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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08KNew |
$267K - $340K
|
1.08K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-140- 3.08% |
$34.7K - $44.2K
|
4.41K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-1.3K- 26.61% |
$322K - $410K
|
3.59K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
752New |
$186K - $237K
|
752
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.92K+ 9.62% |
$476K - $607K
|
21.9K
$6.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-40- 3.86% |
$9.91K - $12.6K
|
995
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$495 - $631
|
2
$598
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
6K+ 16.22% |
$1.49M - $1.89M
|
43K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
355+ 39.44% |
$87.9K - $112K
|
1.26K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 17.07% |
$1.73K - $2.21K
|
34
$10.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$743K - $947K
|
3K
$897K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$767K - $977K
|
3.1K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$495 - $631
|
2
$598
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 54.6% |
$701K - $894K
|
8.02K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-208- 22.29% |
$51.5K - $65.7K
|
725
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-47- 0.73% |
$11.6K - $14.8K
|
6.35K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-94- 5.18% |
$23.3K - $29.7K
|
1.72K
$514K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$9.91K - $12.6K
|
40
$12K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 25.0% |
$1.24K - $1.58K
|
15
$4.48K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-220- 13.58% |
$54.5K - $69.4K
|
1.4K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
116KNew |
$28.8M - $36.7M
|
116K
$34.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19+ 2.16% |
$4.71K - $6K
|
898
$268K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 14.68% |
$3.96K - $5.05K
|
93
$27.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.33% |
$743 - $947
|
908
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
738New |
$183K - $233K
|
738
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
800New |
$198K - $253K
|
800
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
188+ 15.96% |
$46.6K - $59.3K
|
1.37K
$408K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$233K - $297K
|
940
$281K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 130.0% |
$2.74K - $3.36K
|
23
$6.88K
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
11.8KNew |
$2.49M - $3.05M
|
11.8K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-45.2K- 66.95% |
$9.53M - $11.7M
|
22.3K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
801New |
$169K - $207K
|
801
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
14.5KNew |
$3.06M - $3.76M
|
14.5K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.75KNew |
$1.85M - $2.26M
|
8.75K
$2.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.2KNew |
$253K - $310K
|
1.2K
$359K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19New |
$4.01K - $4.91K
|
19
$5.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
55+ 4.71% |
$11.6K - $14.2K
|
1.22K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
34.9KNew |
$7.36M - $9.03M
|
34.9K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-116K- 44.4% |
$24.6M - $30.1M
|
146K
$43.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.74KNew |
$789K - $967K
|
3.74K
$1.12M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
14.7KNew |
$3.1M - $3.8M
|
14.7K
$4.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$511K - $626K
|
2.42K
$723K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
43New |
$9.07K - $11.1K
|
43
$12.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
3K+ 43.23% |
$633K - $776K
|
9.94K
$2.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.29KNew |
$693K - $850K
|
3.29K
$982K
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-99- 58.93% |
$20.9K - $25.6K
|
69
$20.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8- 29.63% |
$1.69K - $2.07K
|
19
$5.68K
|
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-191K- 55.11% |
$40.3M - $49.4M
|
156K
$46.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-564- 15.09% |
$119K - $146K
|
3.17K
$949K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-796- 48.86% |
$168K - $206K
|
833
$249K
|
|