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 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-83- 4.5% |
$8.78K - $10.4K
|
1.76K
$426K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-87- 1.1% |
$9.2K - $10.9K
|
7.84K
$1.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-91- 9.73% |
$9.62K - $11.4K
|
844
$204K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-96- 0.99% |
$10.2K - $12K
|
9.61K
$2.32M
|
|
|
Aug 09, 2023
Q2 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-103- 0.13% |
$10.9K - $12.9K
|
77.4K
$18.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-104- 1.75% |
$11K - $13K
|
5.84K
$1.41M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-111- 7.68% |
$11.7K - $13.9K
|
1.33K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-111- 7.68% |
$11.7K - $13.9K
|
1.33K
$323K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-118- 12.47% |
$12.5K - $14.7K
|
828
$200K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-124- 4.57% |
$13.1K - $15.5K
|
2.59K
$626K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-145- 4.41% |
$15.3K - $18.1K
|
3.14K
$760K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-155- 3.78% |
$16.4K - $19.4K
|
3.94K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-159- 2.96% |
$16.8K - $19.9K
|
5.21K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-162- 11.66% |
$17.1K - $20.2K
|
1.23K
$297K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-166- 6.65% |
$17.6K - $20.7K
|
2.33K
$564K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-196- 5.55% |
$20.7K - $24.5K
|
3.34K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-198- 0.42% |
$20.9K - $24.7K
|
47.1K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 1.92% |
$21.1K - $25K
|
10.2K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-207- 1.3% |
$21.9K - $25.9K
|
15.7K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-215- 41.67% |
$22.7K - $26.9K
|
301
$72.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-221- 0.88% |
$23.4K - $27.6K
|
24.8K
$6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-232- 5.0% |
$24.5K - $29K
|
4.41K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-287- 3.15% |
$30.3K - $35.9K
|
8.81K
$2.13M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-289- 2.01% |
$30.6K - $36.1K
|
14.1K
$3.41M
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 3.33% |
$31.7K - $37.5K
|
8.71K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-300- 15.16% |
$31.7K - $37.5K
|
1.68K
$406K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-304- 4.32% |
$32.1K - $38K
|
6.73K
$1.63M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-305- 10.1% |
$32.3K - $38.1K
|
2.72K
$657K
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-307- 0.59% |
$32.5K - $38.4K
|
51.4K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-324- 3.44% |
$34.3K - $40.5K
|
9.11K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-337- 10.22% |
$35.6K - $42.1K
|
2.96K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-338- 5.34% |
$35.7K - $42.2K
|
5.99K
$1.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-390- 3.65% |
$41.2K - $48.7K
|
10.3K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-400- 6.27% |
$42.3K - $50K
|
5.98K
$1.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Kendall Capital Management
|
SELL
|
- |
-405- 5.1% |
$42.8K - $50.6K
|
7.54K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-409- 2.9% |
$43.2K - $51.1K
|
13.7K
$3.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-415- 10.82% |
$43.9K - $51.8K
|
3.42K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-420- 9.74% |
$44.4K - $52.5K
|
3.89K
$942K
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-423- 4.82% |
$44.7K - $52.8K
|
8.35K
$2.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-424- 7.06% |
$44.8K - $53K
|
5.58K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-429- 19.25% |
$45.4K - $53.6K
|
1.8K
$435K
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-435- 9.13% |
$46K - $54.3K
|
4.33K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-437- 0.91% |
$46.2K - $54.6K
|
47.7K
$11.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-438- 1.94% |
$46.3K - $54.7K
|
22.2K
$5.36M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-505- 8.34% |
$53.4K - $63.1K
|
5.55K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-550- 1.52% |
$58.2K - $68.7K
|
35.7K
$8.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-617- 5.3% |
$65.2K - $77.1K
|
11K
$2.67M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-648- 15.36% |
$68.5K - $81K
|
3.57K
$864K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-693- 2.42% |
$73.3K - $86.6K
|
27.9K
$6.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-719- 26.52% |
$76K - $89.8K
|
1.99K
$482K
|