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 |
|---|---|---|---|---|---|---|---|
|
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 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 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
$1.76M
|
|
|
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
$9.42M
|
|
|
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
$4.58M
|
|
|
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
$4.19M
|
|
|
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
|
|