Purchases and Sales Made in Q4 2023 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.19M+ 842.42% |
$150M - $206M
|
1.33M
$369M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
542KNew |
$68.5M - $94M
|
542K
$151M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
489K+ 60.86% |
$61.8M - $84.7M
|
1.29M
$359M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
393KNew |
$49.7M - $68.2M
|
393K
$109M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
233K+ 175.86% |
$29.5M - $40.5M
|
366K
$102M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
166KNew |
$21M - $28.8M
|
166K
$46.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
165K+ 11.08% |
$20.9M - $28.7M
|
1.66M
$461M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
128K+ 19.53% |
$16.2M - $22.3M
|
786K
$218M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
118KNew |
$14.9M - $20.4M
|
118K
$32.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 19.6% |
$13.7M - $18.7M
|
660K
$183M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
106KNew |
$13.4M - $18.3M
|
106K
$29.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
86.7KNew |
$11M - $15M
|
86.7K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
79.4KNew |
$10M - $13.8M
|
79.4K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
78.5K+ 195.48% |
$9.93M - $13.6M
|
119K
$33M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
74.3K+ 26.53% |
$9.39M - $12.9M
|
354K
$98.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Global Alpha Capital Management Ltd.
|
BUY
|
- |
66.3KNew |
$8.38M - $11.5M
|
66.3K
$18.4M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
39.1KNew |
$4.94M - $6.77M
|
39.1K
$10.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
39.1K+ 18.58% |
$4.94M - $6.77M
|
249K
$69.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
31K+ 38.11% |
$3.92M - $5.38M
|
112K
$31.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
28.6K+ 9.09% |
$3.62M - $4.96M
|
343K
$95.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 30.1% |
$3.54M - $4.86M
|
121K
$33.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.8K+ 50.79% |
$3M - $4.12M
|
70.6K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
22.8K+ 0.72% |
$2.88M - $3.96M
|
3.19M
$887M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Global Investors LLC
Solana Beach, CA |
BUY
|
- |
21.2KNew |
$2.68M - $3.67M
|
21.2K
$5.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
21.1KNew |
$2.67M - $3.66M
|
21.1K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
21.1K+ 35.48% |
$2.66M - $3.65M
|
80.4K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
18.5K+ 80.54% |
$2.34M - $3.22M
|
41.6K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Royce & Associates LP
|
BUY
|
- |
17.1K+ 19.51% |
$2.17M - $2.97M
|
105K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.8K+ 206.38% |
$1.99M - $2.73M
|
23.4K
$6.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.3K+ 68.12% |
$1.93M - $2.65M
|
37.7K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13.3K+ 2.27% |
$1.69M - $2.31M
|
600K
$167M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
13.3KNew |
$1.68M - $2.3M
|
13.3K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
13.3KNew |
$1.68M - $2.3M
|
13.3K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
12K+ 66.73% |
$1.51M - $2.08M
|
29.9K
$8.31M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
11.7K+ 1.12% |
$1.47M - $2.02M
|
1.06M
$294M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11.5K+ 10.95% |
$1.45M - $1.99M
|
116K
$32.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
10.9KNew |
$1.38M - $1.89M
|
10.9K
$3.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
10.8K+ 8.74% |
$1.37M - $1.87M
|
134K
$37.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
10.6K+ 37.62% |
$1.35M - $1.85M
|
38.9K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Qsv Equity Investors LLC
Naperville, IL |
BUY
|
- |
9.82KNew |
$1.24M - $1.7M
|
9.82K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Prana Capital Management, LP
Greenwich, CT |
BUY
|
- |
9.29K+ 210.75% |
$1.17M - $1.61M
|
13.7K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
9.26KNew |
$1.17M - $1.6M
|
9.26K
$2.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
9.21K+ 33.32% |
$1.16M - $1.6M
|
36.8K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
7.45K+ 2.98% |
$941K - $1.29M
|
257K
$71.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
7.3KNew |
$923K - $1.27M
|
7.3K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.17KNew |
$906K - $1.24M
|
7.17K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
7.16K+ 9.02% |
$905K - $1.24M
|
86.5K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.34K+ 6.82% |
$801K - $1.1M
|
99.3K
$27.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
5.02KNew |
$634K - $870K
|
5.02K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
4.99K+ 16.37% |
$631K - $866K
|
35.5K
$9.86M
|