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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
265+ 2.7% |
$43.4K - $71.9K
|
10.1K
$3.01M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
62+ 2.13% |
$10.2K - $16.8K
|
2.97K
$889K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.29K- 12.05% |
$211K - $350K
|
9.41K
$2.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.19K+ 4.01% |
$522K - $866K
|
82.7K
$24.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
675+ 7.1% |
$111K - $183K
|
10.2K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-155- 10.22% |
$25.4K - $42.1K
|
1.36K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 46.0% |
$385K - $639K
|
2.76K
$825K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$328 - $543
|
2
$598
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-54- 3.03% |
$8.84K - $14.7K
|
1.73K
$516K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$164 - $272
|
6
$1.79K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
758New |
$124K - $206K
|
758
$227K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-196- 6.27% |
$32.1K - $53.2K
|
2.93K
$875K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.75% |
$3.93K - $6.52K
|
3.21K
$958K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-100- 2.41% |
$16.4K - $27.2K
|
4.05K
$1.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
880New |
$144K - $239K
|
880
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 8.12% |
$3.11K - $5.16K
|
215
$64.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$491 - $815
|
5
$1.49K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.62K+ 4.9% |
$429K - $711K
|
56.1K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.42K+ 34.03% |
$396K - $657K
|
9.53K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
159New |
$26K - $43.2K
|
159
$47.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-220- 17.17% |
$36K - $59.7K
|
1.06K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
2.1K+ 8.86% |
$344K - $570K
|
25.8K
$7.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
847New |
$139K - $230K
|
847
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.75K+ 16.83% |
$450K - $746K
|
19.1K
$5.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.9K- 70.94% |
$312K - $517K
|
780
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
976New |
$160K - $265K
|
976
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 11.54% |
$491 - $815
|
29
$8.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
979New |
$160K - $266K
|
979
$293K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$491 - $815
|
3
$897
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 27.71% |
$32.3K - $53.5K
|
908
$271K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$655 - $1.09K
|
4
$1.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99New |
$16.2K - $26.9K
|
99
$29.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61New |
$9.99K - $16.6K
|
61
$18.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 2.58% |
$1.64K - $2.72K
|
398
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-352- 60.79% |
$57.6K - $95.6K
|
227
$67.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 100.0% |
$1.47K - $2.44K
|
18
$5.38K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
860New |
$141K - $233K
|
860
$257K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.93K+ 174.03% |
$1.3M - $2.15M
|
12.5K
$3.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$164 - $272
|
1
$299
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
9+ 0.58% |
$1.47K - $2.44K
|
1.55K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.14KNew |
$186K - $309K
|
1.14K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-40- 3.67% |
$6.55K - $10.9K
|
1.05K
$314K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$582K - $965K
|
3.56K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 7.86% |
$48K - $79.5K
|
4.02K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 4.79% |
$49.1K - $81.5K
|
6.57K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 16.67% |
$164 - $272
|
7
$2.09K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.58KNew |
$1.08M - $1.79M
|
6.58K
$1.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 9.23% |
$1.97K - $3.26K
|
118
$35.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.83% |
$328 - $543
|
243
$72.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
895New |
$147K - $243K
|
895
$268K
|