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
May 06, 2022 Q1 2022	Richard C. Young & Co., Ltd.	SELL	-	-123K Closed	$13.3M - $17.2M	0 $0
May 12, 2022 Q1 2022	Capitolis Advisors LLC New York, NY	SELL	-	-22.5K Closed	$2.43M - $3.14M	0 $0
Apr 20, 2022 Q1 2022	Advisor Resource Council	SELL	-	-14.1K Closed	$1.52M - $1.96M	0 $0
May 16, 2022 Q1 2022	Castleview Partners, LLC Dallas, TX	SELL	-	-11.3K Closed	$1.22M - $1.58M	0 $0
Apr 29, 2022 Q1 2022	Caldwell Investment Management Ltd.	SELL	-	-9.85K Closed	$1.07M - $1.38M	0 $0
May 09, 2022 Q1 2022	Bank Julius Baer & Co. Ltd, Zurich	SELL	-	-9.61K Closed	$1.04M - $1.34M	0 $0
Apr 12, 2022 Q1 2022	Cim, LLC	SELL	-	-7.42K Closed	$803K - $1.04M	0 $0
May 10, 2022 Q1 2022	Trek Financial, LLC Scottsdale, AZ	SELL	-	-5.39K Closed	$583K - $752K	0 $0
May 16, 2022 Q1 2022	Angeles Investment Advisors, LLC	SELL	-	-4.86K Closed	$526K - $679K	0 $0
Apr 27, 2022 Q1 2022	Sumitomo Mitsui Trust Holdings, Inc.	SELL	-	-3.8K Closed	$411K - $531K	0 $0
Apr 21, 2022 Q1 2022	Sterling Manor Financial, LLC	SELL	-	-2.78K Closed	$301K - $388K	0 $0
May 11, 2022 Q1 2022	Krane Funds Advisors LLC New York, NY	SELL	-	-2.67K Closed	$289K - $373K	0 $0
May 12, 2022 Q1 2022	Westwood Holdings Group Inc Dallas, TX	SELL	-	-2.54K Closed	$274K - $354K	0 $0
Apr 04, 2022 Q1 2022	Symmetry Partners, LLC	SELL	-	-2.47K Closed	$267K - $345K	0 $0
May 16, 2022 Q1 2022	Polar Asset Management Partners Inc. Toronto, A6	SELL	-	-1.98K Closed	$214K - $277K	0 $0
May 09, 2022 Q1 2022	Old National Bancorp	SELL	-	-1.68K Closed	$182K - $235K	0 $0
May 16, 2022 Q1 2022	Covenant Partners, LLC	SELL	-	-1.65K Closed	$179K - $231K	0 $0
May 16, 2022 Q1 2022	Two Sigma Securities, LLC New York, NY	SELL	-	-1.6K Closed	$173K - $224K	0 $0
May 10, 2022 Q1 2022	Union Investments & Development Ltd.	SELL	-	-700 Closed	$75.7K - $97.8K	0 $0
Apr 18, 2022 Q1 2022	Spire Wealth Management	SELL	-	-633 Closed	$68.5K - $88.4K	0 $0
Apr 26, 2022 Q1 2022	Confluence Wealth Services, Inc. Mcmurray, PA	SELL	-	-186 Closed	$20.1K - $26K	0 $0
Apr 29, 2022 Q1 2022	Hanseatic Management Services Inc	SELL	-	-156 Closed	$16.9K - $21.8K	0 $0
May 12, 2022 Q1 2022	Cambridge Trust CO Boston, MA	SELL	-	-106 Closed	$11.5K - $14.8K	0 $0
May 06, 2022 Q1 2022	Sageworth Trust CO	SELL	-	-55 Closed	$5.95K - $7.68K	0 $0
May 06, 2022 Q1 2022	Retirement Planning CO Of New England, Inc. Warwick, RI	SELL	-	-50 Closed	$5.41K - $6.99K	0 $0
May 05, 2022 Q1 2022	Spectrum Management Group, LLC	SELL	-	-50 Closed	$5.41K - $6.99K	0 $0
May 16, 2022 Q1 2022	Delos Wealth Advisors, LLC Dallas, TX	SELL	-	-38 Closed	$4.11K - $5.31K	0 $0
May 06, 2022 Q1 2022	Bivin & Associates, Inc. Ponca City, OK	SELL	-	-5 Closed	$541 - $699	0 $0
