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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.93K+ 174.03% |
$1.3M - $2.15M
|
12.5K
$3.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.58KNew |
$1.08M - $1.79M
|
6.58K
$1.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.56KNew |
$582K - $965K
|
3.56K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.19K+ 4.01% |
$522K - $866K
|
82.7K
$24.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.75K+ 16.83% |
$450K - $746K
|
19.1K
$5.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Ccm Investment Advisers LLC
|
BUY
|
- |
2.62K+ 4.9% |
$429K - $711K
|
56.1K
$16.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.42K+ 34.03% |
$396K - $657K
|
9.53K
$2.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Peregrine Investment Management Inc
Toronto, A6 |
BUY
|
- |
2.1K+ 8.86% |
$344K - $570K
|
25.8K
$7.72M
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1.44KNew |
$236K - $390K
|
1.44K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
1.14KNew |
$186K - $309K
|
1.14K
$340K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$174K - $288K
|
1.06K
$317K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
979New |
$160K - $266K
|
979
$293K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
976New |
$160K - $265K
|
976
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
895New |
$147K - $243K
|
895
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
880New |
$144K - $239K
|
880
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
860New |
$141K - $233K
|
860
$257K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
847New |
$139K - $230K
|
847
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
758New |
$124K - $206K
|
758
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
675+ 7.1% |
$111K - $183K
|
10.2K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 4.79% |
$49.1K - $81.5K
|
6.57K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 7.86% |
$48K - $79.5K
|
4.02K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
265+ 2.7% |
$43.4K - $71.9K
|
10.1K
$3.01M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
209+ 63.33% |
$34.2K - $56.7K
|
539
$161K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 27.71% |
$32.3K - $53.5K
|
908
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
159New |
$26K - $43.2K
|
159
$47.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99New |
$16.2K - $26.9K
|
99
$29.6K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
62+ 2.13% |
$10.2K - $16.8K
|
2.97K
$889K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61New |
$9.99K - $16.6K
|
61
$18.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.75% |
$3.93K - $6.52K
|
3.21K
$958K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 2.58% |
$1.64K - $2.72K
|
398
$119K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 100.0% |
$1.47K - $2.44K
|
18
$5.38K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
9+ 0.58% |
$1.47K - $2.44K
|
1.55K
$463K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$655 - $1.09K
|
4
$1.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 11.54% |
$491 - $815
|
29
$8.67K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$491 - $815
|
3
$897
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$328 - $543
|
2
$598
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.83% |
$328 - $543
|
243
$72.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$164 - $272
|
1
$299
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 16.67% |
$164 - $272
|
7
$2.09K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
600K+ 329.9% |
$114M - $175M
|
782K
$234M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
544K+ 819.28% |
$103M - $158M
|
610K
$182M
|
|
|
May 15, 2025
Q1 2025
|
Eminence Capital, LP
New York, NY |
BUY
|
- |
534KNew |
$102M - $156M
|
534K
$160M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
349K+ 223.0% |
$66.4M - $102M
|
505K
$151M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
279K+ 134.48% |
$53.1M - $81.2M
|
486K
$145M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
246K+ 238.33% |
$46.8M - $71.7M
|
350K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
239K+ 158.47% |
$45.4M - $69.5M
|
389K
$116M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
228KNew |
$43.4M - $66.5M
|
228K
$68.3M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
194K+ 1067.03% |
$37M - $56.6M
|
212K
$63.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
191K+ 36.72% |
$36.3M - $55.5M
|
709K
$212M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
190K+ 58.71% |
$36.1M - $55.3M
|
513K
$153M
|
|