |
$324K - $383K
|
3.06K
$741K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2.99K+ 10.83% |
$316K - $373K
|
30.6K
$7.4M
|
|
|
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.83KNew |
$300K - $354K
|
2.83K
$685K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.81K+ 6.69% |
$297K - $351K
|
44.8K
$10.8M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.72K+ 785.55% |
$287K - $340K
|
3.06K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.57KNew |
$272K - $321K
|
2.57K
$622K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.46K+ 138.37% |
$260K - $307K
|
4.23K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.1KNew |
$222K - $262K
|
2.1K
$507K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.96KNew |
$207K - $244K
|
1.96K
$473K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.87KNew |
$198K - $234K
|
1.87K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
1.84K+ 1.62% |
$194K - $230K
|
115K
$27.8M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 83.36% |
$189K - $223K
|
3.93K
$951K
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.77KNew |
$187K - $221K
|
1.77K
$427K
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.76KNew |
$187K - $220K
|
1.76K
$427K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$184K - $217K
|
1.74K
$420K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.64KNew |
$174K - $205K
|
1.64K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.64KNew |
$174K - $205K
|
1.64K
$397K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.63KNew |
$172K - $204K
|
1.63K
$394K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.57K+ 8.42% |
$166K - $196K
|
20.2K
$4.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 16.22% |
$159K - $187K
|
10.8K
$2.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.36K+ 6.57% |
$144K - $170K
|
22K
$5.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.34K+ 58.37% |
$142K - $168K
|
3.64K
$880K
|
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.29K+ 4.67% |
$136K - $161K
|
28.8K
$6.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.17K+ 0.51% |
$123K - $146K
|
231K
$55.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
1.01K+ 7.05% |
$106K - $126K
|
15.3K
$3.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
961+ 5.97% |
$102K - $120K
|
17.1K
$4.12M
|