Apr 29, 2022 Q1 2022	Mcdonald Partners LLC	SELL	-	-3 Closed	$325 - $419	0 $0
Q4 2021
Feb 14, 2022 Q4 2021	Susquehanna Fundamental Investments, LLC Bala Cynwyd, PA	SELL	-	-22.4K Closed	$2.89M - $3.65M	0 $0
Jan 28, 2022 Q4 2021	Wbi Investments, Inc.	SELL	-	-20.5K Closed	$2.65M - $3.35M	0 $0
Feb 09, 2022 Q4 2021	Washington Trust CO	SELL	-	-11.9K Closed	$1.53M - $1.94M	0 $0
Jul 09, 2025 Q4 2021	Northwest & Ethical Investments L.P. Toronto, A6	SELL	-	-8.16K Closed	$1.05M - $1.33M	0 $0
Feb 11, 2022 Q4 2021	Perigon Wealth Management, LLC San Francisco, CA	SELL	-	-3.87K Closed	$500K - $632K	0 $0
Jan 18, 2022 Q4 2021	Pendal Group LTD	SELL	-	-2.32K Closed	$299K - $378K	0 $0
Feb 14, 2022 Q4 2021	Quantitative Investment Management, LLC Charlottesville, VA	SELL	-	-2.11K Closed	$271K - $343K	0 $0
Jan 31, 2022 Q4 2021	D.A. Davidson & Co.	SELL	-	-2.01K Closed	$259K - $327K	0 $0
Feb 01, 2022 Q4 2021	Agf Investments LLC Boston, MA	SELL	-	-1.43K Closed	$185K - $234K	0 $0
Jan 19, 2022 Q4 2021	Whittier Trust CO Of Nevada Inc	SELL	-	-250 Closed	$32.2K - $40.8K	0 $0
Feb 11, 2022 Q4 2021	Cahill Financial Advisors Inc Edina, MN	SELL	-	-70 Closed	$9.03K - $11.4K	0 $0
Feb 03, 2022 Q4 2021	Arkadios Wealth Advisors	SELL	-	-49 Closed	$6.32K - $8K	0 $0
Feb 11, 2022 Q4 2021	Kowal Investment Group, LLC Waukesha, WI	SELL	-	-40 Closed	$5.16K - $6.53K	0 $0
Jan 14, 2022 Q4 2021	Piscataqua Savings Bank	SELL	-	-20 - 10.0%	$2.58K - $3.26K	180 $52.8K
Feb 14, 2022 Q4 2021	Truvestments Capital LLC Sarasota, FL	SELL	-	-18 Closed	$2.32K - $2.94K	0 $0
Feb 07, 2022 Q4 2021	D'Orazio & Associates, Inc. Falls Church, VA	SELL	-	-10 Closed	$1.29K - $1.63K	0 $0
Dec 19, 2023 Q4 2021	West Paces Advisors Inc. Atlanta, GA	SELL	-	-8 Closed	$1.03K - $1.31K	0 $0
Q3 2021
Nov 17, 2021 Q3 2021	Deprince Race & Zollo Inc Winter Park, FL	SELL	-	-112K Closed	$14.1M - $16.1M	0 $0
Nov 15, 2021 Q3 2021	Philadelphia Financial Management Of San Francisco, LLC San Francisco, CA	SELL	-	-51K Closed	$6.39M - $7.32M	0 $0
Nov 16, 2021 Q3 2021	Gillson Capital LP Chicago, IL	SELL	-	-48.8K Closed	$6.12M - $7.01M	0 $0
Oct 25, 2021 Q3 2021	Zweig Di Menna Associates LLC	SELL	-	-26.3K Closed	$3.29M - $3.77M	0 $0

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Latest Institutional Sells of Evercore Inc. (EVR)

-123K

-22.5K

-14.1K

-11.3K

-9.85K

-9.61K

-7.42K

-5.39K

-4.86K

-3.8K

-2.78K

-2.67K

-2.54K

-2.47K

-1.98K

-1.68K

-1.65K

-1.6K

-700

-633

-186

-156

-106

-55

-50

-50

-38

-5

-3

-22.4K

-20.5K

-11.9K

-8.16K

-3.87K

-2.32K

-2.11K

-2.01K

-1.43K

-250

-70

-49

-40

-20

-18

-10

-8

-112K

-51K

-48.8K

-26.3K

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