Purchases and Sales Made in Q4 2021 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.22KNew |
$286K - $362K
|
2.22K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
2.18KNew |
$281K - $356K
|
2.18K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.14KNew |
$276K - $350K
|
2.14K
$624K
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.03K+ 19.38% |
$261K - $331K
|
12.5K
$3.63M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.94KNew |
$250K - $317K
|
1.94K
$566K
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.94KNew |
$250K - $316K
|
1.94K
$564K
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.79K+ 61.3% |
$230K - $291K
|
4.7K
$1.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.77K+ 61.03% |
$228K - $289K
|
4.67K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.75KNew |
$225K - $285K
|
1.75K
$508K
|
|
|
Feb 09, 2022
Q4 2021
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.68KNew |
$217K - $274K
|
1.68K
$489K
|
|
|
Feb 08, 2022
Q4 2021
|
Versor Investments LP
|
BUY
|
- |
1.6KNew |
$207K - $261K
|
1.6K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.6KNew |
$206K - $261K
|
1.6K
$466K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.6K+ 39.38% |
$206K - $260K
|
5.65K
$1.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.51K+ 8.1% |
$194K - $246K
|
20.1K
$5.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
1.47K+ 90.27% |
$189K - $239K
|
3.09K
$900K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.45KNew |
$187K - $237K
|
1.45K
$423K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
1.45KNew |
$186K - $236K
|
1.45K
$421K
|
|
|
Jan 28, 2022
Q4 2021
|
Kendall Capital Management
|
BUY
|
- |
1.34K+ 24.95% |
$173K - $219K
|
6.71K
$1.95M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.3K+ 2.62% |
$167K - $212K
|
50.8K
$14.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.28K+ 24.52% |
$164K - $208K
|
6.48K
$1.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.24K+ 29.98% |
$160K - $203K
|
5.39K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.23K+ 6.17% |
$158K - $200K
|
21.1K
$6.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.21K+ 1.78% |
$156K - $197K
|
69.1K
$20.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.16K+ 26.94% |
$149K - $189K
|
5.45K
$1.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.1K+ 0.26% |
$141K - $179K
|
430K
$125M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.04K+ 54.74% |
$134K - $170K
|
2.94K
$856K
|
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1K+ 2.1% |
$129K - $163K
|
48.6K
$14.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
994+ 14.97% |
$128K - $162K
|
7.63K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
944+ 61.54% |
$122K - $154K
|
2.48K
$722K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
904+ 12.71% |
$117K - $148K
|
8.02K
$2.34M
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
868+ 20.34% |
$112K - $142K
|
5.14K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
823+ 0.44% |
$106K - $134K
|
186K
$54.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
790+ 14.48% |
$102K - $129K
|
6.24K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
788+ 5.14% |
$102K - $129K
|
16.1K
$4.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Pro Share Advisors LLC
|
BUY
|
- |
780+ 28.4% |
$101K - $127K
|
3.53K
$1.03M
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
747+ 168.24% |
$96.3K - $122K
|
1.19K
$347K
|
|
|
Feb 14, 2022
Q4 2021
|
Union Investments & Development Ltd.
|
BUY
|
- |
700New |
$90.3K - $114K
|
700
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
693+ 21.52% |
$89.4K - $113K
|
3.91K
$1.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
680+ 39.1% |
$87.7K - $111K
|
2.42K
$705K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
633New |
$81.6K - $103K
|
633
$184K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
605+ 2.74% |
$78K - $98.7K
|
22.7K
$6.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
599+ 28.31% |
$77.2K - $97.7K
|
2.72K
$791K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
583New |
$75.2K - $95.1K
|
583
$170K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
567+ 20.99% |
$73.1K - $92.5K
|
3.27K
$952K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
532+ 3.45% |
$68.6K - $86.8K
|
16K
$4.65M
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
511+ 7.92% |
$65.9K - $83.4K
|
6.96K
$2.03M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
511+ 7.92% |
$65.9K - $83.4K
|
6.96K
$2.03M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
492+ 9.84% |
$63.4K - $80.3K
|
5.49K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
492+ 9.84% |
$63.4K - $80.3K
|
5.49K
$1.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
491+ 4.77% |
$63.3K - $80.1K
|
10.8K
$3.14M
|