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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
600New |
$98.3K - $163K
|
600
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
593+ 25.54% |
$97.1K - $161K
|
2.92K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
586+ 8.15% |
$96K - $159K
|
7.77K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
584+ 18.95% |
$95.6K - $159K
|
3.67K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
525+ 2.83% |
$86K - $143K
|
19.1K
$6.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
500+ 2.56% |
$81.9K - $136K
|
20K
$6.97M
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
499+ 10.3% |
$81.7K - $135K
|
5.34K
$1.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
448+ 0.47% |
$73.4K - $122K
|
96.5K
$33.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
438+ 3.69% |
$71.7K - $119K
|
12.3K
$4.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
392+ 33.56% |
$64.2K - $106K
|
1.56K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
374+ 3.65% |
$61.2K - $102K
|
10.6K
$3.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
365+ 20.54% |
$59.8K - $99.1K
|
2.14K
$746K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
310+ 13.57% |
$50.8K - $84.2K
|
2.6K
$904K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 4.79% |
$49.1K - $81.5K
|
6.57K
$2.29M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
297+ 14.01% |
$48.6K - $80.6K
|
2.42K
$842K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 7.86% |
$48K - $79.5K
|
4.02K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
268+ 4.28% |
$43.9K - $72.8K
|
6.53K
$2.28M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
265+ 2.7% |
$43.4K - $71.9K
|
10.1K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
257+ 1.55% |
$42.1K - $69.8K
|
16.8K
$5.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
251+ 5.31% |
$41.1K - $68.1K
|
4.97K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
236+ 1.54% |
$38.6K - $64.1K
|
15.5K
$5.41M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
230+ 2.6% |
$37.7K - $62.4K
|
9.07K
$3.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
229+ 3.75% |
$37.5K - $62.2K
|
6.33K
$2.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
226New |
$37K - $61.4K
|
226
$78.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
209+ 63.33% |
$34.2K - $56.7K
|
539
$188K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
206+ 84.77% |
$33.7K - $55.9K
|
449
$156K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206+ 101.98% |
$33.7K - $55.9K
|
408
$142K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
206+ 6.53% |
$33.7K - $55.9K
|
3.36K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
201+ 670.0% |
$32.9K - $54.6K
|
231
$80.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
CALL |
200+ 100.0% |
$32.8K - $54.3K
|
400
$139K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 2.79% |
$32.8K - $54.3K
|
7.38K
$2.57M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 2.02% |
$32.8K - $54.3K
|
10.1K
$3.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 27.71% |
$32.3K - $53.5K
|
908
$316K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
180+ 1.74% |
$29.5K - $48.9K
|
10.6K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
178+ 11.66% |
$29.2K - $48.3K
|
1.71K
$594K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
170+ 3.76% |
$27.8K - $46.2K
|
4.69K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
168+ 33.73% |
$27.5K - $45.6K
|
666
$232K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
159New |
$26K - $43.2K
|
159
$55.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 1.97% |
$25.4K - $42.1K
|
8.03K
$2.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
149+ 11.86% |
$24.4K - $40.5K
|
1.41K
$489K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
127+ 154.88% |
$20.8K - $34.5K
|
209
$72.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
125+ 11.69% |
$20.5K - $33.9K
|
1.19K
$416K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
124+ 6200.0% |
$20.3K - $33.7K
|
126
$43.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
120New |
$19.7K - $32.6K
|
120
$41.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
112+ 7.77% |
$18.3K - $30.4K
|
1.55K
$541K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 5.81% |
$16.4K - $27.2K
|
1.82K
$634K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.18% |
$16.4K - $27.2K
|
8.61K
$3M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99New |
$16.2K - $26.9K
|
99
$34.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
98+ 0.96% |
$16K - $26.6K
|
10.3K
$3.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
88+ 352.0% |
$14.4K - $23.9K
|
113
$39.4K
|