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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$6.54K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21New |
$1.69K - $2.21K
|
21
$6.54K
|
|
|
Nov 04, 2022
Q3 2022
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
21+ 0.45% |
$1.69K - $2.21K
|
4.66K
$1.45M
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
21+ 131.25% |
$1.69K - $2.21K
|
37
$11.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 2.11% |
$1.36K - $1.79K
|
823
$256K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 18.89% |
$1.36K - $1.79K
|
107
$33.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
16+ 5.95% |
$1.28K - $1.68K
|
285
$88.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
15+ 41.67% |
$1.2K - $1.58K
|
51
$15.9K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
15+ 60.0% |
$1.2K - $1.58K
|
40
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
8+ 8.0% |
$642 - $842
|
108
$33.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8+ 133.33% |
$642 - $842
|
14
$4.36K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
6+ 31.58% |
$482 - $632
|
25
$7.78K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4+ 200.0% |
$321 - $421
|
6
$1.87K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 80.0% |
$321 - $421
|
9
$2.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
2New |
$161 - $211
|
2
$623
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.08% |
$161 - $211
|
2.6K
$809K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1New |
$80.3 - $105
|
1
$311
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.15% |
$80.3 - $105
|
88
$27.4K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 20.0% |
$80.3 - $105
|
6
$1.87K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.14% |
$80.3 - $105
|
722
$225K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-6- 0.19% |
$482 - $632
|
3.1K
$965K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-6- 8.45% |
$482 - $632
|
65
$20.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7- 10.29% |
$562 - $737
|
61
$19K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 9.16% |
$963 - $1.26K
|
119
$37.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-18- 0.22% |
$1.45K - $1.89K
|
8.33K
$2.59M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-20- 3.03% |
$1.61K - $2.11K
|
640
$199K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-22- 61.11% |
$1.77K - $2.32K
|
14
$4.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
SELL
|
- |
-27- 6.85% |
$2.17K - $2.84K
|
367
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-28- 2.85% |
$2.25K - $2.95K
|
956
$298K
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-38- 0.59% |
$3.05K - $4K
|
6.46K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-45- 1.16% |
$3.61K - $4.74K
|
3.83K
$1.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-47- 1.68% |
$3.77K - $4.95K
|
2.76K
$858K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-53- 1.09% |
$4.25K - $5.58K
|
4.79K
$1.49M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-62- 2.44% |
$4.98K - $6.53K
|
2.48K
$772K
|
|
|
Oct 14, 2022
Q3 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-66- 0.98% |
$5.3K - $6.95K
|
6.69K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-67- 4.17% |
$5.38K - $7.05K
|
1.54K
$480K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-67- 1.96% |
$5.38K - $7.05K
|
3.34K
$1.04M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-73- 79.35% |
$5.86K - $7.68K
|
19
$5.92K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-74- 18.83% |
$5.94K - $7.79K
|
319
$99.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-83- 40.29% |
$6.66K - $8.74K
|
123
$38.3K
|
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-98- 0.64% |
$7.87K - $10.3K
|
15.3K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-102- 0.69% |
$8.19K - $10.7K
|
14.6K
$4.56M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-125- 26.43% |
$10K - $13.2K
|
348
$108K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-129- 0.48% |
$10.4K - $13.6K
|
26.8K
$8.35M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-137- 36.24% |
$11K - $14.4K
|
241
$75K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-139- 20.0% |
$11.2K - $14.6K
|
556
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-141- 0.53% |
$11.3K - $14.8K
|
26.4K
$8.22M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-188- 2.4% |
$15.1K - $19.8K
|
7.63K
$2.38M
|
|
|
Nov 02, 2022
Q3 2022
|
Kendall Capital Management
|
SELL
|
- |
-195- 2.27% |
$15.7K - $20.5K
|
8.4K
$2.61M
|