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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$236 - $292
|
2
$598
|
|
| Q2 2023 | |||||||
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.72K+ 785.55% |
$287K - $340K
|
3.06K
$916K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-979- 16.83% |
$104K - $122K
|
4.84K
$1.45M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.21K- 18.15% |
$551K - $651K
|
23.5K
$7.02M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.85K - $3.37K
|
27
$8.07K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$2.43K - $2.87K
|
23
$6.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.04K- 14.08% |
$110K - $130K
|
6.34K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
71.1KNew |
$7.51M - $8.88M
|
71.1K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.39KNew |
$358K - $423K
|
3.39K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
36New |
$3.81K - $4.5K
|
36
$10.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
13.7KNew |
$1.45M - $1.71M
|
13.7K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-50.6K- 77.44% |
$5.35M - $6.32M
|
14.7K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
123KNew |
$13M - $15.4M
|
123K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
217+ 5.33% |
$22.9K - $27.1K
|
4.29K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.5KNew |
$899K - $1.06M
|
8.5K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4KNew |
$422K - $499K
|
4K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-409- 2.9% |
$43.2K - $51.1K
|
13.7K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
171+ 8.49% |
$18.1K - $21.4K
|
2.19K
$653K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.27KNew |
$980K - $1.16M
|
9.27K
$2.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.55KNew |
$375K - $443K
|
3.55K
$1.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$2.11K - $2.5K
|
20
$5.98K
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$406K - $479K
|
3.84K
$1.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-337- 10.22% |
$35.6K - $42.1K
|
2.96K
$885K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$529 - $625
|
5
$1.49K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-91- 9.73% |
$9.62K - $11.4K
|
844
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$106 - $125
|
8
$2.39K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.92KNew |
$1.1M - $1.35M
|
9.92K
$2.96M
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14Closed |
$1.55K - $1.91K
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$221 - $272
|
0
$0
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3KNew |
$365K - $449K
|
3.3K
$987K
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-590- 23.85% |
$65.2K - $80.3K
|
1.88K
$563K
|
|
|
May 19, 2023
Q1 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-30K- 10.89% |
$3.32M - $4.09M
|
245K
$73.4M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
24.5KNew |
$2.71M - $3.34M
|
24.5K
$7.32M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 0.82% |
$1.77K - $2.18K
|
1.93K
$576K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 76.64% |
$268K - $330K
|
5.58K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 450.0% |
$2.98K - $3.68K
|
33
$9.87K
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.72KNew |
$522K - $643K
|
4.72K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$1.34M - $1.65M
|
12.2K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
731New |
$80.8K - $99.5K
|
731
$219K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-95- 0.83% |
$10.5K - $12.9K
|
11.4K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.4K - $11.6K
|
85
$25.4K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$1.99K - $2.45K
|
18
$5.38K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-401- 8.52% |
$44.3K - $54.6K
|
4.3K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-41- 1.08% |
$4.53K - $5.58K
|
3.76K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
515KNew |
$57M - $70.2M
|
515K
$154M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.83KNew |
$424K - $522K
|
3.83K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$221 - $272
|
2
$598
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$456K - $562K
|
4.13K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 11.11% |
$332 - $409
|
30
$8.97K
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
26KNew |
$2.87M - $3.54M
|
26K
$7.76M
|
|