Purchases and Sales Made in Q4 2022 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.1KNew |
$178K - $244K
|
2.1K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.08KNew |
$176K - $241K
|
2.08K
$639K
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2KNew |
$169K - $233K
|
2K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.97K+ 11.64% |
$167K - $229K
|
18.9K
$5.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.94KNew |
$165K - $226K
|
1.94K
$598K
|
|
|
Feb 13, 2023
Q4 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
1.94K+ 20.36% |
$164K - $225K
|
11.4K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.91KNew |
$162K - $222K
|
1.91K
$589K
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
1.89KNew |
$160K - $219K
|
1.89K
$581K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.88KNew |
$159K - $219K
|
1.88K
$579K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.84KNew |
$156K - $215K
|
1.84K
$568K
|
|
|
Feb 13, 2023
Q4 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.8K+ 12.58% |
$152K - $209K
|
16.1K
$4.95M
|
|
|
Feb 06, 2023
Q4 2022
|
Los Angeles Capital Management LLC
|
BUY
|
- |
1.78K+ 25.21% |
$151K - $207K
|
8.84K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.76K+ 26.12% |
$149K - $205K
|
8.5K
$2.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.71K+ 17.31% |
$145K - $199K
|
11.6K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.66K+ 11.46% |
$140K - $193K
|
16.1K
$4.96M
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.61K+ 38.0% |
$136K - $187K
|
5.85K
$1.8M
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.3K+ 15.08% |
$110K - $151K
|
9.92K
$3.06M
|
|
|
Jan 19, 2023
Q4 2022
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
1.21KNew |
$102K - $140K
|
1.21K
$372K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.03KNew |
$87.2K - $120K
|
1.03K
$317K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
787+ 382.04% |
$66.7K - $91.6K
|
993
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
674+ 27.37% |
$57.1K - $78.4K
|
3.14K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
627+ 18.76% |
$53.1K - $73K
|
3.97K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
614New |
$52K - $71.4K
|
614
$189K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
589+ 16.13% |
$49.9K - $68.5K
|
4.24K
$1.31M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
587+ 2.68% |
$49.7K - $68.3K
|
22.5K
$6.94M
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
BUY
|
- |
489+ 11.48% |
$41.4K - $56.9K
|
4.75K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
486+ 48.21% |
$41.2K - $56.5K
|
1.49K
$460K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
BUY
|
- |
476New |
$40.3K - $55.4K
|
476
$147K
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
422+ 1.46% |
$35.8K - $49.1K
|
29.4K
$9.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
408+ 318.75% |
$34.6K - $47.5K
|
536
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
399+ 10.19% |
$33.8K - $46.4K
|
4.31K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
375+ 3.25% |
$31.8K - $43.6K
|
11.9K
$3.67M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
337New |
$28.6K - $39.2K
|
337
$104K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
327New |
$27.7K - $38K
|
327
$101K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
326+ 7.98% |
$27.6K - $37.9K
|
4.41K
$1.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
319+ 9.51% |
$27K - $37.1K
|
3.67K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
297+ 3.26% |
$25.2K - $34.6K
|
9.41K
$2.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
272+ 136.68% |
$23K - $31.6K
|
471
$145K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
242+ 20.12% |
$20.5K - $28.2K
|
1.45K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
224+ 1.3% |
$19K - $26.1K
|
17.5K
$5.38M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
211+ 62.24% |
$17.9K - $24.5K
|
550
$169K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
202+ 63.32% |
$17.1K - $23.5K
|
521
$161K
|
|
|
Feb 14, 2023
Q4 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
196+ 0.1% |
$16.6K - $22.8K
|
190K
$58.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
171New |
$14.5K - $19.9K
|
171
$52.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
168+ 69.71% |
$14.2K - $19.5K
|
409
$126K
|
|
|
Jan 25, 2023
Q4 2022
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
145+ 0.56% |
$12.3K - $16.9K
|
26.2K
$8.06M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
128+ 250.98% |
$10.8K - $14.9K
|
179
$55.1K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
114+ 4.39% |
$9.66K - $13.3K
|
2.71K
$835K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
109New |
$9.23K - $12.7K
|
109
$33.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
109+ 178.69% |
$9.23K - $12.7K
|
170
$52.4K
|