Purchases and Sales Made in Q3 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
394KNew |
$46.5M - $57.5M
|
394K
$95.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
141K+ 27.21% |
$16.6M - $20.5M
|
657K
$159M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
133KNew |
$15.7M - $19.4M
|
133K
$32.1M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
129K+ 34.56% |
$15.3M - $18.9M
|
504K
$122M
|
|
|
Nov 09, 2023
Q3 2023
|
Scout Investments, Inc.
|
BUY
|
- |
110K+ 47.89% |
$13M - $16.1M
|
341K
$82.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
105KNew |
$12.4M - $15.3M
|
105K
$25.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
98.5K+ 88.21% |
$11.6M - $14.4M
|
210K
$50.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
86.9K+ 44.97% |
$10.3M - $12.7M
|
280K
$67.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
71.7K+ 26.39% |
$8.46M - $10.5M
|
343K
$83M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
55.3K+ 607.42% |
$6.53M - $8.07M
|
64.4K
$15.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
48.3KNew |
$5.7M - $7.04M
|
48.3K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
46.7K+ 12.6% |
$5.51M - $6.82M
|
417K
$101M
|
|
|
Nov 13, 2023
Q3 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
41.4K+ 231.29% |
$4.89M - $6.05M
|
59.4K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
40.2KNew |
$4.74M - $5.86M
|
40.2K
$9.71M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
39.7KNew |
$4.69M - $5.8M
|
39.7K
$9.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
38.3K+ 1229.07% |
$4.53M - $5.6M
|
41.5K
$10M
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
26.2K+ 13.84% |
$3.09M - $3.82M
|
215K
$52.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
25.7K+ 29.27% |
$3.04M - $3.76M
|
114K
$27.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24K+ 3.55% |
$2.83M - $3.5M
|
700K
$169M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
23.2K+ 4.67% |
$2.74M - $3.39M
|
520K
$126M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
22.8KNew |
$2.69M - $3.33M
|
22.8K
$5.52M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
21.7K+ 30.47% |
$2.57M - $3.17M
|
93.1K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
20.4K+ 236.27% |
$2.4M - $2.97M
|
29K
$7M
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
19.8KNew |
$2.34M - $2.89M
|
19.8K
$4.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
19.7KNew |
$2.32M - $2.87M
|
19.7K
$4.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.5K+ 8.0% |
$2.19M - $2.7M
|
250K
$60.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
18.2K+ 6.45% |
$2.15M - $2.65M
|
300K
$72.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
14.7K+ 22.7% |
$1.73M - $2.14M
|
79.4K
$19.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
14.7K+ 1.66% |
$1.73M - $2.14M
|
898K
$217M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 21.75% |
$1.72M - $2.12M
|
81.4K
$19.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.5K+ 71.56% |
$1.71M - $2.11M
|
34.7K
$8.4M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
14.3K+ 1.39% |
$1.69M - $2.09M
|
1.04M
$253M
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
14.1K+ 103.9% |
$1.66M - $2.06M
|
27.6K
$6.68M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
14K+ 10.69% |
$1.66M - $2.05M
|
145K
$35.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
13.8KNew |
$1.63M - $2.02M
|
13.8K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3K+ 159.31% |
$1.57M - $1.94M
|
21.7K
$5.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
BUY
|
- |
13.2K+ 86.76% |
$1.56M - $1.93M
|
28.5K
$6.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
11.5K+ 16.66% |
$1.36M - $1.68M
|
80.7K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$1.35M - $1.67M
|
11.5K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
BUY
|
- |
11.4KNew |
$1.34M - $1.66M
|
11.4K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.2KNew |
$1.33M - $1.64M
|
11.2K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
BUY
|
- |
10.3K+ 100.49% |
$1.22M - $1.51M
|
20.6K
$4.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
10.1K+ 11.57% |
$1.19M - $1.47M
|
97.1K
$23.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.33KNew |
$1.1M - $1.36M
|
9.33K
$2.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
9.26KNew |
$1.09M - $1.35M
|
9.26K
$2.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.64K+ 62.74% |
$1.02M - $1.26M
|
22.4K
$5.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
8.26K+ 176.69% |
$975K - $1.21M
|
12.9K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
7.69K+ 1.33% |
$907K - $1.12M
|
587K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
6.51KNew |
$768K - $950K
|
6.51K
$1.57M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.82K+ 91.4% |
$688K - $850K
|
12.2K
$2.95M
|