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, PA3.72MShares$987 Million0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$929 Million0.02% of portfolio
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Boston Partners Boston, MA1.68MShares$444 Million0.45% of portfolio
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State Street Corp Boston, MA1.09MShares$289 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA1.07MShares$284 Million0.05% of portfolio
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Massachusetts Financial Services CO Boston, MA1.04MShares$276 Million0.07% of portfolio
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Td Asset Management Inc1.03MShares$273 Million0.21% of portfolio
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Jpmorgan Chase & CO New York, NY949KShares$252 Million0.02% of portfolio
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Dimensional Fund Advisors LP Austin, TX798KShares$212 Million0.04% of portfolio
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Wellington Management Group LLP Boston, MA788KShares$209 Million0.03% 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 allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Aug 21
2024
|
Timothy Gilbert La Londe Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
3,750
-8.46%
|
$892,500
$238.72 P/Share
|
Jul 29
2024
|
Pamela G Carlton |
SELL
Open market or private sale
|
Direct |
534
-14.51%
|
$131,898
$247.07 P/Share
|
Jul 26
2024
|
Roger C Altman Founder and Senior Chairman |
SELL
Bona fide gift
|
Direct |
17,000
-16.84%
|
-
|
Jul 25
2024
|
Roger C Altman Founder and Senior Chairman |
BUY
Conversion of derivative security
|
Direct |
17,000
+14.41%
|
-
|
Jun 18
2024
|
Pamela G Carlton |
BUY
Grant, award, or other acquisition
|
Direct |
639
+14.8%
|
-
|
Jun 18
2024
|
Robert B Millard |
BUY
Grant, award, or other acquisition
|
Direct |
639
+1.23%
|
-
|
Jun 18
2024
|
Wilard J Overlock Jr |
BUY
Grant, award, or other acquisition
|
Direct |
1,277
+8.64%
|
-
|
Jun 18
2024
|
Sir Simon Robertson |
BUY
Grant, award, or other acquisition
|
Direct |
639
+6.75%
|
-
|
Jun 18
2024
|
William J Wheeler |
BUY
Grant, award, or other acquisition
|
Direct |
639
+5.16%
|
-
|
Jun 18
2024
|
Sarah K Williamson |
BUY
Grant, award, or other acquisition
|
Direct |
1,277
+11.04%
|
-
|
Jun 18
2024
|
Ellen V Futter |
BUY
Grant, award, or other acquisition
|
Direct |
639
+9.05%
|
-
|
Jun 18
2024
|
Gail Block Harris |
BUY
Grant, award, or other acquisition
|
Direct |
639
+1.6%
|
-
|
Jun 13
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Bona fide gift
|
Direct |
127,068
-6.25%
|
-
|
May 17
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Bona fide gift
|
Direct |
75
-0.0%
|
-
|
May 16
2024
|
Roger C Altman Founder and Senior Chairman |
SELL
Bona fide gift
|
Direct |
20,000
-19.24%
|
-
|
May 16
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Bona fide gift
|
Direct |
26
-0.0%
|
-
|
May 15
2024
|
Roger C Altman Founder and Senior Chairman |
BUY
Conversion of derivative security
|
Direct |
20,000
+16.14%
|
-
|
May 10
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Bona fide gift
|
Direct |
52
-0.0%
|
-
|
May 07
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Bona fide gift
|
Direct |
131
-0.01%
|
-
|
May 06
2024
|
Edward S Hyman Vice Chair EVR & Chairman EISI |
SELL
Bona fide gift
|
Direct |
1,154
-0.06%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 87K shares |
---|---|
Conversion of derivative security | 37K shares |
Open market or private sale | 24.1K shares |
---|---|
Payment of exercise price or tax liability | 56K shares |
Bona fide gift | 218K shares |