Purchases and Sales Made in Q1 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q1 2023. 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 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
3.37K+ 10.65% |
$372K - $458K
|
35K
$9.95M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
3.3KNew |
$365K - $449K
|
3.3K
$939K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.2KNew |
$354K - $436K
|
3.2K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
3.06KNew |
$339K - $417K
|
3.06K
$872K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.96KNew |
$327K - $402K
|
2.96K
$841K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.92K+ 7.48% |
$323K - $398K
|
42K
$11.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
2.81K+ 3.06% |
$310K - $382K
|
94.4K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
2.78KNew |
$307K - $378K
|
2.78K
$790K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2.68K+ 2.69% |
$296K - $365K
|
102K
$29.1M
|
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
2.67K+ 2.61% |
$295K - $363K
|
105K
$29.8M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.61KNew |
$289K - $356K
|
2.61K
$744K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.5K+ 71.35% |
$276K - $340K
|
6K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 76.64% |
$268K - $330K
|
5.58K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.34K+ 12.39% |
$259K - $319K
|
21.2K
$6.04M
|
|
|
May 12, 2023
Q1 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 1.5% |
$255K - $315K
|
156K
$44.5M
|
|
|
May 15, 2023
Q1 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.3KNew |
$254K - $313K
|
2.3K
$654K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
2.25KNew |
$249K - $306K
|
2.25K
$640K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.16K+ 137.32% |
$239K - $294K
|
3.73K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.15K+ 13.05% |
$238K - $293K
|
18.6K
$5.31M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.15KNew |
$237K - $292K
|
2.15K
$611K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 15.2% |
$225K - $278K
|
15.5K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.01KNew |
$223K - $274K
|
2.01K
$573K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
BUY
|
- |
1.79KNew |
$198K - $243K
|
1.79K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.78KNew |
$196K - $242K
|
1.78K
$505K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.77KNew |
$195K - $241K
|
1.77K
$503K
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.76K+ 6.62% |
$194K - $239K
|
28.3K
$8.04M
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.75KNew |
$193K - $238K
|
1.75K
$498K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.53K+ 285.45% |
$169K - $208K
|
2.07K
$588K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
1.51K+ 29.2% |
$167K - $206K
|
6.69K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.37K+ 0.47% |
$152K - $187K
|
295K
$83.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.36K+ 5.2% |
$150K - $185K
|
27.5K
$7.83M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.32K+ 4.81% |
$145K - $179K
|
28.6K
$8.15M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.27K+ 0.91% |
$141K - $173K
|
142K
$40.3M
|
|
|
May 10, 2023
Q1 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.26K+ 6.49% |
$139K - $172K
|
20.7K
$5.89M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
1.19K+ 0.11% |
$132K - $162K
|
1.04M
$296M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.1K+ 26.86% |
$122K - $150K
|
5.2K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.04K+ 3.87% |
$115K - $142K
|
27.9K
$7.95M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
938+ 91.16% |
$104K - $128K
|
1.97K
$560K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
929+ 22.13% |
$103K - $127K
|
5.13K
$1.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
901+ 3.73% |
$99.6K - $123K
|
25K
$7.12M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
847+ 21.34% |
$93.6K - $115K
|
4.82K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
845+ 40.72% |
$93.4K - $115K
|
2.92K
$831K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
838+ 4.48% |
$92.6K - $114K
|
19.5K
$5.56M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
761+ 27.2% |
$84.1K - $104K
|
3.56K
$1.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
752+ 75.73% |
$83.1K - $102K
|
1.75K
$497K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
731New |
$80.8K - $99.5K
|
731
$208K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
544+ 12.33% |
$60.1K - $74.1K
|
4.96K
$1.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
515New |
$56.9K - $70.1K
|
515
$147K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
395+ 5.71% |
$43.7K - $53.8K
|
7.31K
$2.08M
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
390+ 7.83% |
$43.1K - $53.1K
|
5.37K
$1.53M
|