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 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
153+ 278.18% |
$19.2K - $22K
|
208
$64.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
134+ 0.28% |
$16.8K - $19.2K
|
48.6K
$15.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
132+ 5.64% |
$16.6K - $19K
|
2.47K
$770K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
126+ 6.31% |
$15.8K - $18.1K
|
2.12K
$661K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
104New |
$13K - $14.9K
|
104
$32.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
103+ 46.19% |
$12.9K - $14.8K
|
326
$102K
|
|
|
Nov 12, 2021
Q3 2021
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
100New |
$12.5K - $14.4K
|
100
$31.1K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
99+ 18.17% |
$12.4K - $14.2K
|
644
$201K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
97+ 1.81% |
$12.2K - $13.9K
|
5.45K
$1.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
82+ 30.37% |
$10.3K - $11.8K
|
352
$110K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79+ 0.68% |
$9.91K - $11.3K
|
11.8K
$3.67M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
78+ 105.41% |
$9.78K - $11.2K
|
152
$47.3K
|
|
|
Nov 12, 2021
Q3 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
76+ 0.05% |
$9.53K - $10.9K
|
159K
$49.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
70New |
$8.78K - $10.1K
|
70
$21.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
56+ 0.54% |
$7.02K - $8.04K
|
10.3K
$3.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
50New |
$6.27K - $7.18K
|
50
$15.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
44+ 0.06% |
$5.52K - $6.32K
|
67.9K
$21.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
42+ 1.89% |
$5.27K - $6.03K
|
2.27K
$706K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
40New |
$5.02K - $5.74K
|
40
$12.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
36New |
$4.51K - $5.17K
|
36
$11.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
36+ 2.45% |
$4.51K - $5.17K
|
1.5K
$468K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31+ 193.75% |
$3.89K - $4.45K
|
47
$14.6K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
29+ 0.21% |
$3.64K - $4.16K
|
13.9K
$4.34M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
29+ 1.47% |
$3.64K - $4.16K
|
2.01K
$625K
|
|
|
Oct 26, 2021
Q3 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
25+ 0.87% |
$3.14K - $3.59K
|
2.9K
$903K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
18+ 3.16% |
$2.26K - $2.58K
|
588
$183K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
16New |
$2.01K - $2.3K
|
16
$4.98K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
14+ 40.0% |
$1.76K - $2.01K
|
49
$15.3K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
14New |
$1.76K - $2.01K
|
14
$4.36K
|
|
|
Nov 05, 2021
Q3 2021
|
Buckhead Capital Management LLC
|
BUY
|
- |
10+ 0.28% |
$1.25K - $1.44K
|
3.63K
$1.13M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10New |
$1.25K - $1.44K
|
10
$3.11K
|
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
6+ 0.05% |
$752 - $862
|
12.1K
$3.76M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6New |
$752 - $862
|
6
$1.87K
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6New |
$752 - $862
|
6
$1.87K
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4+ 36.36% |
$502 - $574
|
15
$4.67K
|
|
|
Oct 08, 2021
Q3 2021
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$125 - $144
|
3.38K
$1.05M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.18% |
$125 - $144
|
86
$26.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.3% |
$125 - $144
|
335
$104K
|
|
|
Nov 10, 2021
Q3 2021
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-4- 0.04% |
$502 - $574
|
10K
$3.13M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8- 0.46% |
$1K - $1.15K
|
1.72K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9Closed |
$1.13K - $1.29K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-10- 0.62% |
$1.25K - $1.44K
|
1.6K
$498K
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-12- 0.72% |
$1.5K - $1.72K
|
1.65K
$514K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-13- 0.68% |
$1.63K - $1.87K
|
1.91K
$594K
|
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16- 0.32% |
$2.01K - $2.3K
|
5K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16- 0.32% |
$2.01K - $2.3K
|
5K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-17- 2.99% |
$2.13K - $2.44K
|
552
$172K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-19- 2.3% |
$2.38K - $2.73K
|
808
$252K
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19- 9.64% |
$2.38K - $2.73K
|
178
$55.4K
|