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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
319+ 30.29% |
$60.7K - $92.9K
|
1.37K
$410K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-708- 32.07% |
$135K - $206K
|
1.5K
$448K
|
|
|
Apr 28, 2025
Q1 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
15.8K+ 22.28% |
$3M - $4.6M
|
86.6K
$25.9M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$571 - $874
|
3
$897
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-659- 99.85% |
$125K - $192K
|
1
$299
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-69- 2.14% |
$13.1K - $20.1K
|
3.16K
$943K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
137+ 43.77% |
$26.1K - $39.9K
|
450
$135K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-20.8K- 58.48% |
$3.95M - $6.05M
|
14.7K
$4.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-53- 0.73% |
$10.1K - $15.4K
|
7.18K
$2.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-25.9K- 15.18% |
$4.92M - $7.54M
|
145K
$43.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-210- 4.26% |
$40K - $61.2K
|
4.72K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82- 4.86% |
$15.6K - $23.9K
|
1.61K
$480K
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-1.48K- 59.43% |
$282K - $432K
|
1.01K
$303K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-25- 0.94% |
$4.76K - $7.28K
|
2.63K
$786K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
144+ 9.88% |
$27.4K - $41.9K
|
1.6K
$479K
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-2.86K- 5.63% |
$544K - $832K
|
47.9K
$14.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-605- 3.52% |
$115K - $176K
|
16.6K
$4.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
227+ 2.68% |
$43.2K - $66.1K
|
8.68K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 0.57% |
$6.66K - $10.2K
|
6.12K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 2.76% |
$38.1K - $58.3K
|
7.05K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Peregrine Capital Management LLC
|
BUY
|
- |
14.9K+ 35.77% |
$2.83M - $4.34M
|
56.6K
$16.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-95- 1.57% |
$18.1K - $27.7K
|
5.97K
$1.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-770- 1.06% |
$147K - $224K
|
72K
$21.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
358+ 139.3% |
$68.1K - $104K
|
615
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
11.9K+ 149.91% |
$2.26M - $3.46M
|
19.8K
$5.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 25.56% |
$6.47K - $9.9K
|
99
$29.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$10.8K - $16.6K
|
57
$17K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$2.39K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.02K+ 15.8% |
$193K - $296K
|
7.45K
$2.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.55K+ 11.31% |
$676K - $1.03M
|
35K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-668- 23.62% |
$127K - $195K
|
2.16K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 2.26% |
$7.8K - $11.9K
|
1.78K
$531K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$190 - $291
|
3
$897
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
435+ 43.24% |
$82.8K - $127K
|
1.44K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-3.45K- 80.71% |
$656K - $1M
|
824
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-35K- 17.59% |
$6.66M - $10.2M
|
164K
$49M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-853- 39.69% |
$162K - $248K
|
1.3K
$387K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
240+ 6.99% |
$45.7K - $69.9K
|
3.67K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 19.36% |
$40.5K - $62K
|
1.31K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
43+ 0.04% |
$8.18K - $12.5K
|
114K
$33.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 12.73% |
$1.33K - $2.04K
|
62
$18.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
32+ 1.76% |
$6.09K - $9.32K
|
1.85K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-87- 7.25% |
$16.6K - $25.3K
|
1.11K
$333K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.85KNew |
$352K - $539K
|
1.85K
$553K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$190 - $291
|
1
$299
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-33- 2.56% |
$6.28K - $9.61K
|
1.26K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
52+ 2600.0% |
$9.89K - $15.1K
|
54
$16.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-73- 0.56% |
$13.9K - $21.3K
|
12.9K
$3.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-321- 2.47% |
$61.1K - $93.5K
|
12.6K
$3.78M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$951 - $1.46K
|
9.27K
$2.77M
|