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 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-100- 1.11% |
$11.1K - $13.6K
|
8.87K
$2.52M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.1% |
$11.1K - $13.6K
|
9.01K
$2.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.04% |
$11.1K - $13.6K
|
9.5K
$2.7M
|
|
|
May 12, 2023
Q1 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-103- 0.14% |
$11.4K - $14K
|
74.1K
$21.1M
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-106- 1.25% |
$11.7K - $14.4K
|
8.4K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-127- 3.62% |
$14K - $17.3K
|
3.38K
$961K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-129- 3.53% |
$14.3K - $17.6K
|
3.52K
$1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-143- 3.22% |
$15.8K - $19.5K
|
4.3K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-143- 5.84% |
$15.8K - $19.5K
|
2.31K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-144- 4.99% |
$15.9K - $19.6K
|
2.74K
$780K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-144- 5.78% |
$15.9K - $19.6K
|
2.35K
$668K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-159- 16.74% |
$17.6K - $21.7K
|
791
$225K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-164- 1.77% |
$18.1K - $22.3K
|
9.1K
$2.59M
|
|
|
May 04, 2023
Q1 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-230- 2.6% |
$25.4K - $31.3K
|
8.61K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-236- 2.37% |
$26.1K - $32.1K
|
9.71K
$2.76M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-240- 1.25% |
$26.5K - $32.7K
|
18.9K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-246- 4.83% |
$27.2K - $33.5K
|
4.85K
$1.38M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-255- 75.67% |
$28.2K - $34.7K
|
82
$23.3K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-262- 6.85% |
$29K - $35.7K
|
3.56K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Counterpoint Mutual Funds LLC
|
SELL
|
- |
-272- 22.54% |
$30.1K - $37K
|
935
$266K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-322- 98.47% |
$35.6K - $43.8K
|
5
$1.42K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-332- 6.13% |
$36.7K - $45.2K
|
5.08K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-401- 8.52% |
$44.3K - $54.6K
|
4.3K
$1.23M
|
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-409- 0.33% |
$45.2K - $55.7K
|
124K
$35.3M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-414- 0.79% |
$45.8K - $56.4K
|
51.8K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-439- 0.4% |
$48.5K - $59.8K
|
110K
$31.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-444- 5.3% |
$49.1K - $60.5K
|
7.93K
$2.26M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-450- 6.92% |
$49.7K - $61.3K
|
6.06K
$1.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-456- 91.75% |
$50.4K - $62.1K
|
41
$11.7K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-463- 25.0% |
$51.2K - $63K
|
1.39K
$395K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-517- 0.93% |
$57.1K - $70.4K
|
55.1K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-587- 2.61% |
$64.9K - $79.9K
|
21.9K
$6.24M
|
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-590- 23.85% |
$65.2K - $80.3K
|
1.88K
$536K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-604- 2.05% |
$66.8K - $82.2K
|
28.8K
$8.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-627- 15.97% |
$69.3K - $85.4K
|
3.3K
$939K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-637- 13.46% |
$70.4K - $86.7K
|
4.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-659- 2.11% |
$72.8K - $89.7K
|
30.6K
$8.71M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
SELL
|
- |
-686- 4.99% |
$75.8K - $93.4K
|
13.1K
$3.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-704- 10.58% |
$77.8K - $95.9K
|
5.95K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-770- 2.02% |
$85.1K - $105K
|
37.3K
$10.6M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-820- 10.8% |
$90.6K - $112K
|
6.77K
$1.93M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-933- 1.97% |
$103K - $127K
|
46.4K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.01K- 6.07% |
$111K - $137K
|
15.6K
$4.44M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.06K- 9.12% |
$117K - $144K
|
10.5K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.09K- 67.85% |
$120K - $148K
|
516
$147K
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.12K- 3.86% |
$124K - $153K
|
27.9K
$7.94M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.12K- 3.9% |
$124K - $153K
|
27.6K
$7.86M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.14K- 1.04% |
$126K - $155K
|
108K
$30.9M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.52K- 7.36% |
$168K - $207K
|
19.1K
$5.44M
|
|
|
May 15, 2023
Q1 2023
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-1.6K- 0.63% |
$177K - $217K
|
253K
$72M
|