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 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.79KNew |
$589K - $722K
|
2.79K
$771K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
722+ 29.47% |
$152K - $187K
|
3.17K
$876K
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
936New |
$197K - $242K
|
936
$258K
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.7K- 21.15% |
$5.2M - $6.38M
|
91.9K
$25.4M
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-2.54K- 2.6% |
$536K - $658K
|
95.4K
$26.3M
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
1KNew |
$211K - $259K
|
1K
$276K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
314+ 4.59% |
$66.3K - $81.2K
|
7.16K
$1.98M
|
|
Nov 04, 2024
Q3 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
8.77KNew |
$1.85M - $2.27M
|
8.77K
$2.42M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11+ 12.5% |
$2.32K - $2.85K
|
99
$27.3K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
432New |
$91.2K - $112K
|
432
$119K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
111New |
$23.4K - $28.7K
|
111
$30.7K
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-1.01K- 0.9% |
$214K - $262K
|
111K
$30.6M
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
27.2K+ 2.64% |
$5.75M - $7.05M
|
1.06M
$292M
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 22.97% |
$3.59K - $4.4K
|
91
$25.1K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.58K+ 41.19% |
$544K - $666K
|
8.83K
$2.44M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-5- 2.66% |
$1.06K - $1.29K
|
183
$50.5K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
886+ 3.25% |
$187K - $229K
|
28.1K
$7.77M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$633 - $776
|
3
$828
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-1.5K- 36.19% |
$317K - $388K
|
2.65K
$730K
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-653- 17.52% |
$138K - $169K
|
3.08K
$849K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12- 0.52% |
$2.53K - $3.1K
|
2.29K
$632K
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-5.13K- 64.61% |
$1.08M - $1.33M
|
2.81K
$776K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.45K+ 151.18% |
$729K - $893K
|
5.74K
$1.58M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
972New |
$205K - $251K
|
972
$268K
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.2K- 8.49% |
$3.21M - $3.93M
|
164K
$45.3M
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-899- 14.87% |
$190K - $233K
|
5.15K
$1.42M
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-400- 3.08% |
$84.4K - $103K
|
12.6K
$3.48M
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.8K- 11.75% |
$381K - $467K
|
13.6K
$3.74M
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.99K+ 127.13% |
$631K - $773K
|
5.34K
$1.48M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-477- 2.66% |
$101K - $123K
|
17.5K
$4.82M
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-20- 0.32% |
$4.22K - $5.17K
|
6.28K
$1.73M
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-963- 14.9% |
$203K - $249K
|
5.5K
$1.52M
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-444- 0.58% |
$93.7K - $115K
|
75.7K
$20.9M
|
|
Oct 29, 2024
Q3 2024
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-12.3K- 29.27% |
$2.59M - $3.17M
|
29.6K
$8.18M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
10+ 0.42% |
$2.11K - $2.59K
|
2.38K
$658K
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
3.93K+ 408.85% |
$828K - $1.02M
|
4.89K
$1.35M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 0.33% |
$3.38K - $4.14K
|
4.82K
$1.33M
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
5.97K+ 40.01% |
$1.26M - $1.54M
|
20.9K
$5.77M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-189- 6.47% |
$39.9K - $48.9K
|
2.73K
$754K
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-940- 56.73% |
$198K - $243K
|
717
$198K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340+ 23.13% |
$71.7K - $87.9K
|
1.81K
$500K
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
135+ 0.44% |
$28.5K - $34.9K
|
30.6K
$8.45M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.85K- 14.41% |
$390K - $478K
|
11K
$3.03M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
149+ 4.81% |
$31.4K - $38.5K
|
3.25K
$896K
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-42.7K- 31.97% |
$9.01M - $11M
|
90.8K
$25.1M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-49- 44.14% |
$10.3K - $12.7K
|
62
$17.1K
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-116- 1.58% |
$24.5K - $30K
|
7.23K
$2M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39+ 25.32% |
$8.23K - $10.1K
|
193
$53.3K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-12.1K- 16.84% |
$2.55M - $3.13M
|
59.7K
$16.5M
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.2K+ 190.12% |
$1.31M - $1.6M
|
9.46K
$2.61M
|