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 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
584+ 18.95% |
$95.6K - $159K
|
3.67K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
525+ 2.83% |
$86K - $143K
|
19.1K
$6.14M
|
|
|
Aug 06, 2025
Q2 2025
|
First Eagle Investment Management, LLC
|
BUY
|
- |
499+ 10.3% |
$81.7K - $135K
|
5.34K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
448+ 0.47% |
$73.4K - $122K
|
96.5K
$31M
|
|
|
Aug 08, 2025
Q2 2025
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
438+ 3.69% |
$71.7K - $119K
|
12.3K
$3.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
392+ 33.56% |
$64.2K - $106K
|
1.56K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
F
|
BUY
|
- |
374+ 3.65% |
$61.2K - $102K
|
10.6K
$3.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
365+ 20.54% |
$59.8K - $99.1K
|
2.14K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
310+ 13.57% |
$50.8K - $84.2K
|
2.6K
$834K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
300+ 4.79% |
$49.1K - $81.5K
|
6.57K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
293+ 7.86% |
$48K - $79.5K
|
4.02K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
268+ 4.28% |
$43.9K - $72.8K
|
6.53K
$2.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
265+ 2.7% |
$43.4K - $71.9K
|
10.1K
$3.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
257+ 1.55% |
$42.1K - $69.8K
|
16.8K
$5.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
251+ 5.31% |
$41.1K - $68.1K
|
4.97K
$1.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Centric Wealth Management
|
BUY
|
- |
236+ 1.54% |
$38.6K - $64.1K
|
15.5K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
230+ 2.6% |
$37.7K - $62.4K
|
9.07K
$2.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
229+ 3.75% |
$37.5K - $62.2K
|
6.33K
$2.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
226New |
$37K - $61.4K
|
226
$72.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
209+ 63.33% |
$34.2K - $56.7K
|
539
$173K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
206+ 84.77% |
$33.7K - $55.9K
|
449
$144K
|
|
|
Jul 21, 2025
Q2 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
206+ 6.53% |
$33.7K - $55.9K
|
3.36K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206+ 101.98% |
$33.7K - $55.9K
|
408
$131K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
BUY
|
- |
201+ 670.0% |
$32.9K - $54.6K
|
231
$74.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 2.02% |
$32.8K - $54.3K
|
10.1K
$3.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 2.79% |
$32.8K - $54.3K
|
7.38K
$2.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
197+ 27.71% |
$32.3K - $53.5K
|
908
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
180+ 1.74% |
$29.5K - $48.9K
|
10.6K
$3.39M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
BUY
|
- |
178+ 11.66% |
$29.2K - $48.3K
|
1.71K
$548K
|
|
|
Jul 30, 2025
Q2 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
170+ 3.76% |
$27.8K - $46.2K
|
4.69K
$1.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
168+ 33.73% |
$27.5K - $45.6K
|
666
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
159New |
$26K - $43.2K
|
159
$51.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
155+ 1.97% |
$25.4K - $42.1K
|
8.03K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
149+ 11.86% |
$24.4K - $40.5K
|
1.41K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
127+ 154.88% |
$20.8K - $34.5K
|
209
$67.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
125+ 11.69% |
$20.5K - $33.9K
|
1.19K
$384K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
124+ 6200.0% |
$20.3K - $33.7K
|
126
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
120New |
$19.7K - $32.6K
|
120
$38.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
112+ 7.77% |
$18.3K - $30.4K
|
1.55K
$499K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
100+ 5.81% |
$16.4K - $27.2K
|
1.82K
$585K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 1.18% |
$16.4K - $27.2K
|
8.61K
$2.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99New |
$16.2K - $26.9K
|
99
$31.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
98+ 0.96% |
$16K - $26.6K
|
10.3K
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
88+ 352.0% |
$14.4K - $23.9K
|
113
$36.3K
|
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
85+ 0.13% |
$13.9K - $23.1K
|
67.1K
$21.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
77+ 77.78% |
$12.6K - $20.9K
|
176
$56.6K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
72+ 360.0% |
$11.8K - $19.5K
|
92
$29.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
70+ 41.67% |
$11.5K - $19K
|
238
$76.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
68+ 121.43% |
$11.1K - $18.5K
|
124
$39.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
67New |
$11K - $18.2K
|
67
$21.5K
|