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 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-11K- 36.32% |
$1.39M - $1.91M
|
19.3K
$4.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.2K- 51.68% |
$1.41M - $1.94M
|
10.5K
$2.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-11.9K- 12.25% |
$1.5M - $2.06M
|
85.2K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-12K- 42.63% |
$1.51M - $2.07M
|
16.1K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-12.2K- 19.82% |
$1.54M - $2.11M
|
49.2K
$11.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.2K- 15.4% |
$1.54M - $2.12M
|
67.1K
$16.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-12.4K- 1.16% |
$1.57M - $2.15M
|
1.06M
$256M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-13.4K- 16.65% |
$1.7M - $2.33M
|
67.2K
$16.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-13.5K- 11.86% |
$1.7M - $2.34M
|
100K
$24.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-17.6K- 16.84% |
$2.23M - $3.06M
|
87.1K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nitorum Capital, L.P.
New York, NY |
SELL
|
- |
-18.1K- 10.44% |
$2.29M - $3.14M
|
155K
$37.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-19.2K- 27.74% |
$2.43M - $3.33M
|
50K
$12.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-20.7K- 23.29% |
$2.61M - $3.58M
|
68.1K
$16.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-26.1K- 32.24% |
$3.29M - $4.52M
|
54.8K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-26.4K- 69.03% |
$3.33M - $4.57M
|
11.8K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-26.7K- 10.59% |
$3.38M - $4.63M
|
226K
$54.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-27K- 7.87% |
$3.41M - $4.68M
|
316K
$76.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Scout Investments, Inc.
|
SELL
|
- |
-29.4K- 8.63% |
$3.72M - $5.11M
|
312K
$75.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-29.5K- 27.37% |
$3.73M - $5.12M
|
78.3K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-39KClosed |
$4.93M - $6.76M
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-39.5K- 4.4% |
$5M - $6.86M
|
859K
$208M
|
|
|
Feb 14, 2024
Q4 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-40.2K- 31.88% |
$5.08M - $6.96M
|
85.8K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-40.2K- 5.75% |
$5.08M - $6.97M
|
660K
$160M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-40.9K- 61.04% |
$5.17M - $7.09M
|
26.1K
$6.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-41.7K- 19.34% |
$5.27M - $7.22M
|
174K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-48.3K- 19.47% |
$6.11M - $8.38M
|
200K
$48.3M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-50.2K- 20.21% |
$6.34M - $8.7M
|
198K
$47.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-53.5K- 60.62% |
$6.77M - $9.28M
|
34.8K
$8.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-56.2K- 15.55% |
$7.1M - $9.74M
|
305K
$73.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-78.9K- 15.17% |
$9.98M - $13.7M
|
441K
$107M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-90.1K- 27.13% |
$11.4M - $15.6M
|
242K
$58.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-93.7K- 6.76% |
$11.8M - $16.2M
|
1.29M
$312M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-120K- 3.16% |
$15.2M - $20.9M
|
3.69M
$893M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-143K- 62.25% |
$18.1M - $24.8M
|
86.7K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-148K- 46.64% |
$18.7M - $25.7M
|
169K
$40.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-224K- 37.6% |
$28.3M - $38.8M
|
371K
$89.8M
|