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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
60+ 8.7% |
$11.4K - $17.5K
|
750
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
57New |
$10.8K - $16.6K
|
57
$13.2K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54+ 0.65% |
$10.3K - $15.7K
|
8.31K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
52+ 113.04% |
$9.89K - $15.1K
|
98
$22.7K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
52+ 2600.0% |
$9.89K - $15.1K
|
54
$12.5K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
50+ 1.79% |
$9.51K - $14.6K
|
2.85K
$660K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
49+ 3.28% |
$9.32K - $14.3K
|
1.55K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
43+ 0.04% |
$8.18K - $12.5K
|
114K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
42+ 5.9% |
$7.99K - $12.2K
|
754
$175K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
39+ 3.68% |
$7.42K - $11.4K
|
1.1K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
39+ 229.41% |
$7.42K - $11.4K
|
56
$13K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
35+ 26.32% |
$6.66K - $10.2K
|
168
$38.9K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
32New |
$6.09K - $9.32K
|
32
$7.41K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
32+ 1.76% |
$6.09K - $9.32K
|
1.85K
$429K
|
|
|
Apr 30, 2025
Q1 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
30+ 2.61% |
$5.71K - $8.74K
|
1.18K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
27+ 0.97% |
$5.14K - $7.86K
|
2.81K
$650K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
25New |
$4.76K - $7.28K
|
25
$5.79K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 12.85% |
$4.38K - $6.7K
|
202
$46.8K
|
|
|
May 12, 2025
Q1 2025
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
20+ 0.59% |
$3.81K - $5.83K
|
3.4K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
20+ 1.71% |
$3.81K - $5.83K
|
1.19K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20+ 8.97% |
$3.81K - $5.83K
|
243
$56.3K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
17+ 1.62% |
$3.23K - $4.95K
|
1.07K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16+ 0.33% |
$3.04K - $4.66K
|
4.87K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13+ 108.33% |
$2.47K - $3.79K
|
25
$5.79K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 62.5% |
$1.9K - $2.91K
|
26
$6.02K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
10New |
$1.9K - $2.91K
|
10
$2.31K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$1.71K - $2.62K
|
9
$2.08K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$1.85K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
8New |
$1.52K - $2.33K
|
8
$1.85K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 12.73% |
$1.33K - $2.04K
|
62
$14.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6New |
$1.14K - $1.75K
|
6
$1.39K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
6+ 300.0% |
$1.14K - $1.75K
|
8
$1.85K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
6+ 600.0% |
$1.14K - $1.75K
|
7
$1.62K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.05% |
$951 - $1.46K
|
9.27K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
5New |
$951 - $1.46K
|
5
$1.16K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
4+ 0.05% |
$761 - $1.17K
|
7.87K
$1.82M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 8.51% |
$761 - $1.17K
|
51
$11.8K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$571 - $874
|
3
$694
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.25% |
$571 - $874
|
1.23K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 2.73% |
$571 - $874
|
113
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Altshuler Shaham LTD
|
BUY
|
- |
3+ 21.43% |
$571 - $874
|
17
$3.94K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3+ 100.0% |
$571 - $874
|
6
$1.39K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3New |
$571 - $874
|
3
$694
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$381 - $583
|
2
$463
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$381 - $583
|
2
$463
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 4.76% |
$381 - $583
|
44
$10.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 50.0% |
$190 - $291
|
3
$694
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1New |
$190 - $291
|
1
$231
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
1New |
$190 - $291
|
1
$231
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$190 - $291
|
1
$231
|