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 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.98% |
$1.09K - $1.25K
|
617
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
6+ 0.02% |
$1.09K - $1.25K
|
36.1K
$9.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
6+ 0.18% |
$1.09K - $1.25K
|
3.26K
$899K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6+ 0.22% |
$1.09K - $1.25K
|
2.79K
$770K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
5+ 0.49% |
$908 - $1.04K
|
1.03K
$283K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5New |
$908 - $1.04K
|
5
$1.38K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4New |
$726 - $834
|
4
$1.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 8.0% |
$363 - $417
|
27
$7.45K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 40.0% |
$363 - $417
|
7
$1.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
1New |
$182 - $208
|
1
$276
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1New |
$182 - $208
|
1
$276
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1New |
$182 - $208
|
1
$276
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1+ 0.78% |
$182 - $208
|
129
$35.6K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1+ 0.03% |
$182 - $208
|
3.1K
$854K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1New |
$182 - $208
|
1
$276
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.85% |
$182 - $208
|
118
$32.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.87% |
$182 - $208
|
116
$32K
|
|
|
Nov 26, 2024
Q2 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1- 0.06% |
$182 - $208
|
1.79K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 11.11% |
$363 - $417
|
16
$4.41K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.63% |
$363 - $417
|
74
$20.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2- 16.67% |
$363 - $417
|
10
$2.76K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-3- 0.04% |
$545 - $625
|
6.77K
$1.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-4- 0.38% |
$726 - $834
|
1.06K
$292K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 13.16% |
$908 - $1.04K
|
33
$9.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.06% |
$1.09K - $1.25K
|
9.26K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-8- 0.16% |
$1.45K - $1.67K
|
5.15K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 0.63% |
$1.63K - $1.88K
|
1.42K
$393K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10- 3.1% |
$1.82K - $2.08K
|
313
$86.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10- 0.17% |
$1.82K - $2.08K
|
5.95K
$1.64M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19- 61.29% |
$3.45K - $3.96K
|
12
$3.31K
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-20- 0.01% |
$3.63K - $4.17K
|
189K
$52.2M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-24- 1.19% |
$4.36K - $5K
|
2K
$551K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-26- 10.0% |
$4.72K - $5.42K
|
234
$64.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28- 1.29% |
$5.08K - $5.84K
|
2.15K
$593K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-31- 24.8% |
$5.63K - $6.46K
|
94
$25.9K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32- 8.65% |
$5.81K - $6.67K
|
338
$93.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-40- 0.47% |
$7.26K - $8.34K
|
8.4K
$2.32M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
SELL
|
- |
-42- 2.64% |
$7.62K - $8.75K
|
1.55K
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-44- 0.45% |
$7.99K - $9.17K
|
9.76K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-46- 0.57% |
$8.35K - $9.59K
|
8K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-47- 2.66% |
$8.53K - $9.8K
|
1.72K
$474K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-50- 1.23% |
$9.08K - $10.4K
|
4.03K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-50- 31.45% |
$9.08K - $10.4K
|
109
$30.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-50- 0.38% |
$9.08K - $10.4K
|
13K
$3.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-57- 2.42% |
$10.3K - $11.9K
|
2.3K
$634K
|
|
|
Aug 08, 2024
Q2 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-66- 2.63% |
$12K - $13.8K
|
2.44K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-66- 1.69% |
$12K - $13.8K
|
3.84K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 4.67% |
$12.7K - $14.6K
|
1.43K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-79- 5.18% |
$14.3K - $16.5K
|
1.45K
$399K
|