Purchases and Sales Made in Q2 2025 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q2 2025. 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, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.8K- 5.67% |
$2.74M - $4.55M
|
279K
$89.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18K- 42.41% |
$2.95M - $4.9M
|
24.5K
$7.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-19.8K- 62.92% |
$3.25M - $5.39M
|
11.7K
$3.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-21.4K- 8.49% |
$3.51M - $5.81M
|
231K
$74.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-21.9K- 30.63% |
$3.59M - $5.95M
|
49.6K
$15.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.8K- 69.97% |
$3.74M - $6.2M
|
9.79K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-23.7K- 18.47% |
$3.88M - $6.42M
|
104K
$33.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-25.2K- 63.78% |
$4.12M - $6.84M
|
14.3K
$4.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-25.3K- 0.65% |
$4.14M - $6.86M
|
3.84M
$1.23B
|
|
|
Aug 07, 2025
Q2 2025
|
Global Alpha Capital Management Ltd.
|
SELL
|
- |
-28.1K- 14.66% |
$4.59M - $7.62M
|
163K
$52.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-33.4K- 95.61% |
$5.47M - $9.07M
|
1.53K
$493K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-34.4K- 97.74% |
$5.63M - $9.33M
|
796
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-35.4K- 9.98% |
$5.8M - $9.62M
|
320K
$103M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-35.8K- 40.09% |
$5.87M - $9.72M
|
53.5K
$17.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-37.2K- 94.49% |
$6.09M - $10.1M
|
2.17K
$697K
|
|
|
Aug 13, 2025
Q2 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-40.5K- 89.53% |
$6.64M - $11M
|
4.74K
$1.53M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-40.8K- 67.42% |
$6.68M - $11.1M
|
19.7K
$6.33M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-51.1K- 50.63% |
$8.37M - $13.9M
|
49.9K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.3K- 94.17% |
$8.41M - $13.9M
|
3.18K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-60K- 19.28% |
$9.82M - $16.3M
|
251K
$80.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-61.7K- 96.66% |
$10.1M - $16.8M
|
2.13K
$686K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.4K- 53.03% |
$10.7M - $17.7M
|
57.9K
$18.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.8K- 10.12% |
$11.8M - $19.5M
|
638K
$205M
|
|
|
Aug 13, 2025
Q2 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-80.3K- 58.61% |
$13.2M - $21.8M
|
56.7K
$18.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-84K- 83.38% |
$13.8M - $22.8M
|
16.7K
$5.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-84.2K- 98.24% |
$13.8M - $22.9M
|
1.51K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Eminence Capital, LP
New York, NY |
SELL
|
- |
-87.3K- 16.34% |
$14.3M - $23.7M
|
447K
$144M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-89.3K- 99.13% |
$14.6M - $24.3M
|
784
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-126K- 63.98% |
$20.6M - $34.1M
|
70.8K
$22.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-141K- 61.74% |
$23.1M - $38.3M
|
87.4K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-159K- 94.56% |
$26.1M - $43.3M
|
9.18K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-168K- 98.56% |
$27.6M - $45.7M
|
2.46K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-262K- 74.82% |
$42.8M - $71M
|
88K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-305K- 44.42% |
$49.9M - $82.7M
|
381K
$123M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-380K- 97.63% |
$62.3M - $103M
|
9.25K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-489K- 96.79% |
$80.1M - $133M
|
16.2K
$5.22M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-549K- 97.74% |
$89.9M - $149M
|
12.7K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-597K- 76.31% |
$97.7M - $162M
|
185K
$59.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-609K- 88.14% |
$99.7M - $165M
|
82K
$26.4M
|