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 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-23- 0.03% |
$1.95K - $2.68K
|
78.1K
$24.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24- 0.02% |
$2.03K - $2.79K
|
150K
$46.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-28- 0.8% |
$2.37K - $3.26K
|
3.49K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-31- 83.78% |
$2.63K - $3.61K
|
6
$1.87K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-32- 0.98% |
$2.71K - $3.72K
|
3.24K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-35- 0.52% |
$2.97K - $4.07K
|
6.65K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Hgk Asset Management Inc
|
SELL
|
- |
-41- 0.78% |
$3.47K - $4.77K
|
5.21K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-41- 0.64% |
$3.47K - $4.77K
|
6.41K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-51- 5.33% |
$4.32K - $5.93K
|
905
$282K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-52- 31.52% |
$4.41K - $6.05K
|
113
$35.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Retirement Systems Of Alabama
|
SELL
|
- |
-52- 0.04% |
$4.41K - $6.05K
|
124K
$38.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-63- 2.14% |
$5.34K - $7.33K
|
2.89K
$899K
|
|
|
Jan 25, 2023
Q4 2022
|
Bridge City Capital, LLC
Lake Oswego, OR |
SELL
|
- |
-68- 0.69% |
$5.76K - $7.91K
|
9.77K
$3.04M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-70- 2.58% |
$5.93K - $8.14K
|
2.64K
$821K
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-76- 0.08% |
$6.44K - $8.84K
|
100K
$31.1M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86- 1.66% |
$7.29K - $10K
|
5.1K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-95Closed |
$8.05K - $11.1K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-107- 0.7% |
$9.07K - $12.4K
|
15.2K
$4.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Wright Investors Service Inc
|
SELL
|
- |
-109- 1.05% |
$9.23K - $12.7K
|
10.3K
$3.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-109- 31.32% |
$9.23K - $12.7K
|
239
$74.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-131- 1.33% |
$11.1K - $15.2K
|
9.73K
$3.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-151- 4.71% |
$12.8K - $17.6K
|
3.05K
$950K
|
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
SELL
|
- |
-172- 1.24% |
$14.6K - $20K
|
13.7K
$4.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-175- 0.83% |
$14.8K - $20.4K
|
20.8K
$6.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-222- 4.76% |
$18.8K - $25.8K
|
4.45K
$1.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-225- 31.16% |
$19.1K - $26.2K
|
497
$155K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-226- 10.6% |
$19.1K - $26.3K
|
1.91K
$594K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-251- 1.74% |
$21.3K - $29.2K
|
14.2K
$4.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Efg Asset Management (North America) Corp.
|
SELL
|
- |
-282- 3.26% |
$23.9K - $32.8K
|
8.37K
$2.61M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-288- 0.2% |
$24.4K - $33.5K
|
140K
$43.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-306- 83.38% |
$25.9K - $35.6K
|
61
$19K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-328- 6.05% |
$27.8K - $38.2K
|
5.1K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-362- 20.37% |
$30.7K - $42.1K
|
1.42K
$441K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-362- 4.03% |
$30.7K - $42.1K
|
8.63K
$2.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-370- 14.68% |
$31.3K - $43K
|
2.15K
$669K
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-371- 1.26% |
$31.4K - $43.2K
|
29K
$9.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-371- 1.26% |
$31.4K - $43.2K
|
29K
$9.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-386- 69.42% |
$32.7K - $44.9K
|
170
$52.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Kendall Capital Management
|
SELL
|
- |
-450- 5.36% |
$38.1K - $52.4K
|
7.95K
$2.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-454- 7.24% |
$38.5K - $52.8K
|
5.82K
$1.81M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-454- 2.24% |
$38.5K - $52.8K
|
19.8K
$6.17M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-458- 59.95% |
$38.8K - $53.3K
|
306
$95.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-460- 22.63% |
$39K - $53.5K
|
1.57K
$490K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-538- 3.28% |
$45.6K - $62.6K
|
15.8K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-538- 2.58% |
$45.6K - $62.6K
|
20.3K
$6.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
SELL
|
- |
-538- 4.88% |
$45.6K - $62.6K
|
10.5K
$3.27M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-574- 17.26% |
$48.6K - $66.8K
|
2.75K
$857K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618- 25.02% |
$52.4K - $71.9K
|
1.85K
$577K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-625- 2.7% |
$53K - $72.7K
|
22.5K
$7.01M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-625- 2.7% |
$53K - $72.7K
|
22.5K
$7.01M
|