Latest Institutional Transactions on Evercore Inc. (EVR)
This table provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$254K
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.67KNew |
$304K - $349K
|
1.67K
$425K
|
|
Aug 26, 2024
Q2 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.13K+ 61.5% |
$1.29M - $1.49M
|
18.7K
$4.76M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.77K- 32.87% |
$503K - $577K
|
5.66K
$1.44M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
465+ 5.6% |
$84.4K - $96.9K
|
8.76K
$2.23M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-12.7K- 36.19% |
$2.3M - $2.64M
|
22.3K
$5.67M
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
375+ 1.29% |
$68.1K - $78.2K
|
29.5K
$7.5M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.42K+ 51.06% |
$258K - $296K
|
4.2K
$1.07M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
6.4K+ 42.38% |
$1.16M - $1.33M
|
21.5K
$5.46M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-218- 5.54% |
$39.6K - $45.4K
|
3.71K
$944K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
179+ 2.32% |
$32.5K - $37.3K
|
7.91K
$2.01M
|
|
Aug 15, 2024
Q2 2024
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-1.41K- 23.47% |
$256K - $294K
|
4.6K
$1.17M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.17% |
$1.82K - $2.08K
|
5.95K
$1.51M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32- 8.65% |
$5.81K - $6.67K
|
338
$85.9K
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.46KNew |
$1.72M - $1.97M
|
9.46K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.4K+ 301.06% |
$6.97M - $8.01M
|
51.2K
$13M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
39.2K+ 16.13% |
$7.11M - $8.16M
|
282K
$71.7M
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-89.3K- 62.23% |
$16.2M - $18.6M
|
54.2K
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21.5K- 15.44% |
$3.9M - $4.48M
|
118K
$29.9M
|
|
Aug 14, 2024
Q2 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-8.59K- 1.98% |
$1.56M - $1.79M
|
426K
$108M
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-540- 30.18% |
$98K - $113K
|
1.25K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-47- 2.66% |
$8.53K - $9.8K
|
1.72K
$437K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
39.1K+ 865.66% |
$7.1M - $8.16M
|
43.6K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-231- 8.29% |
$41.9K - $48.1K
|
2.56K
$649K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.71K- 1.18% |
$492K - $565K
|
226K
$57.5M
|
|
Aug 14, 2024
Q2 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.69K+ 1.13% |
$307K - $352K
|
151K
$38.4M
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-391- 9.08% |
$71K - $81.5K
|
3.92K
$995K
|
|
Aug 14, 2024
Q2 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-9K- 32.45% |
$1.63M - $1.88M
|
18.7K
$4.76M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
625New |
$113K - $130K
|
625
$159K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-149- 3.45% |
$27K - $31.1K
|
4.17K
$1.06M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.49K+ 7.28% |
$815K - $936K
|
66.2K
$16.8M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
15.2K+ 562.96% |
$2.76M - $3.17M
|
17.9K
$4.55M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
889+ 285.85% |
$161K - $185K
|
1.2K
$305K
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
7K+ 79.52% |
$1.27M - $1.46M
|
15.8K
$4.01M
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
1.45K+ 3.98% |
$264K - $303K
|
37.9K
$9.64M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-216- 2.86% |
$39.2K - $45K
|
7.34K
$1.86M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
40.5K+ 1293.87% |
$7.35M - $8.44M
|
43.6K
$11.1M
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 2.8% |
$239K - $275K
|
48.4K
$12.3M
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-8K- 2.75% |
$1.45M - $1.67M
|
283K
$71.8M
|
|
Aug 14, 2024
Q2 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
40.4K+ 292.75% |
$7.33M - $8.42M
|
54.2K
$13.8M
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-23.2K- 25.14% |
$4.21M - $4.84M
|
69.1K
$17.6M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30K- 28.78% |
$5.45M - $6.26M
|
74.3K
$18.9M
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-181- 1.03% |
$32.9K - $37.7K
|
17.5K
$4.44M
|
|
Aug 14, 2024
Q2 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-854- 27.1% |
$155K - $178K
|
2.3K
$584K
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$327K - $375K
|
1.8K
$457K
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
160New |
$29K - $33.3K
|
160
$40.7K
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
116+ 8.42% |
$21.1K - $24.2K
|
1.49K
$380K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.21K+ 9.8% |
$219K - $252K
|
13.5K
$3.44M
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-181- 0.94% |
$32.9K - $37.7K
|
19K
$4.83M
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-2.53K- 3.37% |
$459K - $527K
|
72.5K
$18.4M
|