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 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$456K - $562K
|
4.13K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.83KNew |
$424K - $522K
|
3.83K
$1.19M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3KNew |
$365K - $449K
|
3.3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.06KNew |
$339K - $417K
|
3.06K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.96KNew |
$327K - $402K
|
2.96K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 76.64% |
$268K - $330K
|
5.58K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
731New |
$80.8K - $99.5K
|
731
$228K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$11.1K - $13.6K
|
100
$31.1K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.4K - $11.6K
|
85
$26.5K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 450.0% |
$2.98K - $3.68K
|
33
$10.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21New |
$2.32K - $2.86K
|
21
$6.54K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$1.99K - $2.45K
|
18
$5.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$1.33K - $1.63K
|
12
$3.74K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8+ 6.25% |
$884 - $1.09K
|
136
$42.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 11.11% |
$332 - $409
|
30
$9.34K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$221 - $272
|
2
$623
|
|
| Q4 2022 | |||||||
|
Feb 01, 2023
Q4 2022
|
River Road Asset Management, LLC
|
BUY
|
- |
151KNew |
$12.8M - $17.5M
|
151K
$46.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.1KNew |
$348K - $477K
|
4.1K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.7KNew |
$313K - $430K
|
3.7K
$1.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
2.38KNew |
$201K - $276K
|
2.38K
$739K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.11KNew |
$178K - $245K
|
2.11K
$655K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.3K+ 15.08% |
$110K - $151K
|
9.92K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
614New |
$52K - $71.4K
|
614
$191K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
476New |
$40.3K - $55.4K
|
476
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
375+ 3.25% |
$31.8K - $43.6K
|
11.9K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
272+ 136.68% |
$23K - $31.6K
|
471
$147K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
171New |
$14.5K - $19.9K
|
171
$53.2K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
108New |
$9.15K - $12.6K
|
108
$33.6K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
80New |
$6.78K - $9.31K
|
80
$24.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
67+ 100.0% |
$5.68K - $7.8K
|
134
$41.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65New |
$5.51K - $7.56K
|
65
$20.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
58New |
$4.91K - $6.75K
|
58
$18.1K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
58New |
$4.91K - $6.75K
|
58
$18.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
33New |
$2.8K - $3.84K
|
33
$10.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
26New |
$2.2K - $3.03K
|
26
$8.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
14New |
$1.19K - $1.63K
|
14
$4.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
13+ 68.42% |
$1.1K - $1.51K
|
32
$9.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
13New |
$1.1K - $1.51K
|
13
$4.05K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6+ 0.19% |
$508 - $698
|
3.11K
$967K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$424 - $582
|
5
$1.56K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Paralel Advisors LLC
|
BUY
|
- |
175K+ 140.0% |
$14M - $18.4M
|
300K
$93.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
150K+ 256.0% |
$12M - $15.8M
|
208K
$64.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
10.2K+ 114.48% |
$816K - $1.07M
|
19.1K
$5.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
5.8KNew |
$466K - $610K
|
5.8K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
5.13KNew |
$412K - $540K
|
5.13K
$1.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
4.82K+ 47.93% |
$387K - $508K
|
14.9K
$4.63M
|
|
|
Oct 26, 2022
Q3 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
2.5KNew |
$201K - $263K
|
2.5K
$778K
|
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2.45KNew |
$196K - $258K
|
2.45K
$762K
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.05KNew |
$84.5K - $111K
|
1.05K
$328K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
467New |
$37.5K - $49.2K
|
467
$145K
|
|