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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-949- 1.61% |
$155K - $258K
|
58.2K
$18.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.04K- 37.37% |
$170K - $282K
|
1.74K
$560K
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.1K- 31.23% |
$179K - $298K
|
2.41K
$776K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.29K- 12.05% |
$211K - $350K
|
9.41K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.31K- 25.91% |
$215K - $356K
|
3.75K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.42K- 1.34% |
$232K - $384K
|
104K
$33.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.54K- 1.06% |
$252K - $417K
|
143K
$46M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.65K- 88.99% |
$270K - $448K
|
204
$65.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.65K- 53.77% |
$270K - $448K
|
1.42K
$456K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.8K- 97.3% |
$295K - $489K
|
50
$16.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.9K- 70.94% |
$312K - $517K
|
780
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.99K- 26.3% |
$326K - $541K
|
5.58K
$1.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.12K- 35.55% |
$347K - $576K
|
3.85K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.27K- 3.9% |
$372K - $617K
|
56K
$18M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.32K- 19.42% |
$380K - $629K
|
9.62K
$3.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-2.33K- 47.87% |
$382K - $633K
|
2.54K
$817K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.35K- 46.0% |
$385K - $639K
|
2.76K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-2.42K- 71.09% |
$396K - $656K
|
983
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.42K- 10.32% |
$396K - $656K
|
21K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.51K- 59.82% |
$412K - $682K
|
1.69K
$543K
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-2.71K- 3.88% |
$444K - $736K
|
67.2K
$21.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2.72K- 6.5% |
$446K - $740K
|
39.2K
$12.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.85K- 37.72% |
$467K - $775K
|
4.71K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
SELL
|
- |
-3.36K- 4.88% |
$550K - $912K
|
65.5K
$21.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.56K- 20.9% |
$583K - $966K
|
13.5K
$4.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Fieldview Capital Management, LLC
Niles, MI |
SELL
|
- |
-3.64K- 20.4% |
$596K - $988K
|
14.2K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-3.77K- 7.89% |
$618K - $1.02M
|
44.1K
$14.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.87K- 82.67% |
$634K - $1.05M
|
811
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
SELL
|
- |
-4.02K- 12.4% |
$659K - $1.09M
|
28.4K
$9.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.1K- 5.7% |
$671K - $1.11M
|
67.9K
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.18K- 10.75% |
$684K - $1.13M
|
34.7K
$11.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.6K- 13.14% |
$753K - $1.25M
|
30.4K
$9.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.75K- 44.08% |
$778K - $1.29M
|
6.03K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.89K- 19.26% |
$965K - $1.6M
|
24.7K
$7.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-5.89K- 61.88% |
$965K - $1.6M
|
3.63K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-6.01K- 46.83% |
$983K - $1.63M
|
6.82K
$2.19M
|
|
|
Aug 04, 2025
Q2 2025
|
Strs Ohio
|
SELL
|
- |
-6.06K- 6.32% |
$992K - $1.65M
|
89.9K
$28.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.53K- 4.32% |
$1.07M - $1.77M
|
145K
$46.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.06K- 83.17% |
$1.16M - $1.92M
|
1.43K
$459K
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-7.73K- 91.57% |
$1.27M - $2.1M
|
711
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Nitorum Capital, L.P.
New York, NY |
SELL
|
- |
-7.93K- 16.24% |
$1.3M - $2.15M
|
40.9K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-8.49K- 0.75% |
$1.39M - $2.31M
|
1.13M
$363M
|
|
|
Jul 30, 2025
Q2 2025
|
Denali Advisors LLC
|
SELL
|
- |
-8.97K- 87.08% |
$1.47M - $2.43M
|
1.33K
$428K
|
|
|
Aug 01, 2025
Q2 2025
|
Peregrine Capital Management LLC
|
SELL
|
- |
-9.21K- 16.29% |
$1.51M - $2.5M
|
47.3K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-9.22K- 45.69% |
$1.51M - $2.5M
|
11K
$3.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
SELL
|
- |
-11.6K- 15.48% |
$1.9M - $3.15M
|
63.3K
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-12.1K- 65.17% |
$1.99M - $3.29M
|
6.49K
$2.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-12.6K- 31.53% |
$2.07M - $3.43M
|
27.4K
$8.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.7K- 74.42% |
$2.08M - $3.45M
|
4.37K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-13.1K- 43.73% |
$2.15M - $3.56M
|
16.9K
$5.42M
|