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 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
$8.7M
|
|
|
Oct 28, 2019
Q3 2019
|
Cutler Group LP
|
SELL
|
PUT |
-6.4KClosed |
$486K - $582K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
First Personal Financial Services
|
SELL
|
- |
-39Closed |
$2.96K - $3.55K
|
0
$0
|
|
|
Oct 10, 2019
Q3 2019
|
Cx Institutional
|
SELL
|
- |
-39Closed |
$2.96K - $3.55K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
15.3KNew |
$1.18M - $1.5M
|
15.3K
$4.23M
|
|
|
Aug 14, 2019
Q2 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-13.3KClosed |
$1.02M - $1.3M
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-909Closed |
$70.2K - $89.1K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-152Closed |
$11.7K - $14.9K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-12Closed |
$927 - $1.18K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Jennison Associates LLC
|
SELL
|
- |
-378- 2.63% |
$29.2K - $37.1K
|
14K
$3.87M
|
|
|
Aug 05, 2019
Q2 2019
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-66.5KClosed |
$5.14M - $6.52M
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60Closed |
$4.63K - $5.88K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-4.8KClosed |
$371K - $470K
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.01KClosed |
$77.8K - $98.8K
|
0
$0
|
|
|
Jul 22, 2019
Q2 2019
|
Clean Yield Group
|
SELL
|
- |
-35Closed |
$2.7K - $3.43K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-60Closed |
$4.63K - $5.88K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-51Closed |
$3.94K - $5K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-114Closed |
$8.4K - $10.7K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-83Closed |
$6.11K - $7.78K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-599Closed |
$44.1K - $56.1K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-846Closed |
$62.3K - $79.3K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.87KClosed |
$285K - $362K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3.34KClosed |
$246K - $313K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-83Closed |
$6.11K - $7.78K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-38Closed |
$2.8K - $3.56K
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-125- 1.81% |
$9.21K - $11.7K
|
6.79K
$1.88M
|
|
|
May 03, 2019
Q1 2019
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-100Closed |
$7.37K - $9.37K
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Ramsey Quantitative Systems
Louisville, KY |
SELL
|
- |
-2.95KClosed |
$217K - $277K
|
0
$0
|
|
|
Apr 16, 2019
Q1 2019
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-183Closed |
$13.5K - $17.1K
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-40Closed |
$2.95K - $3.75K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Krilogy Financial LLC
|
SELL
|
- |
-1.34KClosed |
$87K - $132K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-8.11KClosed |
$526K - $801K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-7.3KClosed |
$474K - $721K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-8.3K- 53.9% |
$539K - $820K
|
7.1K
$1.96M
|
|
|
Feb 14, 2019
Q4 2018
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-373Closed |
$24.2K - $36.9K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Axiom Investors LLC
Greenwich, CT |
SELL
|
- |
-21.6KClosed |
$1.4M - $2.14M
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-35.9KClosed |
$2.33M - $3.55M
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Mv Capital Management, Inc.
|
SELL
|
- |
-47Closed |
$3.05K - $4.64K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.3KClosed |
$735K - $1.12M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-82.1KClosed |
$5.33M - $8.11M
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-100Closed |
$6.49K - $9.88K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Jacobi Capital Management LLC
|
SELL
|
- |
-202Closed |
$13.1K - $20K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-168Closed |
$10.9K - $16.6K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35Closed |
$2.27K - $3.46K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Cutler Group LP
|
SELL
|
- |
-1Closed |
$64.9 - $98.8
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Forward Management, LLC
|
SELL
|
- |
-4.4KClosed |
$286K - $435K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-18.5KClosed |
$1.2M - $1.83M
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Nvwm, LLC
|
SELL
|
- |
-4.02KClosed |
$261K - $397K
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-9.93KClosed |
$645K - $981K
|
0
$0
|
|