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 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
481+ 2.41% |
$62K - $78.5K
|
20.4K
$5.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
467+ 18.27% |
$60.2K - $76.2K
|
3.02K
$860K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
441+ 25.54% |
$56.9K - $72K
|
2.17K
$617K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
428New |
$55.2K - $69.8K
|
428
$122K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
404+ 1.84% |
$52.1K - $65.9K
|
22.3K
$6.36M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
400+ 23.32% |
$51.6K - $65.3K
|
2.12K
$602K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
399+ 49.38% |
$51.5K - $65.1K
|
1.21K
$344K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
362+ 3.5% |
$46.7K - $59.1K
|
10.7K
$3.05M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
321+ 68.01% |
$41.4K - $52.4K
|
793
$226K
|
|
|
Feb 02, 2022
Q4 2021
|
O'Shares Investment Advisers, LLC
|
BUY
|
- |
313+ 3.15% |
$40.4K - $51.1K
|
10.3K
$2.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
312+ 1.54% |
$40.2K - $50.9K
|
20.5K
$5.84M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
305+ 5.1% |
$39.3K - $49.8K
|
6.29K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
276New |
$35.6K - $45K
|
276
$78.6K
|
|
|
Jul 20, 2022
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
275New |
$35.5K - $44.9K
|
275
$78.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
272New |
$35.1K - $44.4K
|
272
$77.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
250+ 13.51% |
$32.2K - $40.8K
|
2.1K
$598K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
246+ 75.46% |
$31.7K - $40.1K
|
572
$163K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
235+ 1.84% |
$30.3K - $38.3K
|
13K
$3.71M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
229+ 17.06% |
$29.5K - $37.4K
|
1.57K
$447K
|
|
|
Jan 24, 2022
Q4 2021
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
222+ 2.73% |
$28.6K - $36.2K
|
8.35K
$2.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
206+ 22.59% |
$26.6K - $33.6K
|
1.12K
$318K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
190+ 3.68% |
$24.5K - $31K
|
5.36K
$1.53M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
186New |
$24K - $30.4K
|
186
$52.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
186+ 7.52% |
$24K - $30.4K
|
2.66K
$757K
|
|
|
Feb 14, 2022
Q4 2021
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
180+ 4.63% |
$23.2K - $29.4K
|
4.07K
$1.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
179New |
$23.1K - $29.2K
|
179
$51K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
165+ 87.3% |
$21.3K - $26.9K
|
354
$101K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
132+ 5.28% |
$17K - $21.5K
|
2.63K
$749K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
127+ 5.98% |
$16.4K - $20.7K
|
2.25K
$640K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
BUY
|
- |
127+ 6.87% |
$16.4K - $20.7K
|
1.98K
$562K
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
123+ 10.77% |
$15.9K - $20.1K
|
1.27K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
106New |
$13.7K - $17.3K
|
106
$30.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
106+ 1.98% |
$13.7K - $17.3K
|
5.46K
$1.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
105+ 5.29% |
$13.5K - $17.1K
|
2.09K
$595K
|
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
100+ 2.28% |
$12.9K - $16.3K
|
4.48K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
82+ 14.86% |
$10.6K - $13.4K
|
634
$180K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 155.32% |
$9.41K - $11.9K
|
120
$34.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
64+ 12.08% |
$8.25K - $10.4K
|
594
$169K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
52New |
$6.71K - $8.49K
|
52
$14.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
50New |
$6.45K - $8.16K
|
50
$14.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
46+ 92.0% |
$5.93K - $7.51K
|
96
$27.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
46+ 1.66% |
$5.93K - $7.51K
|
2.81K
$800K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
38New |
$4.9K - $6.2K
|
38
$10.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
36+ 0.53% |
$4.64K - $5.87K
|
6.82K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
29+ 1.62% |
$3.74K - $4.73K
|
1.82K
$517K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18New |
$2.32K - $2.94K
|
18
$5.12K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
16New |
$2.06K - $2.61K
|
16
$4.55K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14New |
$1.81K - $2.28K
|
14
$3.98K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
13+ 3.39% |
$1.68K - $2.12K
|
397
$113K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8New |
$1.03K - $1.31K
|
8
$2.28K
|