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 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
296New |
$56.3K - $86.2K
|
296
$68.5K
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
295+ 29.27% |
$56.1K - $85.9K
|
1.3K
$302K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
293+ 12.76% |
$55.8K - $85.3K
|
2.59K
$600K
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
289+ 0.27% |
$55K - $84.2K
|
105K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
274+ 17.37% |
$52.1K - $79.8K
|
1.85K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
270New |
$51.4K - $78.6K
|
270
$62.5K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
267+ 115.58% |
$50.8K - $77.8K
|
498
$115K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
248+ 9.8% |
$47.2K - $72.2K
|
2.78K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
240+ 6.99% |
$45.7K - $69.9K
|
3.67K
$850K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
239+ 25.73% |
$45.5K - $69.6K
|
1.17K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
237+ 46.93% |
$45.1K - $69K
|
742
$172K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
235+ 3.21% |
$44.7K - $68.4K
|
7.57K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
227+ 2.68% |
$43.2K - $66.1K
|
8.68K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
221+ 1.73% |
$42.1K - $64.4K
|
13K
$3.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
217+ 4.47% |
$41.3K - $63.2K
|
5.07K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 19.36% |
$40.5K - $62K
|
1.31K
$304K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
209+ 23.72% |
$39.8K - $60.9K
|
1.09K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
199+ 5.57% |
$37.9K - $58K
|
3.77K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 9.38% |
$36.7K - $56.2K
|
2.25K
$521K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
168+ 2.39% |
$32K - $48.9K
|
7.19K
$1.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
161+ 70.93% |
$30.6K - $46.9K
|
388
$89.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
153+ 86.44% |
$29.1K - $44.6K
|
330
$76.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
153+ 765.0% |
$29.1K - $44.6K
|
173
$40K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
144+ 9.88% |
$27.4K - $41.9K
|
1.6K
$371K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
143+ 1.48% |
$27.2K - $41.7K
|
9.81K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
142+ 151.06% |
$27K - $41.4K
|
236
$54.6K
|
|
|
May 12, 2025
Q1 2025
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
137+ 8.87% |
$26.1K - $39.9K
|
1.68K
$389K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
137+ 43.77% |
$26.1K - $39.9K
|
450
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
134+ 1.92% |
$25.5K - $39K
|
7.11K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
130New |
$24.7K - $37.9K
|
130
$30.1K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
126+ 10.61% |
$24K - $36.7K
|
1.31K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
112New |
$21.3K - $32.6K
|
112
$25.9K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
111+ 46.64% |
$21.1K - $32.3K
|
349
$80.8K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 1.62% |
$21.1K - $32.3K
|
6.97K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
110+ 2.72% |
$20.9K - $32K
|
4.15K
$960K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 23.45% |
$20.9K - $32K
|
579
$134K
|
|
|
May 15, 2025
Q1 2025
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
109+ 11.19% |
$20.7K - $31.7K
|
1.08K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
101+ 7.05% |
$19.2K - $29.4K
|
1.53K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
BUY
|
- |
100+ 3.77% |
$19K - $29.1K
|
2.75K
$637K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 1.02% |
$19K - $29.1K
|
9.9K
$2.29M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.19% |
$19K - $29.1K
|
8.51K
$1.97M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92+ 61.74% |
$17.5K - $26.8K
|
241
$55.8K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
81+ 0.86% |
$15.4K - $23.6K
|
9.53K
$2.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
81+ 62.79% |
$15.4K - $23.6K
|
210
$48.6K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
72+ 0.72% |
$13.7K - $21K
|
10.1K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
70+ 6.33% |
$13.3K - $20.4K
|
1.18K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65+ 20.83% |
$12.4K - $18.9K
|
377
$87.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
64+ 206.45% |
$12.2K - $18.6K
|
95
$22K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
64+ 1.07% |
$12.2K - $18.6K
|
6.03K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
63+ 45.32% |
$12K - $18.4K
|
202
$46.8K
|