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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.06% |
$758 - $1.04K
|
9.27K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$632 - $867
|
5
$1.55K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 30.0% |
$379 - $520
|
13
$4.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3New |
$379 - $520
|
3
$929
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3New |
$379 - $520
|
3
$929
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$253 - $347
|
2
$619
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.43% |
$126 - $173
|
236
$73K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 3.45% |
$126 - $173
|
28
$8.67K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 7.14% |
$126 - $173
|
13
$4.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-2- 7.14% |
$253 - $347
|
26
$8.05K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-3- 0.1% |
$379 - $520
|
2.86K
$885K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4- 80.0% |
$506 - $694
|
1
$310
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-6- 0.14% |
$758 - $1.04K
|
4.29K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6- 30.0% |
$758 - $1.04K
|
14
$4.33K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7- 0.39% |
$885 - $1.21K
|
1.78K
$551K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-10- 0.17% |
$1.26K - $1.73K
|
6.04K
$1.87M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-15- 0.24% |
$1.9K - $2.6K
|
6.15K
$1.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 8.95% |
$2.15K - $2.95K
|
173
$53.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 52.94% |
$2.28K - $3.12K
|
16
$4.95K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-19- 0.25% |
$2.4K - $3.29K
|
7.71K
$2.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-22- 0.59% |
$2.78K - $3.82K
|
3.71K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-22- 0.96% |
$2.78K - $3.82K
|
2.26K
$699K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-26- 0.15% |
$3.29K - $4.51K
|
17.6K
$5.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-29- 0.3% |
$3.67K - $5.03K
|
9.8K
$3.03M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-36- 2.45% |
$4.55K - $6.24K
|
1.43K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-46- 1.38% |
$5.81K - $7.98K
|
3.28K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48- 2.47% |
$6.07K - $8.32K
|
1.89K
$586K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-62- 2.23% |
$7.84K - $10.8K
|
2.71K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-63- 0.28% |
$7.96K - $10.9K
|
22.8K
$7.04M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-69- 2.98% |
$8.72K - $12K
|
2.24K
$694K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-79- 50.32% |
$9.98K - $13.7K
|
78
$24.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-83- 1.15% |
$10.5K - $14.4K
|
7.12K
$2.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-88- 2.86% |
$11.1K - $15.3K
|
2.99K
$926K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-90- 76.27% |
$11.4K - $15.6K
|
28
$8.67K
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-115- 0.1% |
$14.5K - $19.9K
|
121K
$37.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120- 8.36% |
$15.2K - $20.8K
|
1.32K
$407K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-125- 1.49% |
$15.8K - $21.7K
|
8.25K
$2.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-127- 0.75% |
$16.1K - $22K
|
16.8K
$5.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-131- 0.51% |
$16.6K - $22.7K
|
25.4K
$7.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-131- 50.0% |
$16.6K - $22.7K
|
131
$40.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-131- 7.67% |
$16.6K - $22.7K
|
1.58K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-140- 3.24% |
$17.7K - $24.3K
|
4.19K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-165- 2.11% |
$20.9K - $28.6K
|
7.65K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-181- 7.34% |
$22.9K - $31.4K
|
2.29K
$708K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-198- 8.73% |
$25K - $34.3K
|
2.07K
$640K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 2.02% |
$25.3K - $34.7K
|
9.7K
$3M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-201- 6.05% |
$25.4K - $34.9K
|
3.12K
$967K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-210- 21.67% |
$26.5K - $36.4K
|
759
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-217- 6.12% |
$27.4K - $37.6K
|
3.33K
$1.03M
|