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 13, 2025
Q4 2024
|
Aviva PLC
|
BUY
|
- |
261+ 14.75% |
$64.6K - $82.4K
|
2.03K
$491K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
257New |
$63.6K - $81.1K
|
257
$62.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
254+ 0.69% |
$62.9K - $80.2K
|
37.1K
$8.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
250+ 1.98% |
$61.9K - $78.9K
|
12.9K
$3.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
222+ 2.63% |
$55K - $70.1K
|
8.66K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
211+ 0.53% |
$52.3K - $66.6K
|
39.8K
$9.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
210+ 24.31% |
$52K - $66.3K
|
1.07K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
205+ 0.21% |
$50.8K - $64.7K
|
97.2K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
205+ 5.88% |
$50.8K - $64.7K
|
3.69K
$892K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
204+ 3.14% |
$50.5K - $64.4K
|
6.7K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
200+ 0.28% |
$49.5K - $63.1K
|
71.6K
$17.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
198+ 5.02% |
$49K - $62.5K
|
4.14K
$1M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
196+ 1.65% |
$48.5K - $61.9K
|
12K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
188+ 15.96% |
$46.6K - $59.3K
|
1.37K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
183+ 0.65% |
$45.3K - $57.8K
|
28.3K
$6.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
183+ 3.97% |
$45.3K - $57.8K
|
4.79K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
175+ 2.45% |
$43.3K - $55.2K
|
7.33K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
167New |
$41.4K - $52.7K
|
167
$40.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
159New |
$39.4K - $50.2K
|
159
$38.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
152+ 14.67% |
$37.6K - $48K
|
1.19K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
150+ 4.88% |
$37.1K - $47.4K
|
3.23K
$780K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
146+ 15.6% |
$36.2K - $46.1K
|
1.08K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
138+ 15.66% |
$34.2K - $43.6K
|
1.02K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
136+ 1.68% |
$33.7K - $42.9K
|
8.25K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
131+ 0.79% |
$32.4K - $41.4K
|
16.7K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
122+ 10.08% |
$30.2K - $38.5K
|
1.33K
$322K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120+ 21.05% |
$29.7K - $37.9K
|
690
$167K
|
|
|
Feb 11, 2025
Q4 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
114+ 0.88% |
$28.2K - $36K
|
13K
$3.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
111New |
$27.5K - $35K
|
111
$26.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
105+ 0.34% |
$26K - $33.1K
|
30.7K
$7.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
104+ 2.8% |
$25.8K - $32.8K
|
3.82K
$923K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
96+ 18.36% |
$23.8K - $30.3K
|
619
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
95+ 3.84% |
$23.5K - $30K
|
2.57K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
94New |
$23.3K - $29.7K
|
94
$22.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
94+ 3.08% |
$23.3K - $29.7K
|
3.14K
$760K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
85New |
$21.1K - $26.8K
|
85
$20.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
83+ 64.84% |
$20.6K - $26.2K
|
211
$51K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
79+ 12.48% |
$19.6K - $24.9K
|
712
$172K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
75+ 3.78% |
$18.6K - $23.7K
|
2.06K
$497K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
74+ 8.32% |
$18.3K - $23.4K
|
963
$233K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
58+ 0.65% |
$14.4K - $18.3K
|
8.98K
$2.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 17.06% |
$14.4K - $18.3K
|
398
$96.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
57+ 5.11% |
$14.1K - $18K
|
1.17K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
57+ 0.68% |
$14.1K - $18K
|
8.46K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
54+ 3.6% |
$13.4K - $17K
|
1.55K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
53+ 0.99% |
$13.1K - $16.7K
|
5.4K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 6.39% |
$12.9K - $16.4K
|
866
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
49+ 4.88% |
$12.1K - $15.5K
|
1.05K
$255K
|