Purchases and Sales Made in Q4 2021 in Evercore Inc. (EVR)

EVR Quotes by TradingView

This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 2021. 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
Jan 19, 2022 Q4 2021
Newbridge Financial Services Group, Inc.

BUY
 -
6
+ 100.0%
$774 - $979
12 $3.5K
Feb 07, 2022 Q4 2021
Cullen/Frost Bankers, Inc.

BUY
 -
5
+ 0.5%
$645 - $816
1.01K $293K
Feb 14, 2022 Q4 2021
Bivin & Associates, Inc.

Ponca City, OK
BUY
 -
5
New
$645 - $816
5 $1.46K
Jan 28, 2022 Q4 2021
Schubert & CO

BUY
 -
5
New
$645 - $816
5 $1.46K
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
4
+ 6.56%
$516 - $653
65 $18.9K
Nov 07, 2023 Q4 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
4
New
$516 - $653
4 $1.17K
Feb 14, 2022 Q4 2021
Eaton Vance Management

Boston, MA
BUY
 -
4
+ 0.01%
$516 - $653
70.5K $20.5M
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

BUY
 -
3
New
$387 - $490
3 $874
Jan 28, 2022 Q4 2021
Absolute Capital Management, LLC

BUY
 -
3
New
$387 - $490
3 $874
Feb 11, 2022 Q4 2021
Aua Capital Management, LLC

Camp Hill, PA
BUY
 -
1
+ 6.67%
$129 - $163
16 $4.66K
Feb 11, 2022 Q4 2021
Psi Advisors, LLC

BUY
 -
1
New
$129 - $163
1 $291
Feb 03, 2022 Q4 2021
Bellevue Asset Management, LLC

Bellevue, WA
SELL
 -
-1
- 3.7%
$129 - $163
26 $7.57K
Feb 11, 2022 Q4 2021
Ingalls & Snyder LLC

New York, NY
SELL
 -
-2
- 0.1%
$258 - $326
1.95K $567K
Feb 10, 2022 Q4 2021
Manchester Capital Management LLC

Manchester, VT
SELL
 -
-4
- 66.67%
$516 - $653
2 $583
Aug 16, 2024 Q4 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-5
- 45.45%
$645 - $816
6 $1.75K
Jan 21, 2022 Q4 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-6
- 0.4%
$774 - $979
1.5K $436K
Dec 19, 2023 Q4 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-8
Closed
$1.03K - $1.31K
0 $0
Feb 07, 2022 Q4 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-10
- 1.16%
$1.29K - $1.63K
855 $249K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-10
Closed
$1.29K - $1.63K
0 $0
Feb 14, 2022 Q4 2021
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-10
- 7.94%
$1.29K - $1.63K
116 $33.8K
Feb 11, 2022 Q4 2021
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-14
Closed
$1.81K - $2.28K
0 $0
Jan 21, 2022 Q4 2021
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-14
- 5.2%
$1.81K - $2.28K
255 $74.3K
Jan 25, 2022 Q4 2021
Cordant, Inc.

Portland, OR
SELL
 -
-16
Closed
$2.06K - $2.61K
0 $0
Feb 02, 2022 Q4 2021
New York State Common Retirement Fund

SELL
 -
-16
- 0.03%
$2.06K - $2.61K
63.3K $18.4M
Feb 14, 2022 Q4 2021
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-18
Closed
$2.32K - $2.94K
0 $0
Jan 14, 2022 Q4 2021
Piscataqua Savings Bank

SELL
 -
-20
- 10.0%
$2.58K - $3.26K
180 $52.4K
Feb 11, 2022 Q4 2021
Gw&K Investment Management, LLC

Boston, MA
SELL
 -
-22
- 0.72%
$2.84K - $3.59K
3.02K $880K
Feb 02, 2022 Q4 2021
Mount Yale Investment Advisors, LLC

SELL
 -
-28
- 1.47%
$3.61K - $4.57K
1.88K $547K
Feb 14, 2022 Q4 2021
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-31
- 29.81%
$4K - $5.06K
73 $21.3K
Jan 28, 2022 Q4 2021
Financial Management Professionals, Inc.

SELL
 -
-39
Closed
$5.03K - $6.36K
0 $0
Feb 11, 2022 Q4 2021
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-40
Closed
$5.16K - $6.53K
0 $0
Jan 21, 2022 Q4 2021
Mastrapasqua Asset Management Inc

SELL
 -
-40
- 0.21%
$5.16K - $6.53K
18.6K $5.42M
Feb 08, 2022 Q4 2021
Central Trust CO

Jefferson City, MO
SELL
 -
-40
- 12.66%
$5.16K - $6.53K
276 $80.4K
Jan 31, 2022 Q4 2021
Regions Financial Corp

SELL
 -
-45
- 1.41%
$5.8K - $7.34K
3.14K $915K
Feb 03, 2022 Q4 2021
Arkadios Wealth Advisors

SELL
 -
-49
Closed
$6.32K - $8K
0 $0
Feb 14, 2022 Q4 2021
Parkside Financial Bank & Trust

SELL
 -
-57
- 8.85%
$7.35K - $9.3K
587 $171K
Jan 14, 2022 Q4 2021
Four Thought Financial, LLC

Venice, FL
SELL
 -
-61
- 10.37%
$7.87K - $9.95K
527 $153K
Jan 27, 2022 Q4 2021
Janney Montgomery Scott LLC

SELL
 -
-63
- 0.54%
$8.12K - $10.3K
11.7K $3.41M
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-70
Closed
$9.03K - $11.4K
0 $0
Jan 14, 2022 Q4 2021
Lingohr & Partner Asset Management Gmb H

Erkrath, 2M
SELL
 -
-76
- 2.24%
$9.8K - $12.4K
3.32K $968K
Feb 08, 2022 Q4 2021
State Board Of Administration Of Florida Retirement System

SELL
 -
-77
- 0.13%
$9.93K - $12.6K
61.1K $17.8M
Jan 27, 2022 Q4 2021
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-82
- 23.3%
$10.6K - $13.4K
270 $78.6K
Feb 03, 2022 Q4 2021
Northwestern Mutual Investment Management Company, LLC

SELL
 -
-83
- 1.27%
$10.7K - $13.5K
6.47K $1.88M
Feb 03, 2022 Q4 2021
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-88
- 0.25%
$11.3K - $14.4K
34.9K $10.2M
Feb 08, 2022 Q4 2021
Cibc Asset Management Inc

Toronto, A6
SELL
 -
-94
- 5.6%
$12.1K - $15.3K
1.59K $462K
Feb 10, 2022 Q4 2021
Securian Asset Management, Inc

SELL
 -
-100
- 2.81%
$12.9K - $16.3K
3.46K $1.01M
Jan 14, 2022 Q4 2021
Louisiana State Employees Retirement System

SELL
 -
-100
- 0.99%
$12.9K - $16.3K
10K $2.91M
Feb 11, 2022 Q4 2021
Group One Trading, L.P.

Chicago, IL
SELL
 -
-100
Closed
$12.9K - $16.3K
0 $0
Feb 14, 2022 Q4 2021
Capital Impact Advisors, LLC

Boston, MA
SELL
 -
-100
- 1.15%
$12.9K - $16.3K
8.57K $2.5M

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