Purchases and Sales Made in Q2 2023 in Evercore Inc. (EVR)

EVR Quotes by TradingView

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
Jul 18, 2023 Q2 2023
Louisiana State Employees Retirement System

BUY
 -
800
+ 8.42%
$84.6K - $99.9K
10.3K $2.49M
Jul 17, 2023 Q2 2023
New Mexico Educational Retirement Board

BUY
 -
800
+ 12.31%
$84.6K - $99.9K
7.3K $1.77M
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
796
+ 1.57%
$84.2K - $99.4K
51.4K $12.4M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
789
+ 18.34%
$83.4K - $98.6K
5.09K $1.23M
Aug 08, 2023 Q2 2023
Rhumbline Advisers

Boston, MA
BUY
 -
788
+ 0.73%
$83.3K - $98.4K
109K $26.4M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

BUY
 -
754
+ 146.41%
$79.7K - $94.2K
1.27K $307K
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
714
+ 0.1%
$75.5K - $89.2K
725K $175M
Apr 12, 2024 Q2 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
660
+ 36.59%
$69.8K - $82.5K
2.46K $596K
Aug 08, 2023 Q2 2023
Pekin Hardy Strauss, Inc.

BUY
 -
625
+ 1.4%
$66.1K - $78.1K
45.1K $10.9M
Aug 14, 2023 Q2 2023
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
613
+ 11.62%
$64.8K - $76.6K
5.89K $1.42M
Aug 21, 2023 Q2 2023
Teachers Retirement System Of The State Of Kentucky

Frankfort, KY
BUY
 -
592
+ 10.24%
$62.6K - $74K
6.37K $1.54M
Aug 14, 2023 Q2 2023
Centric Wealth Management

BUY
 -
569
+ 4.36%
$60.2K - $71.1K
13.6K $3.3M
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
522
+ 6.22%
$55.2K - $65.2K
8.92K $2.16M
Aug 14, 2023 Q2 2023
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
517
+ 0.46%
$54.7K - $64.6K
112K $27M
Jul 31, 2023 Q2 2023
Crossmark Global Holdings, Inc.

BUY
 -
458
+ 8.81%
$48.4K - $57.2K
5.65K $1.37M
Aug 14, 2023 Q2 2023
Morse Asset Management, Inc

Darien, CT
BUY
 -
426
+ 1.51%
$45K - $53.2K
28.7K $6.93M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
415
+ 14.81%
$43.9K - $51.8K
3.22K $778K
Jul 18, 2023 Q2 2023
Riverwater Partners LLC

BUY
 -
411
+ 5.14%
$43.5K - $51.3K
8.4K $2.03M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
371
+ 10.42%
$39.2K - $46.3K
3.93K $950K
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
361
+ 2.59%
$38.2K - $45.1K
14.3K $3.45M
Aug 07, 2023 Q2 2023
Zurcher Kantonalbank (Zurich Cantonalbank)

Zurich, V8
BUY
 -
353
+ 6.07%
$37.3K - $44.1K
6.17K $1.49M
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
298
+ 9.77%
$31.5K - $37.2K
3.35K $809K
Aug 14, 2023 Q2 2023
Quarry LP

New York, NY
BUY
 -
287
New
$30.3K - $35.9K
287 $69.4K
Jul 28, 2023 Q2 2023
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
239
+ 4.96%
$25.3K - $29.9K
5.06K $1.22M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
234
+ 1.17%
$24.7K - $29.2K
20.2K $4.89M
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
233
+ 4.03%
$24.6K - $29.1K
6.01K $1.45M
Aug 14, 2023 Q2 2023
Capital Impact Advisors, LLC

Boston, MA
BUY
 -
217
+ 5.33%
$22.9K - $27.1K
4.29K $1.04M
Aug 14, 2023 Q2 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
217
+ 0.12%
$22.9K - $27.1K
177K $42.8M
Jul 24, 2023 Q2 2023
Campbell Newman Asset Management Inc

BUY
 -
211
+ 2.22%
$22.3K - $26.4K
9.71K $2.35M
Aug 09, 2023 Q2 2023
Swiss National Bank

Zurich, V8
BUY
 -
200
+ 0.25%
$21.1K - $25K
79.9K $19.3M
Aug 11, 2023 Q2 2023
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
200
+ 6.85%
$21.1K - $25K
3.12K $754K
Aug 14, 2023 Q2 2023
State Of Wyoming

Cheyenne, WY
BUY
 -
183
+ 23.14%
$19.4K - $22.9K
974 $236K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
181
+ 2.48%
$19.1K - $22.6K
7.49K $1.81M
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
171
+ 8.49%
$18.1K - $21.4K
2.19K $528K
Jul 31, 2023 Q2 2023
Inspire Investing, LLC

Meridian, ID
BUY
 -
161
+ 6.81%
$17K - $20.1K
2.53K $611K
Jul 25, 2023 Q2 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
130
+ 4.72%
$13.7K - $16.2K
2.88K $697K
Aug 01, 2023 Q2 2023
Keybank National Association

BUY
 -
122
+ 5.42%
$12.9K - $15.2K
2.37K $573K
Aug 02, 2023 Q2 2023
Wambolt & Associates, LLC

BUY
 -
118
+ 2.38%
$12.5K - $14.7K
5.08K $1.23M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
95
+ 67.86%
$10K - $11.9K
235 $56.8K
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
95
+ 452.38%
$10K - $11.9K
116 $28K
Aug 09, 2023 Q2 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
77
+ 3.82%
$8.14K - $9.62K
2.09K $506K
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
77
+ 3.82%
$8.14K - $9.62K
2.09K $506K
Aug 21, 2023 Q2 2023
Ccm Investment Advisers LLC

BUY
 -
71
+ 0.08%
$7.51K - $8.87K
87K $21M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
69
+ 11.71%
$7.3K - $8.62K
658 $159K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
67
+ 33.33%
$7.08K - $8.37K
268 $64.8K
Aug 09, 2023 Q2 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
67
+ 0.18%
$7.08K - $8.37K
37.9K $9.16M
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
58
+ 2.95%
$6.13K - $7.25K
2.02K $489K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
56
+ 10.75%
$5.92K - $7K
577 $140K
Jul 07, 2023 Q2 2023
Radnor Capital Management, LLC

BUY
 -
50
+ 1.93%
$5.29K - $6.25K
2.65K $640K

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