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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$495 - $631
|
2
$587
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1New |
$248 - $316
|
1
$293
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1+ 0.11% |
$248 - $316
|
945
$277K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
172KNew |
$36.3M - $44.5M
|
172K
$50.4M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
34.9KNew |
$7.36M - $9.03M
|
34.9K
$10.2M
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
14.7KNew |
$3.1M - $3.8M
|
14.7K
$4.31M
|
|
Nov 14, 2024
Q3 2024
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
14.5KNew |
$3.06M - $3.76M
|
14.5K
$4.26M
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
11.8KNew |
$2.49M - $3.05M
|
11.8K
$3.46M
|
|
Nov 14, 2024
Q3 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.75KNew |
$1.85M - $2.26M
|
8.75K
$2.57M
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.74KNew |
$789K - $967K
|
3.74K
$1.1M
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
3.29KNew |
$693K - $850K
|
3.29K
$964K
|
|
Nov 07, 2024
Q3 2024
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
BUY
|
- |
3K+ 43.23% |
$633K - $776K
|
9.94K
$2.92M
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
2.79KNew |
$589K - $722K
|
2.79K
$819K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.42KNew |
$511K - $626K
|
2.42K
$710K
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
BUY
|
- |
2.01KNew |
$424K - $519K
|
2.01K
$589K
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.2KNew |
$253K - $310K
|
1.2K
$352K
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.14KNew |
$241K - $296K
|
1.14K
$336K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
801New |
$169K - $207K
|
801
$235K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
800New |
$169K - $207K
|
800
$235K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
700+ 41.18% |
$148K - $181K
|
2.4K
$704K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
432New |
$91.2K - $112K
|
432
$127K
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
132New |
$27.9K - $34.1K
|
132
$38.7K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
111New |
$23.4K - $28.7K
|
111
$32.6K
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
55+ 4.71% |
$11.6K - $14.2K
|
1.22K
$359K
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
45New |
$9.5K - $11.6K
|
45
$13.2K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
43New |
$9.07K - $11.1K
|
43
$12.6K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
33New |
$6.96K - $8.54K
|
33
$9.68K
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
19New |
$4.01K - $4.91K
|
19
$5.57K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
16+ 0.33% |
$3.38K - $4.14K
|
4.82K
$1.41M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13+ 130.0% |
$2.74K - $3.36K
|
23
$6.75K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
7New |
$1.48K - $1.81K
|
7
$2.05K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$633 - $776
|
3
$880
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 28.57% |
$422 - $517
|
9
$2.64K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 3.57% |
$211 - $259
|
29
$8.51K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Samlyn Capital, LLC
New York, NY |
BUY
|
- |
82.7KNew |
$15M - $17.2M
|
82.7K
$24.3M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38.7K+ 1.12% |
$7.02M - $8.06M
|
3.5M
$1.03B
|
|
Aug 13, 2024
Q2 2024
|
Nkcfo LLC
|
BUY
|
- |
3.3KNew |
$599K - $688K
|
3.3K
$968K
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$452K - $519K
|
2.49K
$730K
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$396K - $454K
|
2.18K
$640K
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.85KNew |
$337K - $386K
|
1.85K
$544K
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$235K - $270K
|
1.29K
$380K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01KNew |
$183K - $210K
|
1.01K
$295K
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$293K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$293K
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
999New |
$181K - $208K
|
999
$293K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
242New |
$43.9K - $50.4K
|
242
$71K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$31.6K - $36.3K
|
174
$51K
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$47.2K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$47.2K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
72+ 10.67% |
$13.1K - $15K
|
747
$219K
|