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 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
1.08K+ 3.05% |
$127K - $157K
|
36.4K
$8.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.04K+ 1.76% |
$123K - $152K
|
60.3K
$14.6M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.04KNew |
$123K - $152K
|
1.04K
$251K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.01K+ 16.38% |
$119K - $148K
|
7.18K
$1.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
979+ 20.24% |
$116K - $143K
|
5.82K
$1.41M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
933New |
$110K - $136K
|
933
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
806+ 5.15% |
$95.2K - $118K
|
16.5K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
799+ 35.24% |
$94.3K - $117K
|
3.07K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
794+ 0.41% |
$93.7K - $116K
|
196K
$47.4M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
712+ 18.1% |
$84.1K - $104K
|
4.65K
$1.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
650+ 147.73% |
$76.7K - $94.9K
|
1.09K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
604+ 14.28% |
$71.3K - $88.2K
|
4.84K
$1.17M
|
|
|
Nov 08, 2023
Q3 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
532+ 0.89% |
$62.8K - $77.7K
|
60.4K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
484+ 8.67% |
$57.1K - $70.6K
|
6.06K
$1.47M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
461+ 24.6% |
$54.4K - $67.3K
|
2.34K
$565K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
450+ 8.87% |
$53.1K - $65.7K
|
5.53K
$1.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
430New |
$50.8K - $62.8K
|
430
$104K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
387+ 7.65% |
$45.7K - $56.5K
|
5.44K
$1.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
BUY
|
- |
324+ 2.38% |
$38.3K - $47.3K
|
14K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
290+ 1.01% |
$34.2K - $42.3K
|
29K
$7M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
282+ 48.87% |
$33.3K - $41.2K
|
859
$208K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
268+ 5.26% |
$31.6K - $39.1K
|
5.36K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
264+ 4.84% |
$31.2K - $38.5K
|
5.72K
$1.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
262New |
$30.9K - $38.2K
|
262
$63.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
250+ 6.36% |
$29.5K - $36.5K
|
4.18K
$1.01M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
234+ 8.35% |
$27.6K - $34.2K
|
3.04K
$734K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220+ 6.43% |
$26K - $32.1K
|
3.64K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
211+ 4.16% |
$24.9K - $30.8K
|
5.29K
$1.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
210New |
$24.8K - $30.7K
|
210
$50.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
200+ 0.25% |
$23.6K - $29.2K
|
80.1K
$19.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
179+ 3.04% |
$21.1K - $26.1K
|
6.07K
$1.47M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
179+ 3.04% |
$21.1K - $26.1K
|
6.07K
$1.47M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
176+ 8.42% |
$20.8K - $25.7K
|
2.27K
$548K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
152+ 2.53% |
$17.9K - $22.2K
|
6.17K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
141+ 6.74% |
$16.6K - $20.6K
|
2.23K
$540K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
131New |
$15.5K - $19.1K
|
131
$31.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
128+ 1.81% |
$15.1K - $18.7K
|
7.21K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
116+ 4.93% |
$13.7K - $16.9K
|
2.47K
$597K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
114+ 0.41% |
$13.5K - $16.6K
|
28.1K
$6.78M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108+ 1.42% |
$12.8K - $15.8K
|
7.72K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
90+ 321.43% |
$10.6K - $13.1K
|
118
$28.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
79New |
$9.33K - $11.5K
|
79
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
77+ 11.96% |
$9.09K - $11.2K
|
721
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74+ 1480.0% |
$8.74K - $10.8K
|
79
$19.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
73+ 3.33% |
$8.62K - $10.7K
|
2.26K
$547K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
72+ 0.7% |
$8.5K - $10.5K
|
10.4K
$2.51M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
54+ 45.38% |
$6.38K - $7.88K
|
173
$41.8K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
50+ 0.11% |
$5.9K - $7.3K
|
46.1K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
47+ 58.75% |
$5.55K - $6.86K
|
127
$30.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
34New |
$4.01K - $4.96K
|
34
$8.22K
|