Purchases and Sales Made in Q1 2025 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q1 2025. 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 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.7KNew |
$894K - $1.37M
|
4.7K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
4.68K+ 19.17% |
$891K - $1.36M
|
29.1K
$6.73M
|
|
|
May 09, 2025
Q1 2025
|
Mitchell Capital Management CO
|
BUY
|
- |
4.49K+ 24.82% |
$854K - $1.31M
|
22.6K
$5.23M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.48KNew |
$852K - $1.3M
|
4.48K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.31K+ 13.18% |
$820K - $1.26M
|
37K
$8.57M
|
|
|
May 06, 2025
Q1 2025
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
4.23K+ 384.91% |
$806K - $1.23M
|
5.33K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.2KNew |
$799K - $1.22M
|
4.2K
$972K
|
|
|
May 12, 2025
Q1 2025
|
Aigen Investment Management, LP
|
BUY
|
- |
4.14K+ 512.5% |
$788K - $1.21M
|
4.95K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
4.04KNew |
$768K - $1.18M
|
4.04K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.6K+ 18.13% |
$684K - $1.05M
|
23.4K
$5.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
3.55K+ 11.31% |
$676K - $1.03M
|
35K
$8.1M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
3.45KNew |
$656K - $1M
|
3.45K
$799K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.2K+ 23.57% |
$609K - $933K
|
16.8K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3.18KNew |
$605K - $927K
|
3.18K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Van Eck Associates Corp
|
BUY
|
- |
3.15K+ 10.76% |
$599K - $917K
|
32.4K
$7.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
3.12KNew |
$594K - $910K
|
3.12K
$723K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.04K+ 17.69% |
$577K - $884K
|
20.2K
$4.67M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.81K+ 11.11% |
$534K - $817K
|
28.1K
$6.49M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.78KNew |
$529K - $810K
|
2.78K
$644K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
2.78KNew |
$528K - $809K
|
2.78K
$643K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
2.78K+ 156.07% |
$528K - $808K
|
4.55K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.56KNew |
$488K - $747K
|
2.56K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.52K+ 134.49% |
$479K - $734K
|
4.39K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.48K+ 34.92% |
$471K - $721K
|
9.56K
$2.21M
|
|
|
May 15, 2025
Q1 2025
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
2.35KNew |
$447K - $685K
|
2.35K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.3KNew |
$437K - $669K
|
2.3K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.29KNew |
$435K - $666K
|
2.29K
$529K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.28K+ 3.28% |
$434K - $665K
|
72K
$16.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.26K+ 26.84% |
$431K - $659K
|
10.7K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
2.21K+ 141.09% |
$420K - $643K
|
3.77K
$873K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.18K+ 249.77% |
$415K - $636K
|
3.06K
$708K
|
|
|
May 09, 2025
Q1 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.06K+ 20.94% |
$391K - $599K
|
11.9K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.01KNew |
$382K - $585K
|
2.01K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
2.01KNew |
$382K - $584K
|
2.01K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
2KNew |
$381K - $584K
|
2K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
1.98KNew |
$377K - $578K
|
1.98K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
1.95KNew |
$370K - $567K
|
1.95K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
1.87KNew |
$356K - $545K
|
1.87K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.85KNew |
$353K - $540K
|
1.85K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.85KNew |
$352K - $539K
|
1.85K
$428K
|
|
|
May 15, 2025
Q1 2025
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$343K - $524K
|
1.8K
$417K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.79K+ 389.13% |
$341K - $521K
|
2.25K
$521K
|
|
|
May 14, 2025
Q1 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
1.74K+ 11.87% |
$332K - $508K
|
16.4K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
1.69KNew |
$322K - $493K
|
1.69K
$392K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.66K+ 48.07% |
$316K - $484K
|
5.11K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.65KNew |
$313K - $479K
|
1.65K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 132.58% |
$291K - $446K
|
2.68K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Gruss & Co., LLC
|
BUY
|
- |
1.5KNew |
$285K - $437K
|
1.5K
$347K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.5K+ 19.23% |
$285K - $436K
|
9.28K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.47K+ 34.06% |
$280K - $429K
|
5.8K
$1.34M
|