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
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-15- 0.29% |
$2.46K - $2.94K
|
5.16K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-20- 1.92% |
$3.27K - $3.93K
|
1.02K
$297K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-22- 3.51% |
$3.6K - $4.32K
|
604
$176K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-23- 0.8% |
$3.76K - $4.52K
|
2.84K
$826K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23- 17.56% |
$3.76K - $4.52K
|
108
$31.5K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-27- 1.92% |
$4.42K - $5.3K
|
1.38K
$401K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-32- 21.33% |
$5.24K - $6.28K
|
118
$34.4K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-33- 1.74% |
$5.4K - $6.48K
|
1.86K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-39- 38.24% |
$6.38K - $7.66K
|
63
$18.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-39- 2.13% |
$6.38K - $7.66K
|
1.8K
$523K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-47- 1.38% |
$7.69K - $9.23K
|
3.37K
$982K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-57- 1.07% |
$9.33K - $11.2K
|
5.27K
$1.54M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-61- 6.5% |
$9.98K - $12K
|
878
$256K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-80- 83.33% |
$13.1K - $15.7K
|
16
$4.66K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-81- 77.88% |
$13.3K - $15.9K
|
23
$6.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-82- 13.51% |
$13.4K - $16.1K
|
525
$153K
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-83- 1.99% |
$13.6K - $16.3K
|
4.09K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-83- 3.67% |
$13.6K - $16.3K
|
2.18K
$634K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-100- 5.22% |
$16.4K - $19.6K
|
1.81K
$528K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-100- 2.69% |
$16.4K - $19.6K
|
3.61K
$1.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.39% |
$16.4K - $19.6K
|
2.85K
$831K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-110- 0.16% |
$18K - $21.6K
|
67K
$19.5M
|
|
|
May 10, 2024
Q1 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-119- 0.86% |
$19.5K - $23.4K
|
13.7K
$4M
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-134- 60.09% |
$21.9K - $26.3K
|
89
$25.9K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-135- 5.89% |
$22.1K - $26.5K
|
2.16K
$628K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-143- 0.58% |
$23.4K - $28.1K
|
24.5K
$7.14M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-150- 2.5% |
$24.6K - $29.4K
|
5.86K
$1.71M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-171- 0.45% |
$28K - $33.6K
|
37.7K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-209- 10.38% |
$34.2K - $41K
|
1.8K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-209- 5.38% |
$34.2K - $41K
|
3.68K
$1.07M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-217- 10.49% |
$35.5K - $42.6K
|
1.85K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221- 72.46% |
$36.2K - $43.4K
|
84
$24.5K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-221- 9.85% |
$36.2K - $43.4K
|
2.02K
$589K
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-225- 1.69% |
$36.8K - $44.2K
|
13.1K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-226- 2.25% |
$37K - $44.4K
|
9.84K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-235- 11.89% |
$38.5K - $46.1K
|
1.74K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-240- 7.31% |
$39.3K - $47.1K
|
3.04K
$886K
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-277- 20.81% |
$45.3K - $54.4K
|
1.05K
$307K
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-283- 0.1% |
$46.3K - $55.6K
|
273K
$79.5M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-293- 22.45% |
$48K - $57.5K
|
1.01K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-346- 77.93% |
$56.6K - $67.9K
|
98
$28.5K
|
|
|
May 13, 2024
Q1 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-373- 1.01% |
$61.1K - $73.2K
|
36.5K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-382- 8.9% |
$62.5K - $75K
|
3.91K
$1.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-391- 2.33% |
$64K - $76.8K
|
16.4K
$4.78M
|
|
|
May 07, 2024
Q1 2024
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-400- 0.56% |
$65.5K - $78.5K
|
70.6K
$20.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-449- 5.83% |
$73.5K - $88.2K
|
7.25K
$2.11M
|
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-530- 13.52% |
$86.8K - $104K
|
3.39K
$987K
|
|
|
May 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-555- 2.5% |
$90.8K - $109K
|
21.7K
$6.31M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-636- 9.64% |
$104K - $125K
|
5.96K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-652- 65.33% |
$107K - $128K
|
346
$101K
|