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 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$406K - $479K
|
3.84K
$1.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.55KNew |
$375K - $443K
|
3.55K
$956K
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.39KNew |
$358K - $423K
|
3.39K
$912K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.72K+ 785.55% |
$287K - $340K
|
3.06K
$825K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
217+ 5.33% |
$22.9K - $27.1K
|
4.29K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
171+ 8.49% |
$18.1K - $21.4K
|
2.19K
$588K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
36New |
$3.81K - $4.5K
|
36
$9.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.85K - $3.37K
|
27
$7.27K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$2.43K - $2.87K
|
23
$6.19K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$2.11K - $2.5K
|
20
$5.39K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$529 - $625
|
5
$1.35K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
515KNew |
$57M - $70.2M
|
515K
$139M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
36.4KNew |
$4.02M - $4.96M
|
36.4K
$9.8M
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
26KNew |
$2.87M - $3.54M
|
26K
$6.99M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
24.5KNew |
$2.71M - $3.34M
|
24.5K
$6.6M
|
|
|
May 15, 2023
Q1 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
22.6KNew |
$2.49M - $3.07M
|
22.6K
$6.07M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$1.34M - $1.65M
|
12.2K
$3.27M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.92KNew |
$1.1M - $1.35M
|
9.92K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.72KNew |
$522K - $643K
|
4.72K
$1.27M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$456K - $562K
|
4.13K
$1.11M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.83KNew |
$424K - $522K
|
3.83K
$1.03M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3KNew |
$365K - $449K
|
3.3K
$889K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.96KNew |
$327K - $402K
|
2.96K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 76.64% |
$268K - $330K
|
5.58K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
731New |
$80.8K - $99.5K
|
731
$197K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$11.1K - $13.6K
|
100
$26.9K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.4K - $11.6K
|
85
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 450.0% |
$2.98K - $3.68K
|
33
$8.89K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21New |
$2.32K - $2.86K
|
21
$5.66K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$1.99K - $2.45K
|
18
$4.85K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$1.33K - $1.63K
|
12
$3.23K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 11.11% |
$332 - $409
|
30
$8.08K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$221 - $272
|
2
$539
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
151KNew |
$12.8M - $17.5M
|
151K
$40.6M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.1KNew |
$348K - $477K
|
4.1K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.7KNew |
$313K - $430K
|
3.7K
$995K
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.38KNew |
$201K - $276K
|
2.38K
$640K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.11KNew |
$178K - $245K
|
2.11K
$567K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.3K+ 15.08% |
$110K - $151K
|
9.92K
$2.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
614New |
$52K - $71.4K
|
614
$165K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
476New |
$40.3K - $55.4K
|
476
$128K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
375+ 3.25% |
$31.8K - $43.6K
|
11.9K
$3.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
272+ 136.68% |
$23K - $31.6K
|
471
$127K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
171New |
$14.5K - $19.9K
|
171
$46.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
108New |
$9.15K - $12.6K
|
108
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
80New |
$6.78K - $9.31K
|
80
$21.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
67+ 100.0% |
$5.68K - $7.8K
|
134
$36.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65New |
$5.51K - $7.56K
|
65
$17.5K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$4.91K - $6.75K
|
58
$15.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$2.8K - $3.84K
|
33
$8.89K
|
|