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
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-127- 6.64% |
$20.8K - $34.5K
|
1.79K
$575K
|
|
|
Aug 13, 2025
Q2 2025
|
Qsv Equity Investors LLC
Naperville, IL |
SELL
|
- |
-131- 1.64% |
$21.5K - $35.6K
|
7.85K
$2.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-150- 12.71% |
$24.6K - $40.7K
|
1.03K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-152- 10.73% |
$24.9K - $41.3K
|
1.26K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-155- 10.22% |
$25.4K - $42.1K
|
1.36K
$438K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-168- 37.33% |
$27.5K - $45.6K
|
282
$90.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-182- 1.41% |
$29.8K - $49.4K
|
12.8K
$4.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-196- 6.27% |
$32.1K - $53.2K
|
2.93K
$941K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-213- 16.61% |
$34.9K - $57.8K
|
1.07K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-220- 17.17% |
$36K - $59.7K
|
1.06K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-222- 1.52% |
$36.4K - $60.3K
|
14.3K
$4.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-230- 0.62% |
$37.7K - $62.4K
|
36.8K
$11.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-260- 9.89% |
$42.6K - $70.6K
|
2.37K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-263- 24.65% |
$43.1K - $71.4K
|
804
$259K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-271- 7.35% |
$44.4K - $73.6K
|
3.41K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-275- 69.1% |
$45K - $74.7K
|
123
$39.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-286- 1.45% |
$46.8K - $77.6K
|
19.4K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-290- 82.86% |
$47.5K - $78.7K
|
60
$19.3K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-300- 0.63% |
$49.1K - $81.5K
|
47.6K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-303- 13.54% |
$49.6K - $82.3K
|
1.94K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-304- 12.54% |
$49.8K - $82.5K
|
2.12K
$682K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-316- 18.08% |
$51.8K - $85.8K
|
1.43K
$460K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-321- 24.45% |
$52.6K - $87.2K
|
992
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-325- 12.77% |
$53.2K - $88.2K
|
2.22K
$714K
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-340- 0.87% |
$55.7K - $92.3K
|
39K
$12.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-342- 5.59% |
$56K - $92.9K
|
5.78K
$1.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-342- 1.88% |
$56K - $92.9K
|
17.9K
$5.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-352- 60.79% |
$57.6K - $95.6K
|
227
$73K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-353- 77.24% |
$57.8K - $95.8K
|
104
$33.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-366- 6.11% |
$59.9K - $99.4K
|
5.62K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-375- 3.15% |
$61.4K - $102K
|
11.5K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-384- 25.33% |
$62.9K - $104K
|
1.13K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
SELL
|
- |
-389- 20.8% |
$63.7K - $106K
|
1.48K
$476K
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-431- 9.56% |
$70.6K - $117K
|
4.08K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-457- 5.52% |
$74.8K - $124K
|
7.82K
$2.52M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-490- 5.25% |
$80.2K - $133K
|
8.85K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-500- 8.19% |
$81.9K - $136K
|
5.6K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-547- 35.94% |
$89.6K - $149K
|
975
$314K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-552- 6.64% |
$90.4K - $150K
|
7.76K
$2.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-616- 38.48% |
$101K - $167K
|
985
$317K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-630- 9.04% |
$103K - $171K
|
6.34K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Bnp Paribas
New York, NY |
SELL
|
- |
-645- 15.75% |
$106K - $175K
|
3.45K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-733- 2.51% |
$120K - $199K
|
28.5K
$9.15M
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-774- 5.25% |
$127K - $210K
|
14K
$4.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-778- 15.02% |
$127K - $211K
|
4.4K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-787- 36.44% |
$129K - $214K
|
1.37K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-815- 2.57% |
$133K - $221K
|
30.9K
$9.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Aviva PLC
|
SELL
|
- |
-893- 31.32% |
$146K - $242K
|
1.96K
$630K
|
|
|
Jul 30, 2025
Q2 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-902- 40.54% |
$148K - $245K
|
1.32K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-949- 4.86% |
$155K - $258K
|
18.6K
$5.97M
|