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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
26New |
$2.2K - $3.03K
|
26
$7K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14New |
$1.19K - $1.63K
|
14
$3.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 68.42% |
$1.1K - $1.51K
|
32
$8.62K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
13New |
$1.1K - $1.51K
|
13
$3.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6+ 0.19% |
$508 - $698
|
3.11K
$836K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$424 - $582
|
5
$1.35K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Paralel Advisors LLC
|
BUY
|
- |
175K+ 140.0% |
$14M - $18.4M
|
300K
$80.8M
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
150K+ 256.0% |
$12M - $15.8M
|
208K
$56.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.2K+ 114.48% |
$816K - $1.07M
|
19.1K
$5.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
5.8KNew |
$466K - $610K
|
5.8K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.13KNew |
$412K - $540K
|
5.13K
$1.38M
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
2.5KNew |
$201K - $263K
|
2.5K
$673K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.05KNew |
$84.5K - $111K
|
1.05K
$283K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
467New |
$37.5K - $49.2K
|
467
$126K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275New |
$22.1K - $28.9K
|
275
$74.1K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
136New |
$10.9K - $14.3K
|
136
$36.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.77K - $2.32K
|
22
$5.92K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$5.66K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$5.66K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 5.95% |
$1.28K - $1.68K
|
285
$76.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 133.33% |
$642 - $842
|
14
$3.77K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$80.3 - $105
|
1
$269
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
48.1KNew |
$4.49M - $5.54M
|
48.1K
$13M
|
|
|
Aug 12, 2022
Q2 2022
|
Saltoro Capital, LP
Dallas, TX |
BUY
|
- |
40KNew |
$3.73M - $4.61M
|
40K
$10.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
PUT |
24.4K+ 12200.0% |
$2.28M - $2.81M
|
24.6K
$6.63M
|
|
|
Aug 15, 2022
Q2 2022
|
Connacht Asset Management LP
New York, NY |
BUY
|
PUT |
20.3KNew |
$1.9M - $2.34M
|
20.3K
$5.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13.9KNew |
$1.3M - $1.6M
|
13.9K
$3.74M
|
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
BUY
|
- |
6.9KNew |
$644K - $794K
|
6.9K
$1.86M
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
5.1K+ 28.65% |
$476K - $587K
|
22.9K
$6.17M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.81KNew |
$449K - $554K
|
4.81K
$1.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.29KNew |
$307K - $379K
|
3.29K
$887K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
2.15K+ 20.62% |
$201K - $248K
|
12.6K
$3.39M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
147New |
$13.7K - $16.9K
|
147
$39.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 6.67% |
$654 - $806
|
112
$30.2K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$93.4 - $115
|
2.47K
$666K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$2.56M - $3.3M
|
23.6K
$6.37M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.2KNew |
$1.22M - $1.57M
|
11.2K
$3.03M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2KNew |
$216K - $279K
|
2K
$539K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
77+ 102.67% |
$8.33K - $10.8K
|
152
$40.9K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.95KNew |
$380K - $481K
|
2.95K
$794K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
492+ 9.84% |
$63.4K - $80.3K
|
5.49K
$1.48M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20.7KNew |
$2.6M - $2.98M
|
20.7K
$5.58M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.2KNew |
$2.28M - $2.61M
|
18.2K
$4.9M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69KNew |
$337K - $386K
|
2.69K
$724K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
827New |
$104K - $119K
|
827
$223K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
162New |
$20.3K - $23.3K
|
162
$43.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
36New |
$4.51K - $5.17K
|
36
$9.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 40.0% |
$1.76K - $2.01K
|
49
$13.2K
|
|
| Q2 2021 | |||||||
|
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.55KNew |
$583K - $680K
|
4.55K
$1.23M
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
364New |
$46.6K - $54.4K
|
364
$98K
|
|