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 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14+ 7.49% |
$1.55K - $1.91K
|
201
$58.5K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13+ 0.09% |
$1.44K - $1.77K
|
13.9K
$4.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12New |
$1.33K - $1.63K
|
12
$3.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$1.11K - $1.36K
|
10
$2.91K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 40.0% |
$884 - $1.09K
|
28
$8.16K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
8+ 6.25% |
$884 - $1.09K
|
136
$39.6K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
7+ 5.88% |
$774 - $953
|
126
$36.7K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 5.5% |
$663 - $817
|
115
$33.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 2.94% |
$553 - $681
|
175
$51K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.55% |
$553 - $681
|
910
$265K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5New |
$553 - $681
|
5
$1.46K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 11.11% |
$332 - $409
|
30
$8.74K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$221 - $272
|
2
$583
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 16.67% |
$221 - $272
|
14
$4.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 22.22% |
$221 - $272
|
11
$3.2K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2New |
$221 - $272
|
2
$583
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 1.64% |
$111 - $136
|
62
$18.1K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.72% |
$111 - $136
|
140
$40.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 100.0% |
$111 - $136
|
2
$583
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2Closed |
$221 - $272
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-7- 0.15% |
$774 - $953
|
4.65K
$1.36M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-8- 0.42% |
$884 - $1.09K
|
1.88K
$547K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-14Closed |
$1.55K - $1.91K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-15- 0.35% |
$1.66K - $2.04K
|
4.22K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-15- 88.24% |
$1.66K - $2.04K
|
2
$583
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-16- 0.82% |
$1.77K - $2.18K
|
1.93K
$561K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-20- 0.46% |
$2.21K - $2.72K
|
4.31K
$1.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-29- 25.66% |
$3.21K - $3.95K
|
84
$24.5K
|
|
|
May 15, 2023
Q1 2023
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-36- 0.37% |
$3.98K - $4.9K
|
9.73K
$2.83M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 27.46% |
$4.31K - $5.31K
|
103
$30K
|
|
|
Jun 14, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-40- 0.08% |
$4.42K - $5.45K
|
48.5K
$14.1M
|
|
|
May 11, 2023
Q1 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-40- 0.08% |
$4.42K - $5.45K
|
48.5K
$14.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-40- 1.45% |
$4.42K - $5.45K
|
2.71K
$790K
|
|
|
May 09, 2023
Q1 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-41- 1.08% |
$4.53K - $5.58K
|
3.76K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-50- 0.96% |
$5.53K - $6.81K
|
5.16K
$1.5M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-55- 3.67% |
$6.08K - $7.49K
|
1.45K
$421K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-56- 47.46% |
$6.19K - $7.63K
|
62
$18.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-61- 3.43% |
$6.74K - $8.31K
|
1.72K
$500K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-68- 4.55% |
$7.52K - $9.26K
|
1.43K
$415K
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-71- 1.21% |
$7.85K - $9.67K
|
5.78K
$1.68M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-75- 0.21% |
$8.29K - $10.2K
|
36.2K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-78- 0.1% |
$8.62K - $10.6K
|
78.1K
$22.7M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-87- 0.83% |
$9.62K - $11.8K
|
10.4K
$3.04M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-87- 0.91% |
$9.62K - $11.8K
|
9.43K
$2.75M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-88- 1.37% |
$9.73K - $12K
|
6.33K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-88- 2.43% |
$9.73K - $12K
|
3.53K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-91- 3.51% |
$10.1K - $12.4K
|
2.5K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-95- 0.83% |
$10.5K - $12.9K
|
11.4K
$3.31M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-97- 2.78% |
$10.7K - $13.2K
|
3.39K
$988K
|