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 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-213- 16.61% |
$34.9K - $57.8K
|
1.07K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
758New |
$124K - $206K
|
758
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 2.02% |
$32.8K - $54.3K
|
10.1K
$3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
268+ 4.28% |
$43.9K - $72.8K
|
6.53K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
1.15KNew |
$189K - $313K
|
1.15K
$343K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-63- 0.48% |
$10.3K - $17.1K
|
12.9K
$3.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$328 - $543
|
3
$891
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$164 - $272
|
2
$594
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
125+ 11.69% |
$20.5K - $33.9K
|
1.19K
$355K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-342- 5.59% |
$56K - $92.9K
|
5.78K
$1.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.6K- 13.14% |
$753K - $1.25M
|
30.4K
$9.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-375- 3.15% |
$61.4K - $102K
|
11.5K
$3.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
920New |
$151K - $250K
|
920
$273K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
20KNew |
$3.28M - $5.43M
|
20K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.85% |
$4.26K - $7.06K
|
3.08K
$916K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
876New |
$143K - $238K
|
876
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
206+ 6.53% |
$33.7K - $55.9K
|
3.36K
$998K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5New |
$819 - $1.36K
|
5
$1.48K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-340- 0.87% |
$55.7K - $92.3K
|
39K
$11.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$4.09K - $6.79K
|
25
$7.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
149+ 11.86% |
$24.4K - $40.5K
|
1.41K
$417K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
265+ 2.7% |
$43.4K - $71.9K
|
10.1K
$2.99M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
62+ 2.13% |
$10.2K - $16.8K
|
2.97K
$883K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.29K- 12.05% |
$211K - $350K
|
9.41K
$2.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.19K+ 4.01% |
$522K - $866K
|
82.7K
$24.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
675+ 7.1% |
$111K - $183K
|
10.2K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-155- 10.22% |
$25.4K - $42.1K
|
1.36K
$404K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 46.0% |
$385K - $639K
|
2.76K
$820K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$328 - $543
|
2
$594
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-54- 3.03% |
$8.84K - $14.7K
|
1.73K
$513K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$164 - $272
|
6
$1.78K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
758New |
$124K - $206K
|
758
$225K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-196- 6.27% |
$32.1K - $53.2K
|
2.93K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.75% |
$3.93K - $6.52K
|
3.21K
$952K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-100- 2.41% |
$16.4K - $27.2K
|
4.05K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
880New |
$144K - $239K
|
880
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 8.12% |
$3.11K - $5.16K
|
215
$63.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$491 - $815
|
5
$1.48K
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.62K+ 4.9% |
$429K - $711K
|
56.1K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.42K+ 34.03% |
$396K - $657K
|
9.53K
$2.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
159New |
$26K - $43.2K
|
159
$47.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-220- 17.17% |
$36K - $59.7K
|
1.06K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
2.1K+ 8.86% |
$344K - $570K
|
25.8K
$7.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
847New |
$139K - $230K
|
847
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.75K+ 16.83% |
$450K - $746K
|
19.1K
$5.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.9K- 70.94% |
$312K - $517K
|
780
$232K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
976New |
$160K - $265K
|
976
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 11.54% |
$491 - $815
|
29
$8.61K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
979New |
$160K - $266K
|
979
$291K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$491 - $815
|
3
$891
|