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, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$1.33K - $1.63K
|
12
$3.59K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 75.67% |
$28.2K - $34.7K
|
82
$24.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$11.1K - $13.6K
|
100
$29.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-144- 5.78% |
$15.9K - $19.6K
|
2.35K
$702K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-8- 0.42% |
$884 - $1.09K
|
1.88K
$561K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
26New |
$2.2K - $3.03K
|
26
$7.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
171New |
$14.5K - $19.9K
|
171
$51.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 68.42% |
$1.1K - $1.51K
|
32
$9.57K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
272+ 136.68% |
$23K - $31.6K
|
471
$141K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 7.41% |
$678 - $931
|
100
$29.9K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
80New |
$6.78K - $9.31K
|
80
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
108New |
$9.15K - $12.6K
|
108
$32.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.2K- 62.61% |
$610K - $838K
|
4.3K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
476New |
$40.3K - $55.4K
|
476
$142K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$2.8K - $3.84K
|
33
$9.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.7KNew |
$313K - $430K
|
3.7K
$1.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-830- 53.86% |
$70.3K - $96.6K
|
711
$213K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
67+ 100.0% |
$5.68K - $7.8K
|
134
$40.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-107K- 47.92% |
$9.1M - $12.5M
|
117K
$34.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
614New |
$52K - $71.4K
|
614
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
13New |
$1.1K - $1.51K
|
13
$3.89K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-362- 4.03% |
$30.7K - $42.1K
|
8.63K
$2.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-175- 0.83% |
$14.8K - $20.4K
|
20.8K
$6.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-109- 31.32% |
$9.23K - $12.7K
|
239
$71.4K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.3K+ 15.08% |
$110K - $151K
|
9.92K
$2.97M
|
|
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
151KNew |
$12.8M - $17.5M
|
151K
$45M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
375+ 3.25% |
$31.8K - $43.6K
|
11.9K
$3.56M
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.38KNew |
$201K - $276K
|
2.38K
$710K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6+ 0.19% |
$508 - $698
|
3.11K
$929K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65New |
$5.51K - $7.56K
|
65
$19.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14New |
$1.19K - $1.63K
|
14
$4.19K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$424 - $582
|
5
$1.49K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.1KNew |
$348K - $477K
|
4.1K
$1.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-367K- 100.0% |
$31.1M - $42.7M
|
10
$2.99K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$4.91K - $6.75K
|
58
$17.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.11KNew |
$178K - $245K
|
2.11K
$629K
|
|
| Q3 2022 | |||||||
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.9KClosed |
$873K - $1.14M
|
0
$0
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20- 3.03% |
$1.61K - $2.11K
|
640
$191K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.05KNew |
$84.5K - $111K
|
1.05K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-492- 0.57% |
$39.5K - $51.8K
|
85.2K
$25.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.2K+ 114.48% |
$816K - $1.07M
|
19.1K
$5.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.13KNew |
$412K - $540K
|
5.13K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-234- 1.69% |
$18.8K - $24.6K
|
13.6K
$4.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$6.28K
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
5.8KNew |
$466K - $610K
|
5.8K
$1.73M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275New |
$22.1K - $28.9K
|
275
$82.2K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 133.33% |
$642 - $842
|
14
$4.19K
|
|
|
Nov 08, 2022
Q3 2022
|
Paralel Advisors LLC
|
BUY
|
- |
175K+ 140.0% |
$14M - $18.4M
|
300K
$89.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.68% |
$3.77K - $4.95K
|
2.76K
$824K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$6.28K
|
|