Purchases and Sales Made in Q2 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q2 2023. 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 10, 2023
Q2 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
1.09M+ 274.97% |
$115M - $136M
|
1.49M
$446M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
420K+ 11.3% |
$44.5M - $52.5M
|
4.14M
$1.24B
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
374K+ 68.19% |
$39.6M - $46.8M
|
923K
$276M
|
|
|
Aug 09, 2023
Q2 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
191K+ 21.78% |
$20.2M - $23.9M
|
1.07M
$320M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
131KNew |
$13.9M - $16.4M
|
131K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
123KNew |
$13M - $15.4M
|
123K
$36.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
- |
93.3KNew |
$9.86M - $11.7M
|
93.3K
$27.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
88.4K+ 84.28% |
$9.35M - $11M
|
193K
$57.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Asset Management Inc
|
BUY
|
- |
87.9KNew |
$9.3M - $11M
|
87.9K
$26.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
BUY
|
- |
87.1KNew |
$9.21M - $10.9M
|
87.1K
$26.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
71.5K+ 16.07% |
$7.57M - $8.94M
|
517K
$155M
|
|
|
Aug 14, 2023
Q2 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
71.1KNew |
$7.51M - $8.88M
|
71.1K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
69.3K+ 47.99% |
$7.33M - $8.66M
|
214K
$64M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
68.6K+ 2502.41% |
$7.26M - $8.57M
|
71.4K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
68K+ 22.17% |
$7.19M - $8.49M
|
375K
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
61.6K+ 12214.09% |
$6.51M - $7.69M
|
62.1K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
39.6K+ 6.37% |
$4.19M - $4.95M
|
661K
$198M
|
|
|
Jul 25, 2023
Q2 2023
|
Ceredex Value Advisors LLC
|
BUY
|
- |
37.9K+ 76.37% |
$4M - $4.73M
|
87.5K
$26.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
36.5K+ 32.82% |
$3.86M - $4.56M
|
148K
$44.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
34.2K+ 10.15% |
$3.61M - $4.27M
|
371K
$111M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$3.59M - $4.24M
|
33.9K
$10.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
32.6K+ 348.52% |
$3.44M - $4.07M
|
41.9K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
30K+ 100.39% |
$3.17M - $3.75M
|
59.9K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
29.9K+ 66.08% |
$3.16M - $3.73M
|
75.1K
$22.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
28.7K+ 17.26% |
$3.04M - $3.59M
|
195K
$58.4M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
22.6K+ 114.57% |
$2.39M - $2.83M
|
42.4K
$12.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
22.4KNew |
$2.37M - $2.8M
|
22.4K
$6.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
21.3K+ 48.97% |
$2.25M - $2.66M
|
64.7K
$19.4M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.2K+ 5.87% |
$2.24M - $2.65M
|
382K
$115M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
21.1KNew |
$2.24M - $2.64M
|
21.1K
$6.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
20.9KNew |
$2.21M - $2.61M
|
20.9K
$6.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
20.7KNew |
$2.19M - $2.58M
|
20.7K
$6.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
20.3K+ 4.25% |
$2.14M - $2.53M
|
497K
$149M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
18.9K+ 18.45% |
$2M - $2.36M
|
121K
$36.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
17.9KNew |
$1.89M - $2.24M
|
17.9K
$5.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
17.5K+ 426.83% |
$1.85M - $2.19M
|
21.6K
$6.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.9K+ 1.07% |
$1.79M - $2.11M
|
1.59M
$477M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
16.3K+ 5.44% |
$1.72M - $2.03M
|
315K
$94.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.8K+ 4.82% |
$1.67M - $1.97M
|
344K
$103M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
13.7KNew |
$1.45M - $1.71M
|
13.7K
$4.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
13.7K+ 3.7% |
$1.44M - $1.71M
|
382K
$115M
|
|
|
Jul 28, 2023
Q2 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
13.2K+ 23.7% |
$1.4M - $1.65M
|
69.1K
$20.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
11.7K+ 24.68% |
$1.24M - $1.47M
|
59.3K
$17.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
10.3KNew |
$1.09M - $1.29M
|
10.3K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.61K+ 45.27% |
$1.02M - $1.2M
|
30.8K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
9.3K+ 2.97% |
$983K - $1.16M
|
322K
$96.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.27KNew |
$980K - $1.16M
|
9.27K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
9.01KNew |
$953K - $1.13M
|
9.01K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
8.97KNew |
$948K - $1.12M
|
8.97K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
8.61KNew |
$911K - $1.08M
|
8.61K
$2.58M
|