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, 2018
Q2 2018
|
Highline Capital Management, L.P.
New York, NY |
SELL
|
- |
-377KClosed |
$32.7M - $42.2M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-26Closed |
$2.26K - $2.91K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-14.7KClosed |
$1.27M - $1.64M
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270Closed |
$23.4K - $30.3K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-301Closed |
$26.1K - $33.7K
|
0
$0
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-122KClosed |
$10.6M - $13.7M
|
0
$0
|
|
Aug 08, 2018
Q2 2018
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.74M - $2.24M
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.3KClosed |
$113K - $146K
|
0
$0
|
|
Aug 07, 2018
Q2 2018
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-4.52KClosed |
$392K - $506K
|
0
$0
|
|
Aug 02, 2018
Q2 2018
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-7KClosed |
$608K - $784K
|
0
$0
|
|
Jul 20, 2018
Q2 2018
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-22KClosed |
$1.91M - $2.46M
|
0
$0
|
|
Q1 2018 | |||||||
May 11, 2018
Q1 2018
|
Ford Financial Group, LLC
|
SELL
|
- |
-35Closed |
$2.92K - $3.56K
|
0
$0
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-18Closed |
$1.5K - $1.83K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 23, 2018
Q1 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-37Closed |
$3.08K - $3.77K
|
0
$0
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-597- 96.6% |
$45.3K - $55K
|
21
$5.79K
|
|
Feb 14, 2018
Q4 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
62.5KNew |
$4.74M - $5.76M
|
62.5K
$17.2M
|
|
Feb 08, 2018
Q4 2017
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-4Closed |
$304 - $369
|
0
$0
|
|
Feb 07, 2018
Q4 2017
|
Harbor Advisors LLC
|
BUY
|
- |
6K+ 66.67% |
$455K - $553K
|
15K
$4.14M
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-36.9KClosed |
$2.8M - $3.4M
|
0
$0
|
|
Jan 23, 2018
Q4 2017
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-20Closed |
$1.52K - $1.84K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
Sarasin & Partners LLP
|
BUY
|
- |
25KNew |
$1.76M - $2.02M
|
25K
$6.89M
|
|
Nov 03, 2017
Q3 2017
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55New |
$3.87K - $4.44K
|
55
$15.2K
|
|
Oct 30, 2017
Q3 2017
|
Deltec Asset Management LLC
|
BUY
|
- |
5.76KNew |
$405K - $465K
|
5.76K
$1.59M
|