Purchases and Sales Made in Q3 2024 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.61% |
$211 - $259
|
162
$39.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
SELL
|
- |
-3- 0.3% |
$633 - $776
|
990
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-3- 5.0% |
$633 - $776
|
57
$13.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 2.66% |
$1.06K - $1.29K
|
183
$44.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6- 23.08% |
$1.27K - $1.55K
|
20
$4.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 0.49% |
$1.48K - $1.81K
|
1.42K
$344K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 29.63% |
$1.69K - $2.07K
|
19
$4.59K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-12- 8.0% |
$2.53K - $3.1K
|
138
$33.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12- 0.56% |
$2.53K - $3.1K
|
2.14K
$516K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12- 0.52% |
$2.53K - $3.1K
|
2.29K
$553K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-12- 4.74% |
$2.53K - $3.1K
|
241
$58.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-15- 0.17% |
$3.17K - $3.88K
|
8.75K
$2.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-20- 0.32% |
$4.22K - $5.17K
|
6.28K
$1.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-22- 0.36% |
$4.64K - $5.69K
|
6.01K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24- 26.67% |
$5.06K - $6.21K
|
66
$16K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-27- 7.99% |
$5.7K - $6.98K
|
311
$75.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-29- 1.78% |
$6.12K - $7.5K
|
1.6K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-29- 7.92% |
$6.12K - $7.5K
|
337
$81.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-29- 0.35% |
$6.12K - $7.5K
|
8.2K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-36- 36.73% |
$7.6K - $9.31K
|
62
$15K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-36- 0.7% |
$7.6K - $9.31K
|
5.12K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-38- 10.05% |
$8.02K - $9.83K
|
340
$82.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-44- 0.4% |
$9.28K - $11.4K
|
11.1K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-46- 3.18% |
$9.71K - $11.9K
|
1.4K
$339K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-49- 44.14% |
$10.3K - $12.7K
|
62
$15K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-54- 3.23% |
$11.4K - $14K
|
1.62K
$392K
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-60- 0.16% |
$12.7K - $15.5K
|
36.8K
$8.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-76- 3.54% |
$16K - $19.7K
|
2.07K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-80- 7.8% |
$16.9K - $20.7K
|
945
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-81- 0.79% |
$17.1K - $21K
|
10.2K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-94- 0.14% |
$19.8K - $24.3K
|
69K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bnp Paribas
New York, NY |
SELL
|
- |
-99- 2.38% |
$20.9K - $25.6K
|
4.07K
$983K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-99- 58.93% |
$20.9K - $25.6K
|
69
$16.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.51% |
$21.1K - $25.9K
|
2.75K
$665K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.0% |
$21.1K - $25.9K
|
9.9K
$2.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-107- 8.78% |
$22.6K - $27.7K
|
1.11K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-116- 1.58% |
$24.5K - $30K
|
7.23K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-124- 5.55% |
$26.2K - $32.1K
|
2.11K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-138- 1.52% |
$29.1K - $35.7K
|
8.92K
$2.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-140- 2.89% |
$29.5K - $36.2K
|
4.7K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-143- 0.83% |
$30.2K - $37K
|
17.1K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-151- 13.93% |
$31.9K - $39.1K
|
933
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-154- 0.94% |
$32.5K - $39.8K
|
16.3K
$3.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-156- 1.6% |
$32.9K - $40.4K
|
9.6K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-158- 12.95% |
$33.3K - $40.9K
|
1.06K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-179- 3.01% |
$37.8K - $46.3K
|
5.77K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-189- 6.47% |
$39.9K - $48.9K
|
2.73K
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-202- 0.15% |
$42.6K - $52.3K
|
137K
$33.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-206- 1.38% |
$43.5K - $53.3K
|
14.7K
$3.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-208- 3.75% |
$43.9K - $53.8K
|
5.34K
$1.29M
|