Institutional Ownership Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR). We have compiled data on the 611 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $10 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
10
shares
|
$2,933
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
10
shares
|
$2,933
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
9
shares
|
$2,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
8
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
8
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
8
shares
|
$2,347
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
8
shares
|
$2,347
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
7
shares
|
$2,053
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
7
shares
|
$2,053
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
7
shares
|
$2,053
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
6
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6
shares
|
$1,760
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
5
shares
|
$1,466
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
5
shares
|
$1,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
5
shares
|
$1,466
0.0% of portfolio
|
Q1 2025
Reduced 86.84%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4
shares
|
$1,173
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
3
shares
|
$880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
3
shares
|
$880
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
3
shares
|
$880
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
2
shares
|
$586
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$293
0.0% of portfolio
|
Q1 2025
New holding
|