Purchases and Sales Made in Q2 2022 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
265+ 4.76% |
$24.7K - $30.5K
|
5.83K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
255+ 6.57% |
$23.8K - $29.4K
|
4.13K
$957K
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
247+ 3.67% |
$23.1K - $28.4K
|
6.97K
$1.61M
|
|
|
Aug 04, 2022
Q2 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
245+ 7.09% |
$22.9K - $28.2K
|
3.7K
$857K
|
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
BUY
|
- |
235+ 2.81% |
$21.9K - $27.1K
|
8.59K
$1.99M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
234+ 191.8% |
$21.8K - $26.9K
|
356
$82.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
218+ 3.34% |
$20.4K - $25.1K
|
6.75K
$1.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
209+ 3.39% |
$19.5K - $24.1K
|
6.38K
$1.48M
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
190+ 1187.5% |
$17.7K - $21.9K
|
206
$47.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
160New |
$14.9K - $18.4K
|
160
$37K
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
159+ 0.26% |
$14.8K - $18.3K
|
62.5K
$14.5M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
157New |
$14.7K - $18.1K
|
157
$36.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
152+ 0.24% |
$14.2K - $17.5K
|
64K
$14.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
150+ 9.77% |
$14K - $17.3K
|
1.69K
$390K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
147New |
$13.7K - $16.9K
|
147
$34K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
145+ 223.08% |
$13.5K - $16.7K
|
210
$48.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Bernzott Capital Advisors
|
BUY
|
- |
141+ 0.07% |
$13.2K - $16.2K
|
210K
$48.5M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
140+ 1.82% |
$13.1K - $16.1K
|
7.82K
$1.81M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
140+ 9.07% |
$13.1K - $16.1K
|
1.68K
$390K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
140+ 1.53% |
$13.1K - $16.1K
|
9.29K
$2.15M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
128+ 9.57% |
$12K - $14.7K
|
1.47K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
121+ 1.99% |
$11.3K - $13.9K
|
6.21K
$1.44M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
92New |
$8.59K - $10.6K
|
92
$21.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
85+ 27.6% |
$7.94K - $9.79K
|
393
$91K
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
82+ 31.91% |
$7.66K - $9.44K
|
339
$78.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
78+ 26.0% |
$7.28K - $8.98K
|
378
$87.5K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
76New |
$7.1K - $8.75K
|
76
$17.6K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
76New |
$7.1K - $8.75K
|
76
$17.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
72+ 12.24% |
$6.72K - $8.29K
|
660
$153K
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
65+ 1083.33% |
$6.07K - $7.48K
|
71
$16.4K
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
57+ 3.0% |
$5.32K - $6.56K
|
1.96K
$453K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
56+ 14.25% |
$5.23K - $6.45K
|
449
$104K
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
55+ 1.36% |
$5.13K - $6.33K
|
4.09K
$946K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
45+ 20.09% |
$4.2K - $5.18K
|
269
$62.3K
|
|
|
Jul 20, 2022
Q2 2022
|
Frontier Capital Management CO LLC
|
BUY
|
- |
36+ 0.01% |
$3.36K - $4.15K
|
241K
$55.8M
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
25New |
$2.33K - $2.88K
|
25
$5.79K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
25+ 0.33% |
$2.33K - $2.88K
|
7.59K
$1.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
21New |
$1.96K - $2.42K
|
21
$4.86K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 23.29% |
$1.59K - $1.96K
|
90
$20.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
17+ 89.47% |
$1.59K - $1.96K
|
36
$8.33K
|
|
|
Aug 11, 2022
Q2 2022
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
14+ 0.05% |
$1.31K - $1.61K
|
26.5K
$6.14M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 11.02% |
$1.21K - $1.5K
|
131
$30.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 21.43% |
$1.12K - $1.38K
|
68
$15.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
11+ 137.5% |
$1.03K - $1.27K
|
19
$4.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
10+ 38.46% |
$934 - $1.15K
|
36
$8.33K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
8New |
$747 - $921
|
8
$1.85K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$654 - $806
|
7
$1.62K
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 6.67% |
$654 - $806
|
112
$25.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 19.35% |
$560 - $691
|
37
$8.57K
|
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6New |
$560 - $691
|
6
$1.39K
|