Latest Institutional Purchases of Evercore Inc. (EVR)

EVR Quotes by TradingView

This list provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 07, 2026 Q4 2025
Covea Finance

BUY
 -
49.1K
+ 89.6%
$14.3M - $16.4M
104K $30.8M
Jan 13, 2026 Q4 2025
Fort Washington Investment Advisors Inc

BUY
 -
1.72K
+ 2.24%
$503K - $575K
78.8K $23.4M
Jan 14, 2026 Q4 2025
Exchange Traded Concepts, LLC

BUY
 -
927
New
$270K - $310K
927 $275K
Jan 09, 2026 Q4 2025
Sg Americas Securities, LLC

BUY
 -
505
+ 24.29%
$147K - $169K
2.58K $766K
Jan 13, 2026 Q4 2025
Net Worth Advisory Group

Sandy, UT
BUY
 -
318
+ 23.84%
$92.7K - $106K
1.65K $490K
Jan 02, 2026 Q4 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
193
+ 18.4%
$56.3K - $64.5K
1.24K $368K
Jan 14, 2026 Q4 2025
Pallas Capital Advisors LLC

Braintree, MA
BUY
 -
104
+ 1.58%
$30.3K - $34.7K
6.69K $1.98M
Jan 08, 2026 Q4 2025
Versant Capital Management, Inc

BUY
 -
69
+ 12.45%
$20.1K - $23K
623 $185K
Jan 09, 2026 Q4 2025
Appleton Partners Inc

BUY
 -
66
+ 0.22%
$19.2K - $22K
30.7K $9.1M
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
54
+ 3.27%
$15.7K - $18K
1.71K $506K
Jan 08, 2026 Q4 2025
Wedmont Private Capital

BUY
 -
35
+ 3.98%
$10.2K - $11.7K
915 $271K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
32
+ 0.21%
$9.33K - $10.7K
15K $4.44M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
8
+ 27.59%
$2.33K - $2.67K
37 $11K
Jan 16, 2026 Q4 2025
Capital Performance Advisors LLP

BUY
 -
7
+ 0.99%
$2.04K - $2.34K
716 $212K
Jan 08, 2026 Q4 2025
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
7
+ 116.67%
$2.04K - $2.34K
13 $3.85K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
2
New
$583 - $668
2 $593
Jan 14, 2026 Q4 2025
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
1
New
$292 - $334
1 $296
Jan 12, 2026 Q4 2025
Abound Wealth Management

Franklin, TN
BUY
 -
1
New
$292 - $334
1 $296
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
1
+ 9.09%
$292 - $334
12 $3.56K
Q3 2025
Nov 14, 2025 Q3 2025
Wellington Management Group LLP

Boston, MA
BUY
 -
1.46M
+ 259.02%
$404M - $530M
2.02M $600M
Nov 10, 2025 Q3 2025
Td Asset Management Inc

BUY
 -
227K
+ 23.76%
$62.8M - $82.4M
1.18M $351M
Nov 13, 2025 Q3 2025
Lord, Abbett & Co. LLC

Jersey City, NJ
BUY
 -
225K
+ 173.77%
$62.1M - $81.5M
354K $105M
Nov 13, 2025 Q3 2025
Ubs Group Ag

BUY
 -
217K
+ 117.29%
$60.1M - $78.9M
403K $119M
Nov 13, 2025 Q3 2025
Bain Capital Public Equity Management Ii, LLC

Boston, MA
BUY
 -
187K
+ 75.48%
$51.6M - $67.8M
434K $129M
Nov 12, 2025 Q3 2025
Artisan Partners Limited Partnership

Milwaukee, WI
BUY
 -
161K
New
$44.4M - $58.2M
161K $47.6M
Nov 14, 2025 Q3 2025
Azora Capital LP

Miami, FL
BUY
 -
129K
New
$35.7M - $46.8M
129K $38.2M
Nov 13, 2025 Q3 2025
Artemis Investment Management LLP

BUY
 -
112K
New
$30.9M - $40.5M
112K $33.1M
Nov 12, 2025 Q3 2025
Geode Capital Management, LLC

Boston, MA
BUY
 -
109K
+ 13.09%
$30.1M - $39.5M
940K $279M
Nov 07, 2025 Q3 2025
Bnp Paribas Asset Management Holding S.A.

