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 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$29.3K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
42New |
$10.4K - $13.3K
|
42
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$9.91K - $12.6K
|
40
$13.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31New |
$7.68K - $9.79K
|
31
$10.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 23.23% |
$5.7K - $7.26K
|
122
$42.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
11+ 0.06% |
$2.72K - $3.47K
|
18.3K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9+ 1.02% |
$2.23K - $2.84K
|
893
$311K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8New |
$1.98K - $2.53K
|
8
$2.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7New |
$1.73K - $2.21K
|
7
$2.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5+ 0.09% |
$1.24K - $1.58K
|
5.79K
$2.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$1.24K - $1.58K
|
5
$1.74K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.18% |
$495 - $631
|
1.12K
$390K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$495 - $631
|
2
$697
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$495 - $631
|
2
$697
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$248 - $316
|
1
$348
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
172KNew |
$36.3M - $44.5M
|
172K
$59.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
34.9KNew |
$7.36M - $9.03M
|
34.9K
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
14.7KNew |
$3.1M - $3.8M
|
14.7K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
14.5KNew |
$3.06M - $3.76M
|
14.5K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
11.8KNew |
$2.49M - $3.05M
|
11.8K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.75KNew |
$1.85M - $2.26M
|
8.75K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.74KNew |
$789K - $967K
|
3.74K
$1.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.29KNew |
$693K - $850K
|
3.29K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$511K - $626K
|
2.42K
$843K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
2.01KNew |
$424K - $519K
|
2.01K
$699K
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.2KNew |
$253K - $310K
|
1.2K
$418K
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.14KNew |
$241K - $296K
|
1.14K
$398K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
801New |
$169K - $207K
|
801
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 41.18% |
$148K - $181K
|
2.4K
$836K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
432New |
$91.2K - $112K
|
432
$150K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$27.9K - $34.1K
|
132
$46K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
111New |
$23.4K - $28.7K
|
111
$38.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
55+ 4.71% |
$11.6K - $14.2K
|
1.22K
$426K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
$9.5K - $11.6K
|
45
$15.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
33New |
$6.96K - $8.54K
|
33
$11.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 130.0% |
$2.74K - $3.36K
|
23
$8.01K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$1.48K - $1.81K
|
7
$2.44K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$633 - $776
|
3
$1.04K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$211 - $259
|
29
$10.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.7K+ 1.12% |
$7.02M - $8.06M
|
3.5M
$1.22B
|
|
|
Aug 13, 2024
Q2 2024
|
Nkcfo LLC
|
BUY
|
- |
3.3KNew |
$599K - $688K
|
3.3K
$1.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$452K - $519K
|
2.49K
$867K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$396K - $454K
|
2.18K
$759K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.85KNew |
$337K - $386K
|
1.85K
$646K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01KNew |
$183K - $210K
|
1.01K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$31.6K - $36.3K
|
174
$60.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$56.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$56.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 10.67% |
$13.1K - $15K
|
747
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$5.81K - $6.67K
|
32
$11.1K
|
|