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 |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.55K+ 6.32% |
$575K - $789K
|
76.5K
$22.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 80.0% |
$506 - $694
|
1
$299
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3New |
$379 - $520
|
3
$897
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 94.9% |
$129K - $177K
|
55
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.01KNew |
$254K - $348K
|
2.01K
$600K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
13.3KNew |
$1.68M - $2.3M
|
13.3K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
315New |
$39.8K - $54.6K
|
315
$94.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
9.29K+ 210.75% |
$1.17M - $1.61M
|
13.7K
$4.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
107New |
$13.5K - $18.6K
|
107
$32K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-10K- 78.13% |
$1.26M - $1.73M
|
2.8K
$837K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.17KNew |
$148K - $203K
|
1.17K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$224K - $308K
|
1.78K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-131- 50.0% |
$16.6K - $22.7K
|
131
$39.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-39KClosed |
$4.93M - $6.76M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-12.2K- 19.82% |
$1.54M - $2.11M
|
49.2K
$14.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.43% |
$126 - $173
|
236
$70.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 7.14% |
$253 - $347
|
26
$7.77K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32New |
$4.04K - $5.55K
|
32
$9.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
97New |
$12.3K - $16.8K
|
97
$29K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 30.0% |
$758 - $1.04K
|
14
$4.19K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-88- 2.86% |
$11.1K - $15.3K
|
2.99K
$895K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
32New |
$4.04K - $5.55K
|
32
$9.57K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
54New |
$6.83K - $9.36K
|
54
$16.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 52.94% |
$2.28K - $3.12K
|
16
$4.78K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$14.3K - $19.6K
|
113
$33.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.12K- 64.36% |
$268K - $368K
|
1.18K
$352K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
699New |
$88.3K - $121K
|
699
$209K
|
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.45KNew |
$183K - $251K
|
1.45K
$432K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.75K- 3.32% |
$221K - $303K
|
50.7K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.4KNew |
$177K - $243K
|
1.4K
$419K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-62- 2.23% |
$7.84K - $10.8K
|
2.71K
$811K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.78K- 45.71% |
$210K - $260K
|
2.11K
$632K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
CALL |
38.7KNew |
$4.57M - $5.65M
|
38.7K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.36K- 37.83% |
$279K - $345K
|
3.88K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.97K- 57.1% |
$233K - $288K
|
1.48K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-45- 84.91% |
$5.31K - $6.57K
|
8
$2.39K
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
6.51KNew |
$768K - $950K
|
6.51K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$1.35M - $1.67M
|
11.5K
$3.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 5.0% |
$11.8K - $14.6K
|
1.9K
$568K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.46KNew |
$172K - $212K
|
1.46K
$435K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$708 - $876
|
6
$1.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.97K- 99.87% |
$705K - $871K
|
8
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.23KClosed |
$145K - $179K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.33KNew |
$1.1M - $1.36M
|
9.33K
$2.79M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.56K- 15.85% |
$892K - $1.1M
|
40.1K
$12M
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-5K- 19.23% |
$590K - $730K
|
21K
$6.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
79New |
$9.33K - $11.5K
|
79
$23.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.16K+ 19.9% |
$491K - $607K
|
25.1K
$7.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14- 41.18% |
$1.65K - $2.04K
|
20
$5.98K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31New |
$3.66K - $4.53K
|
31
$9.27K
|
|