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 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-776- 7.01% |
$148K - $226K
|
10.3K
$3.08M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4.86K+ 13.11% |
$924K - $1.41M
|
41.9K
$12.5M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-339- 0.6% |
$64.5K - $98.7K
|
56.2K
$16.8M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
699+ 418.56% |
$133K - $204K
|
866
$259K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.28K- 16.02% |
$1.58M - $2.41M
|
43.4K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-5.34K- 33.2% |
$1.02M - $1.55M
|
10.7K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.53K- 17.85% |
$290K - $444K
|
7.02K
$2.1M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.48K+ 34.92% |
$471K - $721K
|
9.56K
$2.86M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-83.5K- 10.78% |
$15.9M - $24.3M
|
691K
$207M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
796+ 14.55% |
$151K - $232K
|
6.27K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$1.9K - $2.91K
|
10
$2.99K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-816- 2.74% |
$155K - $238K
|
29K
$8.66M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-16.4K- 13.32% |
$3.11M - $4.77M
|
107K
$31.8M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 300.0% |
$1.14K - $1.75K
|
8
$2.39K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.02K+ 3.59% |
$194K - $296K
|
29.3K
$8.77M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
295+ 29.27% |
$56.1K - $85.9K
|
1.3K
$390K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-34.6K- 61.6% |
$6.58M - $10.1M
|
21.6K
$6.45M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-481- 2.57% |
$91.5K - $140K
|
18.2K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-196- 1.85% |
$37.3K - $57.1K
|
10.4K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.02% |
$19K - $29.1K
|
9.9K
$2.96M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Investment Management Group LLC
|
BUY
|
- |
82.6K+ 40.77% |
$15.7M - $24.1M
|
285K
$85.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.43K+ 45.7% |
$272K - $417K
|
4.56K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$2.39K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 6.52% |
$1.71K - $2.62K
|
129
$38.6K
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-370- 9.59% |
$70.4K - $108K
|
3.49K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.77% |
$19K - $29.1K
|
2.75K
$823K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 50.0% |
$1.14K - $1.75K
|
6
$1.79K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.9K- 82.7% |
$4.36M - $6.68M
|
4.8K
$1.43M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-279- 15.45% |
$53.1K - $81.3K
|
1.53K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
30+ 2.61% |
$5.71K - $8.74K
|
1.18K
$353K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 2.64% |
$19K - $29.1K
|
3.69K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.8K+ 2239.67% |
$3.38M - $5.18M
|
18.6K
$5.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
5.8K+ 111.38% |
$1.1M - $1.69M
|
11K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 8.97% |
$3.81K - $5.83K
|
243
$72.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.31K+ 13.18% |
$820K - $1.26M
|
37K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 4.32% |
$209K - $320K
|
26.5K
$7.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
504+ 13.2% |
$95.9K - $147K
|
4.32K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.19% |
$19K - $29.1K
|
8.51K
$2.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-281- 5.87% |
$53.5K - $81.8K
|
4.51K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-5- 0.12% |
$951 - $1.46K
|
4.14K
$1.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-129- 6.31% |
$24.5K - $37.6K
|
1.91K
$572K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-67- 1.19% |
$12.7K - $19.5K
|
5.58K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-4.6K- 3.47% |
$876K - $1.34M
|
128K
$38.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.02K+ 3.31% |
$193K - $296K
|
31.7K
$9.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-508- 1.28% |
$96.7K - $148K
|
39.3K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.5K+ 22.3% |
$4.28M - $6.55M
|
123K
$36.9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72+ 0.72% |
$13.7K - $21K
|
10.1K
$3.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-329- 11.45% |
$62.6K - $95.8K
|
2.55K
$761K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-175- 13.01% |
$33.3K - $51K
|
1.17K
$350K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
319+ 30.29% |
$60.7K - $92.9K
|
1.37K
$410K
|