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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
31New |
$3.66K - $4.53K
|
31
$8.56K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
29+ 1.73% |
$3.42K - $4.23K
|
1.71K
$472K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 45.16% |
$3.31K - $4.09K
|
90
$24.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 45.16% |
$3.31K - $4.09K
|
90
$24.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
27New |
$3.19K - $3.94K
|
27
$7.46K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$3.07K - $3.8K
|
26
$7.18K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
23+ 2.78% |
$2.72K - $3.36K
|
851
$235K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22New |
$2.6K - $3.21K
|
22
$6.08K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21+ 20.39% |
$2.48K - $3.07K
|
124
$34.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17+ 0.41% |
$2.01K - $2.48K
|
4.13K
$1.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
17+ 1.17% |
$2.01K - $2.48K
|
1.47K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
17+ 1.79% |
$2.01K - $2.48K
|
969
$268K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
16+ 72.73% |
$1.89K - $2.34K
|
38
$10.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14+ 0.7% |
$1.65K - $2.04K
|
2.01K
$554K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
7New |
$826 - $1.02K
|
7
$1.93K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7+ 7.0% |
$826 - $1.02K
|
107
$29.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 26.09% |
$708 - $876
|
29
$8.01K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$708 - $876
|
6
$1.66K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.05% |
$590 - $730
|
10.8K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$472 - $584
|
1.34K
$369K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$472 - $584
|
1.34K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.14% |
$472 - $584
|
2.89K
$797K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3+ 0.12% |
$354 - $438
|
2.47K
$681K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$236 - $292
|
2
$552
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2New |
$236 - $292
|
2
$552
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.69% |
$118 - $146
|
14
$3.87K
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1+ 0.06% |
$118 - $146
|
1.78K
$493K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-1- 0.01% |
$118 - $146
|
17.7K
$4.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1- 5.88% |
$118 - $146
|
16
$4.42K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-5- 2.35% |
$590 - $730
|
208
$57.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 5.17% |
$708 - $876
|
110
$30.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-6- 0.17% |
$708 - $876
|
3.59K
$991K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7- 7.45% |
$826 - $1.02K
|
87
$24K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-9- 0.31% |
$1.06K - $1.31K
|
2.86K
$791K
|
|
|
Oct 20, 2023
Q3 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-10- 0.23% |
$1.18K - $1.46K
|
4.33K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-10- 0.15% |
$1.18K - $1.46K
|
6.66K
$1.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-14- 41.18% |
$1.65K - $2.04K
|
20
$5.52K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18- 60.0% |
$2.13K - $2.63K
|
12
$3.31K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-20- 0.6% |
$2.36K - $2.92K
|
3.33K
$919K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 5.83% |
$2.36K - $2.92K
|
323
$89.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-21- 18.1% |
$2.48K - $3.07K
|
95
$26.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23- 0.69% |
$2.72K - $3.36K
|
3.32K
$918K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-25- 0.93% |
$2.95K - $3.65K
|
2.65K
$732K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-31- 0.87% |
$3.66K - $4.53K
|
3.55K
$980K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-37- 0.85% |
$4.37K - $5.4K
|
4.29K
$1.19M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-45- 6.84% |
$5.31K - $6.57K
|
613
$169K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-45- 84.91% |
$5.31K - $6.57K
|
8
$2.21K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-51- 2.19% |
$6.02K - $7.44K
|
2.28K
$630K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-53- 19.78% |
$6.26K - $7.74K
|
215
$59.4K
|