Purchases and Sales Made in Q4 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.99K+ 16.37% |
$631K - $866K
|
35.5K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
4.94K+ 10.24% |
$624K - $857K
|
53.2K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.55K+ 82.28% |
$575K - $789K
|
10.1K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.41K+ 68.01% |
$557K - $764K
|
10.9K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.13K+ 3.34% |
$522K - $716K
|
128K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.67KNew |
$464K - $637K
|
3.67K
$888K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.25K+ 530.18% |
$411K - $564K
|
3.86K
$934K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.14K+ 349.83% |
$397K - $544K
|
4.04K
$976K
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
3.08K+ 13.59% |
$389K - $534K
|
25.7K
$6.22M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
2.86K+ 4.73% |
$361K - $495K
|
63.3K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.81KNew |
$355K - $487K
|
2.81K
$678K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.69K+ 5.09% |
$340K - $466K
|
55.5K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.69K+ 167.29% |
$339K - $466K
|
4.29K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.63K+ 81.32% |
$332K - $456K
|
5.86K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.56K+ 1.31% |
$324K - $444K
|
198K
$48M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
2.56KNew |
$323K - $443K
|
2.56K
$618K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.53K+ 62.97% |
$320K - $439K
|
6.55K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
2.43K+ 121400.0% |
$307K - $421K
|
2.43K
$588K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.34K+ 0.86% |
$295K - $405K
|
274K
$66.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.27K+ 41.65% |
$287K - $393K
|
7.71K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
2.25K+ 7.91% |
$285K - $391K
|
30.7K
$7.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
2.19K+ 0.73% |
$277K - $379K
|
302K
$73.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.06KNew |
$261K - $358K
|
2.06K
$499K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.01KNew |
$254K - $349K
|
2.01K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.01KNew |
$254K - $348K
|
2.01K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.98K+ 9.58% |
$250K - $343K
|
22.6K
$5.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.91KNew |
$242K - $332K
|
1.91K
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
1.9K+ 6.56% |
$240K - $329K
|
30.9K
$7.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.87K+ 63.9% |
$236K - $324K
|
4.79K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$224K - $308K
|
1.78K
$429K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.75K+ 18.04% |
$221K - $303K
|
11.4K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.61KNew |
$204K - $280K
|
1.61K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6KNew |
$202K - $278K
|
1.6K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
1.56KNew |
$197K - $270K
|
1.56K
$377K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.51KNew |
$191K - $262K
|
1.51K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
1.5KNew |
$190K - $260K
|
1.5K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
1.48KNew |
$186K - $256K
|
1.48K
$357K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.45KNew |
$183K - $251K
|
1.45K
$349K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.41KNew |
$178K - $244K
|
1.41K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.41KNew |
$178K - $244K
|
1.41K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
1.4KNew |
$177K - $243K
|
1.4K
$339K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.4KNew |
$177K - $243K
|
1.4K
$339K
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.39K+ 4.79% |
$175K - $241K
|
30.4K
$7.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
1.37K+ 1.84% |
$173K - $237K
|
75.4K
$18.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.34KNew |
$169K - $232K
|
1.34K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.33KNew |
$168K - $231K
|
1.33K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.3K+ 0.54% |
$165K - $226K
|
242K
$58.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.29KNew |
$163K - $224K
|
1.29K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
1.28K+ 13.18% |
$161K - $221K
|
10.9K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
1.22KNew |
$154K - $211K
|
1.22K
$295K
|