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 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
67+ 131.37% |
$11K - $18.2K
|
118
$37.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
66+ 3.67% |
$10.8K - $17.9K
|
1.86K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
62+ 2.13% |
$10.2K - $16.8K
|
2.97K
$956K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
61New |
$9.99K - $16.6K
|
61
$19.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
60New |
$9.83K - $16.3K
|
60
$19.3K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
59+ 0.18% |
$9.66K - $16K
|
33.7K
$10.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
57+ 4.85% |
$9.33K - $15.5K
|
1.23K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
53+ 1.23% |
$8.68K - $14.4K
|
4.38K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
48+ 2.53% |
$7.86K - $13K
|
1.95K
$626K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
34+ 1.48% |
$5.57K - $9.23K
|
2.33K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
34+ 4.58% |
$5.57K - $9.23K
|
776
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
34+ 1.21% |
$5.57K - $9.23K
|
2.84K
$913K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
33+ 660.0% |
$5.4K - $8.96K
|
38
$12.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
26+ 0.85% |
$4.26K - $7.06K
|
3.08K
$991K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
26New |
$4.26K - $7.06K
|
26
$8.36K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
25New |
$4.09K - $6.79K
|
25
$8.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
25New |
$4.09K - $6.79K
|
25
$8.04K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
24+ 0.75% |
$3.93K - $6.52K
|
3.21K
$1.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
21New |
$3.44K - $5.7K
|
21
$6.75K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20+ 21.98% |
$3.28K - $5.43K
|
111
$35.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
17New |
$2.78K - $4.62K
|
17
$5.47K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
16+ 9.25% |
$2.62K - $4.34K
|
189
$60.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12+ 0.83% |
$1.97K - $3.26K
|
1.45K
$467K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11New |
$1.8K - $2.99K
|
11
$3.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
10+ 2.58% |
$1.64K - $2.72K
|
398
$128K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 100.0% |
$1.47K - $2.44K
|
18
$5.79K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
9+ 0.58% |
$1.47K - $2.44K
|
1.55K
$498K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
9New |
$1.47K - $2.44K
|
9
$2.89K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 24.24% |
$1.31K - $2.17K
|
41
$13.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 6.19% |
$1.15K - $1.9K
|
120
$38.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
7+ 15.91% |
$1.15K - $1.9K
|
51
$16.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7+ 0.87% |
$1.15K - $1.9K
|
808
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 600.0% |
$983 - $1.63K
|
7
$2.25K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
5New |
$819 - $1.36K
|
5
$1.61K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 250.0% |
$819 - $1.36K
|
7
$2.25K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
4+ 66.67% |
$655 - $1.09K
|
10
$3.22K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4New |
$655 - $1.09K
|
4
$1.29K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
4New |
$655 - $1.09K
|
4
$1.29K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$655 - $1.09K
|
4
$1.29K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.12% |
$655 - $1.09K
|
3.36K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3New |
$491 - $815
|
3
$965
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 50.0% |
$491 - $815
|
9
$2.89K
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
3+ 2.68% |
$491 - $815
|
115
$37K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.24% |
$491 - $815
|
1.23K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3+ 11.54% |
$491 - $815
|
29
$9.32K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$491 - $815
|
3
$965
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2+ 0.83% |
$328 - $543
|
243
$78.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$328 - $543
|
2
$643
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2New |
$328 - $543
|
2
$643
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2New |
$328 - $543
|
2
$643
|