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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
21+ 1.71% |
$5.81K - $7.62K
|
1.25K
$370K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
20+ 2.33% |
$5.53K - $7.26K
|
880
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
19New |
$5.25K - $6.89K
|
19
$5.63K
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
18+ 2.23% |
$4.98K - $6.53K
|
826
$245K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
18+ 1.25% |
$4.98K - $6.53K
|
1.46K
$433K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17+ 1.91% |
$4.7K - $6.17K
|
909
$270K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16+ 1.42% |
$4.42K - $5.8K
|
1.15K
$340K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
16+ 12.9% |
$4.42K - $5.8K
|
140
$41.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15New |
$4.15K - $5.44K
|
15
$4.45K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 2.78% |
$4.15K - $5.44K
|
554
$164K
|
|
|
Nov 13, 2025
Q3 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
13New |
$3.59K - $4.72K
|
13
$3.85K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
13New |
$3.59K - $4.72K
|
13
$3.85K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
12+ 0.56% |
$3.32K - $4.35K
|
2.15K
$636K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11New |
$3.04K - $3.99K
|
11
$3.26K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11New |
$3.04K - $3.99K
|
11
$3.26K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
10New |
$2.77K - $3.63K
|
10
$2.96K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
10+ 1.26% |
$2.77K - $3.63K
|
806
$239K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$2.77K - $3.63K
|
10
$2.96K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
9+ 0.14% |
$2.49K - $3.27K
|
6.59K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9+ 1.08% |
$2.49K - $3.27K
|
842
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
9New |
$2.49K - $3.27K
|
9
$2.67K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$2.21K - $2.9K
|
8
$2.37K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 13.73% |
$1.94K - $2.54K
|
58
$17.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7+ 3.26% |
$1.94K - $2.54K
|
222
$65.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6New |
$1.66K - $2.18K
|
6
$1.78K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 1.26% |
$1.38K - $1.81K
|
403
$119K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 16.67% |
$830 - $1.09K
|
21
$6.23K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 50.0% |
$553 - $726
|
6
$1.78K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2+ 0.16% |
$553 - $726
|
1.23K
$366K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.26% |
$553 - $726
|
760
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2New |
$553 - $726
|
2
$593
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 6.9% |
$553 - $726
|
31
$9.19K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2New |
$553 - $726
|
2
$593
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2+ 100.0% |
$553 - $726
|
4
$1.19K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2New |
$553 - $726
|
2
$593
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
1+ 0.63% |
$277 - $363
|
160
$47.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1+ 10.0% |
$277 - $363
|
11
$3.26K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.08% |
$277 - $363
|
1.27K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$277 - $363
|
1
$296
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.11% |
$277 - $363
|
927
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1+ 0.03% |
$277 - $363
|
3.85K
$1.14M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 1.64% |
$277 - $363
|
62
$18.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.19% |
$277 - $363
|
85
$25.2K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
170KNew |
$27.8M - $46.1M
|
170K
$50.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
125KNew |
$20.4M - $33.9M
|
125K
$37M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
BUY
|
- |
54.2KNew |
$8.88M - $14.7M
|
54.2K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
38.8K+ 403.6% |
$6.35M - $10.5M
|
48.4K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
30KNew |
$4.91M - $8.14M
|
30K
$8.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
BUY
|
- |
29.6KNew |
$4.85M - $8.05M
|
29.6K
$8.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
22.2K+ 1233.33% |
$3.64M - $6.03M
|
24K
$7.12M
|
|