Purchases and Sales Made in Q2 2024 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q2 2024. 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 14, 2024
Q2 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
5.05K+ 16.55% |
$916K - $1.05M
|
35.5K
$9.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
4.86K+ 1.84% |
$882K - $1.01M
|
269K
$74.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
4.74KNew |
$860K - $987K
|
4.74K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
4.49K+ 7.28% |
$815K - $936K
|
66.2K
$18.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
4.4KNew |
$798K - $917K
|
4.4K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.21KNew |
$764K - $877K
|
4.21K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.74K+ 202.11% |
$678K - $778K
|
5.58K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
3.68K+ 52.86% |
$668K - $768K
|
10.7K
$2.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.66KNew |
$664K - $763K
|
3.66K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
3.33KNew |
$605K - $694K
|
3.33K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
Nkcfo LLC
|
BUY
|
- |
3.3KNew |
$599K - $688K
|
3.3K
$910K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.24K+ 135.0% |
$588K - $675K
|
5.64K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
2.91K+ 21.16% |
$527K - $605K
|
16.6K
$4.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
2.49KNew |
$452K - $519K
|
2.49K
$687K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.23KNew |
$405K - $465K
|
2.23K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.2K+ 2.31% |
$399K - $458K
|
97.3K
$26.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$396K - $454K
|
2.18K
$601K
|
|
|
Jul 18, 2024
Q2 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
2.14K+ 54.93% |
$389K - $447K
|
6.04K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.98K+ 4.57% |
$359K - $413K
|
45.3K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Hardy Reed LLC
|
BUY
|
- |
1.85KNew |
$337K - $386K
|
1.85K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Castle Knight Management LP
New York, NY |
BUY
|
- |
1.8KNew |
$327K - $375K
|
1.8K
$497K
|
|
|
Aug 14, 2024
Q2 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
1.77K+ 2.38% |
$322K - $369K
|
76.2K
$21M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.74K+ 37.5% |
$315K - $362K
|
6.37K
$1.76M
|
|
|
Jul 31, 2024
Q2 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
1.7KNew |
$309K - $354K
|
1.7K
$469K
|
|
|
Aug 08, 2024
Q2 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1.7K+ 2.41% |
$309K - $354K
|
72.3K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.69K+ 1.13% |
$307K - $352K
|
151K
$41.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.68K+ 14.8% |
$305K - $350K
|
13K
$3.6M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.67KNew |
$304K - $349K
|
1.67K
$462K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.63KNew |
$295K - $339K
|
1.63K
$449K
|
|
|
Jul 25, 2024
Q2 2024
|
Ceredex Value Advisors LLC
|
BUY
|
- |
1.48K+ 3.65% |
$268K - $307K
|
41.9K
$11.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
1.46KNew |
$266K - $305K
|
1.46K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.45K+ 1.51% |
$264K - $303K
|
97.9K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
1.45K+ 3.98% |
$264K - $303K
|
37.9K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.42K+ 51.06% |
$258K - $296K
|
4.2K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.39K+ 0.33% |
$252K - $289K
|
426K
$118M
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 2.8% |
$239K - $275K
|
48.4K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.31KNew |
$237K - $272K
|
1.31K
$360K
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.29KNew |
$235K - $270K
|
1.29K
$357K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.28K+ 19.24% |
$232K - $267K
|
7.93K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.23K+ 70.72% |
$224K - $257K
|
2.97K
$820K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$220K - $253K
|
1.21K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.21K+ 9.8% |
$219K - $252K
|
13.5K
$3.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.18K+ 3.89% |
$214K - $246K
|
31.5K
$8.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.17KNew |
$212K - $243K
|
1.17K
$322K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.08KNew |
$196K - $226K
|
1.08K
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.08KNew |
$195K - $224K
|
1.08K
$297K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$183K - $210K
|
1.01K
$278K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01KNew |
$183K - $210K
|
1.01K
$277K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
1KNew |
$182K - $208K
|
1K
$276K
|