Purchases and Sales Made in Q1 2024 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q1 2024. 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 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
6.76KNew |
$1.11M - $1.33M
|
6.76K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.69K+ 2.6% |
$1.09M - $1.31M
|
264K
$76.9M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
6.48KNew |
$1.06M - $1.27M
|
6.48K
$1.89M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.41KNew |
$1.05M - $1.26M
|
6.41K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
6.32K+ 17.8% |
$1.03M - $1.24M
|
41.8K
$12.2M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
5.8KNew |
$949K - $1.14M
|
5.8K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
5.62K+ 14.93% |
$920K - $1.1M
|
43.3K
$12.6M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
5.6K+ 187.3% |
$917K - $1.1M
|
8.6K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.35K+ 74.04% |
$876K - $1.05M
|
12.6K
$3.66M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.25KNew |
$859K - $1.03M
|
5.25K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.22K+ 3.9% |
$854K - $1.02M
|
139K
$40.5M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.21K+ 36.48% |
$853K - $1.02M
|
19.5K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
5.15KNew |
$842K - $1.01M
|
5.15K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
5.06KNew |
$829K - $994K
|
5.06K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.01K+ 64.53% |
$819K - $983K
|
12.8K
$3.72M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.81K+ 133.09% |
$787K - $944K
|
8.42K
$2.45M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
4.51KNew |
$738K - $885K
|
4.51K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.32K+ 105.76% |
$706K - $847K
|
8.4K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.3K+ 80.0% |
$704K - $844K
|
9.67K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.22KNew |
$690K - $828K
|
4.22K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.19K+ 58.4% |
$685K - $822K
|
11.4K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.09KNew |
$669K - $803K
|
4.09K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
4.08KNew |
$667K - $800K
|
4.08K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.97K+ 264.56% |
$650K - $780K
|
5.47K
$1.59M
|
|
|
May 02, 2024
Q1 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.9KNew |
$639K - $766K
|
3.9K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.86KNew |
$632K - $758K
|
3.86K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.69KNew |
$604K - $724K
|
3.69K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Ausbil Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.6K+ 33.07% |
$589K - $707K
|
14.5K
$4.22M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.51K+ 18.74% |
$575K - $689K
|
22.2K
$6.48M
|
|
|
May 15, 2024
Q1 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
3.37K+ 93.45% |
$551K - $661K
|
6.97K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.25KNew |
$533K - $639K
|
3.25K
$948K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.24K+ 2.55% |
$530K - $636K
|
131K
$38M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
3.15KNew |
$516K - $619K
|
3.15K
$918K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.99KNew |
$489K - $587K
|
2.99K
$871K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.8KNew |
$458K - $550K
|
2.8K
$816K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.76K+ 41.22% |
$452K - $542K
|
9.46K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.48KNew |
$405K - $486K
|
2.48K
$721K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.42K+ 6.62% |
$397K - $476K
|
39.1K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
2.4KNew |
$393K - $471K
|
2.4K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.4KNew |
$393K - $471K
|
2.4K
$699K
|
|
|
May 13, 2024
Q1 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
2.37KNew |
$388K - $465K
|
2.37K
$690K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.24K+ 4.84% |
$367K - $440K
|
48.5K
$14.1M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.19K+ 145.23% |
$359K - $431K
|
3.7K
$1.08M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.19K+ 0.72% |
$358K - $429K
|
308K
$89.6M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.17K+ 59.11% |
$355K - $426K
|
5.84K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.14KNew |
$350K - $420K
|
2.14K
$623K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.92K+ 85.81% |
$315K - $378K
|
4.16K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.81KNew |
$296K - $356K
|
1.81K
$527K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.8KNew |
$294K - $353K
|
1.8K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.79KNew |
$293K - $351K
|
1.79K
$521K
|