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
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3New |
$571 - $874
|
3
$1.04K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$571 - $874
|
3
$1.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$190 - $291
|
3
$1.04K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$190 - $291
|
1
$348
|
|
| Q4 2024 | |||||||
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
132KNew |
$32.7M - $41.7M
|
132K
$46.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
116KNew |
$28.8M - $36.7M
|
116K
$40.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Broad Bay Capital Management, LP
New York, NY |
BUY
|
- |
86KNew |
$21.3M - $27.1M
|
86K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
18.6KNew |
$4.6M - $5.86M
|
18.6K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
18.1KNew |
$4.48M - $5.71M
|
18.1K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tribune Investment Group LP
New York, NY |
BUY
|
- |
15KNew |
$3.71M - $4.74M
|
15K
$5.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
- |
10.9KNew |
$2.71M - $3.45M
|
10.9K
$3.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
8.01KNew |
$1.98M - $2.53M
|
8.01K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
7.96KNew |
$1.97M - $2.51M
|
7.96K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.4KNew |
$1.83M - $2.34M
|
7.4K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Lisanti Capital Growth, LLC
|
BUY
|
- |
6.46K+ 73.65% |
$1.6M - $2.04M
|
15.2K
$5.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
6.04KNew |
$1.49M - $1.91M
|
6.04K
$2.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Rheos Capital Works Inc.
|
BUY
|
- |
6K+ 16.22% |
$1.49M - $1.89M
|
43K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
5.01K+ 50.38% |
$1.24M - $1.58M
|
14.9K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.7KNew |
$1.16M - $1.48M
|
4.7K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.41KNew |
$1.09M - $1.39M
|
4.41K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.1KNew |
$767K - $977K
|
3.1K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.04KNew |
$753K - $959K
|
3.04K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3KNew |
$743K - $947K
|
3K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.65KNew |
$655K - $835K
|
2.65K
$921K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.92K+ 9.62% |
$476K - $607K
|
21.9K
$7.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
1.69KNew |
$419K - $534K
|
1.69K
$589K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.52KNew |
$377K - $481K
|
1.52K
$531K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.44K+ 52.31% |
$356K - $454K
|
4.19K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.29KNew |
$319K - $406K
|
1.29K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.08KNew |
$267K - $340K
|
1.08K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
970New |
$240K - $306K
|
970
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
956New |
$237K - $302K
|
956
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
956New |
$237K - $302K
|
956
$333K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
846New |
$210K - $267K
|
846
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
800New |
$198K - $253K
|
800
$279K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
797New |
$197K - $252K
|
797
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
759New |
$188K - $240K
|
759
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
740New |
$183K - $234K
|
740
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
738New |
$183K - $233K
|
738
$257K
|
|
|
Feb 05, 2025
Q4 2024
|
Versor Investments LP
|
BUY
|
- |
737+ 73.7% |
$183K - $233K
|
1.74K
$605K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
600New |
$149K - $189K
|
600
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
355+ 39.44% |
$87.9K - $112K
|
1.26K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
250+ 1.98% |
$61.9K - $78.9K
|
12.9K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
205+ 5.88% |
$50.8K - $64.7K
|
3.69K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
167New |
$41.4K - $52.7K
|
167
$58.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
159New |
$39.4K - $50.2K
|
159
$55.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
138+ 15.66% |
$34.2K - $43.6K
|
1.02K
$355K
|
|
|
Aug 19, 2025
Q4 2024
|
Croban
Fremont, OH |
BUY
|
- |
128+ 2.32% |
$31.7K - $40.4K
|
5.64K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
85New |
$21.1K - $26.8K
|
85
$29.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
84New |
$20.8K - $26.5K
|
84
$29.3K
|
|