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 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
361+ 33.61% |
$68.7K - $105K
|
1.44K
$429K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 4.76% |
$381 - $583
|
44
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$4.76K - $7.28K
|
25
$7.47K
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-50.5K- 16.7% |
$9.62M - $14.7M
|
252K
$75.4M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
101+ 7.05% |
$19.2K - $29.4K
|
1.53K
$458K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.82K- 0.79% |
$536K - $821K
|
356K
$106M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-373- 18.2% |
$71K - $109K
|
1.68K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-138- 2.21% |
$26.3K - $40.2K
|
6.1K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.91KNew |
$1.12M - $1.72M
|
5.91K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
425+ 14.52% |
$80.9K - $124K
|
3.35K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
13.2KNew |
$2.51M - $3.84M
|
13.2K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-6.85K- 73.99% |
$1.3M - $2M
|
2.41K
$720K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.01KNew |
$382K - $584K
|
2.01K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
267+ 115.58% |
$50.8K - $77.8K
|
498
$149K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
7.55K+ 697.6% |
$1.44M - $2.2M
|
8.63K
$2.58M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-20.5K- 16.02% |
$3.91M - $5.98M
|
108K
$32.2M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.2KNew |
$799K - $1.22M
|
4.2K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-462- 24.3% |
$87.9K - $135K
|
1.44K
$430K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.23K- 28.61% |
$234K - $358K
|
3.07K
$917K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.58K- 10.75% |
$301K - $461K
|
13.1K
$3.93M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
34.1K+ 3336.07% |
$6.49M - $9.94M
|
35.2K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Gruss & Co., LLC
|
BUY
|
- |
1.5KNew |
$285K - $437K
|
1.5K
$448K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
221+ 1.73% |
$42.1K - $64.4K
|
13K
$3.89M
|
|
|
May 08, 2025
Q1 2025
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-8.87K- 38.88% |
$1.69M - $2.58M
|
13.9K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.78KNew |
$528K - $809K
|
2.78K
$830K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3- 0.17% |
$571 - $874
|
1.8K
$537K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-770- 89.95% |
$147K - $224K
|
86
$25.7K
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-373K- 39.0% |
$71M - $109M
|
583K
$174M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
483+ 5.04% |
$91.9K - $141K
|
10.1K
$3.01M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
402+ 1.25% |
$76.5K - $117K
|
32.6K
$9.75M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.48KNew |
$852K - $1.3M
|
4.48K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
70+ 6.33% |
$13.3K - $20.4K
|
1.18K
$351K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-87- 0.81% |
$16.6K - $25.3K
|
10.6K
$3.18M
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.27K+ 455.4% |
$1M - $1.53M
|
6.43K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-83- 3.01% |
$15.8K - $24.2K
|
2.67K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-4.56K- 13.21% |
$868K - $1.33M
|
30K
$8.96M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-95- 55.88% |
$18.1K - $27.7K
|
75
$22.4K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.01K+ 39.78% |
$193K - $295K
|
3.56K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Legato Capital Management LLC
|
SELL
|
- |
-10.2K- 61.26% |
$1.94M - $2.97M
|
6.45K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 19.42% |
$1.98M - $3.03M
|
63.9K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-8.9K- 20.3% |
$1.69M - $2.59M
|
34.9K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-122- 5.17% |
$23.2K - $35.5K
|
2.24K
$669K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.78K+ 38.86% |
$910K - $1.39M
|
17.1K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49+ 3.28% |
$9.32K - $14.3K
|
1.55K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4.23K+ 384.91% |
$806K - $1.23M
|
5.33K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Royce & Associates LP
|
SELL
|
- |
-39.4K- 53.5% |
$7.49M - $11.5M
|
34.2K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-216- 2.48% |
$41.1K - $62.9K
|
8.49K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 12.85% |
$4.38K - $6.7K
|
202
$60.4K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-1.19KClosed |
$227K - $347K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
508+ 9.27% |
$96.7K - $148K
|
5.99K
$1.79M
|