Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $9.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,819
shares
|
$541,043
0.01% of portfolio
|
Q3 2024
Added 35.75%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
1,814
shares
|
$539,556
0.28% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,810
shares
|
$538,366
0.0% of portfolio
|
Q3 2024
Added 23.13%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,805
shares
|
$536,879
0.01% of portfolio
|
Q3 2024
Added 78.36%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
1,803
shares
|
$536,284
0.02% of portfolio
|
Q3 2024
Reduced 39.37%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
1,794
shares
|
$533,607
0.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Aviva PLC
|
Nov 14, 2024 Q3 2024 |
1,769
shares
|
$526,171
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,720
shares
|
$511,596
0.01% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,709
shares
|
$508,324
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
1,682
shares
|
$500,294
0.16% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,665
shares
|
$495,237
0.0% of portfolio
|
Q3 2024
Added 535.5%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 08, 2024 Q3 2024 |
1,663
shares
|
$494,642
0.0% of portfolio
|
Q3 2024
Reduced 70.16%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,620
shares
|
$481,852
0.15% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,599
shares
|
$475,606
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,596
shares
|
$474,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,577
shares
|
$469,062
0.05% of portfolio
|
Q3 2024
Added 73.68%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,566
shares
|
$465,791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,557
shares
|
$463,114
0.14% of portfolio
|
Q2 2024
Reduced 34.3%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
1,552
shares
|
$461,626
0.0% of portfolio
|
Q3 2024
Added 36.26%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
1,549
shares
|
$460,734
0.08% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$446,160
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
1,496
shares
|
$444,970
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,481
shares
|
$440,508
0.19% of portfolio
|
Q3 2023
Reduced 57.1%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
1,475
shares
|
$438,724
0.05% of portfolio
|
Q3 2024
Reduced 29.93%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,470
shares
|
$437,236
0.01% of portfolio
|
Q1 2024
Added 0.89%
|