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 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.19KNew |
$150K - $206K
|
1.19K
$368K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.17KNew |
$148K - $203K
|
1.17K
$362K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.08KNew |
$136K - $187K
|
1.08K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.07KNew |
$135K - $185K
|
1.07K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.01K+ 43.38% |
$128K - $176K
|
3.35K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.01K+ 2.84% |
$128K - $175K
|
36.6K
$11.3M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
976+ 1.13% |
$123K - $169K
|
87.5K
$27.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
805+ 7.17% |
$102K - $140K
|
12K
$3.73M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
701+ 15.09% |
$88.6K - $122K
|
5.35K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
699New |
$88.3K - $121K
|
699
$216K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
644+ 12.21% |
$81.4K - $112K
|
5.92K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
639New |
$80.8K - $111K
|
639
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
628+ 4.5% |
$79.4K - $109K
|
14.6K
$4.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
624+ 0.43% |
$78.9K - $108K
|
147K
$45.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
605+ 16.04% |
$76.5K - $105K
|
4.38K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
602+ 40.13% |
$76.1K - $104K
|
2.1K
$651K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
589+ 8.34% |
$74.4K - $102K
|
7.65K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
588+ 10.64% |
$74.3K - $102K
|
6.11K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
584+ 3.55% |
$73.8K - $101K
|
17.1K
$5.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
550+ 16.3% |
$69.5K - $95.4K
|
3.92K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Tremblant Capital Group
Stamford, CT |
BUY
|
- |
536+ 17.48% |
$67.7K - $92.9K
|
3.6K
$1.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
518+ 7.21% |
$65.5K - $89.8K
|
7.7K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
497+ 12.92% |
$62.8K - $86.2K
|
4.35K
$1.34M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
467+ 0.15% |
$59K - $81K
|
306K
$94.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
465+ 1.8% |
$58.8K - $80.6K
|
26.3K
$8.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
452+ 3.49% |
$57.1K - $78.4K
|
13.4K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
441+ 12.12% |
$55.7K - $76.5K
|
4.08K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
438New |
$55.4K - $76K
|
438
$136K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
414+ 20.87% |
$52.3K - $71.8K
|
2.4K
$742K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
402+ 1.41% |
$50.8K - $69.7K
|
29K
$8.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
398+ 3.48% |
$50.3K - $69K
|
11.8K
$3.66M
|
|
|
Oct 07, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
387+ 6.38% |
$48.9K - $67.1K
|
6.45K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
387+ 6.38% |
$48.9K - $67.1K
|
6.45K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
369+ 13.13% |
$46.6K - $64K
|
3.18K
$984K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
368+ 7.61% |
$46.5K - $63.8K
|
5.2K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
337+ 4.0% |
$42.6K - $58.4K
|
8.77K
$2.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
336+ 1.13% |
$42.5K - $58.3K
|
29.9K
$9.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
322+ 2.31% |
$40.7K - $55.8K
|
14.3K
$4.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
319+ 15.9% |
$40.3K - $55.3K
|
2.33K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
315+ 7.21% |
$39.8K - $54.6K
|
4.69K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
315New |
$39.8K - $54.6K
|
315
$97.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
306+ 2.64% |
$38.7K - $53.1K
|
11.9K
$3.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Legato Capital Management LLC
|
BUY
|
- |
297+ 1.5% |
$37.5K - $51.5K
|
20.1K
$6.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
280+ 85.63% |
$35.4K - $48.6K
|
607
$188K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
278+ 9.78% |
$35.1K - $48.2K
|
3.12K
$966K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
271+ 156.65% |
$34.3K - $47K
|
444
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
247+ 5.91% |
$31.2K - $42.8K
|
4.43K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
233+ 1.56% |
$29.4K - $40.4K
|
15.2K
$4.7M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
223New |
$28.2K - $38.7K
|
223
$69K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
215+ 19.72% |
$27.2K - $37.3K
|
1.31K
$404K
|