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 $9.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
21
shares
|
$6,363
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
20
shares
|
$6,060
0.0% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
19
shares
|
$5,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
19
shares
|
$5,757
0.0% of portfolio
|
Q3 2024
Reduced 29.63%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$4,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
16
shares
|
$4,848
0.0% of portfolio
|
Q3 2023
Reduced 5.88%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
14
shares
|
$4,242
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
14
shares
|
$4,242
0.0% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
13
shares
|
$3,939
0.0% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
13
shares
|
$3,939
0.0% of portfolio
|
Q3 2024
Added 1200.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
13
shares
|
$3,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11
shares
|
$3,333
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
10
shares
|
$3,030
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
10
shares
|
$3,030
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
9
shares
|
$2,727
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8
shares
|
$2,424
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
7
shares
|
$2,121
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
7
shares
|
$2,121
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
7
shares
|
$2,121
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
4
shares
|
$1,212
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3
shares
|
$909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2
shares
|
$606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
2
shares
|
$606
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
2
shares
|
$606
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1
shares
|
$303
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|