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 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2+ 200.0% |
$328 - $543
|
3
$965
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$164 - $272
|
2
$643
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1+ 16.67% |
$164 - $272
|
7
$2.25K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
1+ 20.0% |
$164 - $272
|
6
$1.93K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1New |
$164 - $272
|
1
$322
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1New |
$164 - $272
|
1
$322
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 14.29% |
$164 - $272
|
6
$1.93K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-1- 12.5% |
$164 - $272
|
7
$2.25K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
$491 - $815
|
4.81K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 37.5% |
$491 - $815
|
5
$1.61K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-8- 80.0% |
$1.31K - $2.17K
|
2
$643
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11- 0.76% |
$1.8K - $2.99K
|
1.44K
$464K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 9.23% |
$1.97K - $3.26K
|
118
$37.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-13- 0.1% |
$2.13K - $3.53K
|
12.6K
$4.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-13- 52.0% |
$2.13K - $3.53K
|
12
$3.86K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 28.3% |
$2.46K - $4.07K
|
38
$12.2K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
SELL
|
- |
-16- 29.63% |
$2.62K - $4.34K
|
38
$12.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-18- 64.29% |
$2.95K - $4.89K
|
10
$3.22K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-19- 8.12% |
$3.11K - $5.16K
|
215
$69.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 1.41% |
$3.11K - $5.16K
|
1.33K
$427K
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-19- 0.27% |
$3.11K - $5.16K
|
7K
$2.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-20- 1.71% |
$3.28K - $5.43K
|
1.15K
$370K
|
|
|
Aug 04, 2025
Q2 2025
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-21- 2.07% |
$3.44K - $5.7K
|
992
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-25- 0.72% |
$4.09K - $6.79K
|
3.47K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-33- 0.8% |
$5.4K - $8.96K
|
4.11K
$1.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-36- 17.82% |
$5.9K - $9.77K
|
166
$53.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-40- 3.67% |
$6.55K - $10.9K
|
1.05K
$338K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-40- 5.33% |
$6.55K - $10.9K
|
710
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-41- 3.13% |
$6.71K - $11.1K
|
1.27K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 4.85% |
$6.88K - $11.4K
|
824
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-46- 0.08% |
$7.53K - $12.5K
|
56.1K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 50.0% |
$8.02K - $13.3K
|
49
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-50- 1.87% |
$8.19K - $13.6K
|
2.62K
$843K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-54- 3.03% |
$8.84K - $14.7K
|
1.73K
$555K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-54- 0.54% |
$8.84K - $14.7K
|
10K
$3.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-56- 4.26% |
$9.17K - $15.2K
|
1.26K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
SELL
|
- |
-61- 1.09% |
$9.99K - $16.6K
|
5.52K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-63- 0.48% |
$10.3K - $17.1K
|
12.9K
$4.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-67- 1.82% |
$11K - $18.2K
|
3.61K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-72- 39.13% |
$11.8K - $19.5K
|
112
$36K
|
|
|
Aug 12, 2025
Q2 2025
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-73- 0.69% |
$12K - $19.8K
|
10.6K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-83- 1.38% |
$13.6K - $22.5K
|
5.94K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Pier Capital, LLC
Stamford, CT |
SELL
|
- |
-88- 2.33% |
$14.4K - $23.9K
|
3.69K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-92- 6.39% |
$15.1K - $25K
|
1.35K
$433K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-95- 8.54% |
$15.6K - $25.8K
|
1.02K
$327K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-100- 2.41% |
$16.4K - $27.2K
|
4.05K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-112- 32.09% |
$18.3K - $30.4K
|
237
$76.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-114- 0.19% |
$18.7K - $31K
|
58.4K
$18.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-121- 1.39% |
$19.8K - $32.9K
|
8.56K
$2.75M
|