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
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-734- 14.32% |
$77.6K - $91.7K
|
4.39K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-776- 3.54% |
$82.1K - $96.9K
|
21.1K
$5.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-813- 5.06% |
$86K - $102K
|
15.3K
$3.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-825- 15.99% |
$87.2K - $103K
|
4.34K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-825- 4.36% |
$87.2K - $103K
|
18.1K
$4.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-838- 4.29% |
$88.6K - $105K
|
18.7K
$4.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-906- 3.67% |
$95.8K - $113K
|
23.8K
$5.75M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-979- 16.83% |
$104K - $122K
|
4.84K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-981- 3.06% |
$104K - $123K
|
31.1K
$7.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.04K- 14.08% |
$110K - $130K
|
6.34K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17K- 13.29% |
$123K - $146K
|
7.61K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.22K- 0.99% |
$129K - $153K
|
123K
$29.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.23K- 3.3% |
$130K - $154K
|
36K
$8.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 7.75% |
$135K - $160K
|
15.2K
$3.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.31K- 74.79% |
$138K - $163K
|
440
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.34K- 15.15% |
$142K - $167K
|
7.5K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
SELL
|
- |
-1.37K- 1.36% |
$145K - $171K
|
99.3K
$24M
|
|
|
Aug 14, 2023
Q2 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-1.43K- 2.36% |
$151K - $179K
|
59.1K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.62K- 43.29% |
$171K - $202K
|
2.12K
$512K
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.67K- 44.9% |
$176K - $208K
|
2.04K
$494K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 80.69% |
$176K - $208K
|
399
$96.5K
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1.75KClosed |
$185K - $219K
|
0
$0
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.83K- 3.94% |
$193K - $228K
|
44.6K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.92K- 3.49% |
$203K - $240K
|
53.2K
$12.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-2.02K- 5.4% |
$213K - $252K
|
35.3K
$8.54M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.03K- 2.17% |
$215K - $254K
|
91.7K
$22.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-2.2K- 25.52% |
$232K - $274K
|
6.41K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.26K- 8.1% |
$239K - $283K
|
25.7K
$6.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-2.44K- 2.22% |
$257K - $304K
|
107K
$25.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.46K- 8.48% |
$260K - $307K
|
26.5K
$6.42M
|
|
|
Aug 11, 2023
Q2 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-2.46K- 5.08% |
$260K - $308K
|
46.1K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.55K- 2.0% |
$269K - $318K
|
125K
$30.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.67K- 23.22% |
$283K - $334K
|
8.84K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-2.68K- 23.02% |
$284K - $335K
|
8.97K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-2.74K- 8.95% |
$290K - $342K
|
27.9K
$6.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-2.77K- 27.93% |
$293K - $346K
|
7.15K
$1.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.79K- 4.35% |
$295K - $348K
|
61.4K
$14.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-3.04K- 51.42% |
$321K - $380K
|
2.87K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.16K- 10.95% |
$334K - $394K
|
25.7K
$6.2M
|
|
|
Feb 07, 2025
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 9.75% |
$337K - $399K
|
29.5K
$7.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-3.19K- 9.75% |
$337K - $399K
|
29.5K
$7.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.25K- 45.48% |
$344K - $406K
|
3.9K
$942K
|
|
|
Aug 11, 2023
Q2 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-3.43K- 55.61% |
$363K - $429K
|
2.74K
$662K
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-3.6K- 0.41% |
$381K - $450K
|
884K
$214M
|
|
|
Jul 11, 2023
Q2 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.62K- 30.59% |
$382K - $452K
|
8.2K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-3.62K- 1.43% |
$382K - $452K
|
249K
$60.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-3.9K- 80.18% |
$413K - $488K
|
965
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-4.22K- 1.8% |
$446K - $527K
|
231K
$55.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.22K- 27.09% |
$447K - $528K
|
11.4K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.43K- 26.78% |
$468K - $553K
|
12.1K
$2.93M
|