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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.29KNew |
$319K - $406K
|
1.29K
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
1.21KNew |
$299K - $381K
|
1.21K
$354K
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.15K+ 1.2% |
$285K - $364K
|
97.2K
$28.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08KNew |
$267K - $340K
|
1.08K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
970New |
$240K - $306K
|
970
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
959New |
$238K - $303K
|
959
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
956New |
$237K - $302K
|
956
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
956New |
$237K - $302K
|
956
$280K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
940New |
$233K - $297K
|
940
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
922New |
$228K - $291K
|
922
$271K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
904New |
$224K - $285K
|
904
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
846New |
$210K - $267K
|
846
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
800New |
$198K - $253K
|
800
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
797New |
$197K - $252K
|
797
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
759New |
$188K - $240K
|
759
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
753New |
$186K - $238K
|
753
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
752New |
$186K - $237K
|
752
$221K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
740New |
$183K - $234K
|
740
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
738New |
$183K - $233K
|
738
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
737+ 73.7% |
$183K - $233K
|
1.74K
$510K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
600New |
$149K - $189K
|
600
$176K
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
546+ 1654.55% |
$135K - $172K
|
579
$170K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
355+ 39.44% |
$87.9K - $112K
|
1.26K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
250+ 1.98% |
$61.9K - $78.9K
|
12.9K
$3.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
205+ 5.88% |
$50.8K - $64.7K
|
3.69K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
188+ 15.96% |
$46.6K - $59.3K
|
1.37K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
167New |
$41.4K - $52.7K
|
167
$49K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
159New |
$39.4K - $50.2K
|
159
$46.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
138+ 15.66% |
$34.2K - $43.6K
|
1.02K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
85New |
$21.1K - $26.8K
|
85
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$24.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$24.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
74+ 8.32% |
$18.3K - $23.4K
|
963
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
58+ 17.06% |
$14.4K - $18.3K
|
398
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 6.39% |
$12.9K - $16.4K
|
866
$254K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48+ 1.98% |
$11.9K - $15.2K
|
2.47K
$725K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
40New |
$9.91K - $12.6K
|
40
$11.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
34+ 3.84% |
$8.42K - $10.7K
|
919
$270K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
31New |
$7.68K - $9.79K
|
31
$9.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29+ 46.77% |
$7.18K - $9.15K
|
91
$26.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
23+ 23.23% |
$5.7K - $7.26K
|
122
$35.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
19+ 2.16% |
$4.71K - $6K
|
898
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
11+ 0.06% |
$2.72K - $3.47K
|
18.3K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
9+ 1.02% |
$2.23K - $2.84K
|
893
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
8New |
$1.98K - $2.53K
|
8
$2.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7New |
$1.73K - $2.21K
|
7
$2.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
5+ 0.09% |
$1.24K - $1.58K
|
5.79K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$1.24K - $1.58K
|
5
$1.47K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.18% |
$495 - $631
|
1.12K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2New |
$495 - $631
|
2
$587
|