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 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-660- 41.22% |
$108K - $130K
|
941
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-686- 5.05% |
$112K - $135K
|
12.9K
$3.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-713- 22.85% |
$117K - $140K
|
2.41K
$701K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-734- 8.86% |
$120K - $144K
|
7.55K
$2.2M
|
|
|
May 13, 2024
Q1 2024
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-784- 6.62% |
$128K - $154K
|
11.1K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-802- 4.01% |
$131K - $157K
|
19.2K
$5.59M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-833- 41.82% |
$136K - $164K
|
1.16K
$338K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-839- 3.9% |
$137K - $165K
|
20.7K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-843- 16.34% |
$138K - $166K
|
4.32K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-873- 34.17% |
$143K - $171K
|
1.68K
$490K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-889- 5.28% |
$146K - $175K
|
16K
$4.65M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-900- 10.92% |
$147K - $177K
|
7.35K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-907- 28.36% |
$148K - $178K
|
2.29K
$667K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-937- 2.0% |
$153K - $184K
|
45.9K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.02K- 11.08% |
$167K - $201K
|
8.21K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 80.24% |
$173K - $207K
|
260
$75.7K
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.06K- 13.72% |
$173K - $208K
|
6.65K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.09K- 3.52% |
$178K - $213K
|
29.8K
$8.67M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.09K- 11.62% |
$179K - $214K
|
8.3K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.16K- 22.84% |
$189K - $227K
|
3.9K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-1.2K- 12.25% |
$196K - $236K
|
8.6K
$2.5M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.4K- 16.09% |
$229K - $275K
|
7.3K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.43K- 1.87% |
$234K - $281K
|
75.1K
$21.9M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.53K- 1.32% |
$250K - $300K
|
115K
$33.4M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-1.54K- 26.01% |
$252K - $302K
|
4.38K
$1.28M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-1.6K- 8.38% |
$261K - $313K
|
17.4K
$5.08M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.77K- 6.98% |
$290K - $348K
|
23.6K
$6.89M
|
|
|
May 15, 2024
Q1 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-1.77K- 18.07% |
$290K - $348K
|
8.05K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.85K- 18.4% |
$303K - $364K
|
8.22K
$2.4M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.93K- 2.18% |
$315K - $378K
|
86.5K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.93K- 34.05% |
$315K - $378K
|
3.73K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.99K- 38.21% |
$325K - $390K
|
3.22K
$936K
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-2.15K- 10.67% |
$351K - $421K
|
18K
$5.23M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.19K- 1.54% |
$358K - $429K
|
140K
$40.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.23K- 44.47% |
$365K - $437K
|
2.78K
$810K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-2.24K- 0.74% |
$366K - $439K
|
300K
$87.4M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-2.27K- 5.92% |
$372K - $446K
|
36.1K
$10.5M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.39K- 59.16% |
$391K - $469K
|
1.65K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-2.43K- 99.92% |
$397K - $477K
|
2
$583
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.61K- 9.02% |
$428K - $513K
|
26.4K
$7.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.63K- 10.0% |
$431K - $517K
|
23.7K
$6.9M
|
|
|
May 14, 2024
Q1 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-2.8K- 9.36% |
$458K - $550K
|
27.1K
$7.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.08K- 57.82% |
$504K - $604K
|
2.25K
$654K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.56K- 19.59% |
$582K - $698K
|
14.6K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.82K- 9.3% |
$625K - $750K
|
37.3K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3.96K- 10.18% |
$649K - $778K
|
35K
$10.2M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.07K- 3.94% |
$665K - $798K
|
99.2K
$28.9M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.13K- 4.16% |
$676K - $811K
|
95.1K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-4.48K- 93.51% |
$734K - $880K
|
311
$90.6K
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-4.56K- 5.77% |
$746K - $895K
|
74.5K
$21.7M
|