Purchases and Sales Made in Q2 2024 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q2 2024. 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 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147+ 918.75% |
$26.7K - $30.6K
|
163
$47.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
141+ 522.22% |
$25.6K - $29.4K
|
168
$48.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
139+ 534.62% |
$25.2K - $29K
|
165
$48.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
137+ 1.63% |
$24.9K - $28.6K
|
8.53K
$2.49M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
131+ 13.98% |
$23.8K - $27.3K
|
1.07K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
124+ 1.54% |
$22.5K - $25.8K
|
8.18K
$2.38M
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
123+ 15.55% |
$22.3K - $25.6K
|
914
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
118+ 0.17% |
$21.4K - $24.6K
|
71.6K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
116+ 8.42% |
$21.1K - $24.2K
|
1.49K
$435K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
105+ 0.3% |
$19.1K - $21.9K
|
35.2K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
93+ 0.63% |
$16.9K - $19.4K
|
14.9K
$4.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
90+ 91.84% |
$16.3K - $18.8K
|
188
$54.8K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
83+ 1.33% |
$15.1K - $17.3K
|
6.32K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
81+ 352.17% |
$14.7K - $16.9K
|
104
$30.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
80+ 2.19% |
$14.5K - $16.7K
|
3.74K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74New |
$13.4K - $15.4K
|
74
$21.6K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
72+ 3.89% |
$13.1K - $15K
|
1.92K
$560K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 10.67% |
$13.1K - $15K
|
747
$218K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
60+ 6.8% |
$10.9K - $12.5K
|
942
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
53+ 0.48% |
$9.62K - $11K
|
11.1K
$3.24M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43+ 2.65% |
$7.8K - $8.96K
|
1.67K
$486K
|
|
|
Jul 10, 2024
Q2 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
39+ 3.7% |
$7.08K - $8.13K
|
1.09K
$318K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
38+ 16.96% |
$6.9K - $7.92K
|
262
$76.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$5.81K - $6.67K
|
32
$9.32K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
32+ 27.12% |
$5.81K - $6.67K
|
150
$43.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31+ 1.94% |
$5.63K - $6.46K
|
1.63K
$474K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 13.45% |
$5.45K - $6.25K
|
253
$73.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29+ 1.61% |
$5.26K - $6.04K
|
1.83K
$534K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$5.26K - $6.04K
|
29
$8.45K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
29+ 0.41% |
$5.26K - $6.04K
|
7.14K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$4.9K - $5.63K
|
27
$7.86K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$4.9K - $5.63K
|
27
$7.86K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26+ 41.94% |
$4.72K - $5.42K
|
88
$25.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$4.54K - $5.21K
|
25
$7.28K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25+ 0.7% |
$4.54K - $5.21K
|
3.6K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
22+ 0.2% |
$3.99K - $4.59K
|
11.1K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
20+ 2.28% |
$3.63K - $4.17K
|
898
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20+ 1.07% |
$3.63K - $4.17K
|
1.88K
$548K
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
19+ 0.02% |
$3.45K - $3.96K
|
99.2K
$28.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17+ 0.21% |
$3.09K - $3.54K
|
8.23K
$2.4M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 37.5% |
$2.72K - $3.13K
|
55
$16K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$2.36K - $2.71K
|
13
$3.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
11+ 0.23% |
$2K - $2.29K
|
4.84K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 7.69% |
$2K - $2.29K
|
154
$44.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11+ 0.04% |
$2K - $2.29K
|
31K
$9.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$2K - $2.29K
|
11
$3.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$2K - $2.29K
|
11
$3.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11+ 0.16% |
$2K - $2.29K
|
6.84K
$1.99M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$1.82K - $2.08K
|
10
$2.91K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
8New |
$1.45K - $1.67K
|
8
$2.33K
|