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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47+ 2.74% |
$4.97K - $5.87K
|
1.76K
$427K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
47+ 0.67% |
$4.97K - $5.87K
|
7.08K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
46+ 2.0% |
$4.86K - $5.75K
|
2.35K
$568K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
$4.76K - $5.62K
|
45
$10.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
42+ 4.62% |
$4.44K - $5.25K
|
952
$230K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
37+ 1.04% |
$3.91K - $4.62K
|
3.6K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
36New |
$3.81K - $4.5K
|
36
$8.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
28New |
$2.96K - $3.5K
|
28
$6.77K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.85K - $3.37K
|
27
$6.53K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26+ 6.7% |
$2.75K - $3.25K
|
414
$100K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
26+ 1.82% |
$2.75K - $3.25K
|
1.45K
$351K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$2.43K - $2.87K
|
23
$5.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
22+ 0.47% |
$2.33K - $2.75K
|
4.68K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$2.11K - $2.5K
|
20
$4.84K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17+ 4.16% |
$1.8K - $2.12K
|
426
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.31% |
$1.8K - $2.12K
|
5.45K
$1.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
16+ 0.91% |
$1.69K - $2K
|
1.78K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16+ 2.55% |
$1.69K - $2K
|
644
$156K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
14+ 0.39% |
$1.48K - $1.75K
|
3.58K
$865K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
13+ 0.09% |
$1.37K - $1.62K
|
15K
$3.63M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 7.06% |
$1.27K - $1.5K
|
182
$44K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 7.83% |
$952 - $1.12K
|
124
$30K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6New |
$634 - $750
|
6
$1.45K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$529 - $625
|
5
$1.21K
|
|
|
Aug 16, 2023
Q2 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
5+ 0.05% |
$529 - $625
|
9.73K
$2.35M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$106 - $125
|
8
$1.93K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.14% |
$106 - $125
|
13
$3.14K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2- 1.69% |
$211 - $250
|
116
$28K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4- 3.85% |
$423 - $500
|
100
$24.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4- 4.76% |
$423 - $500
|
80
$19.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5- 17.86% |
$529 - $625
|
23
$5.56K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-6- 0.19% |
$634 - $750
|
3.2K
$774K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6- 0.12% |
$634 - $750
|
5.08K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-7- 5.56% |
$740 - $875
|
119
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Nitorum Capital, L.P.
New York, NY |
SELL
|
- |
-9- -0.0% |
$952 - $1.12K
|
200K
$48.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11- 26.83% |
$1.16K - $1.37K
|
30
$7.25K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-12- 0.25% |
$1.27K - $1.5K
|
4.84K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-18- 0.15% |
$1.9K - $2.25K
|
12.4K
$2.99M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-20- 0.3% |
$2.11K - $2.5K
|
6.67K
$1.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-24- 0.57% |
$2.54K - $3K
|
4.2K
$1.02M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-26- 10.88% |
$2.75K - $3.25K
|
213
$51.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 35.53% |
$2.85K - $3.37K
|
49
$11.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-29- 1.31% |
$3.07K - $3.62K
|
2.19K
$529K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-31- 0.29% |
$3.28K - $3.87K
|
10.5K
$2.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-45- 1.33% |
$4.76K - $5.62K
|
3.35K
$809K
|
|
|
Jul 26, 2023
Q2 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-47- 0.05% |
$4.97K - $5.87K
|
94.4K
$22.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-49- 2.02% |
$5.18K - $6.12K
|
2.37K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-63- 54.31% |
$6.66K - $7.87K
|
53
$12.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-81- 46.29% |
$8.56K - $10.1K
|
94
$22.7K
|