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 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$31.6K - $36.3K
|
174
$52K
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$48.1K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$48.1K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 10.67% |
$13.1K - $15K
|
747
$223K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$5.81K - $6.67K
|
32
$9.57K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29+ 1.61% |
$5.26K - $6.04K
|
1.83K
$548K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$5.26K - $6.04K
|
29
$8.67K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$4.9K - $5.63K
|
27
$8.07K
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$4.9K - $5.63K
|
27
$8.07K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$2K - $2.29K
|
11
$3.29K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$2K - $2.29K
|
11
$3.29K
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$1.82K - $2.08K
|
10
$2.99K
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 3.7% |
$1.27K - $1.46K
|
196
$58.6K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$726 - $834
|
4
$1.2K
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$182 - $208
|
1
$299
|
|
Q1 2024 | |||||||
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
410KNew |
$67.1M - $80.4M
|
410K
$122M
|
|
May 15, 2024
Q1 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
170KNew |
$27.9M - $33.4M
|
170K
$50.9M
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
79.9KNew |
$13.1M - $15.7M
|
79.9K
$23.9M
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
BUY
|
- |
49.4K+ 142.08% |
$8.09M - $9.7M
|
84.2K
$25.2M
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.06KNew |
$829K - $994K
|
5.06K
$1.51M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8KNew |
$458K - $550K
|
2.8K
$837K
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.48KNew |
$405K - $486K
|
2.48K
$740K
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.4KNew |
$393K - $471K
|
2.4K
$718K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.19K+ 145.23% |
$359K - $431K
|
3.7K
$1.11M
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.8KNew |
$294K - $353K
|
1.8K
$538K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.6KNew |
$261K - $313K
|
1.6K
$477K
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$221K - $265K
|
1.35K
$403K
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.17KNew |
$191K - $229K
|
1.17K
$349K
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.05KNew |
$172K - $206K
|
1.05K
$313K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
733+ 1.32% |
$120K - $144K
|
56.2K
$16.8M
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$32.7K - $39.3K
|
200
$59.8K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
77New |
$12.6K - $15.1K
|
77
$23K
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
37New |
$6.06K - $7.26K
|
37
$11.1K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
24New |
$3.93K - $4.71K
|
24
$7.17K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17New |
$2.78K - $3.34K
|
17
$5.08K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13+ 0.89% |
$2.13K - $2.55K
|
1.47K
$439K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 12.5% |
$1.15K - $1.37K
|
63
$18.8K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$655 - $785
|
4
$1.2K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$327 - $393
|
2
$598
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
13.3KNew |
$1.68M - $2.3M
|
13.3K
$3.97M
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
9.29K+ 210.75% |
$1.17M - $1.61M
|
13.7K
$4.1M
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
4.55K+ 6.32% |
$575K - $789K
|
76.5K
$22.9M
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
2.01KNew |
$254K - $348K
|
2.01K
$600K
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.78KNew |
$224K - $308K
|
1.78K
$531K
|
|
Jan 11, 2024
Q4 2023
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.45KNew |
$183K - $251K
|
1.45K
$432K
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.4KNew |
$177K - $243K
|
1.4K
$419K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.17KNew |
$148K - $203K
|
1.17K
$350K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
699New |
$88.3K - $121K
|
699
$209K
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
315New |
$39.8K - $54.6K
|
315
$94.2K
|