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 15, 2023
Q3 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-63- 0.65% |
$7.44K - $9.2K
|
9.67K
$2.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-67- 0.45% |
$7.91K - $9.78K
|
15K
$3.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
SELL
|
- |
-68- 0.81% |
$8.03K - $9.93K
|
8.34K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-71- 1.69% |
$8.38K - $10.4K
|
4.13K
$998K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-75- 1.28% |
$8.85K - $10.9K
|
5.77K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-79- 3.91% |
$9.33K - $11.5K
|
1.94K
$470K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-87- 21.01% |
$10.3K - $12.7K
|
327
$79.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94- 2.38% |
$11.1K - $13.7K
|
3.85K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 5.0% |
$11.8K - $14.6K
|
1.9K
$459K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-105- 4.06% |
$12.4K - $15.3K
|
2.48K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-111- 1.42% |
$13.1K - $16.2K
|
7.73K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-117- 1.22% |
$13.8K - $17.1K
|
9.5K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-117- 0.31% |
$13.8K - $17.1K
|
37.8K
$9.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-144- 47.84% |
$17K - $21K
|
157
$38K
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-162- 4.16% |
$19.1K - $23.6K
|
3.73K
$903K
|
|
|
Oct 19, 2023
Q3 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-171- 1.76% |
$20.2K - $25K
|
9.54K
$2.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-191- 6.08% |
$22.5K - $27.9K
|
2.95K
$714K
|
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-200- 0.39% |
$23.6K - $29.2K
|
51.2K
$12.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-209- 52.38% |
$24.7K - $30.5K
|
190
$45.9K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-230- 0.64% |
$27.2K - $33.6K
|
35.5K
$8.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-300- 11.88% |
$35.4K - $43.8K
|
2.23K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-318- 2.23% |
$37.5K - $46.4K
|
14K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-328- 18.59% |
$38.7K - $47.9K
|
1.44K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-342- 1.11% |
$40.4K - $49.9K
|
30.5K
$7.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-357- 1.39% |
$42.1K - $52.1K
|
25.3K
$6.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 3.88% |
$47.2K - $58.4K
|
9.9K
$2.39M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-400- 3.91% |
$47.2K - $58.4K
|
9.83K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-400- 4.6% |
$47.2K - $58.4K
|
8.31K
$2.01M
|
|
|
Dec 08, 2023
Q3 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-410- 0.47% |
$48.4K - $59.8K
|
86.6K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-442- 13.74% |
$52.2K - $64.5K
|
2.78K
$671K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-486- 5.45% |
$57.4K - $70.9K
|
8.43K
$2.04M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-491- 13.75% |
$58K - $71.7K
|
3.08K
$745K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-500- 5.64% |
$59K - $73K
|
8.37K
$2.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-538- 2.88% |
$63.5K - $78.5K
|
18.2K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-567- 5.58% |
$66.9K - $82.8K
|
9.59K
$2.32M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-624- 0.43% |
$73.7K - $91.1K
|
146K
$35.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-676- 14.41% |
$79.8K - $98.7K
|
4.01K
$971K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-750- 77.0% |
$88.5K - $109K
|
224
$54.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-814- 6.57% |
$96.1K - $119K
|
11.6K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-846- 16.23% |
$99.9K - $123K
|
4.37K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-892- 5.85% |
$105K - $130K
|
14.4K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-908- 1.7% |
$107K - $133K
|
52.5K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-988- 0.4% |
$117K - $144K
|
248K
$60M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-992- 11.26% |
$117K - $145K
|
7.82K
$1.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-1.01K- 1.34% |
$119K - $147K
|
74.1K
$17.9M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.02K- 30.67% |
$121K - $149K
|
2.31K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.08K- 4.85% |
$127K - $157K
|
21.1K
$5.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.09K- 1.19% |
$129K - $159K
|
90.7K
$21.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.12K- 1.02% |
$132K - $163K
|
108K
$26.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.16K- 5.47% |
$136K - $169K
|
20K
$4.83M
|