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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
814New |
$172K - $211K
|
814
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
812New |
$171K - $210K
|
812
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
801New |
$169K - $207K
|
801
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
800New |
$169K - $207K
|
800
$249K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
800New |
$169K - $207K
|
800
$249K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
798+ 3.4% |
$168K - $206K
|
24.3K
$7.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
793+ 78.36% |
$167K - $205K
|
1.81K
$562K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
779+ 21.29% |
$164K - $202K
|
4.44K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
722+ 29.47% |
$152K - $187K
|
3.17K
$988K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 41.18% |
$148K - $181K
|
2.4K
$747K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
669+ 73.68% |
$141K - $173K
|
1.58K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
659+ 65900.0% |
$139K - $170K
|
660
$205K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
644+ 13.6% |
$136K - $167K
|
5.38K
$1.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
630+ 34.16% |
$133K - $163K
|
2.47K
$770K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
551+ 25.05% |
$116K - $143K
|
2.75K
$857K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
547+ 11.33% |
$115K - $141K
|
5.38K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
538+ 7.33% |
$114K - $139K
|
7.88K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
508+ 6.4% |
$107K - $131K
|
8.44K
$2.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
503New |
$106K - $130K
|
503
$157K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
479+ 35.75% |
$101K - $124K
|
1.82K
$566K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
432New |
$91.2K - $112K
|
432
$135K
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
414+ 5.56% |
$87.4K - $107K
|
7.86K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
413+ 36.26% |
$87.1K - $107K
|
1.55K
$483K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
340+ 23.13% |
$71.7K - $87.9K
|
1.81K
$564K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
329+ 8.86% |
$69.4K - $85.1K
|
4.04K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
314+ 4.59% |
$66.3K - $81.2K
|
7.16K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
310+ 49.6% |
$65.4K - $80.2K
|
935
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
306New |
$64.6K - $79.2K
|
306
$95.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
303+ 7.35% |
$63.9K - $78.4K
|
4.42K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
280+ 0.8% |
$59.1K - $72.4K
|
35.4K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
251+ 2.44% |
$53K - $64.9K
|
10.5K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
163+ 3.91% |
$34.4K - $42.2K
|
4.33K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
153+ 41.35% |
$32.3K - $39.6K
|
523
$163K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
149+ 7.46% |
$31.4K - $38.5K
|
2.15K
$668K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
149+ 4.81% |
$31.4K - $38.5K
|
3.25K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
135+ 0.44% |
$28.5K - $34.9K
|
30.6K
$9.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$27.9K - $34.1K
|
132
$41.1K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
132+ 13200.0% |
$27.9K - $34.1K
|
133
$41.4K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
131New |
$27.6K - $33.9K
|
131
$40.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
131+ 12.11% |
$27.6K - $33.9K
|
1.21K
$378K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
128+ 3.84% |
$27K - $33.1K
|
3.46K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123+ 5.59% |
$26K - $31.8K
|
2.33K
$724K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111+ 2.64% |
$23.4K - $28.7K
|
4.32K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
111+ 4.54% |
$23.4K - $28.7K
|
2.55K
$795K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
111New |
$23.4K - $28.7K
|
111
$34.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
BUY
|
- |
104+ 11.38% |
$21.9K - $26.9K
|
1.02K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 5.37% |
$21.3K - $26.1K
|
1.98K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
99+ 60.0% |
$20.9K - $25.6K
|
264
$82.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
94+ 9.98% |
$19.8K - $24.3K
|
1.04K
$323K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
75+ 78.95% |
$15.8K - $19.4K
|
170
$52.9K
|