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 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
43+ 19.11% |
$7.04K - $8.44K
|
268
$78.1K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
41+ 0.68% |
$6.71K - $8.05K
|
6.03K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40+ 38.83% |
$6.55K - $7.85K
|
143
$41.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40New |
$6.55K - $7.85K
|
40
$11.7K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
37New |
$6.06K - $7.26K
|
37
$10.8K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
35+ 1.41% |
$5.73K - $6.87K
|
2.51K
$731K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
32+ 2.69% |
$5.24K - $6.28K
|
1.22K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
31New |
$5.07K - $6.09K
|
31
$9.03K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
29+ 0.33% |
$4.75K - $5.69K
|
8.8K
$2.56M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28+ 0.04% |
$4.58K - $5.5K
|
63.7K
$18.5M
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
25+ 0.36% |
$4.09K - $4.91K
|
6.88K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
25+ 0.19% |
$4.09K - $4.91K
|
13.4K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25New |
$4.09K - $4.91K
|
25
$7.28K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
24New |
$3.93K - $4.71K
|
24
$6.99K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
23New |
$3.76K - $4.52K
|
23
$6.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
22+ 0.61% |
$3.6K - $4.32K
|
3.66K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
20+ 0.47% |
$3.27K - $3.93K
|
4.31K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.25% |
$3.11K - $3.73K
|
7.73K
$2.25M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
19+ 0.25% |
$3.11K - $3.73K
|
7.67K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
17New |
$2.78K - $3.34K
|
17
$4.95K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15+ 2.52% |
$2.46K - $2.94K
|
611
$178K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14+ 0.61% |
$2.29K - $2.75K
|
2.3K
$670K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 29.17% |
$2.29K - $2.75K
|
62
$18.1K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
13+ 0.89% |
$2.13K - $2.55K
|
1.47K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10New |
$1.64K - $1.96K
|
10
$2.91K
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
10+ 0.22% |
$1.64K - $1.96K
|
4.55K
$1.32M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 8.47% |
$1.64K - $1.96K
|
128
$37.3K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7+ 0.15% |
$1.15K - $1.37K
|
4.8K
$1.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7+ 12.5% |
$1.15K - $1.37K
|
63
$18.4K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.22% |
$982 - $1.18K
|
2.79K
$811K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 15.15% |
$818 - $982
|
38
$11.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 250.0% |
$818 - $982
|
7
$2.04K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4+ 28.57% |
$655 - $785
|
18
$5.24K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
4New |
$655 - $785
|
4
$1.17K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.05% |
$491 - $589
|
6.56K
$1.91M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
3+ 0.04% |
$491 - $589
|
6.78K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
2+ 0.01% |
$327 - $393
|
17.6K
$5.14M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$327 - $393
|
2
$583
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.81% |
$164 - $196
|
125
$36.4K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.85% |
$164 - $196
|
117
$34.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 7.69% |
$164 - $196
|
12
$3.5K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.56% |
$327 - $393
|
76
$22.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-7- 3.04% |
$1.15K - $1.37K
|
223
$65K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7- 0.1% |
$1.15K - $1.37K
|
7.12K
$2.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.37% |
$1.31K - $1.57K
|
2.15K
$626K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-13- 0.92% |
$2.13K - $2.55K
|
1.4K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-15- 0.54% |
$2.46K - $2.94K
|
2.79K
$811K
|