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 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.26K- 53.33% |
$250K - $308K
|
1.98K
$592K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-2.38K- 3.47% |
$263K - $324K
|
66.2K
$19.8M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.46K- 14.08% |
$272K - $335K
|
15K
$4.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.59K- 18.35% |
$286K - $352K
|
11.5K
$3.45M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.72K- 2.34% |
$300K - $370K
|
113K
$33.9M
|
|
|
May 12, 2023
Q1 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-2.84K- 5.26% |
$314K - $387K
|
51.2K
$15.3M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.92K- 0.79% |
$323K - $398K
|
369K
$110M
|
|
|
Apr 26, 2023
Q1 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-3.12K- 5.91% |
$344K - $424K
|
49.6K
$14.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-3.13K- 30.47% |
$346K - $426K
|
7.14K
$2.14M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-3.18K- 21.41% |
$351K - $432K
|
11.7K
$3.49M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.53K- 27.62% |
$390K - $480K
|
9.24K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.78K- 9.52% |
$418K - $515K
|
35.9K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-4K- 15.03% |
$442K - $545K
|
22.6K
$6.77M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
SELL
|
- |
-4.02K- 3.84% |
$444K - $547K
|
101K
$30.1M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.09K- 92.78% |
$452K - $557K
|
318
$95.2K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.12K- 22.41% |
$455K - $561K
|
14.3K
$4.27M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.27K- 30.09% |
$472K - $582K
|
9.92K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-4.29K- 46.83% |
$474K - $584K
|
4.87K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.84K- 2.89% |
$534K - $658K
|
163K
$48.7M
|
|
|
May 10, 2023
Q1 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-4.86K- 68.53% |
$537K - $661K
|
2.23K
$667K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.34K- 1.48% |
$590K - $727K
|
356K
$107M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.97K- 11.16% |
$660K - $813K
|
47.5K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-6.16K- 30.38% |
$681K - $839K
|
14.1K
$4.23M
|
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-6.37K- 14.57% |
$704K - $867K
|
37.3K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-7.16K- 22.48% |
$791K - $975K
|
24.7K
$7.39M
|
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-7.2K- 17.39% |
$796K - $980K
|
34.2K
$10.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.37K- 6.56% |
$815K - $1M
|
105K
$31.4M
|
|
|
May 12, 2023
Q1 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-8.04K- 15.82% |
$889K - $1.09M
|
42.8K
$12.8M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.91K- 21.41% |
$985K - $1.21M
|
32.7K
$9.79M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.27K- 16.4% |
$1.02M - $1.26M
|
47.3K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-10.1K- 11.25% |
$1.12M - $1.38M
|
79.7K
$23.9M
|
|
|
May 15, 2023
Q1 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-10.6K- 1.65% |
$1.17M - $1.44M
|
629K
$188M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.7K- 7.12% |
$1.18M - $1.45M
|
139K
$41.6M
|
|
|
May 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-11.3K- 11.54% |
$1.25M - $1.54M
|
86.9K
$26M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-13.3K- 44.57% |
$1.47M - $1.81M
|
16.5K
$4.95M
|
|
|
May 12, 2023
Q1 2023
|
Aviva PLC
|
SELL
|
- |
-14.9K- 50.98% |
$1.65M - $2.03M
|
14.3K
$4.29M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-16.2K- 4.7% |
$1.79M - $2.2M
|
328K
$98.2M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-17.6K- 28.3% |
$1.94M - $2.39M
|
44.5K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-17.6K- 18.5% |
$1.94M - $2.4M
|
77.5K
$23.2M
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17.7K- 9.68% |
$1.95M - $2.41M
|
165K
$49.4M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.2K- 2.55% |
$2.02M - $2.48M
|
697K
$209M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-20.3K- 4.09% |
$2.25M - $2.77M
|
477K
$143M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21K- 42.22% |
$2.32M - $2.85M
|
28.7K
$8.59M
|
|
|
May 19, 2023
Q1 2023
|
Sparta 24 Ltd.
Tirat Hacarmel, L3 |
SELL
|
- |
-30K- 10.89% |
$3.32M - $4.09M
|
245K
$73.5M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-31.9K- 34.53% |
$3.53M - $4.35M
|
60.5K
$18.1M
|
|
|
May 10, 2023
Q1 2023
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-34.2K- 43.09% |
$3.78M - $4.66M
|
45.2K
$13.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-39.8K- 24.18% |
$4.4M - $5.42M
|
125K
$37.3M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-42.5K- 10.78% |
$4.69M - $5.78M
|
351K
$105M
|
|
|
May 15, 2023
Q1 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-42.9K- 27.82% |
$4.74M - $5.84M
|
111K
$33.3M
|
|
|
May 15, 2023
Q1 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.9K- 13.47% |
$4.75M - $5.85M
|
276K
$82.6M
|