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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
999New |
$181K - $208K
|
999
$276K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
992New |
$180K - $207K
|
992
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
889+ 285.85% |
$161K - $185K
|
1.2K
$331K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
886+ 3.36% |
$161K - $185K
|
27.2K
$7.52M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
874+ 10.69% |
$159K - $182K
|
9.05K
$2.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
837+ 10.18% |
$152K - $174K
|
9.06K
$2.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
808New |
$147K - $168K
|
808
$223K
|
|
|
Jul 29, 2024
Q2 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
805+ 1.31% |
$146K - $168K
|
62.1K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
770+ 6.21% |
$140K - $160K
|
13.2K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
767+ 15.14% |
$139K - $160K
|
5.83K
$1.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
699+ 158.86% |
$127K - $146K
|
1.14K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
671+ 3.44% |
$122K - $140K
|
20.2K
$5.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
625New |
$113K - $130K
|
625
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
617+ 38.3% |
$112K - $129K
|
2.23K
$615K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
605+ 6.25% |
$110K - $126K
|
10.3K
$2.84M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
571+ 33.33% |
$104K - $119K
|
2.28K
$630K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
560+ 2.52% |
$102K - $117K
|
22.8K
$6.29M
|
|
|
Jul 19, 2024
Q2 2024
|
Freedom Day Solutions, LLC
|
BUY
|
- |
495+ 12.11% |
$89.8K - $103K
|
4.58K
$1.26M
|
|
|
Aug 02, 2024
Q2 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
480+ 79.47% |
$87.1K - $100K
|
1.08K
$299K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
465+ 5.6% |
$84.4K - $96.9K
|
8.76K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
454+ 32.66% |
$82.4K - $94.6K
|
1.84K
$509K
|
|
|
Aug 05, 2024
Q2 2024
|
Arizona State Retirement System
|
BUY
|
- |
450+ 4.58% |
$81.7K - $93.8K
|
10.3K
$2.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
375+ 1.29% |
$68.1K - $78.2K
|
29.5K
$8.14M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
344+ 5.88% |
$62.4K - $71.7K
|
6.2K
$1.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
339+ 847.5% |
$61.5K - $70.7K
|
379
$105K
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
328+ 32.41% |
$59.5K - $68.4K
|
1.34K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
308+ 4.15% |
$55.9K - $64.2K
|
7.73K
$2.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
300+ 0.99% |
$54.5K - $62.5K
|
30.5K
$8.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
265+ 7.18% |
$48.1K - $55.2K
|
3.96K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
261+ 1.61% |
$47.4K - $54.4K
|
16.5K
$4.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
260+ 4.3% |
$47.2K - $54.2K
|
6.3K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
242New |
$43.9K - $50.4K
|
242
$66.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
222+ 1.46% |
$40.3K - $46.3K
|
15.4K
$4.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
218+ 5.59% |
$39.6K - $45.4K
|
4.12K
$1.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
214+ 10.01% |
$38.8K - $44.6K
|
2.35K
$649K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
205+ 6.74% |
$37.2K - $42.7K
|
3.25K
$895K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
200+ 0.28% |
$36.3K - $41.7K
|
71.8K
$19.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
195+ 2.69% |
$35.4K - $40.6K
|
7.45K
$2.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
187+ 2.44% |
$33.9K - $39K
|
7.85K
$2.17M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
179+ 2.32% |
$32.5K - $37.3K
|
7.91K
$2.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
179+ 6.53% |
$32.5K - $37.3K
|
2.92K
$805K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
174New |
$31.6K - $36.3K
|
174
$48K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
171+ 6.71% |
$31K - $35.6K
|
2.72K
$751K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$44.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
161New |
$29.2K - $33.6K
|
161
$44.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
157+ 51.48% |
$28.5K - $32.7K
|
462
$127K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
155+ 72.09% |
$28.1K - $32.3K
|
370
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
149New |
$27K - $31.1K
|
149
$41.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
147+ 918.75% |
$26.7K - $30.6K
|
163
$45K
|
|
|
Aug 12, 2024
Q2 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
141+ 522.22% |
$25.6K - $29.4K
|
168
$46.3K
|