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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 1.62% |
$21.1K - $32.3K
|
6.97K
$2.04M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
110+ 2.72% |
$20.9K - $32K
|
4.15K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
109+ 11.19% |
$20.7K - $31.7K
|
1.08K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
101+ 7.05% |
$19.2K - $29.4K
|
1.53K
$450K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.77% |
$19K - $29.1K
|
2.75K
$807K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.02% |
$19K - $29.1K
|
9.9K
$2.9M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.19% |
$19K - $29.1K
|
8.51K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
81+ 0.86% |
$15.4K - $23.6K
|
9.53K
$2.79M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
81+ 62.79% |
$15.4K - $23.6K
|
210
$61.6K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72+ 0.72% |
$13.7K - $21K
|
10.1K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
70+ 6.33% |
$13.3K - $20.4K
|
1.18K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65+ 20.83% |
$12.4K - $18.9K
|
377
$111K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
64+ 1.07% |
$12.2K - $18.6K
|
6.03K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
63+ 45.32% |
$12K - $18.4K
|
202
$59.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$10.8K - $16.6K
|
57
$16.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54+ 0.65% |
$10.3K - $15.7K
|
8.31K
$2.44M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52+ 113.04% |
$9.89K - $15.1K
|
98
$28.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
52+ 2600.0% |
$9.89K - $15.1K
|
54
$15.8K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
50+ 1.79% |
$9.51K - $14.6K
|
2.85K
$836K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49+ 3.28% |
$9.32K - $14.3K
|
1.55K
$453K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
43+ 0.04% |
$8.18K - $12.5K
|
114K
$33.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 5.9% |
$7.99K - $12.2K
|
754
$221K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 3.68% |
$7.42K - $11.4K
|
1.1K
$322K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
39+ 229.41% |
$7.42K - $11.4K
|
56
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
35+ 26.32% |
$6.66K - $10.2K
|
168
$49.3K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32New |
$6.09K - $9.32K
|
32
$9.39K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
32+ 1.76% |
$6.09K - $9.32K
|
1.85K
$544K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
30+ 2.61% |
$5.71K - $8.74K
|
1.18K
$346K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
27+ 0.97% |
$5.14K - $7.86K
|
2.81K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$4.76K - $7.28K
|
25
$7.33K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 12.85% |
$4.38K - $6.7K
|
202
$59.3K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20+ 1.71% |
$3.81K - $5.83K
|
1.19K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
20+ 0.59% |
$3.81K - $5.83K
|
3.4K
$998K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 8.97% |
$3.81K - $5.83K
|
243
$71.3K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17+ 1.62% |
$3.23K - $4.95K
|
1.07K
$314K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16+ 0.33% |
$3.04K - $4.66K
|
4.87K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13+ 108.33% |
$2.47K - $3.79K
|
25
$7.33K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$1.9K - $2.91K
|
10
$2.93K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 62.5% |
$1.9K - $2.91K
|
26
$7.63K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$1.71K - $2.62K
|
9
$2.64K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$2.35K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$2.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 12.73% |
$1.33K - $2.04K
|
62
$18.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 600.0% |
$1.14K - $1.75K
|
7
$2.05K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 300.0% |
$1.14K - $1.75K
|
8
$2.35K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$1.14K - $1.75K
|
6
$1.76K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$951 - $1.46K
|
5
$1.47K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$951 - $1.46K
|
9.27K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.05% |
$761 - $1.17K
|
7.87K
$2.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.51% |
$761 - $1.17K
|
51
$15K
|