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
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.99K- 6.05% |
$707K - $874K
|
92.9K
$26.3M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-6.1K- 91.9% |
$720K - $891K
|
538
$152K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.3K- 4.89% |
$744K - $920K
|
122K
$34.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Ceredex Value Advisors LLC
|
SELL
|
- |
-6.65K- 7.6% |
$785K - $971K
|
80.8K
$22.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-6.95K- 15.39% |
$820K - $1.01M
|
38.2K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.13K- 6.37% |
$842K - $1.04M
|
105K
$29.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.25K- 2.6% |
$855K - $1.06M
|
272K
$76.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.29K- 60.21% |
$861K - $1.06M
|
4.82K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.56K- 15.85% |
$892K - $1.1M
|
40.1K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.2K- 3.15% |
$968K - $1.2M
|
252K
$71.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-8.57K- 29.04% |
$1.01M - $1.25M
|
20.9K
$5.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-8.8K- 40.74% |
$1.04M - $1.28M
|
12.8K
$3.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-10K- 58.61% |
$1.18M - $1.46M
|
7.06K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-10.3K- 8.92% |
$1.21M - $1.5M
|
105K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10.4K- 36.11% |
$1.23M - $1.52M
|
18.4K
$5.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.1K- 50.04% |
$1.31M - $1.62M
|
11.1K
$3.13M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-11.2K- 11.26% |
$1.32M - $1.64M
|
88.3K
$25M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11.4K- 36.64% |
$1.34M - $1.66M
|
19.6K
$5.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Royce & Associates LP
|
SELL
|
- |
-11.4K- 11.53% |
$1.35M - $1.67M
|
87.8K
$24.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-11.6K- 3.36% |
$1.36M - $1.69M
|
332K
$93.9M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-12.4K- 9.95% |
$1.46M - $1.81M
|
112K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-13K- 34.35% |
$1.53M - $1.89M
|
24.8K
$7.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-13.4K- 11.02% |
$1.58M - $1.95M
|
108K
$30.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-14.4K- 37.6% |
$1.7M - $2.1M
|
23.9K
$6.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15.7K- 11.25% |
$1.85M - $2.29M
|
124K
$34.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.1K- 9.93% |
$1.9M - $2.35M
|
146K
$41.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-17.3K- 29.24% |
$2.04M - $2.52M
|
41.8K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-18.9K- 45.05% |
$2.23M - $2.76M
|
23K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-19.8K- 46.61% |
$2.33M - $2.88M
|
22.6K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-21.2K- 5.54% |
$2.5M - $3.1M
|
361K
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-21.7K- 14.7% |
$2.56M - $3.17M
|
126K
$35.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Nitorum Capital, L.P.
New York, NY |
SELL
|
- |
-26.4K- 13.19% |
$3.11M - $3.85M
|
173K
$49M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-30.3K- 30.45% |
$3.58M - $4.43M
|
69.3K
$19.6M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-33.3K- 11.84% |
$3.93M - $4.86M
|
248K
$70.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Bernzott Capital Advisors
|
SELL
|
- |
-35.5K- 36.69% |
$4.2M - $5.19M
|
61.3K
$17.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-38.7K- 21.82% |
$4.56M - $5.64M
|
138K
$39.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-43.9K- 47.13% |
$5.18M - $6.4M
|
49.2K
$13.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-47.8K- 90.06% |
$5.64M - $6.97M
|
5.27K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.9K- 1.89% |
$7.2M - $8.9M
|
3.17M
$895M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68.1K- 87.58% |
$8.05M - $9.95M
|
9.67K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-81.5K- 25.29% |
$9.63M - $11.9M
|
241K
$68.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-94.8K- 23.16% |
$11.2M - $13.8M
|
315K
$88.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-147K- 68.65% |
$17.3M - $21.4M
|
67K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-154K- 48.91% |
$18.2M - $22.5M
|
161K
$45.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-209K- 13.09% |
$24.6M - $30.4M
|
1.39M
$391M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-326K- 7.86% |
$38.4M - $47.5M
|
3.82M
$1.08B
|
|
|
Nov 13, 2023
Q3 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-328K- 35.51% |
$38.7M - $47.8M
|
595K
$168M
|
|
|
Nov 13, 2023
Q3 2023
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-390KClosed |
$46.1M - $57M
|
0
$0
|