Purchases and Sales Made in Q3 2022 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2023
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1.21K+ 5.53% |
$97.3K - $128K
|
23.1K
$7.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
1.17K+ 12.6% |
$94K - $123K
|
10.5K
$3.26M
|
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.05KNew |
$84.5K - $111K
|
1.05K
$328K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
994+ 6.46% |
$79.8K - $105K
|
16.4K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
958+ 3.24% |
$76.9K - $101K
|
30.5K
$9.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
951+ 3.07% |
$76.3K - $100K
|
32K
$9.95M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
822+ 19.11% |
$66K - $86.5K
|
5.12K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
804+ 47.77% |
$64.5K - $84.6K
|
2.49K
$774K
|
|
|
Nov 10, 2022
Q3 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
763+ 0.09% |
$61.3K - $80.3K
|
866K
$270M
|
|
|
Nov 21, 2022
Q3 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
690+ 20.41% |
$55.4K - $72.6K
|
4.07K
$1.27M
|
|
|
Nov 22, 2022
Q3 2022
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
680+ 11.53% |
$54.6K - $71.6K
|
6.58K
$2.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
650+ 18.91% |
$52.2K - $68.4K
|
4.09K
$1.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
639+ 13.5% |
$51.3K - $67.3K
|
5.37K
$1.67M
|
|
|
Nov 07, 2022
Q3 2022
|
Arizona State Retirement System
|
BUY
|
- |
625+ 6.01% |
$50.2K - $65.8K
|
11K
$3.43M
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
618+ 10.93% |
$49.6K - $65K
|
6.27K
$1.95M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
618New |
$49.6K - $65K
|
618
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
600+ 37.5% |
$48.2K - $63.2K
|
2.2K
$685K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
559+ 124.5% |
$44.9K - $58.8K
|
1.01K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
475+ 44.98% |
$38.1K - $50K
|
1.53K
$477K
|
|
|
Nov 18, 2022
Q3 2022
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
472+ 0.96% |
$37.9K - $49.7K
|
49.7K
$15.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
467New |
$37.5K - $49.2K
|
467
$145K
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
BUY
|
- |
458+ 27.16% |
$36.8K - $48.2K
|
2.14K
$668K
|
|
|
Nov 10, 2022
Q3 2022
|
Buckhead Capital Management LLC
|
BUY
|
- |
450+ 11.01% |
$36.1K - $47.4K
|
4.54K
$1.41M
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
406+ 8.86% |
$32.6K - $42.7K
|
4.99K
$1.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
375+ 3.36% |
$30.1K - $39.5K
|
11.5K
$3.59M
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
364New |
$29.2K - $38.3K
|
364
$113K
|
|
|
Nov 08, 2022
Q3 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
BUY
|
- |
334+ 3.52% |
$26.8K - $35.2K
|
9.83K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
307+ 42.52% |
$24.6K - $32.3K
|
1.03K
$320K
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
298+ 2.1% |
$23.9K - $31.4K
|
14.5K
$4.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
296+ 4.18% |
$23.8K - $31.2K
|
7.38K
$2.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
275New |
$22.1K - $28.9K
|
275
$85.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
260+ 0.23% |
$20.9K - $27.4K
|
115K
$35.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
256+ 11.31% |
$20.6K - $26.9K
|
2.52K
$785K
|
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
242+ 0.62% |
$19.4K - $25.5K
|
39K
$12.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
213+ 2.39% |
$17.1K - $22.4K
|
9.11K
$2.84M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
199New |
$16K - $20.9K
|
199
$62K
|
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
136New |
$10.9K - $14.3K
|
136
$42.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
74+ 1.38% |
$5.94K - $7.79K
|
5.45K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60New |
$4.82K - $6.32K
|
60
$18.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
49+ 106.52% |
$3.93K - $5.16K
|
95
$29.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49+ 31.21% |
$3.93K - $5.16K
|
206
$64.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 1.14% |
$3.29K - $4.32K
|
3.65K
$1.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
37+ 0.26% |
$2.97K - $3.89K
|
14.3K
$4.46M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
35New |
$2.81K - $3.68K
|
35
$10.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
35+ 1.1% |
$2.81K - $3.68K
|
3.2K
$997K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
34+ 44.74% |
$2.73K - $3.58K
|
110
$34.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
32New |
$2.57K - $3.37K
|
32
$9.96K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
27+ 337.5% |
$2.17K - $2.84K
|
35
$10.9K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
24+ 5.14% |
$1.93K - $2.53K
|
491
$153K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.77K - $2.32K
|
22
$6.85K
|