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 13, 2024
Q1 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-60.4K- 9.2% |
$9.89M - $11.9M
|
596K
$174M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-61.6K- 35.43% |
$10.1M - $12.1M
|
112K
$32.7M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-66.7K- 64.36% |
$10.9M - $13.1M
|
37K
$10.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.3K- 10.21% |
$11M - $13.2M
|
592K
$173M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.3K- 10.21% |
$11M - $13.2M
|
592K
$173M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-83.7K- 34.58% |
$13.7M - $16.4M
|
158K
$46.2M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-101K- 28.5% |
$16.5M - $19.8M
|
253K
$73.8M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-168K- 85.03% |
$27.6M - $33M
|
29.6K
$8.63M
|
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-228K- 61.37% |
$37.3M - $44.8M
|
144K
$41.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-234K- 18.11% |
$38.3M - $45.9M
|
1.06M
$308M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-241K- 44.51% |
$39.5M - $47.4M
|
301K
$87.7M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-582K- 43.85% |
$95.3M - $114M
|
745K
$217M
|