Purchases and Sales Made in Q4 2025 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 2025. 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 07, 2026
Q4 2025
|
Covea Finance
|
BUY
|
- |
49.1K+ 89.6% |
$14.3M - $16.4M
|
104K
$30.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.72K+ 2.24% |
$503K - $575K
|
78.8K
$23.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
927New |
$270K - $310K
|
927
$275K
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
505+ 24.29% |
$147K - $169K
|
2.58K
$766K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
318+ 23.84% |
$92.7K - $106K
|
1.65K
$490K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
193+ 18.4% |
$56.3K - $64.5K
|
1.24K
$368K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
104+ 1.58% |
$30.3K - $34.7K
|
6.69K
$1.98M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
69+ 12.45% |
$20.1K - $23K
|
623
$185K
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
66+ 0.22% |
$19.2K - $22K
|
30.7K
$9.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
54+ 3.27% |
$15.7K - $18K
|
1.71K
$506K
|
|
|
Jan 12, 2026
Q4 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
50+ 0.09% |
$14.6K - $16.7K
|
55.9K
$16.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
35+ 3.98% |
$10.2K - $11.7K
|
915
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32+ 0.21% |
$9.33K - $10.7K
|
15K
$4.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 27.59% |
$2.33K - $2.67K
|
37
$11K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 116.67% |
$2.04K - $2.34K
|
13
$3.85K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
7+ 0.99% |
$2.04K - $2.34K
|
716
$212K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2New |
$583 - $668
|
2
$593
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 9.09% |
$292 - $334
|
12
$3.56K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$292 - $334
|
1
$296
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1- 2.04% |
$292 - $334
|
48
$14.2K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2- 0.82% |
$583 - $668
|
241
$71.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-3- 1.19% |
$875 - $1K
|
250
$74.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-4- 6.45% |
$1.17K - $1.34K
|
58
$17.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7- 0.18% |
$2.04K - $2.34K
|
3.81K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-15- 1.47% |
$4.37K - $5.01K
|
1K
$298K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-16- 1.28% |
$4.67K - $5.34K
|
1.23K
$366K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-17- 1.72% |
$4.96K - $5.68K
|
971
$288K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 2.58% |
$7K - $8.02K
|
907
$269K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-25- 86.21% |
$7.29K - $8.35K
|
4
$1.19K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29- 3.23% |
$8.46K - $9.69K
|
868
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 1.79% |
$8.75K - $10K
|
1.65K
$488K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-51- 6.73% |
$14.9K - $17K
|
707
$210K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-60- 9.84% |
$17.5K - $20K
|
550
$163K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-68- 6.69% |
$19.8K - $22.7K
|
949
$281K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-73- 5.47% |
$21.3K - $24.4K
|
1.26K
$374K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
SELL
|
- |
-77- 5.87% |
$22.5K - $25.7K
|
1.24K
$366K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-78- 8.6% |
$22.7K - $26.1K
|
829
$246K
|
|
|
Jan 16, 2026
Q4 2025
|
Kendall Capital Management
|
SELL
|
- |
-85- 10.3% |
$24.8K - $28.4K
|
740
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-85- 12.04% |
$24.8K - $28.4K
|
621
$184K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-163- 5.02% |
$47.5K - $54.4K
|
3.08K
$914K
|
|
|
Jan 15, 2026
Q4 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-247- 0.25% |
$72K - $82.5K
|
99.6K
$29.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-377- 33.51% |
$110K - $126K
|
748
$222K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-553- 19.0% |
$161K - $185K
|
2.36K
$699K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-669- 17.39% |
$195K - $223K
|
3.18K
$942K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-696- 20.39% |
$203K - $232K
|
2.72K
$806K
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-2.81K- 49.54% |
$819K - $938K
|
2.86K
$848K
|
|