Purchases and Sales Made in Q1 2022 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q1 2022. The information is specifically focused on institutions that hold shares of Evercore Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
41New |
$4.44K - $5.73K
|
41
$11.7K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 1.37% |
$3.68K - $4.75K
|
2.51K
$715K
|
|
|
May 16, 2022
Q1 2022
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
32+ 0.27% |
$3.46K - $4.47K
|
12.1K
$3.44M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
32New |
$3.46K - $4.47K
|
32
$9.11K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25+ 1.18% |
$2.7K - $3.49K
|
2.14K
$609K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25+ 26.04% |
$2.7K - $3.49K
|
121
$34.4K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
19+ 135.71% |
$2.06K - $2.65K
|
33
$9.39K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16New |
$1.73K - $2.24K
|
16
$4.55K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
14New |
$1.51K - $1.96K
|
14
$3.98K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
13+ 0.2% |
$1.41K - $1.82K
|
6.48K
$1.84M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
13+ 0.03% |
$1.41K - $1.82K
|
39.2K
$11.1M
|
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
12+ 0.62% |
$1.3K - $1.68K
|
1.96K
$557K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
12+ 85.71% |
$1.3K - $1.68K
|
26
$7.4K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11+ 137.5% |
$1.19K - $1.54K
|
19
$5.41K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10+ 500.0% |
$1.08K - $1.4K
|
12
$3.42K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
8+ 266.67% |
$865 - $1.12K
|
11
$3.13K
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
8+ 266.67% |
$865 - $1.12K
|
11
$3.13K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
6+ 0.19% |
$649 - $838
|
3.11K
$884K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
6New |
$649 - $838
|
6
$1.71K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$649 - $838
|
6
$1.71K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
3+ 60.0% |
$325 - $419
|
8
$2.28K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2New |
$216 - $279
|
2
$569
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.16% |
$108 - $140
|
87
$24.8K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.04% |
$108 - $140
|
2.78K
$792K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3Closed |
$325 - $419
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-3Closed |
$325 - $419
|
0
$0
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-4Closed |
$433 - $559
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-5Closed |
$541 - $699
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 7.69% |
$541 - $699
|
60
$17.1K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 23.08% |
$649 - $838
|
20
$5.69K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7- 0.06% |
$757 - $978
|
11.7K
$3.33M
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
SELL
|
- |
-9- 0.09% |
$974 - $1.26K
|
9.91K
$2.82M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9- 0.37% |
$974 - $1.26K
|
2.45K
$697K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-10- 1.7% |
$1.08K - $1.4K
|
577
$164K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-17- 0.43% |
$1.84K - $2.38K
|
3.9K
$1.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-19- 0.47% |
$2.06K - $2.65K
|
4.05K
$1.15M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-21- 6.09% |
$2.27K - $2.93K
|
324
$92.2K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23- 0.08% |
$2.49K - $3.21K
|
28.1K
$8M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27- 8.06% |
$2.92K - $3.77K
|
308
$87.7K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 4.33% |
$4K - $5.17K
|
818
$233K
|
|
|
May 16, 2022
Q1 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-38Closed |
$4.11K - $5.31K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-41- 0.87% |
$4.44K - $5.73K
|
4.66K
$1.33M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-42- 2.16% |
$4.54K - $5.87K
|
1.9K
$541K
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-47- 1.67% |
$5.08K - $6.57K
|
2.76K
$786K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-49- 1.56% |
$5.3K - $6.85K
|
3.09K
$880K
|
|
|
May 05, 2022
Q1 2022
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-49- 2.31% |
$5.3K - $6.85K
|
2.07K
$590K
|
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-50Closed |
$5.41K - $6.99K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-50Closed |
$5.41K - $6.99K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-52Closed |
$5.63K - $7.26K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-53- 0.55% |
$5.73K - $7.4K
|
9.52K
$2.71M
|