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 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$1.14K - $1.75K
|
6
$1.79K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-37- 3.81% |
$7.04K - $10.8K
|
935
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 249.77% |
$415K - $636K
|
3.06K
$914K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 86.84% |
$6.28K - $9.61K
|
5
$1.49K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
854+ 16.29% |
$162K - $249K
|
6.1K
$1.82M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$190 - $291
|
1
$299
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.25% |
$571 - $874
|
1.23K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-171- 3.65% |
$32.5K - $49.8K
|
4.52K
$1.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.51% |
$761 - $1.17K
|
51
$15.2K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
81+ 62.79% |
$15.4K - $23.6K
|
210
$62.8K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
325+ 6.03% |
$61.8K - $94.7K
|
5.72K
$1.71M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.42K+ 103.12% |
$2.09M - $2.66M
|
16.6K
$4.96M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48+ 1.98% |
$11.9K - $15.2K
|
2.47K
$739K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.15K+ 1.2% |
$285K - $364K
|
97.2K
$29.1M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.06K+ 9.44% |
$2.24M - $2.86M
|
105K
$31.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
600New |
$149K - $189K
|
600
$179K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.8K- 11.96% |
$7.63M - $9.73M
|
227K
$67.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.29KNew |
$319K - $406K
|
1.29K
$385K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
5.01K+ 50.38% |
$1.24M - $1.58M
|
14.9K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.2KNew |
$6.48M - $8.26M
|
26.2K
$7.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-14- 1.7% |
$3.47K - $4.42K
|
808
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$434K - $554K
|
1.75K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
- |
86KNew |
$21.3M - $27.1M
|
86K
$25.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 1.35% |
$2.72K - $3.47K
|
801
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$25.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.52KNew |
$377K - $481K
|
1.52K
$455K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
846New |
$210K - $267K
|
846
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.65KNew |
$655K - $835K
|
2.65K
$791K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.41KNew |
$1.09M - $1.39M
|
4.41K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.04KNew |
$753K - $959K
|
3.04K
$909K
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18.6KNew |
$4.6M - $5.86M
|
18.6K
$5.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.06K+ 53.8% |
$1.75M - $2.23M
|
20.2K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.58K- 64.5% |
$392K - $499K
|
870
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7.96KNew |
$1.97M - $2.51M
|
7.96K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9+ 1.02% |
$2.23K - $2.84K
|
893
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
956New |
$237K - $302K
|
956
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$2.71M - $3.45M
|
10.9K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.7KNew |
$1.16M - $1.48M
|
4.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$4.48M - $5.71M
|
18.1K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
34+ 3.84% |
$8.42K - $10.7K
|
919
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
159New |
$39.4K - $50.2K
|
159
$47.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5+ 0.09% |
$1.24K - $1.58K
|
5.79K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.21KNew |
$299K - $381K
|
1.21K
$361K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
922New |
$228K - $291K
|
922
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 43.96% |
$9.91K - $12.6K
|
51
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
167New |
$41.4K - $52.7K
|
167
$49.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
5.75KNew |
$1.43M - $1.82M
|
5.75K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.18% |
$495 - $631
|
1.12K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
11+ 0.06% |
$2.72K - $3.47K
|
18.3K
$5.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-382- 2.24% |
$94.6K - $121K
|
16.7K
$4.98M
|
|