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 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$14.3K - $19.6K
|
113
$33.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
107New |
$13.5K - $18.6K
|
107
$32K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
97New |
$12.3K - $16.8K
|
97
$29K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
54New |
$6.83K - $9.36K
|
54
$16.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32New |
$4.04K - $5.55K
|
32
$9.57K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
32New |
$4.04K - $5.55K
|
32
$9.57K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3New |
$379 - $520
|
3
$897
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.43% |
$126 - $173
|
236
$70.6K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
CALL |
38.7KNew |
$4.57M - $5.65M
|
38.7K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.5KNew |
$1.35M - $1.67M
|
11.5K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.33KNew |
$1.1M - $1.36M
|
9.33K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Sciencast Management LP
|
BUY
|
- |
6.51KNew |
$768K - $950K
|
6.51K
$1.94M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.16K+ 19.9% |
$491K - $607K
|
25.1K
$7.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.46KNew |
$172K - $212K
|
1.46K
$435K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.39KNew |
$164K - $202K
|
1.39K
$414K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
79New |
$9.33K - $11.5K
|
79
$23.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31New |
$3.66K - $4.53K
|
31
$9.27K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$708 - $876
|
6
$1.79K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$236 - $292
|
2
$598
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
123KNew |
$13M - $15.4M
|
123K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
71.1KNew |
$7.51M - $8.88M
|
71.1K
$21.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
13.7KNew |
$1.45M - $1.71M
|
13.7K
$4.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.27KNew |
$980K - $1.16M
|
9.27K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
8.5KNew |
$899K - $1.06M
|
8.5K
$2.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4KNew |
$422K - $499K
|
4K
$1.19M
|
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.84KNew |
$406K - $479K
|
3.84K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
3.55KNew |
$375K - $443K
|
3.55K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
3.39KNew |
$358K - $423K
|
3.39K
$1.01M
|
|
|
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
$916K
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
217+ 5.33% |
$22.9K - $27.1K
|
4.29K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
171+ 8.49% |
$18.1K - $21.4K
|
2.19K
$653K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
36New |
$3.81K - $4.5K
|
36
$10.8K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.85K - $3.37K
|
27
$8.07K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
23New |
$2.43K - $2.87K
|
23
$6.88K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
20New |
$2.11K - $2.5K
|
20
$5.98K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$529 - $625
|
5
$1.49K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
515KNew |
$57M - $70.2M
|
515K
$154M
|
|
|
May 01, 2023
Q1 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
26KNew |
$2.87M - $3.54M
|
26K
$7.76M
|
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
24.5KNew |
$2.71M - $3.34M
|
24.5K
$7.32M
|
|
|
May 15, 2023
Q1 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
12.2KNew |
$1.34M - $1.65M
|
12.2K
$3.63M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
9.92KNew |
$1.1M - $1.35M
|
9.92K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
4.72KNew |
$522K - $643K
|
4.72K
$1.41M
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$456K - $562K
|
4.13K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.83KNew |
$424K - $522K
|
3.83K
$1.15M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3KNew |
$365K - $449K
|
3.3K
$987K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 76.64% |
$268K - $330K
|
5.58K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
731New |
$80.8K - $99.5K
|
731
$219K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$11.1K - $13.6K
|
100
$29.9K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.4K - $11.6K
|
85
$25.4K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 450.0% |
$2.98K - $3.68K
|
33
$9.87K
|
|