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 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$190 - $291
|
1
$231
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 11.11% |
$190 - $291
|
8
$1.85K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 12.5% |
$190 - $291
|
7
$1.62K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$190 - $291
|
1
$231
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-3- 0.1% |
$571 - $874
|
2.91K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
SELL
|
- |
-3- 0.19% |
$571 - $874
|
1.54K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3- 0.17% |
$571 - $874
|
1.8K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4- 0.22% |
$761 - $1.17K
|
1.78K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-5- 0.12% |
$951 - $1.46K
|
4.14K
$958K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-6- 17.65% |
$1.14K - $1.75K
|
28
$6.48K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-6- 50.0% |
$1.14K - $1.75K
|
6
$1.39K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-9- 6.52% |
$1.71K - $2.62K
|
129
$29.9K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-15- 13.51% |
$2.85K - $4.37K
|
96
$22.2K
|
|
|
May 13, 2025
Q1 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-18- 0.22% |
$3.43K - $5.24K
|
7.98K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-25- 0.94% |
$4.76K - $7.28K
|
2.63K
$608K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-27- 12.8% |
$5.14K - $7.86K
|
184
$42.6K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
SELL
|
- |
-28- 0.21% |
$5.33K - $8.16K
|
13K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-33- 2.56% |
$6.28K - $9.61K
|
1.26K
$291K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-33- 86.84% |
$6.28K - $9.61K
|
5
$1.16K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-33- 28.21% |
$6.28K - $9.61K
|
84
$19.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 25.56% |
$6.47K - $9.9K
|
99
$22.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-35- 0.57% |
$6.66K - $10.2K
|
6.12K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-36- 2.68% |
$6.85K - $10.5K
|
1.31K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-37- 3.81% |
$7.04K - $10.8K
|
935
$216K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-38- 2.85% |
$7.23K - $11.1K
|
1.29K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 2.26% |
$7.8K - $11.9K
|
1.78K
$411K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42- 44.21% |
$7.99K - $12.2K
|
53
$12.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-44- 0.46% |
$8.37K - $12.8K
|
9.51K
$2.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-53- 0.73% |
$10.1K - $15.4K
|
7.18K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55- 10.74% |
$10.5K - $16K
|
457
$106K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-55- 4.11% |
$10.5K - $16K
|
1.28K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
SELL
|
- |
-67- 1.19% |
$12.7K - $19.5K
|
5.58K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Hgk Asset Management Inc
|
SELL
|
- |
-69- 2.14% |
$13.1K - $20.1K
|
3.16K
$731K
|
|
|
Apr 14, 2025
Q1 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-73- 0.56% |
$13.9K - $21.3K
|
12.9K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-74- 0.4% |
$14.1K - $21.6K
|
18.2K
$4.22M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-76- 0.63% |
$14.5K - $22.1K
|
11.9K
$2.76M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-81- 5.67% |
$15.4K - $23.6K
|
1.35K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82- 4.86% |
$15.6K - $23.9K
|
1.61K
$372K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-83- 3.01% |
$15.8K - $24.2K
|
2.67K
$618K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-87- 0.81% |
$16.6K - $25.3K
|
10.6K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-87- 7.25% |
$16.6K - $25.3K
|
1.11K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-93- 6.02% |
$17.7K - $27.1K
|
1.45K
$336K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-95- 1.57% |
$18.1K - $27.7K
|
5.97K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-95- 55.88% |
$18.1K - $27.7K
|
75
$17.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-100- 2.64% |
$19K - $29.1K
|
3.69K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-122- 5.17% |
$23.2K - $35.5K
|
2.24K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-125- 1.76% |
$23.8K - $36.4K
|
6.97K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-129- 6.31% |
$24.5K - $37.6K
|
1.91K
$443K
|