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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.16K- 5.47% |
$136K - $169K
|
20K
$5.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.17K- 18.81% |
$138K - $170K
|
5.03K
$1.39M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 6.47% |
$138K - $171K
|
16.9K
$4.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.2K- 10.84% |
$141K - $174K
|
9.83K
$2.71M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.21K- 37.79% |
$143K - $177K
|
1.99K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.22K- 57.63% |
$144K - $178K
|
897
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.23KClosed |
$145K - $179K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-1.27K- 16.78% |
$149K - $185K
|
6.28K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 0.5% |
$166K - $206K
|
278K
$76.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.46K- 4.69% |
$172K - $213K
|
29.6K
$8.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.58K- 28.41% |
$186K - $230K
|
3.97K
$1.1M
|
|
|
Dec 19, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.65K- 6.07% |
$195K - $241K
|
25.5K
$7.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.65K- 6.07% |
$195K - $241K
|
25.5K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.7K- 2.1% |
$201K - $248K
|
79.3K
$21.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Ausbil Investment Management LTD
Sydney, C3 |
SELL
|
- |
-1.72K- 20.99% |
$203K - $251K
|
6.48K
$1.79M
|
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.78K- 45.71% |
$210K - $260K
|
2.11K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-1.84K- 33.91% |
$217K - $268K
|
3.58K
$989K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.92K- 18.28% |
$226K - $280K
|
8.57K
$2.37M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.93K- 8.81% |
$228K - $282K
|
20K
$5.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.94K- 1.58% |
$229K - $283K
|
121K
$33.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.97K- 57.1% |
$233K - $288K
|
1.48K
$409K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.07K- 67.43% |
$244K - $302K
|
998
$276K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.08K- 27.79% |
$246K - $304K
|
5.41K
$1.49M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.3K- 7.51% |
$271K - $335K
|
28.3K
$7.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.36K- 37.83% |
$279K - $345K
|
3.88K
$1.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.64K- 46.73% |
$312K - $386K
|
3.01K
$832K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-2.81K- 0.39% |
$332K - $410K
|
723K
$200M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-2.88K- 20.1% |
$340K - $420K
|
11.4K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-2.9K- 8.73% |
$342K - $423K
|
30.3K
$8.37M
|
|
|
Oct 18, 2024
Q3 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-2.9K- 52.09% |
$343K - $424K
|
2.67K
$737K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.91K- 19.11% |
$344K - $425K
|
12.3K
$3.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-2.92K- 11.38% |
$345K - $426K
|
22.7K
$6.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-3.31K- 16.0% |
$390K - $483K
|
17.4K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.44K- 30.24% |
$406K - $502K
|
7.93K
$2.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.85K- 2.9% |
$454K - $561K
|
129K
$35.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-4K- 0.61% |
$472K - $584K
|
657K
$181M
|
|
|
Nov 13, 2023
Q3 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-4.03K- 56.36% |
$476K - $588K
|
3.12K
$861K
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-4.06K- 26.58% |
$479K - $592K
|
11.2K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-4.09K- 9.16% |
$482K - $596K
|
40.5K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.1K- 7.7% |
$484K - $598K
|
49.1K
$13.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.27K- 56.87% |
$504K - $623K
|
3.23K
$893K
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.59K- 32.59% |
$542K - $670K
|
9.5K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-4.63K- 51.6% |
$547K - $676K
|
4.34K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.87K- 4.54% |
$574K - $710K
|
102K
$28.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-5K- 19.23% |
$590K - $730K
|
21K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.22K- 6.26% |
$616K - $761K
|
78.1K
$21.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-5.31K- 24.1% |
$627K - $775K
|
16.7K
$4.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.42K- 8.83% |
$640K - $791K
|
56K
$15.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Peregrine Capital Management LLC
|
SELL
|
- |
-5.64K- 5.98% |
$666K - $824K
|
88.7K
$24.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.97K- 99.87% |
$705K - $871K
|
8
$2.21K
|