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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3+ 18.75% |
$280 - $345
|
19
$5.37K
|
|
|
Aug 05, 2022
Q2 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$93.4 - $115
|
2.47K
$699K
|
|
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 16.67% |
$93.4 - $115
|
5
$1.41K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1Closed |
$93.4 - $115
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3- 0.05% |
$280 - $345
|
5.47K
$1.55M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3- 0.65% |
$280 - $345
|
456
$129K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-3- 27.27% |
$280 - $345
|
8
$2.26K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 33.33% |
$373 - $461
|
8
$2.26K
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 6.67% |
$373 - $461
|
56
$15.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5- 0.5% |
$467 - $576
|
1K
$283K
|
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5- 0.21% |
$467 - $576
|
2.34K
$660K
|
|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10- 0.21% |
$934 - $1.15K
|
4.84K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11Closed |
$1.03K - $1.27K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12Closed |
$1.12K - $1.38K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-12- 1.63% |
$1.12K - $1.38K
|
722
$204K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12Closed |
$1.12K - $1.38K
|
0
$0
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-14Closed |
$1.31K - $1.61K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tcw Group Inc
|
SELL
|
- |
-15- 0.13% |
$1.4K - $1.73K
|
11.9K
$3.38M
|
|
|
Jul 29, 2022
Q2 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-16- 0.34% |
$1.49K - $1.84K
|
4.64K
$1.31M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-16Closed |
$1.49K - $1.84K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-16- 0.17% |
$1.49K - $1.84K
|
9.5K
$2.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-17- 51.52% |
$1.59K - $1.96K
|
16
$4.52K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-18Closed |
$1.68K - $2.07K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22- 0.56% |
$2.05K - $2.53K
|
3.87K
$1.09M
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-22- 5.29% |
$2.05K - $2.53K
|
394
$111K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-37- 23.72% |
$3.45K - $4.26K
|
119
$33.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-40- 0.04% |
$3.73K - $4.61K
|
99.6K
$28.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-41Closed |
$3.83K - $4.72K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-43- 0.66% |
$4.01K - $4.95K
|
6.49K
$1.83M
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-47- 60.26% |
$4.39K - $5.41K
|
31
$8.76K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-48- 0.35% |
$4.48K - $5.53K
|
13.8K
$3.91M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-52- 60.47% |
$4.85K - $5.99K
|
34
$9.61K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-74- 14.29% |
$6.91K - $8.52K
|
444
$125K
|
|
|
Jul 20, 2022
Q2 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-75Closed |
$7K - $8.64K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 2.99% |
$7K - $8.64K
|
2.44K
$689K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-81Closed |
$7.56K - $9.33K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-107- 1.92% |
$9.99K - $12.3K
|
5.45K
$1.54M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-110- 19.06% |
$10.3K - $12.7K
|
467
$132K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 15.04% |
$11.5K - $14.2K
|
695
$196K
|
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-125- 41.67% |
$11.7K - $14.4K
|
175
$49.5K
|
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
SELL
|
- |
-140- 1.33% |
$13.1K - $16.1K
|
10.4K
$2.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-169- 1.34% |
$15.8K - $19.5K
|
12.4K
$3.51M
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-188- 6.76% |
$17.6K - $21.6K
|
2.6K
$733K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-203- 32.85% |
$19K - $23.4K
|
415
$117K
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-223- 8.07% |
$20.8K - $25.7K
|
2.54K
$718K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-224- 82.96% |
$20.9K - $25.8K
|
46
$13K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-256- 19.51% |
$23.9K - $29.5K
|
1.06K
$298K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-274Closed |
$25.6K - $31.5K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-289- 9.34% |
$27K - $33.3K
|
2.8K
$792K
|