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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 4.67% |
$12.7K - $14.6K
|
1.43K
$417K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-79- 5.18% |
$14.3K - $16.5K
|
1.45K
$421K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-89- 1.05% |
$16.2K - $18.6K
|
8.39K
$2.44M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-92- 1.4% |
$16.7K - $19.2K
|
6.46K
$1.88M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-93- 5.95% |
$16.9K - $19.4K
|
1.47K
$428K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 6.17% |
$18.2K - $20.8K
|
1.52K
$443K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 1.36% |
$18.2K - $20.8K
|
7.25K
$2.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-114- 1.66% |
$20.7K - $23.8K
|
6.76K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-116- 1.52% |
$21.1K - $24.2K
|
7.54K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-133- 49.63% |
$24.1K - $27.7K
|
135
$39.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-138- 7.69% |
$25K - $28.8K
|
1.66K
$483K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-139- 0.84% |
$25.2K - $29K
|
16.4K
$4.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-147- 28.0% |
$26.7K - $30.6K
|
378
$110K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-149- 3.45% |
$27K - $31.1K
|
4.17K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-151- 2.36% |
$27.4K - $31.5K
|
6.25K
$1.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-156- 85.71% |
$28.3K - $32.5K
|
26
$7.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-163- 5.75% |
$29.6K - $34K
|
2.67K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-167- 4.3% |
$30.3K - $34.8K
|
3.72K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-170- 65.38% |
$30.9K - $35.4K
|
90
$26.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-171- 14.75% |
$31K - $35.6K
|
988
$288K
|
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-175- 1.0% |
$31.8K - $36.5K
|
17.3K
$5.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-181- 1.03% |
$32.9K - $37.7K
|
17.5K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-181- 0.94% |
$32.9K - $37.7K
|
19K
$5.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-195- 1.38% |
$35.4K - $40.6K
|
13.9K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-208- 0.07% |
$37.8K - $43.4K
|
300K
$87.3M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-216- 2.86% |
$39.2K - $45K
|
7.34K
$2.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-218- 5.54% |
$39.6K - $45.4K
|
3.71K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-231- 8.29% |
$41.9K - $48.1K
|
2.56K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-263- 20.94% |
$47.7K - $54.8K
|
993
$289K
|
|
|
Aug 05, 2024
Q2 2024
|
Strs Ohio
|
SELL
|
- |
-273- 0.24% |
$49.5K - $56.9K
|
112K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-285- 1.16% |
$51.7K - $59.4K
|
24.2K
$7.06M
|
|
|
Jul 29, 2024
Q2 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-329- 11.84% |
$59.7K - $68.6K
|
2.45K
$714K
|
|
|
Aug 09, 2024
Q2 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-363- 1.76% |
$65.9K - $75.7K
|
20.3K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-384- 2.02% |
$69.7K - $80K
|
18.7K
$5.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-385- 3.02% |
$69.9K - $80.2K
|
12.4K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-390- 0.83% |
$70.8K - $81.3K
|
46.5K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-391- 9.08% |
$71K - $81.5K
|
3.92K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-418- 84.27% |
$75.9K - $87.1K
|
78
$22.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-437- 3.39% |
$79.3K - $91.1K
|
12.5K
$3.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-442- 9.64% |
$80.2K - $92.1K
|
4.15K
$1.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-458- 10.94% |
$83.1K - $95.5K
|
3.73K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-464- 7.72% |
$84.2K - $96.7K
|
5.55K
$1.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-520- 3.88% |
$94.4K - $108K
|
12.9K
$3.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-540- 30.18% |
$98K - $113K
|
1.25K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-581- 0.08% |
$105K - $121K
|
745K
$217M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-592- 10.92% |
$107K - $123K
|
4.83K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-636- 38.59% |
$115K - $133K
|
1.01K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-636- 1.71% |
$115K - $133K
|
36.6K
$10.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-641- 17.43% |
$116K - $134K
|
3.04K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-669- 5.32% |
$121K - $139K
|
11.9K
$3.47M
|