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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$2.56M - $3.3M
|
23.6K
$6.94M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
11.2KNew |
$1.22M - $1.57M
|
11.2K
$3.3M
|
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2KNew |
$216K - $279K
|
2K
$587K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
77+ 102.67% |
$8.33K - $10.8K
|
152
$44.6K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
2.95KNew |
$380K - $481K
|
2.95K
$865K
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
492+ 9.84% |
$63.4K - $80.3K
|
5.49K
$1.61M
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20.7KNew |
$2.6M - $2.98M
|
20.7K
$6.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
18.2KNew |
$2.28M - $2.61M
|
18.2K
$5.33M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69KNew |
$337K - $386K
|
2.69K
$789K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
827New |
$104K - $119K
|
827
$243K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
162New |
$20.3K - $23.3K
|
162
$47.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
36New |
$4.51K - $5.17K
|
36
$10.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 40.0% |
$1.76K - $2.01K
|
49
$14.4K
|
|
| Q2 2021 | |||||||
|
Dec 01, 2022
Q2 2021
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
4.55KNew |
$583K - $680K
|
4.55K
$1.34M
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
364New |
$46.6K - $54.4K
|
364
$107K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
75New |
$7.99K - $10.7K
|
75
$22K
|
|
| Q3 2020 | |||||||
|
Oct 01, 2020
Q3 2020
|
M&R Capital Management Inc
|
BUY
|
- |
170New |
$9.13K - $11.3K
|
170
$49.9K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
132New |
$9.68K - $10.6K
|
132
$38.7K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
5.9KNew |
$448K - $536K
|
5.9K
$1.73M
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
15.3KNew |
$1.18M - $1.5M
|
15.3K
$4.5M
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
16.7KNew |
$1.68M - $1.92M
|
16.7K
$4.91M
|
|
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
13.8KNew |
$1.39M - $1.59M
|
13.8K
$4.05M
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
170New |
$17.1K - $19.5K
|
170
$49.9K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
800+ 94.12% |
$69.4K - $89.6K
|
1.65K
$484K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
62.5KNew |
$4.74M - $5.76M
|
62.5K
$18.3M
|
|
|
Feb 07, 2018
Q4 2017
|
Harbor Advisors LLC
|
BUY
|
- |
6K+ 66.67% |
$455K - $553K
|
15K
$4.4M
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Sarasin & Partners LLP
|
BUY
|
- |
25KNew |
$1.76M - $2.02M
|
25K
$7.33M
|
|
|
Oct 30, 2017
Q3 2017
|
Deltec Asset Management LLC
|
BUY
|
- |
5.76KNew |
$405K - $465K
|
5.76K
$1.69M
|
|
|
Nov 03, 2017
Q3 2017
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
55New |
$3.87K - $4.44K
|
55
$16.1K
|
|