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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
385+ 15.93% |
$42.6K - $52.4K
|
2.8K
$798K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
383+ 0.08% |
$42.3K - $52.2K
|
497K
$141M
|
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
383+ 2.47% |
$42.3K - $52.2K
|
15.9K
$4.52M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
356+ 7.49% |
$39.4K - $48.5K
|
5.11K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
350+ 0.93% |
$38.7K - $47.7K
|
37.8K
$10.8M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
331+ 18.35% |
$36.6K - $45.1K
|
2.14K
$608K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
276+ 0.63% |
$30.5K - $37.6K
|
44.4K
$12.6M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
268+ 223.33% |
$29.6K - $36.5K
|
388
$110K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
224+ 1.41% |
$24.8K - $30.5K
|
16.1K
$4.57M
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
214+ 9.95% |
$23.7K - $29.1K
|
2.36K
$673K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
213+ 4.08% |
$23.5K - $29K
|
5.43K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
203+ 1.03% |
$22.4K - $27.6K
|
20K
$5.69M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
196+ 1.87% |
$21.7K - $26.7K
|
10.7K
$3.04M
|
|
|
May 12, 2023
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
191+ 1.96% |
$21.1K - $26K
|
9.92K
$2.82M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
168+ 1.03% |
$18.6K - $22.9K
|
16.5K
$4.71M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
161+ 4.38% |
$17.8K - $21.9K
|
3.83K
$1.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
156+ 5.11% |
$17.2K - $21.2K
|
3.21K
$913K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
135+ 7.18% |
$14.9K - $18.4K
|
2.01K
$573K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
117+ 5.57% |
$12.9K - $15.9K
|
2.22K
$631K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
114+ 3.88% |
$12.6K - $15.5K
|
3.05K
$868K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
110+ 1.9% |
$12.2K - $15K
|
5.91K
$1.68M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
102+ 5.33% |
$11.3K - $13.9K
|
2.01K
$573K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
100New |
$11.1K - $13.6K
|
100
$28.5K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
100+ 1.56% |
$11.1K - $13.6K
|
6.5K
$1.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
88+ 0.94% |
$9.73K - $12K
|
9.5K
$2.7M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
85New |
$9.4K - $11.6K
|
85
$24.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 13.56% |
$8.29K - $10.2K
|
628
$179K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
60+ 33.52% |
$6.63K - $8.17K
|
239
$68K
|
|
|
May 15, 2023
Q1 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
58+ 2.63% |
$6.41K - $7.9K
|
2.27K
$645K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56+ 2.94% |
$6.19K - $7.63K
|
1.96K
$559K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
54+ 108.0% |
$5.97K - $7.35K
|
104
$29.6K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
49New |
$5.42K - $6.67K
|
49
$13.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Riverwater Partners LLC
|
BUY
|
- |
44+ 0.55% |
$4.86K - $5.99K
|
7.99K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
41+ 1.51% |
$4.53K - $5.58K
|
2.75K
$783K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
39+ 7.09% |
$4.31K - $5.31K
|
589
$168K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
39+ 0.56% |
$4.31K - $5.31K
|
7.03K
$2M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 12.09% |
$4.09K - $5.04K
|
343
$97.6K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
36+ 1.36% |
$3.98K - $4.9K
|
2.67K
$761K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
33New |
$3.65K - $4.49K
|
33
$9.39K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
27New |
$2.98K - $3.68K
|
27
$7.69K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 450.0% |
$2.98K - $3.68K
|
33
$9.39K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24New |
$2.65K - $3.27K
|
24
$6.83K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
$2.43K - $3K
|
22
$6.26K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21+ 0.78% |
$2.32K - $2.86K
|
2.71K
$772K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
21New |
$2.32K - $2.86K
|
21
$5.98K
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.12% |
$2.1K - $2.59K
|
16.1K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
18New |
$1.99K - $2.45K
|
18
$5.12K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 1.94% |
$1.99K - $2.45K
|
946
$269K
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
17+ 0.36% |
$1.88K - $2.31K
|
4.77K
$1.36M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 750.0% |
$1.66K - $2.04K
|
17
$4.84K
|