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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.01KClosed |
$259K - $327K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-20.5KClosed |
$2.65M - $3.35M
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-250Closed |
$32.2K - $40.8K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-2.32KClosed |
$299K - $378K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-20- 10.0% |
$2.58K - $3.26K
|
180
$53.8K
|
|
| Q3 2021 | |||||||
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69KNew |
$337K - $386K
|
2.69K
$804K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
162New |
$20.3K - $23.3K
|
162
$48.4K
|
|
|
Nov 17, 2021
Q3 2021
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-112KClosed |
$14.1M - $16.1M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Gillson Capital LP
Chicago, IL |
SELL
|
- |
-48.8KClosed |
$6.12M - $7.01M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-4.55KClosed |
$571K - $654K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-5KClosed |
$627K - $718K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.2KNew |
$2.28M - $2.61M
|
18.2K
$5.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
SELL
|
- |
-51KClosed |
$6.39M - $7.32M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.4KClosed |
$427K - $488K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
CALL |
-6.4KClosed |
$803K - $919K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20.7KNew |
$2.6M - $2.98M
|
20.7K
$6.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 40.0% |
$1.76K - $2.01K
|
49
$14.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-12.7KClosed |
$1.59M - $1.82M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.13K - $1.29K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
36New |
$4.51K - $5.17K
|
36
$10.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-300Closed |
$37.6K - $43.1K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.92KClosed |
$241K - $276K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-1.45KClosed |
$182K - $208K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-50Closed |
$6.27K - $7.18K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-1.73KClosed |
$217K - $249K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.6KClosed |
$201K - $230K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Zweig Di Menna Associates LLC
|
SELL
|
- |
-26.3KClosed |
$3.29M - $3.77M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-609Closed |
$76.4K - $87.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
827New |
$104K - $119K
|
827
$247K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.68KClosed |
$211K - $242K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.74KClosed |
$218K - $250K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Somerset Trust CO
|
SELL
|
- |
-4.9KClosed |
$615K - $704K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.55KNew |
$583K - $680K
|
4.55K
$1.36M
|
|
|
Aug 16, 2021
Q2 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-142KClosed |
$18.2M - $21.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-7.5KClosed |
$960K - $1.12M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-174KClosed |
$22.3M - $26M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-7.45KClosed |
$954K - $1.11M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-1.78KClosed |
$228K - $266K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-64.8KClosed |
$8.29M - $9.67M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.59KClosed |
$204K - $238K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.72KClosed |
$220K - $257K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-50- 1.18% |
$6.4K - $7.47K
|
4.2K
$1.26M
|
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-49- 69.01% |
$6.27K - $7.32K
|
22
$6.58K
|
|
|
Aug 10, 2021
Q2 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.58KClosed |
$202K - $236K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-43Closed |
$5.51K - $6.42K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-4.51KClosed |
$578K - $674K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79Closed |
$10.1K - $11.8K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Monarch Partners Asset Management LLC
|
SELL
|
- |
-50.9KClosed |
$6.51M - $7.6M
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
364New |
$46.6K - $54.4K
|
364
$109K
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-145Closed |
$18.6K - $21.7K
|
0
$0
|
|