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 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-201- 6.05% |
$25.4K - $34.9K
|
3.12K
$841K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-210- 21.67% |
$26.5K - $36.4K
|
759
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-217- 6.12% |
$27.4K - $37.6K
|
3.33K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-230- 4.35% |
$29.1K - $39.9K
|
5.06K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-234- 7.71% |
$29.6K - $40.6K
|
2.8K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-235- 13.34% |
$29.7K - $40.8K
|
1.53K
$411K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-248- 4.59% |
$31.3K - $43K
|
5.16K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-255- 11.42% |
$32.2K - $44.2K
|
1.98K
$532K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-263- 2.77% |
$33.2K - $45.6K
|
9.23K
$2.49M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-263- 30.62% |
$33.2K - $45.6K
|
596
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-278- 9.23% |
$35.1K - $48.2K
|
2.73K
$736K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-307- 32.9% |
$38.8K - $53.2K
|
626
$169K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-308- 7.75% |
$38.9K - $53.4K
|
3.67K
$987K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-310- 2.99% |
$39.2K - $53.8K
|
10.1K
$2.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-326- 13.13% |
$41.2K - $56.5K
|
2.16K
$581K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-360- 0.7% |
$45.5K - $62.4K
|
50.9K
$13.7M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-395- 1.11% |
$49.9K - $68.5K
|
35.1K
$9.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-405- 6.68% |
$51.2K - $70.2K
|
5.66K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-440- 2.2% |
$55.6K - $76.3K
|
19.6K
$5.27M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-465- 29.23% |
$58.8K - $80.6K
|
1.13K
$303K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-479- 10.97% |
$60.5K - $83.1K
|
3.89K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-485- 13.54% |
$61.3K - $84.1K
|
3.1K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-501- 16.06% |
$63.3K - $86.9K
|
2.62K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-582- 13.4% |
$73.6K - $101K
|
3.76K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-592- 22.17% |
$74.8K - $103K
|
2.08K
$560K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-592- 10.26% |
$74.8K - $103K
|
5.18K
$1.39M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-592- 22.17% |
$74.8K - $103K
|
2.08K
$560K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-600- 4.92% |
$75.8K - $104K
|
11.6K
$3.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-630- 3.2% |
$79.6K - $109K
|
19K
$5.13M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-655- 9.83% |
$82.8K - $114K
|
6.01K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-659- 2.6% |
$83.3K - $114K
|
24.7K
$6.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-703- 8.87% |
$88.9K - $122K
|
7.23K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-716- 17.32% |
$90.5K - $124K
|
3.42K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-766- 1.93% |
$96.8K - $133K
|
38.9K
$10.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-771- 5.37% |
$97.4K - $134K
|
13.6K
$3.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-785- 1.22% |
$99.2K - $136K
|
63.6K
$17.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-870- 22.53% |
$110K - $151K
|
2.99K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-916- 4.66% |
$116K - $159K
|
18.7K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-930- 22.53% |
$118K - $161K
|
3.2K
$861K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-934- 4.46% |
$118K - $162K
|
20K
$5.39M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-934- 4.46% |
$118K - $162K
|
20K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-942- 15.83% |
$119K - $163K
|
5.01K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-987- 3.25% |
$125K - $171K
|
29.4K
$7.91M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 94.9% |
$129K - $177K
|
55
$14.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.05K- 1.0% |
$132K - $182K
|
104K
$27.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-1.19K- 3.89% |
$150K - $206K
|
29.4K
$7.92M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-1.21K- 1.5% |
$152K - $209K
|
79K
$21.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.24K- 5.47% |
$157K - $216K
|
21.5K
$5.79M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.3K- 13.55% |
$164K - $225K
|
8.29K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.32K- 7.26% |
$167K - $229K
|
16.8K
$4.54M
|