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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.36K- 37.83% |
$279K - $345K
|
3.88K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.97K- 57.1% |
$233K - $288K
|
1.48K
$449K
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.78K- 45.71% |
$210K - $260K
|
2.11K
$641K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.23KClosed |
$145K - $179K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.2K- 10.84% |
$141K - $174K
|
9.83K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-750- 77.0% |
$88.5K - $109K
|
224
$67.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-100- 5.0% |
$11.8K - $14.6K
|
1.9K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-45- 84.91% |
$5.31K - $6.57K
|
8
$2.42K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14- 41.18% |
$1.65K - $2.04K
|
20
$6.06K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 5.17% |
$708 - $876
|
110
$33.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.88% |
$118 - $146
|
16
$4.85K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-60.5K- 35.71% |
$6.4M - $7.56M
|
109K
$33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-50.6K- 77.44% |
$5.35M - $6.32M
|
14.7K
$4.46M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5.21K- 18.15% |
$551K - $651K
|
23.5K
$7.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-1.67K- 44.9% |
$176K - $208K
|
2.04K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Globeflex Capital L P
San Diego, CA |
SELL
|
- |
-1.04K- 14.08% |
$110K - $130K
|
6.34K
$1.92M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-979- 16.83% |
$104K - $122K
|
4.84K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-409- 2.9% |
$43.2K - $51.1K
|
13.7K
$4.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-337- 10.22% |
$35.6K - $42.1K
|
2.96K
$897K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-91- 9.73% |
$9.62K - $11.4K
|
844
$256K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$106 - $125
|
8
$2.42K
|
|
| Q1 2023 | |||||||
|
May 19, 2023
Q1 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-30K- 10.89% |
$3.32M - $4.09M
|
245K
$74.4M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-590- 23.85% |
$65.2K - $80.3K
|
1.88K
$571K
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-401- 8.52% |
$44.3K - $54.6K
|
4.3K
$1.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 75.67% |
$28.2K - $34.7K
|
82
$24.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-144- 5.78% |
$15.9K - $19.6K
|
2.35K
$711K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-95- 0.83% |
$10.5K - $12.9K
|
11.4K
$3.44M
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-41- 1.08% |
$4.53K - $5.58K
|
3.76K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 0.82% |
$1.77K - $2.18K
|
1.93K
$584K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14Closed |
$1.55K - $1.91K
|
0
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-8- 0.42% |
$884 - $1.09K
|
1.88K
$569K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$221 - $272
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
SELL
|
- |
-367K- 100.0% |
$31.1M - $42.7M
|
10
$3.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-107K- 47.92% |
$9.1M - $12.5M
|
117K
$35.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-35.8K- 60.48% |
$3.04M - $4.17M
|
23.4K
$7.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-7.2K- 62.61% |
$610K - $838K
|
4.3K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-1.23K- 21.59% |
$104K - $143K
|
4.45K
$1.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-830- 53.86% |
$70.3K - $96.6K
|
711
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-362- 20.37% |
$30.7K - $42.1K
|
1.42K
$429K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-362- 4.03% |
$30.7K - $42.1K
|
8.63K
$2.61M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-175- 0.83% |
$14.8K - $20.4K
|
20.8K
$6.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-109- 31.32% |
$9.23K - $12.7K
|
239
$72.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-8- 7.41% |
$678 - $931
|
100
$30.3K
|
|
| Q3 2022 | |||||||
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-10.9KClosed |
$873K - $1.14M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-492- 0.57% |
$39.5K - $51.8K
|
85.2K
$25.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-367- 34.43% |
$29.5K - $38.6K
|
699
$212K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-234- 1.69% |
$18.8K - $24.6K
|
13.6K
$4.12M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-62- 2.44% |
$4.98K - $6.53K
|
2.48K
$751K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.68% |
$3.77K - $4.95K
|
2.76K
$835K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20- 3.03% |
$1.61K - $2.11K
|
640
$194K
|
|