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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.12K+ 5.78% |
$773K - $985K
|
57.1K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$767K - $977K
|
3.1K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.04KNew |
$753K - $959K
|
3.04K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$743K - $947K
|
3K
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.99K+ 47.72% |
$741K - $944K
|
9.26K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.84K+ 9.57% |
$702K - $895K
|
32.4K
$5.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 54.6% |
$701K - $894K
|
8.02K
$1.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.7K+ 47.01% |
$668K - $851K
|
8.43K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.65KNew |
$655K - $835K
|
2.65K
$464K
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
2.54KNew |
$630K - $803K
|
2.54K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
2.54K+ 47.21% |
$629K - $802K
|
7.92K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
2.5KNew |
$619K - $789K
|
2.5K
$439K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.31K+ 64.82% |
$573K - $730K
|
5.88K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.28K+ 88.59% |
$565K - $720K
|
4.86K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.23K+ 9.62% |
$552K - $704K
|
25.4K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.2KNew |
$545K - $694K
|
2.2K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
2.04K+ 151.86% |
$505K - $643K
|
3.38K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.03KNew |
$502K - $640K
|
2.03K
$355K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.92K+ 9.62% |
$476K - $607K
|
21.9K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.87KNew |
$464K - $591K
|
1.87K
$329K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.82K+ 16.6% |
$451K - $575K
|
12.8K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.78KNew |
$440K - $561K
|
1.78K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$434K - $554K
|
1.75K
$308K
|
|
|
Feb 14, 2025
Q4 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
1.73K+ 15.0% |
$428K - $545K
|
13.2K
$2.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.72K+ 21.93% |
$427K - $544K
|
9.59K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.69KNew |
$419K - $534K
|
1.69K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.69KNew |
$418K - $533K
|
1.69K
$296K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.66K+ 9.42% |
$410K - $523K
|
19.2K
$3.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.64K+ 15.41% |
$407K - $519K
|
12.3K
$2.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.64K+ 37.03% |
$406K - $517K
|
6.06K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
1.54KNew |
$382K - $487K
|
1.54K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.54K+ 8.33% |
$380K - $485K
|
20K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.52KNew |
$377K - $481K
|
1.52K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 27.52% |
$367K - $467K
|
6.86K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.46K+ 87.93% |
$363K - $462K
|
3.13K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.44K+ 52.31% |
$356K - $454K
|
4.19K
$735K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.44KNew |
$355K - $453K
|
1.44K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.43KNew |
$355K - $452K
|
1.43K
$251K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.37K+ 17.41% |
$340K - $433K
|
9.25K
$1.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.29K+ 32.65% |
$319K - $407K
|
5.24K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.29KNew |
$319K - $406K
|
1.29K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.21KNew |
$299K - $381K
|
1.21K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
1.1KNew |
$272K - $347K
|
1.1K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.09K+ 60.57% |
$270K - $345K
|
2.9K
$508K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.08K+ 4.06% |
$268K - $342K
|
27.7K
$4.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08KNew |
$267K - $340K
|
1.08K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.02K+ 56.24% |
$252K - $321K
|
2.83K
$496K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.01KNew |
$249K - $318K
|
1.01K
$177K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
970New |
$240K - $306K
|
970
$170K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
962New |
$238K - $304K
|
962
$169K
|