Purchases and Sales Made in Q4 2024 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
105+ 0.34% |
$26K - $33.1K
|
30.7K
$8.94M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
96+ 18.36% |
$23.8K - $30.3K
|
619
$180K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
94+ 3.08% |
$23.3K - $29.7K
|
3.14K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
85New |
$21.1K - $26.8K
|
85
$24.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$24.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 17.06% |
$14.4K - $18.3K
|
398
$116K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
57+ 0.68% |
$14.1K - $18K
|
8.46K
$2.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
57+ 5.11% |
$14.1K - $18K
|
1.17K
$342K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
49+ 4.88% |
$12.1K - $15.5K
|
1.05K
$307K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 33.08% |
$10.9K - $13.9K
|
177
$51.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$9.91K - $12.6K
|
40
$11.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30+ 0.85% |
$7.43K - $9.47K
|
3.57K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 25.21% |
$7.43K - $9.47K
|
149
$43.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 46.77% |
$7.18K - $9.15K
|
91
$26.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 12.38% |
$6.19K - $7.89K
|
227
$66.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 23.23% |
$5.7K - $7.26K
|
122
$35.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19+ 2.16% |
$4.71K - $6K
|
898
$262K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
18+ 75.0% |
$4.46K - $5.68K
|
42
$12.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
12New |
$2.97K - $3.79K
|
12
$3.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 9.32% |
$2.72K - $3.47K
|
129
$37.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 6.82% |
$743 - $947
|
47
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 0.4% |
$495 - $631
|
505
$147K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$495 - $631
|
2
$583
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$495 - $631
|
2
$583
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$248 - $316
|
117
$34.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 100.0% |
$248 - $316
|
2
$583
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 14.29% |
$248 - $316
|
8
$2.33K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1- 0.01% |
$248 - $316
|
6.77K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.33% |
$743 - $947
|
908
$264K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 57.14% |
$991 - $1.26K
|
3
$874
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 30.77% |
$991 - $1.26K
|
9
$2.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 25.0% |
$1.24K - $1.58K
|
15
$4.37K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 17.07% |
$1.73K - $2.21K
|
34
$9.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.5% |
$2.23K - $2.84K
|
1.79K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11- 0.44% |
$2.72K - $3.47K
|
2.5K
$727K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 1.07% |
$3.22K - $4.1K
|
1.2K
$350K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 0.15% |
$3.47K - $4.42K
|
9.44K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 14.68% |
$3.96K - $5.05K
|
93
$27.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 7.47% |
$4.46K - $5.68K
|
223
$65K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.54% |
$4.46K - $5.68K
|
1.15K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 0.75% |
$6.44K - $8.21K
|
3.43K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-40- 3.86% |
$9.91K - $12.6K
|
995
$290K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-47- 0.73% |
$11.6K - $14.8K
|
6.35K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-52- 0.54% |
$12.9K - $16.4K
|
9.55K
$2.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-66- 3.13% |
$16.3K - $20.8K
|
2.04K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-86- 11.99% |
$21.3K - $27.1K
|
631
$184K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-94- 5.18% |
$23.3K - $29.7K
|
1.72K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.01% |
$24.8K - $31.6K
|
9.8K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 9.8% |
$24.8K - $31.6K
|
920
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-119- 5.89% |
$29.5K - $37.6K
|
1.9K
$554K
|