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 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$571 - $874
|
3
$880
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 2.73% |
$571 - $874
|
113
$33.2K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
3+ 21.43% |
$571 - $874
|
17
$4.99K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3New |
$571 - $874
|
3
$880
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$571 - $874
|
3
$880
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.25% |
$571 - $874
|
1.23K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$381 - $583
|
2
$587
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 4.76% |
$381 - $583
|
44
$12.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$381 - $583
|
2
$587
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$190 - $291
|
1
$293
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$190 - $291
|
1
$293
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$190 - $291
|
1
$293
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$190 - $291
|
3
$880
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$190 - $291
|
1
$293
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
132KNew |
$32.7M - $41.7M
|
132K
$38.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
116KNew |
$28.8M - $36.7M
|
116K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
- |
86KNew |
$21.3M - $27.1M
|
86K
$25.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
49.9K+ 386.04% |
$12.4M - $15.7M
|
62.8K
$18.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
41.6KNew |
$10.3M - $13.1M
|
41.6K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
26.2KNew |
$6.48M - $8.26M
|
26.2K
$7.68M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18.6KNew |
$4.6M - $5.86M
|
18.6K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$4.48M - $5.71M
|
18.1K
$5.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
15KNew |
$3.71M - $4.74M
|
15K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$2.71M - $3.45M
|
10.9K
$3.21M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
9.06K+ 9.44% |
$2.24M - $2.86M
|
105K
$30.8M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.42K+ 103.12% |
$2.09M - $2.66M
|
16.6K
$4.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$1.98M - $2.53M
|
8.01K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7.96KNew |
$1.97M - $2.51M
|
7.96K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4KNew |
$1.83M - $2.34M
|
7.4K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.06K+ 53.8% |
$1.75M - $2.23M
|
20.2K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
6.46K+ 73.65% |
$1.6M - $2.04M
|
15.2K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
6.04KNew |
$1.49M - $1.91M
|
6.04K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
6K+ 16.22% |
$1.49M - $1.89M
|
43K
$12.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
5.75KNew |
$1.43M - $1.82M
|
5.75K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
5.01K+ 50.38% |
$1.24M - $1.58M
|
14.9K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.7KNew |
$1.16M - $1.48M
|
4.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.41KNew |
$1.09M - $1.39M
|
4.41K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$767K - $977K
|
3.1K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.04KNew |
$753K - $959K
|
3.04K
$892K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$743K - $947K
|
3K
$880K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.83K+ 54.6% |
$701K - $894K
|
8.02K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.65KNew |
$655K - $835K
|
2.65K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.92K+ 9.62% |
$476K - $607K
|
21.9K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.75KNew |
$434K - $554K
|
1.75K
$515K
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.69KNew |
$419K - $534K
|
1.69K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.52KNew |
$377K - $481K
|
1.52K
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.44K+ 52.31% |
$356K - $454K
|
4.19K
$1.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.44KNew |
$355K - $453K
|
1.44K
$421K
|
|