Latest Institutional Sells of Evercore Inc. (EVR)
This list provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-42- 2.64% |
$7.62K - $8.75K
|
1.55K
$469K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-40- 0.47% |
$7.26K - $8.34K
|
8.4K
$2.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 10.0% |
$4.72K - $5.42K
|
234
$70.9K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 3.1% |
$1.82K - $2.08K
|
313
$94.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 0.63% |
$1.63K - $1.88K
|
1.42K
$431K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.06% |
$1.09K - $1.25K
|
9.26K
$2.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 13.16% |
$908 - $1.04K
|
33
$10K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4- 0.38% |
$726 - $834
|
1.06K
$321K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-3- 0.04% |
$545 - $625
|
6.77K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 11.11% |
$363 - $417
|
16
$4.85K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 16.67% |
$363 - $417
|
10
$3.03K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.06% |
$182 - $208
|
1.79K
$544K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-83.7K- 34.58% |
$13.7M - $16.4M
|
158K
$48M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-25.1K- 43.14% |
$4.11M - $4.93M
|
33.1K
$10M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-11K- 42.85% |
$1.8M - $2.16M
|
14.7K
$4.45M
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-10.6K- 33.57% |
$1.74M - $2.09M
|
21.1K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-9.39K- 10.94% |
$1.54M - $1.84M
|
76.4K
$23.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.08K- 57.82% |
$504K - $604K
|
2.25K
$680K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.43K- 99.92% |
$397K - $477K
|
2
$606
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.99K- 38.21% |
$325K - $390K
|
3.22K
$974K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 16.09% |
$229K - $275K
|
7.3K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-937- 2.0% |
$153K - $184K
|
45.9K
$13.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-873- 34.17% |
$143K - $171K
|
1.68K
$510K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-134- 60.09% |
$21.9K - $26.3K
|
89
$27K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 5.22% |
$16.4K - $19.6K
|
1.81K
$550K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-100- 2.69% |
$16.4K - $19.6K
|
3.61K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-39- 38.24% |
$6.38K - $7.66K
|
63
$19.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 17.56% |
$3.76K - $4.52K
|
108
$32.7K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13- 0.92% |
$2.13K - $2.55K
|
1.4K
$423K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-39KClosed |
$4.93M - $6.76M
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-12.2K- 19.82% |
$1.54M - $2.11M
|
49.2K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-10K- 78.13% |
$1.26M - $1.73M
|
2.8K
$848K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.12K- 64.36% |
$268K - $368K
|
1.18K
$356K
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-1.75K- 3.32% |
$221K - $303K
|
50.7K
$15.4M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 94.9% |
$129K - $177K
|
55
$16.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-501- 16.06% |
$63.3K - $86.9K
|
2.62K
$793K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-465- 29.23% |
$58.8K - $80.6K
|
1.13K
$341K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-360- 0.7% |
$45.5K - $62.4K
|
50.9K
$15.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-217- 6.12% |
$27.4K - $37.6K
|
3.33K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-131- 50.0% |
$16.6K - $22.7K
|
131
$39.7K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-88- 2.86% |
$11.1K - $15.3K
|
2.99K
$907K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-62- 2.23% |
$7.84K - $10.8K
|
2.71K
$822K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 52.94% |
$2.28K - $3.12K
|
16
$4.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 30.0% |
$758 - $1.04K
|
14
$4.24K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 80.0% |
$506 - $694
|
1
$303
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 7.14% |
$253 - $347
|
26
$7.88K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.14% |
$126 - $173
|
13
$3.94K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.56K- 15.85% |
$892K - $1.1M
|
40.1K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.97K- 99.87% |
$705K - $871K
|
8
$2.42K
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-5K- 19.23% |
$590K - $730K
|
21K
$6.36M
|
|