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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
578+ 32.49% |
$94.6K - $113K
|
2.36K
$687K
|
|
|
May 15, 2024
Q1 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
573+ 0.45% |
$93.8K - $112K
|
128K
$37.4M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
530+ 4.46% |
$86.8K - $104K
|
12.4K
$3.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
450+ 14.41% |
$73.7K - $88.3K
|
3.57K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
446+ 31.81% |
$73K - $87.6K
|
1.85K
$538K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
440New |
$72K - $86.4K
|
440
$128K
|
|
|
May 15, 2024
Q1 2024
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
436+ 7.82% |
$71.4K - $85.6K
|
6.01K
$1.75M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
392+ 1.31% |
$64.2K - $77K
|
30.3K
$8.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
381+ 8.13% |
$62.4K - $74.8K
|
5.07K
$1.48M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
368+ 9.53% |
$60.2K - $72.2K
|
4.23K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
359New |
$58.8K - $70.5K
|
359
$105K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
326+ 5.73% |
$53.4K - $64K
|
6.01K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
323+ 1.53% |
$52.9K - $63.4K
|
21.5K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
305New |
$49.9K - $59.9K
|
305
$88.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 3.09% |
$49.1K - $58.9K
|
10K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
229+ 260.23% |
$37.5K - $45K
|
317
$92.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
228+ 2.38% |
$37.3K - $44.8K
|
9.8K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
227+ 158.74% |
$37.2K - $44.6K
|
370
$108K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
211+ 4.82% |
$34.5K - $41.4K
|
4.59K
$1.34M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 2.41% |
$32.7K - $39.3K
|
8.51K
$2.48M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$32.7K - $39.3K
|
200
$58.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
182New |
$29.8K - $35.7K
|
182
$53K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
153+ 29.31% |
$25K - $30K
|
675
$197K
|
|
|
May 08, 2024
Q1 2024
|
Kbc Group Nv
|
BUY
|
- |
152+ 23.79% |
$24.9K - $29.8K
|
791
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
152+ 6.34% |
$24.9K - $29.8K
|
2.55K
$743K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$24.6K - $29.4K
|
150
$43.7K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
149+ 11.03% |
$24.4K - $29.3K
|
1.5K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
146+ 18.46% |
$23.9K - $28.7K
|
937
$273K
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
125+ 0.41% |
$20.5K - $24.5K
|
30.5K
$8.88M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
123+ 16.21% |
$20.1K - $24.1K
|
882
$257K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
115New |
$18.8K - $22.6K
|
115
$33.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
114+ 0.09% |
$18.7K - $22.4K
|
121K
$35.2M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
111+ 0.69% |
$18.2K - $21.8K
|
16.2K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
100+ 0.73% |
$16.4K - $19.6K
|
13.8K
$4.02M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
91+ 3.03% |
$14.9K - $17.9K
|
3.1K
$901K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87+ 5.89% |
$14.2K - $17.1K
|
1.56K
$455K
|
|
|
Apr 12, 2024
Q1 2024
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
86+ 0.79% |
$14.1K - $16.9K
|
11K
$3.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
85+ 1.38% |
$13.9K - $16.7K
|
6.24K
$1.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
84+ 1.0% |
$13.7K - $16.5K
|
8.48K
$2.47M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
83+ 46.89% |
$13.6K - $16.3K
|
260
$75.7K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
77New |
$12.6K - $15.1K
|
77
$22.4K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
76+ 345.45% |
$12.4K - $14.9K
|
98
$28.5K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
76+ 1.42% |
$12.4K - $14.9K
|
5.42K
$1.58M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
63+ 4.12% |
$10.3K - $12.4K
|
1.59K
$463K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
61+ 39.61% |
$9.98K - $12K
|
215
$62.6K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
60New |
$9.82K - $11.8K
|
60
$17.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
58+ 13.24% |
$9.49K - $11.4K
|
496
$144K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
51+ 29.48% |
$8.35K - $10K
|
224
$65.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47+ 2.98% |
$7.69K - $9.23K
|
1.62K
$473K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
45+ 1.65% |
$7.37K - $8.83K
|
2.78K
$809K
|