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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.08KNew |
$575K - $755K
|
2.08K
$617K
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.08KNew |
$574K - $753K
|
2.08K
$616K
|
|
|
Oct 16, 2025
Q3 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
2.04KNew |
$563K - $739K
|
2.04K
$604K
|
|
|
Nov 14, 2025
Q3 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.03K+ 9.72% |
$562K - $738K
|
23K
$6.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.99K+ 63.15% |
$549K - $721K
|
5.13K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.97K+ 1.01% |
$544K - $714K
|
197K
$58.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.96K+ 19.58% |
$542K - $711K
|
12K
$3.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.95KNew |
$540K - $709K
|
1.95K
$579K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.83KNew |
$505K - $663K
|
1.83K
$542K
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.82KNew |
$503K - $660K
|
1.82K
$540K
|
|
|
Nov 14, 2025
Q3 2025
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.81K+ 4.11% |
$500K - $656K
|
45.9K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.77K+ 3.74% |
$491K - $644K
|
49.2K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
1.77K+ 8.85% |
$488K - $640K
|
21.7K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
1.75K+ 74.44% |
$485K - $636K
|
4.11K
$1.22M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.72K+ 8.72% |
$475K - $623K
|
21.4K
$6.35M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 118.68% |
$469K - $615K
|
3.13K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.51K+ 10.57% |
$418K - $548K
|
15.8K
$4.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
PUT |
1.5K+ 10.95% |
$415K - $544K
|
15.2K
$4.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.49K+ 5.23% |
$411K - $539K
|
29.9K
$8.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
1.42KNew |
$392K - $514K
|
1.42K
$420K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.41K+ 20.83% |
$390K - $512K
|
8.18K
$2.43M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.41K+ 11.26% |
$389K - $510K
|
13.9K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.4K+ 2.8% |
$387K - $507K
|
51.3K
$15.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4KNew |
$386K - $507K
|
1.4K
$414K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.37KNew |
$378K - $496K
|
1.37K
$406K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.36K+ 58.93% |
$376K - $493K
|
3.67K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.34KNew |
$369K - $484K
|
1.34K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
1.33KNew |
$367K - $481K
|
1.33K
$393K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.26K+ 53.38% |
$349K - $458K
|
3.63K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.25K+ 1.87% |
$347K - $455K
|
68.4K
$20.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
1.16K+ 17.78% |
$321K - $422K
|
7.7K
$2.28M
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$321K - $421K
|
1.16K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.16KNew |
$320K - $420K
|
1.16K
$343K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.14KNew |
$316K - $415K
|
1.14K
$339K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.13KNew |
$312K - $410K
|
1.13K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.13KNew |
$312K - $410K
|
1.13K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.12KNew |
$308K - $405K
|
1.12K
$331K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.11KNew |
$306K - $402K
|
1.11K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.09K+ 5.72% |
$302K - $397K
|
20.2K
$5.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.09K+ 6.49% |
$302K - $396K
|
17.9K
$5.31M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.07K+ 10.29% |
$296K - $389K
|
11.5K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.06KNew |
$293K - $384K
|
1.06K
$314K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.05KNew |
$290K - $381K
|
1.05K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.05KNew |
$289K - $380K
|
1.05K
$310K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.04KNew |
$287K - $377K
|
1.04K
$308K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
1.03K+ 8.77% |
$285K - $374K
|
12.8K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.03KNew |
$284K - $373K
|
1.03K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.02KNew |
$283K - $371K
|
1.02K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
1KNew |
$277K - $363K
|
1K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
968+ 2.37% |
$268K - $351K
|
41.8K
$12.4M
|
|