Evercore Inc. EVR
We take great care to ensure that the data presented and summarized in this overview for Evercore Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EVR
View all-
Vanguard Group Inc Valley Forge, PA3.86MShares$906 Million0.01% of portfolio
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Black Rock Inc. New York, NY3.5MShares$821 Million0.02% of portfolio
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Boston Partners Boston, MA1.54MShares$361 Million0.4% of portfolio
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State Street Corp Boston, MA1.14MShares$267 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA867KShares$203 Million0.03% of portfolio
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Ubs Group Ag782KShares$183 Million0.03% of portfolio
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Geode Capital Management, LLC Boston, MA772KShares$181 Million0.01% of portfolio
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Morgan Stanley New York, NY709KShares$166 Million0.01% of portfolio
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Massachusetts Financial Services CO Boston, MA691KShares$162 Million0.05% of portfolio
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Fuller & Thaler Asset Management, Inc. San Mateo, CA686KShares$161 Million0.54% of portfolio
Latest Institutional Activity in EVR
Top Purchases
Top Sells
About EVR
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and transaction structuring; Capital Markets Advisory, including equity capital markets, restructuring, debt advisory, private placement advisory, market risk management and hedging, private capital advisory, and private funds; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Insider Transactions at EVR
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 10
2025
|
Jason Klurfeld General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
30,000
+31.52%
|
-
|
|
Feb 20
2025
|
Jason Klurfeld General Counsel |
BUY
Grant, award, or other acquisition
|
Direct |
8,318
+19.12%
|
-
|
|
Feb 20
2025
|
Timothy Gilbert La Londe Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
12,292
+21.13%
|
-
|
|
Feb 20
2025
|
Paul Pensa Contr, Prin. Acct.Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,196
+22.13%
|
-
|
|
Feb 20
2025
|
John S Weinberg CEO/Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
22,643
+3.53%
|
-
|
|
Feb 20
2025
|
Roger C Altman Founder and Senior Chairman |
BUY
Grant, award, or other acquisition
|
Direct |
15,711
+18.85%
|
-
|
|
Feb 13
2025
|
Jason Klurfeld General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
374
-1.37%
|
$99,484
$266.58 P/Share
|
|
Feb 12
2025
|
Roger C Altman Founder and Senior Chairman |
SELL
Bona fide gift
|
Direct |
16,300
-23.89%
|
-
|
|
Feb 10
2025
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Open market or private sale
|
Direct |
17,502
-1.05%
|
$4,743,042
$271.68 P/Share
|
|
Feb 07
2025
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Open market or private sale
|
Direct |
21,184
-1.26%
|
$5,867,968
$277.2 P/Share
|
|
Feb 07
2025
|
Paul Pensa Contr, Prin. Acct.Officer |
SELL
Open market or private sale
|
Direct |
1,863
-25.2%
|
$523,503
$281.23 P/Share
|
|
Feb 06
2025
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Open market or private sale
|
Direct |
17,139
-1.01%
|
$4,884,615
$285.56 P/Share
|
|
Feb 04
2025
|
Roger C Altman Founder and Senior Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
15,713
-18.72%
|
$4,478,205
$285.66 P/Share
|
|
Feb 04
2025
|
Paul Pensa Contr, Prin. Acct.Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
1,309
-15.04%
|
$373,065
$285.66 P/Share
|
|
Feb 04
2025
|
John S Weinberg CEO/Chairman |
SELL
Payment of exercise price or tax liability
|
Direct |
15,003
-2.46%
|
$4,275,855
$285.66 P/Share
|
|
Feb 04
2025
|
Jason Klurfeld General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
5,121
-15.82%
|
$1,459,485
$285.66 P/Share
|
|
Feb 04
2025
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Payment of exercise price or tax liability
|
Direct |
7,659
-0.45%
|
$2,182,815
$285.66 P/Share
|
|
Feb 04
2025
|
Timothy Gilbert La Londe Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
6,985
-17.22%
|
$1,990,725
$285.66 P/Share
|
|
Nov 22
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Open market or private sale
|
Direct |
20,814
-1.21%
|
$6,452,340
$310.52 P/Share
|
|
Nov 21
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Open market or private sale
|
Direct |
9,888
-0.57%
|
$3,055,392
$309.18 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 97.5K shares |
|---|---|
| Conversion of derivative security | 17K shares |
| Open market or private sale | 262K shares |
|---|---|
| Payment of exercise price or tax liability | 52.2K shares |
| Bona fide gift | 160K shares |