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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-125- 41.67% |
$11.7K - $14.4K
|
175
$52.3K
|
|
| Q1 2022 | |||||||
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2KNew |
$216K - $279K
|
2K
$598K
|
|
|
May 16, 2022
Q1 2022
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-1.98KClosed |
$214K - $277K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-1.65KClosed |
$179K - $231K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$2.56M - $3.3M
|
23.6K
$7.07M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.86KClosed |
$526K - $679K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-38Closed |
$4.11K - $5.31K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.6KClosed |
$173K - $224K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-221KClosed |
$23.9M - $30.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-11.3KClosed |
$1.22M - $1.58M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-144KClosed |
$15.6M - $20.1M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-22.5KClosed |
$2.43M - $3.14M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.54KClosed |
$274K - $354K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-106Closed |
$11.5K - $14.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.2KNew |
$1.22M - $1.57M
|
11.2K
$3.36M
|
|
|
May 11, 2022
Q1 2022
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-2.67KClosed |
$289K - $373K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Union Investments & Development Ltd.
|
SELL
|
- |
-700Closed |
$75.7K - $97.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.39KClosed |
$583K - $752K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.61KClosed |
$1.04M - $1.34M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
SELL
|
- |
-1.68KClosed |
$182K - $235K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-55Closed |
$5.95K - $7.68K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-123KClosed |
$13.3M - $17.2M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$5.41K - $6.99K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$541 - $699
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-50Closed |
$5.41K - $6.99K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Caldwell Investment Management Ltd.
|
SELL
|
- |
-9.85KClosed |
$1.07M - $1.38M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3Closed |
$325 - $419
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-156Closed |
$16.9K - $21.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
77+ 102.67% |
$8.33K - $10.8K
|
152
$45.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-3.8KClosed |
$411K - $531K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-186Closed |
$20.1K - $26K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.78KClosed |
$301K - $388K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-14.1KClosed |
$1.52M - $1.96M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-633Closed |
$68.5K - $88.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-7.42KClosed |
$803K - $1.04M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.47KClosed |
$267K - $345K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Jul 09, 2025
Q4 2021
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-8.16KClosed |
$1.05M - $1.33M
|
0
$0
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-8Closed |
$1.03K - $1.31K
|
0
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
492+ 9.84% |
$63.4K - $80.3K
|
5.49K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-2.11KClosed |
$271K - $343K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-18Closed |
$2.32K - $2.94K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-22.4KClosed |
$2.89M - $3.65M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-40Closed |
$5.16K - $6.53K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-70Closed |
$9.03K - $11.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.87KClosed |
$500K - $632K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.95KNew |
$380K - $481K
|
2.95K
$881K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-11.9KClosed |
$1.53M - $1.94M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-10Closed |
$1.29K - $1.63K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-49Closed |
$6.32K - $8K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-1.43KClosed |
$185K - $234K
|
0
$0
|
|