Latest Institutional Purchases of Evercore Inc. (EVR)
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 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
116KNew |
$28.8M - $36.7M
|
116K
$33.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
13.1K+ 21.87% |
$3.23M - $4.12M
|
72.8K
$20.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
6.27KNew |
$1.55M - $1.98M
|
6.27K
$1.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.57KNew |
$885K - $1.13M
|
3.57K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$767K - $977K
|
3.1K
$881K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$743K - $947K
|
3K
$854K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 54.6% |
$701K - $894K
|
8.02K
$2.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.69KNew |
$418K - $533K
|
1.69K
$480K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.29K+ 32.65% |
$319K - $407K
|
5.24K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
959New |
$238K - $303K
|
959
$273K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$233K - $297K
|
940
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
874New |
$216K - $276K
|
874
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
800New |
$198K - $253K
|
800
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
788New |
$195K - $249K
|
788
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
738New |
$183K - $233K
|
738
$210K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
730New |
$181K - $230K
|
730
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
723+ 26.48% |
$179K - $228K
|
3.45K
$983K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
439+ 43.12% |
$109K - $139K
|
1.46K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
304+ 16.71% |
$75.3K - $96K
|
2.12K
$604K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
188+ 15.96% |
$46.6K - $59.3K
|
1.37K
$389K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
120+ 21.05% |
$29.7K - $37.9K
|
690
$196K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
96+ 18.36% |
$23.8K - $30.3K
|
619
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
94+ 3.08% |
$23.3K - $29.7K
|
3.14K
$894K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
57+ 0.68% |
$14.1K - $18K
|
8.46K
$2.41M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
44+ 33.08% |
$10.9K - $13.9K
|
177
$50.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$9.91K - $12.6K
|
40
$11.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
30+ 25.21% |
$7.43K - $9.47K
|
149
$42.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30+ 0.85% |
$7.43K - $9.47K
|
3.57K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
25+ 12.38% |
$6.19K - $7.89K
|
227
$64.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19+ 2.16% |
$4.71K - $6K
|
898
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 6.82% |
$743 - $947
|
47
$13.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
2+ 0.4% |
$495 - $631
|
505
$144K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 14.29% |
$248 - $316
|
8
$2.28K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.86% |
$248 - $316
|
117
$33.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
580K+ 73.58% |
$122M - $150M
|
1.37M
$389M
|
|
|
Nov 14, 2024
Q3 2024
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
284K+ 44.52% |
$60M - $73.5M
|
923K
$263M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
217K+ 20.28% |
$45.8M - $56.1M
|
1.29M
$366M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
172KNew |
$36.3M - $44.5M
|
172K
$48.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
122K+ 3.28% |
$25.7M - $31.6M
|
3.84M
$1.09B
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
115KNew |
$24.2M - $29.7M
|
115K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
108K+ 1140.25% |
$22.8M - $27.9M
|
117K
$33.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
97.3K+ 36.19% |
$20.5M - $25.2M
|
366K
$104M
|
|
|
Nov 14, 2024
Q3 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
86.5KNew |
$18.3M - $22.4M
|
86.5K
$24.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
78K+ 107.61% |
$16.5M - $20.2M
|
151K
$42.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
59.4K+ 32.75% |
$12.5M - $15.4M
|
241K
$68.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
49.6K+ 360.35% |
$10.5M - $12.8M
|
63.4K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.1K+ 25.25% |
$9.31M - $11.4M
|
219K
$62.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
37KNew |
$7.81M - $9.57M
|
37K
$10.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
34.9KNew |
$7.36M - $9.03M
|
34.9K
$9.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.4K+ 78.74% |
$7.25M - $8.89M
|
78K
$22.2M
|
|