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 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
143+ 15.92% |
$39.5K - $51.9K
|
1.04K
$309K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
142+ 12.48% |
$39.3K - $51.5K
|
1.28K
$380K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
139+ 5.05% |
$38.4K - $50.4K
|
2.89K
$857K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
136New |
$37.6K - $49.3K
|
136
$40.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
136+ 10.28% |
$37.6K - $49.3K
|
1.46K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
134+ 1.09% |
$37.1K - $48.6K
|
12.4K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
133+ 3.97% |
$36.8K - $48.3K
|
3.48K
$1.03M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
130+ 2.05% |
$35.9K - $47.2K
|
6.47K
$1.92M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
121+ 2.99% |
$33.5K - $43.9K
|
4.17K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
120+ 0.19% |
$33.2K - $43.5K
|
63.4K
$18.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
113+ 2.75% |
$31.2K - $41K
|
4.22K
$1.25M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
113+ 95.76% |
$31.2K - $41K
|
231
$68.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
110New |
$30.4K - $39.9K
|
110
$32.6K
|
|
|
Nov 19, 2025
Q3 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
100New |
$27.7K - $36.3K
|
100
$29.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100+ 2000.0% |
$27.7K - $36.3K
|
105
$31.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
94+ 8.55% |
$26K - $34.1K
|
1.19K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
92+ 3.62% |
$25.4K - $33.4K
|
2.63K
$781K
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
92+ 2.74% |
$25.4K - $33.4K
|
3.45K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80+ 3.43% |
$22.1K - $29K
|
2.41K
$715K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
76+ 9.55% |
$21K - $27.6K
|
872
$259K
|
|
|
Oct 30, 2025
Q3 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
76+ 9.61% |
$21K - $27.6K
|
867
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
75+ 7.96% |
$20.7K - $27.2K
|
1.02K
$302K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
73+ 65.18% |
$20.2K - $26.5K
|
185
$54.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
BUY
|
- |
70+ 8.4% |
$19.4K - $25.4K
|
903
$268K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
70+ 0.5% |
$19.4K - $25.4K
|
14K
$4.16M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
65+ 2.0% |
$18K - $23.6K
|
3.31K
$981K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
47+ 146.88% |
$13K - $17.1K
|
79
$23.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
46+ 4.44% |
$12.7K - $16.7K
|
1.08K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
46+ 0.08% |
$12.7K - $16.7K
|
56.8K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 40.54% |
$12.4K - $16.3K
|
156
$46.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
45+ 0.44% |
$12.4K - $16.3K
|
10.2K
$3.03M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
44+ 1.21% |
$12.2K - $16K
|
3.68K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
43+ 1.94% |
$11.9K - $15.6K
|
2.26K
$671K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
42New |
$11.6K - $15.2K
|
42
$12.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
41New |
$11.3K - $14.9K
|
41
$12.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 1.25% |
$11.1K - $14.5K
|
3.25K
$962K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
39+ 22.16% |
$10.8K - $14.1K
|
215
$63.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
35+ 4.06% |
$9.68K - $12.7K
|
897
$266K
|
|
|
Nov 06, 2025
Q3 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
34+ 0.78% |
$9.4K - $12.3K
|
4.41K
$1.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34New |
$9.4K - $12.3K
|
34
$10.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
33+ 0.07% |
$9.12K - $12K
|
49.6K
$14.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
31+ 2.53% |
$8.57K - $11.2K
|
1.25K
$372K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$8.02K - $10.5K
|
29
$8.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
27+ 2.93% |
$7.47K - $9.8K
|
947
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 1300.0% |
$7.19K - $9.43K
|
28
$8.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
25+ 1.75% |
$6.91K - $9.07K
|
1.46K
$432K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
25New |
$6.91K - $9.07K
|
25
$7.41K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
22+ 0.47% |
$6.08K - $7.98K
|
4.73K
$1.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$6.08K - $7.98K
|
22
$6.52K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 1.76% |
$5.81K - $7.62K
|
1.22K
$360K
|
|