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 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
564+ 9.31% |
$107K - $164K
|
6.63K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
539+ 13.01% |
$103K - $157K
|
4.68K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
531New |
$101K - $155K
|
531
$156K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
516+ 67.45% |
$98.2K - $150K
|
1.28K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
508+ 9.27% |
$96.7K - $148K
|
5.99K
$1.76M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
504+ 13.2% |
$95.9K - $147K
|
4.32K
$1.27M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
500+ 31.29% |
$95.1K - $146K
|
2.1K
$616K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
483+ 5.04% |
$91.9K - $141K
|
10.1K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
440+ 2.96% |
$83.7K - $128K
|
15.3K
$4.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
435+ 43.24% |
$82.8K - $127K
|
1.44K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
425+ 14.52% |
$80.9K - $124K
|
3.35K
$983K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
419New |
$79.7K - $122K
|
419
$123K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
415+ 9.33% |
$79K - $121K
|
4.87K
$1.43M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
402+ 1.25% |
$76.5K - $117K
|
32.6K
$9.57M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
361+ 33.61% |
$68.7K - $105K
|
1.44K
$421K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
358+ 139.3% |
$68.1K - $104K
|
615
$180K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
355+ 3.95% |
$67.5K - $103K
|
9.34K
$2.74M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
325+ 6.03% |
$61.8K - $94.7K
|
5.72K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
319+ 30.29% |
$60.7K - $92.9K
|
1.37K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
315New |
$59.9K - $91.8K
|
315
$92.4K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
307+ 1.84% |
$58.4K - $89.4K
|
17K
$5M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
296New |
$56.3K - $86.2K
|
296
$86.8K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
295+ 29.27% |
$56.1K - $85.9K
|
1.3K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
293+ 12.76% |
$55.8K - $85.3K
|
2.59K
$760K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
289+ 0.27% |
$55K - $84.2K
|
105K
$30.9M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
274+ 17.37% |
$52.1K - $79.8K
|
1.85K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
270New |
$51.4K - $78.6K
|
270
$79.2K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
267+ 115.58% |
$50.8K - $77.8K
|
498
$146K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
248+ 9.8% |
$47.2K - $72.2K
|
2.78K
$815K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
240+ 6.99% |
$45.7K - $69.9K
|
3.67K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
239+ 25.73% |
$45.5K - $69.6K
|
1.17K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
237+ 46.93% |
$45.1K - $69K
|
742
$218K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
235+ 3.21% |
$44.7K - $68.4K
|
7.57K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
227+ 2.68% |
$43.2K - $66.1K
|
8.68K
$2.55M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
221+ 1.73% |
$42.1K - $64.4K
|
13K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
217+ 4.47% |
$41.3K - $63.2K
|
5.07K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 19.36% |
$40.5K - $62K
|
1.31K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
199+ 5.57% |
$37.9K - $58K
|
3.77K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 9.38% |
$36.7K - $56.2K
|
2.25K
$660K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
168+ 2.39% |
$32K - $48.9K
|
7.19K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
153+ 765.0% |
$29.1K - $44.6K
|
173
$50.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
144+ 9.88% |
$27.4K - $41.9K
|
1.6K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
143+ 1.48% |
$27.2K - $41.7K
|
9.81K
$2.88M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
142+ 151.06% |
$27K - $41.4K
|
236
$69.2K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
137+ 8.87% |
$26.1K - $39.9K
|
1.68K
$493K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
137+ 43.77% |
$26.1K - $39.9K
|
450
$132K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
134+ 1.92% |
$25.5K - $39K
|
7.11K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
126+ 10.61% |
$24K - $36.7K
|
1.31K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
112New |
$21.3K - $32.6K
|
112
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
111+ 46.64% |
$21.1K - $32.3K
|
349
$102K
|