Purchases and Sales Made in Q3 2021 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.42K+ 29.94% |
$1.18M - $1.35M
|
40.9K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
9.24K+ 74.59% |
$1.16M - $1.33M
|
21.6K
$6.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.95K+ 1.01% |
$1.12M - $1.29M
|
898K
$277M
|
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
8.82K+ 2.37% |
$1.11M - $1.27M
|
381K
$117M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.12K+ 1.35% |
$1.02M - $1.17M
|
610K
$188M
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.09KNew |
$1.01M - $1.16M
|
8.09K
$2.49M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.93KNew |
$995K - $1.14M
|
7.93K
$2.44M
|
|
|
Nov 01, 2021
Q3 2021
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
7.49K+ 67.21% |
$939K - $1.08M
|
18.6K
$5.74M
|
|
|
Jun 21, 2023
Q3 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
7.22KNew |
$906K - $1.04M
|
7.22K
$2.23M
|
|
|
Jan 18, 2022
Q3 2021
|
Copeland Capital Management, LLC
|
BUY
|
- |
6.97K+ 2.58% |
$874K - $1M
|
277K
$85.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
6.23K+ 16.28% |
$782K - $895K
|
44.5K
$13.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
BUY
|
- |
6.2K+ 28.57% |
$778K - $890K
|
27.9K
$8.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
5.83K+ 154.38% |
$732K - $838K
|
9.61K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
4.95KNew |
$621K - $711K
|
4.95K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
4.61K+ 4.9% |
$579K - $663K
|
98.8K
$30.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.56K+ 2.04% |
$572K - $655K
|
229K
$70.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4.3K+ 5375.0% |
$539K - $618K
|
4.38K
$1.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.87KNew |
$486K - $556K
|
3.87K
$1.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
3.53K+ 60.86% |
$443K - $508K
|
9.34K
$2.88M
|
|
|
Oct 21, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.49KNew |
$438K - $501K
|
3.49K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.28K+ 7.1% |
$411K - $471K
|
49.5K
$15.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
3.24K+ 129.32% |
$407K - $466K
|
5.75K
$1.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 2.93% |
$400K - $459K
|
112K
$34.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.98KNew |
$373K - $427K
|
2.98K
$917K
|
|
|
Nov 15, 2021
Q3 2021
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
2.95K+ 23.02% |
$369K - $423K
|
15.7K
$4.85M
|
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
2.91KNew |
$365K - $418K
|
2.91K
$897K
|
|
|
Nov 15, 2021
Q3 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.81K+ 16.47% |
$352K - $404K
|
19.9K
$6.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.69K+ 48.08% |
$338K - $387K
|
8.29K
$2.56M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69KNew |
$337K - $386K
|
2.69K
$828K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.66K+ 0.75% |
$333K - $382K
|
356K
$110M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.56KNew |
$321K - $367K
|
2.56K
$788K
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
2.44K+ 232.63% |
$306K - $350K
|
3.49K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
2.11KNew |
$264K - $302K
|
2.11K
$649K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
2.1K+ 60.42% |
$264K - $302K
|
5.58K
$1.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.08K+ 41.19% |
$260K - $298K
|
7.11K
$2.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
2.06K+ 62.43% |
$259K - $296K
|
5.37K
$1.65M
|
|
|
Oct 21, 2021
Q3 2021
|
Sciencast Management LP
|
BUY
|
- |
1.94KNew |
$243K - $278K
|
1.94K
$597K
|
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
1.93K+ 120.12% |
$242K - $277K
|
3.53K
$1.09M
|
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.91K+ 43.08% |
$240K - $274K
|
6.34K
$1.95M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.9K+ 5.49% |
$239K - $273K
|
36.5K
$11.3M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.9KNew |
$238K - $273K
|
1.9K
$585K
|
|
|
Nov 09, 2021
Q3 2021
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.88K+ 6.23% |
$236K - $270K
|
32K
$9.87M
|
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
1.85K+ 2.08% |
$232K - $266K
|
90.8K
$28M
|
|
|
Nov 10, 2021
Q3 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
1.85KNew |
$232K - $266K
|
1.85K
$570K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.83K+ 21.15% |
$229K - $262K
|
10.5K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.75K+ 2.21% |
$219K - $251K
|
80.8K
$24.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.74K+ 47.29% |
$219K - $250K
|
5.43K
$1.67M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.73KNew |
$217K - $248K
|
1.73K
$532K
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
1.7K+ 8.42% |
$213K - $244K
|
21.9K
$6.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.62KNew |
$204K - $233K
|
1.62K
$500K
|