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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-62- 2.44% |
$4.98K - $6.53K
|
2.48K
$741K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-367- 34.43% |
$29.5K - $38.6K
|
699
$209K
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
150K+ 256.0% |
$12M - $15.8M
|
208K
$62.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
136New |
$10.9K - $14.3K
|
136
$40.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
467New |
$37.5K - $49.2K
|
467
$140K
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
2.5KNew |
$201K - $263K
|
2.5K
$747K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$80.3 - $105
|
1
$299
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 5.95% |
$1.28K - $1.68K
|
285
$85.2K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.77K - $2.32K
|
22
$6.58K
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$1.31K - $1.61K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18Closed |
$1.68K - $2.07K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
SELL
|
- |
-3.98KClosed |
$371K - $458K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-2.45KClosed |
$228K - $282K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
20.3KNew |
$1.9M - $2.34M
|
20.3K
$6.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.9KNew |
$1.3M - $1.6M
|
13.9K
$4.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-8KClosed |
$747K - $921K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$1.49K - $1.84K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-22.6KClosed |
$2.11M - $2.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-41Closed |
$3.83K - $4.72K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-3.24KClosed |
$303K - $374K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-2.28KClosed |
$213K - $263K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-35.1KClosed |
$3.28M - $4.04M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.87KClosed |
$175K - $216K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-4.05KClosed |
$378K - $466K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
40KNew |
$3.73M - $4.61M
|
40K
$12M
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.85KClosed |
$173K - $213K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 6.67% |
$654 - $806
|
112
$33.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Origin Asset Management LLP
London, X0 |
SELL
|
- |
-4.22KClosed |
$394K - $486K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.1K+ 28.65% |
$476K - $587K
|
22.9K
$6.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.81KNew |
$449K - $554K
|
4.81K
$1.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.65% |
$280 - $345
|
456
$136K
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
48.1KNew |
$4.49M - $5.54M
|
48.1K
$14.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-2.07KClosed |
$194K - $239K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-13.6KClosed |
$1.27M - $1.56M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$93.4 - $115
|
2.47K
$740K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-74- 14.29% |
$6.91K - $8.52K
|
444
$133K
|
|
|
Aug 05, 2022
Q2 2022
|
Times Square Capital Management, LLC
|
SELL
|
- |
-132K- 39.54% |
$12.3M - $15.2M
|
202K
$60.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-11K- 96.15% |
$1.03M - $1.27M
|
440
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-5.36KClosed |
$500K - $617K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
147New |
$13.7K - $16.9K
|
147
$43.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 60.26% |
$4.39K - $5.41K
|
31
$9.27K
|
|
|
Jul 26, 2022
Q2 2022
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-525- 2.98% |
$49K - $60.4K
|
17.1K
$5.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-148KClosed |
$13.8M - $17.1M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
SELL
|
- |
-1.83KClosed |
$171K - $211K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-10.8KClosed |
$1.01M - $1.25M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-75Closed |
$7K - $8.64K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-10KClosed |
$934K - $1.15M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
BUY
|
- |
6.9KNew |
$644K - $794K
|
6.9K
$2.06M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-81Closed |
$7.56K - $9.33K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12Closed |
$1.12K - $1.38K
|
0
$0
|
|