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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
152
shares
|
$45,210
0.01% of portfolio
|
Q1 2022
Added 102.67%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
149
shares
|
$44,318
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$43,723
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
138
shares
|
$41,046
0.0% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
136
shares
|
$40,451
0.0% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
133
shares
|
$39,559
0.01% of portfolio
|
Q3 2024
Added 13200.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
132
shares
|
$39,262
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
131
shares
|
$38,964
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
128
shares
|
$38,072
0.0% of portfolio
|
Q3 2024
Added 23.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
119
shares
|
$35,395
0.0% of portfolio
|
Q3 2024
Added 26.6%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
118
shares
|
$35,097
0.0% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
116
shares
|
$34,503
0.01% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
111
shares
|
$33,015
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
110
shares
|
$32,718
0.0% of portfolio
|
Q3 2023
Reduced 5.17%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
109
shares
|
$32,420
0.0% of portfolio
|
Q3 2024
Reduced 90.92%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
109
shares
|
$32,420
0.01% of portfolio
|
Q2 2024
Reduced 31.45%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
108
shares
|
$32,123
0.0% of portfolio
|
Q1 2024
Reduced 17.56%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
107
shares
|
$31,826
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
99
shares
|
$29,446
0.0% of portfolio
|
Q3 2024
Added 12.5%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
97
shares
|
$28,851
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
95
shares
|
$28,256
0.0% of portfolio
|
Q3 2024
Added 239.29%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
91
shares
|
$27,067
0.01% of portfolio
|
Q3 2024
Added 22.97%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
79
shares
|
$23,497
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
75
shares
|
$22,308
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
69
shares
|
$20,523
0.0% of portfolio
|
Q3 2024
Reduced 58.93%
|