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 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
212+ 9.37% |
$26.8K - $36.8K
|
2.47K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
201+ 5.09% |
$25.4K - $34.9K
|
4.15K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
172+ 0.37% |
$21.7K - $29.8K
|
46.3K
$14.4M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
164New |
$20.7K - $28.4K
|
164
$51.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
159New |
$20.1K - $27.6K
|
159
$49.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
BUY
|
- |
157+ 3.91% |
$19.8K - $27.2K
|
4.17K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
154New |
$19.5K - $26.7K
|
154
$47.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
143+ 0.03% |
$18.1K - $24.8K
|
418K
$130M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
130+ 4.91% |
$16.4K - $22.5K
|
2.78K
$865K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
121+ 1.8% |
$15.3K - $21K
|
6.85K
$2.13M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
118+ 4.09% |
$14.9K - $20.5K
|
3K
$935K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
113New |
$14.3K - $19.6K
|
113
$35.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
107New |
$13.5K - $18.6K
|
107
$33.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
102New |
$12.9K - $17.7K
|
102
$31.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
97New |
$12.3K - $16.8K
|
97
$30.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
96+ 22.54% |
$12.1K - $16.6K
|
522
$163K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
92+ 0.17% |
$11.6K - $16K
|
53.8K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
88New |
$11.1K - $15.3K
|
88
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
88+ 10.34% |
$11.1K - $15.3K
|
939
$292K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
84+ 700.0% |
$10.6K - $14.6K
|
96
$29.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
80+ 1.4% |
$10.1K - $13.9K
|
5.8K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
70+ 9.71% |
$8.85K - $12.1K
|
791
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
67+ 0.18% |
$8.47K - $11.6K
|
37.8K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
64+ 81.01% |
$8.09K - $11.1K
|
143
$44.5K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
59+ 0.71% |
$7.46K - $10.2K
|
8.39K
$2.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
56New |
$7.08K - $9.71K
|
56
$17.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
54New |
$6.83K - $9.36K
|
54
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 39.37% |
$6.32K - $8.67K
|
177
$55.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
50+ 2.8% |
$6.32K - $8.67K
|
1.83K
$571K
|
|
|
Jan 26, 2024
Q4 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
45+ 1.25% |
$5.69K - $7.8K
|
3.64K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
40New |
$5.06K - $6.94K
|
40
$12.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
40+ 0.42% |
$5.06K - $6.94K
|
9.58K
$2.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38+ 0.49% |
$4.8K - $6.59K
|
7.76K
$2.41M
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
BUY
|
- |
35+ 2.34% |
$4.42K - $6.07K
|
1.53K
$476K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33New |
$4.17K - $5.72K
|
33
$10.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
32New |
$4.04K - $5.55K
|
32
$9.96K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
32New |
$4.04K - $5.55K
|
32
$9.96K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 31.11% |
$3.54K - $4.86K
|
118
$36.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
28+ 31.11% |
$3.54K - $4.86K
|
118
$36.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
22+ 10.58% |
$2.78K - $3.82K
|
230
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 14.52% |
$2.28K - $3.12K
|
142
$44.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17+ 15.89% |
$2.15K - $2.95K
|
124
$38.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
16+ 0.72% |
$2.02K - $2.77K
|
2.24K
$698K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15+ 0.28% |
$1.9K - $2.6K
|
5.37K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
14New |
$1.77K - $2.43K
|
14
$4.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
13+ 0.97% |
$1.64K - $2.25K
|
1.35K
$421K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
10+ 26.32% |
$1.26K - $1.73K
|
48
$14.9K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10New |
$1.26K - $1.73K
|
10
$3.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 4.65% |
$1.26K - $1.73K
|
225
$70.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 3.85% |
$885 - $1.21K
|
189
$58.8K
|