Purchases and Sales Made in Q3 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q3 2023. 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 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.7KNew |
$673K - $832K
|
5.7K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
5K+ 0.34% |
$591K - $730K
|
1.49M
$412M
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4.37KNew |
$516K - $638K
|
4.37K
$1.21M
|
|
|
Oct 31, 2023
Q3 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
4.16K+ 19.9% |
$491K - $607K
|
25.1K
$6.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.02KNew |
$475K - $587K
|
4.02K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
3.95KNew |
$466K - $576K
|
3.95K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.91K+ 8.01% |
$462K - $571K
|
52.8K
$14.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.83K+ 14.42% |
$452K - $559K
|
30.4K
$8.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.76K+ 15.17% |
$444K - $549K
|
28.6K
$7.89M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.62K+ 208.35% |
$427K - $528K
|
5.36K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Ariel Investments, LLC
Chicago, IL |
BUY
|
- |
3.48K+ 2.16% |
$411K - $508K
|
165K
$45.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
3.41K+ 128.73% |
$402K - $497K
|
6.05K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
3.31K+ 2.75% |
$391K - $483K
|
124K
$34.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
3.3KNew |
$390K - $482K
|
3.3K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.04KNew |
$358K - $443K
|
3.04K
$838K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.93KNew |
$345K - $427K
|
2.93K
$808K
|
|
|
Nov 02, 2023
Q3 2023
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
2.86K+ 3.69% |
$337K - $417K
|
80.2K
$22.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.84KNew |
$336K - $415K
|
2.84K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.81KNew |
$332K - $410K
|
2.81K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
2.67KNew |
$315K - $390K
|
2.67K
$737K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.62K+ 5.57% |
$310K - $383K
|
49.7K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
2.57K+ 11.8% |
$303K - $375K
|
24.3K
$6.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.4K+ 67.75% |
$284K - $351K
|
5.95K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
2.36K+ 60.84% |
$279K - $345K
|
6.24K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.33K+ 4.53% |
$275K - $340K
|
53.7K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
2.32KNew |
$273K - $338K
|
2.32K
$640K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
2.09K+ 8.79% |
$247K - $305K
|
25.9K
$7.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.02K+ 4.51% |
$238K - $295K
|
46.8K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.98KNew |
$234K - $290K
|
1.98K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.98K+ 59.15% |
$234K - $289K
|
5.33K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.81K+ 6.27% |
$213K - $263K
|
30.6K
$8.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.79KNew |
$211K - $261K
|
1.79K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.72K+ 5.06% |
$203K - $250K
|
35.6K
$9.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.61KNew |
$189K - $234K
|
1.61K
$443K
|
|
|
Oct 18, 2023
Q3 2023
|
Oak Thistle LLC
|
BUY
|
- |
1.6KNew |
$189K - $234K
|
1.6K
$442K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.59KNew |
$188K - $232K
|
1.59K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.5KNew |
$177K - $219K
|
1.5K
$414K
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
1.49KNew |
$176K - $218K
|
1.49K
$412K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.46K+ 115.29% |
$173K - $214K
|
2.73K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.46KNew |
$172K - $213K
|
1.46K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
1.46KNew |
$172K - $212K
|
1.46K
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
1.4K+ 59.05% |
$165K - $204K
|
3.77K
$1.04M
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.39KNew |
$164K - $202K
|
1.39K
$383K
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
1.35K+ 0.13% |
$159K - $197K
|
1.07M
$296M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.34K+ 16.07% |
$158K - $196K
|
9.69K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.28K+ 60.82% |
$151K - $186K
|
3.37K
$932K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.23K+ 4.43% |
$146K - $180K
|
29.1K
$8.04M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.23K+ 6.06% |
$145K - $179K
|
21.4K
$5.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.14K+ 25.86% |
$134K - $166K
|
5.53K
$1.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
1.12K+ 41.0% |
$133K - $164K
|
3.86K
$1.07M
|