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 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.74% |
$211 - $259
|
136
$42.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$211 - $259
|
29
$9.02K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
82.7KNew |
$15M - $17.2M
|
82.7K
$25.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
50KNew |
$9.08M - $10.4M
|
50K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.7K+ 1.12% |
$7.02M - $8.06M
|
3.5M
$1.09B
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
6.3K+ 20.86% |
$1.14M - $1.31M
|
36.5K
$11.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.4KNew |
$798K - $917K
|
4.4K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.74K+ 202.11% |
$678K - $778K
|
5.58K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Nkcfo LLC
|
BUY
|
- |
3.3KNew |
$599K - $688K
|
3.3K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$452K - $519K
|
2.49K
$774K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$396K - $454K
|
2.18K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.85KNew |
$337K - $386K
|
1.85K
$577K
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$327K - $375K
|
1.8K
$560K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.31KNew |
$237K - $272K
|
1.31K
$406K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$235K - $270K
|
1.29K
$402K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.18K+ 3.89% |
$214K - $246K
|
31.5K
$9.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01KNew |
$183K - $210K
|
1.01K
$313K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$311K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$311K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
999New |
$181K - $208K
|
999
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
808New |
$147K - $168K
|
808
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
770+ 6.21% |
$140K - $160K
|
13.2K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
617+ 38.3% |
$112K - $129K
|
2.23K
$693K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
242New |
$43.9K - $50.4K
|
242
$75.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$31.6K - $36.3K
|
174
$54.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$50.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$50.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Interval Partners, LP
New York, NY |
BUY
|
CALL |
160New |
$29K - $33.3K
|
160
$49.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
149New |
$27K - $31.1K
|
149
$46.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147+ 918.75% |
$26.7K - $30.6K
|
163
$50.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
74New |
$13.4K - $15.4K
|
74
$23K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 10.67% |
$13.1K - $15K
|
747
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32New |
$5.81K - $6.67K
|
32
$9.95K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
29+ 1.61% |
$5.26K - $6.04K
|
1.83K
$570K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
29New |
$5.26K - $6.04K
|
29
$9.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
27New |
$4.9K - $5.63K
|
27
$8.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
27New |
$4.9K - $5.63K
|
27
$8.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
25New |
$4.54K - $5.21K
|
25
$7.78K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 37.5% |
$2.72K - $3.13K
|
55
$17.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13New |
$2.36K - $2.71K
|
13
$4.04K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
11New |
$2K - $2.29K
|
11
$3.42K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$2K - $2.29K
|
11
$3.42K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
10New |
$1.82K - $2.08K
|
10
$3.11K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
8New |
$1.45K - $1.67K
|
8
$2.49K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 3.7% |
$1.27K - $1.46K
|
196
$61K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.98% |
$1.09K - $1.25K
|
617
$192K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$908 - $1.04K
|
5
$1.56K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$726 - $834
|
4
$1.24K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 40.0% |
$363 - $417
|
7
$2.18K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$182 - $208
|
1
$311
|
|