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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
980New |
$160K - $266K
|
980
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
979New |
$160K - $266K
|
979
$315K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
976New |
$160K - $265K
|
976
$314K
|
|
|
Aug 04, 2025
Q2 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
951New |
$156K - $258K
|
951
$306K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
942New |
$154K - $256K
|
942
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
938+ 2.01% |
$154K - $255K
|
47.6K
$15.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
935+ 4.33% |
$153K - $254K
|
22.5K
$7.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
926+ 92600.0% |
$152K - $251K
|
927
$298K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
926New |
$152K - $251K
|
926
$298K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
920+ 21.88% |
$151K - $250K
|
5.13K
$1.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
920New |
$151K - $250K
|
920
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
898New |
$147K - $244K
|
898
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
895New |
$147K - $243K
|
895
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
892New |
$146K - $242K
|
892
$287K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
889+ 62.65% |
$146K - $241K
|
2.31K
$742K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
BUY
|
- |
880New |
$144K - $239K
|
880
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
880New |
$144K - $239K
|
880
$283K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
876New |
$143K - $238K
|
876
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
871+ 46.98% |
$143K - $236K
|
2.73K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
862New |
$141K - $234K
|
862
$277K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
860New |
$141K - $233K
|
860
$277K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
852+ 0.75% |
$140K - $231K
|
114K
$36.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
850New |
$139K - $231K
|
850
$273K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
847New |
$139K - $230K
|
847
$272K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
833New |
$136K - $226K
|
833
$268K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
833New |
$136K - $226K
|
833
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
827New |
$135K - $225K
|
827
$266K
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
800New |
$131K - $217K
|
800
$257K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
800New |
$131K - $217K
|
800
$257K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
796New |
$130K - $216K
|
796
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
791New |
$130K - $215K
|
791
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
789New |
$129K - $214K
|
789
$254K
|
|
|
Aug 08, 2025
Q2 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
774+ 9.15% |
$127K - $210K
|
9.24K
$2.97M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
767New |
$126K - $208K
|
767
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
758New |
$124K - $206K
|
758
$244K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
758New |
$124K - $206K
|
758
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
755+ 38.31% |
$124K - $205K
|
2.73K
$877K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
729+ 96.68% |
$119K - $198K
|
1.48K
$477K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
713+ 8.73% |
$117K - $194K
|
8.88K
$2.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
700+ 37.82% |
$115K - $190K
|
2.55K
$820K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
682+ 44.14% |
$112K - $185K
|
2.23K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
675+ 7.1% |
$111K - $183K
|
10.2K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
659+ 23.12% |
$108K - $179K
|
3.51K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
644+ 23.18% |
$105K - $175K
|
3.42K
$1.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
634+ 42.27% |
$104K - $172K
|
2.13K
$686K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
622+ 5.08% |
$102K - $169K
|
12.9K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
603+ 38.95% |
$98.8K - $164K
|
2.15K
$692K
|
|
|
Aug 14, 2025
Q2 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
600New |
$98.3K - $163K
|
600
$193K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
593+ 25.54% |
$97.1K - $161K
|
2.92K
$937K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
586+ 8.15% |
$96K - $159K
|
7.77K
$2.5M
|