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
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-133- 86.93% |
$25.3K - $38.7K
|
20
$4.63K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-137- 82.04% |
$26.1K - $39.9K
|
30
$6.94K
|
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-138- 2.21% |
$26.3K - $40.2K
|
6.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-140- 8.86% |
$26.6K - $40.8K
|
1.44K
$334K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-154- 7.25% |
$29.3K - $44.9K
|
1.97K
$456K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-171- 3.65% |
$32.5K - $49.8K
|
4.52K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-175- 13.01% |
$33.3K - $51K
|
1.17K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-196- 1.85% |
$37.3K - $57.1K
|
10.4K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-200- 2.76% |
$38.1K - $58.3K
|
7.05K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-210- 4.26% |
$40K - $61.2K
|
4.72K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-216- 2.48% |
$41.1K - $62.9K
|
8.49K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-257- 0.64% |
$48.9K - $74.9K
|
39.8K
$9.21M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-263- 1.23% |
$50K - $76.6K
|
21.2K
$4.9M
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-268- 65.05% |
$51K - $78.1K
|
144
$33.3K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-279- 15.45% |
$53.1K - $81.3K
|
1.53K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-280- 12.65% |
$53.3K - $81.6K
|
1.93K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-280- 10.76% |
$53.3K - $81.6K
|
2.32K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-281- 5.87% |
$53.5K - $81.8K
|
4.51K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-306- 1.53% |
$58.2K - $89.1K
|
19.7K
$4.55M
|
|
|
May 14, 2025
Q1 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-320- 7.25% |
$60.9K - $93.2K
|
4.1K
$948K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-321- 2.47% |
$61.1K - $93.5K
|
12.6K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-329- 11.45% |
$62.6K - $95.8K
|
2.55K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-339- 0.6% |
$64.5K - $98.7K
|
56.2K
$13M
|
|
|
May 01, 2025
Q1 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-370- 9.59% |
$70.4K - $108K
|
3.49K
$808K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-373- 18.2% |
$71K - $109K
|
1.68K
$388K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-381- 1.12% |
$72.5K - $111K
|
33.7K
$7.79M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-409- 4.42% |
$77.8K - $119K
|
8.84K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-418- 22.79% |
$79.5K - $122K
|
1.42K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-462- 24.3% |
$87.9K - $135K
|
1.44K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-481- 2.57% |
$91.5K - $140K
|
18.2K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-502- 9.3% |
$95.5K - $146K
|
4.89K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-508- 1.28% |
$96.7K - $148K
|
39.3K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-585- 67.87% |
$111K - $170K
|
277
$64.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-605- 3.52% |
$115K - $176K
|
16.6K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-645- 5.35% |
$123K - $188K
|
11.4K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-659- 99.85% |
$125K - $192K
|
1
$231
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-668- 23.62% |
$127K - $195K
|
2.16K
$500K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-690- 1.17% |
$131K - $201K
|
58.5K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-700- 4.2% |
$133K - $204K
|
16K
$3.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-708- 32.07% |
$135K - $206K
|
1.5K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-765- 4.99% |
$146K - $223K
|
14.6K
$3.37M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-770- 89.95% |
$147K - $224K
|
86
$19.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-770- 1.06% |
$147K - $224K
|
72K
$16.7M
|
|
|
May 05, 2025
Q1 2025
|
Denali Advisors LLC
|
SELL
|
- |
-776- 7.01% |
$148K - $226K
|
10.3K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-798- 69.51% |
$152K - $232K
|
350
$81K
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-816- 2.74% |
$155K - $238K
|
29K
$6.71M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-846- 34.94% |
$161K - $246K
|
1.58K
$365K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-853- 39.69% |
$162K - $248K
|
1.3K
$300K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-928- 8.33% |
$177K - $270K
|
10.2K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.13K- 16.5% |
$214K - $328K
|
5.7K
$1.32M
|