BUY
 -
105K
+ 148.57%
$29.1M - $38.2M
176K $52.2M
Nov 14, 2025 Q3 2025
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
95K
+ 10.88%
$26.3M - $34.5M
968K $287M
Nov 14, 2025 Q3 2025
Goldman Sachs Group Inc

New York, NY
BUY
 -
75.4K
+ 30.05%
$20.9M - $27.4M
326K $96.8M
Nov 13, 2025 Q3 2025
Ray Dalio Bridgewater Associates, LP | Westport, Ct
BUY
 -
66.5K
+ 1402.91%
$18.4M - $24.1M
71.3K $21.1M
Nov 07, 2025 Q3 2025
Vanguard Group Inc

Valley Forge, PA
BUY
 -
64.8K
+ 1.69%
$17.9M - $23.5M
3.9M $1.16B
Nov 12, 2025 Q3 2025
Neuberger Berman Group LLC

New York, NY
BUY
 -
59K
+ 1056.82%
$16.3M - $21.4M
64.6K $19.1M
Nov 14, 2025 Q3 2025
Walleye Capital LLC

Plymouth, MN
BUY
 -
58.8K
+ 169.17%
$16.3M - $21.3M
93.5K $27.7M
Nov 06, 2025 Q3 2025
Cookson Peirce & CO Inc

BUY
 -
58.3K
+ 5981.44%
$16.1M - $21.2M
59.3K $17.6M
Oct 20, 2025 Q3 2025
Los Angeles Capital Management LLC

BUY
 -
56.1K
New
$15.5M - $20.3M
56.1K $16.6M
Nov 12, 2025 Q3 2025
Marsico Capital Management LLC

Denver, CO
BUY
 -
50.8K
New
$14.1M - $18.4M
50.8K $15.1M
Nov 14, 2025 Q3 2025
State Street Corp

Boston, MA
BUY
 -
46.7K
+ 4.13%
$12.9M - $16.9M
1.18M $349M
Nov 07, 2025 Q3 2025
Times Square Capital Management, LLC

BUY
 -
43.3K
+ 41.14%
$12M - $15.7M
149K $44.1M
Nov 12, 2025 Q3 2025
Barclays PLC

London, X0
BUY
 -
38.4K
+ 155.55%
$10.6M - $13.9M
63.1K $18.7M
Nov 14, 2025 Q3 2025
Driehaus Capital Management LLC

Chicago, IL
BUY
 -
37K
New
$10.2M - $13.4M
37K $11M
Nov 14, 2025 Q3 2025
Freestone Grove Partners LP

San Francisco, CA
BUY
 -
27.3K
New
$7.55M - $9.91M
27.3K $8.1M
Oct 28, 2025 Q3 2025
Thames Capital Management LLC

New York, NY
BUY
 -
25.5K
+ 119.64%
$7.06M - $9.26M
46.9K $13.9M
Nov 14, 2025 Q3 2025
Ieq Capital, LLC

BUY
 -
22.2K
+ 40.58%
$6.14M - $8.06M
76.9K $22.8M
Nov 14, 2025 Q3 2025
Janus Henderson Group PLC

London, X0
BUY
 -
21.3K
+ 43.97%
$5.9M - $7.74M
69.9K $20.7M
Nov 13, 2025 Q3 2025
Tribune Investment Group LP

New York, NY
BUY
 -
20K
New
$5.53M - $7.26M
20K $5.93M
Nov 14, 2025 Q3 2025
Interval Partners, LP

New York, NY
BUY
 CALL
18.4K
+ 227.16%
$5.09M - $6.68M
26.5K $7.86M
Nov 13, 2025 Q3 2025
Arrowstreet Capital, Limited Partnership

Boston, MA
BUY
 -
18K
+ 461.76%
$4.98M - $6.54M
21.9K $6.5M

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