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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2020
Q2 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-68.2KClosed |
$3.11M - $4.59M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Algebris (Uk) LTD
London, X0 |
SELL
|
- |
-17.2KClosed |
$785K - $1.16M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-20.7KClosed |
$942K - $1.39M
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-22.5KClosed |
$1.03M - $1.52M
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Meritage Portfolio Management
|
SELL
|
- |
-43KClosed |
$1.96M - $2.89M
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-29Closed |
$1.32K - $1.95K
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Arden Trust CO
|
SELL
|
- |
-1.3KClosed |
$59.3K - $87.6K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-7.4KClosed |
$338K - $498K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 23, 2023
Q1 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.7KClosed |
$382K - $879K
|
0
$0
|
|
|
Nov 30, 2020
Q1 2020
|
Platform Technology Partners
|
SELL
|
- |
-2.67KClosed |
$95.6K - $220K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Barings LLC
|
SELL
|
- |
-3.7KClosed |
$132K - $304K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3Closed |
$107 - $247
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Argent Capital Management LLC
|
SELL
|
- |
-9.77KClosed |
$349K - $804K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-699Closed |
$25K - $57.5K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Abrdn PLC
|
SELL
|
- |
-120KClosed |
$4.3M - $9.9M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-97.8KClosed |
$3.5M - $8.04M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-14.1KClosed |
$505K - $1.16M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-3.3KClosed |
$118K - $271K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-39.1KClosed |
$1.4M - $3.22M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2Closed |
$71.5 - $165
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-16.4KClosed |
$585K - $1.35M
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-135Closed |
$4.83K - $11.1K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-25KClosed |
$892K - $2.05M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-12.1KClosed |
$890K - $973K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132New |
$9.68K - $10.6K
|
132
$39.5K
|
|
|
Feb 13, 2020
Q4 2019
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-14.1KClosed |
$1.03M - $1.13M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-3.59KClosed |
$263K - $288K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-63.9KClosed |
$4.69M - $5.12M
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-3.38KClosed |
$248K - $271K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Human Investing LLC
|
SELL
|
- |
-768Closed |
$56.3K - $61.5K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Gam Holding Ag
|
SELL
|
- |
-6.07KClosed |
$445K - $486K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-11.4KClosed |
$832K - $909K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-130Closed |
$9.53K - $10.4K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.37KClosed |
$247K - $270K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-39.2KClosed |
$2.87M - $3.14M
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Covenant Asset Management, LLC
|
SELL
|
- |
-12.6KClosed |
$924K - $1.01M
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-5.34KClosed |
$392K - $428K
|
0
$0
|
|
|
Jan 23, 2020
Q4 2019
|
Mckinley Capital Management LLC
|
SELL
|
- |
-68.5KClosed |
$5.02M - $5.48M
|
0
$0
|
|
|
Jan 22, 2020
Q4 2019
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-4.41KClosed |
$324K - $353K
|
0
$0
|
|
|
Jan 17, 2020
Q4 2019
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-31Closed |
$2.27K - $2.48K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Fcf Advisors LLC
|
SELL
|
- |
-12.4KClosed |
$906K - $990K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-80Closed |
$6.07K - $7.27K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-9.25KClosed |
$702K - $841K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-57.1KClosed |
$4.34M - $5.19M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
5.9KNew |
$448K - $536K
|
5.9K
$1.77M
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.35KClosed |
$482K - $577K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-200Closed |
$15.2K - $18.2K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.5K- 7.35% |
$190K - $227K
|
31.5K
$9.43M
|
|
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
SELL
|
PUT |
-6.4KClosed |
$486K - $582K
|
0
$0
|
|