Purchases and Sales Made in Q4 2024 in Evercore Inc. (EVR)
This table provides information about the institutional ownership of Evercore Inc. (EVR) during Q4 2024. 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 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1- 0.01% |
$248 - $316
|
6.77K
$1.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1- 0.06% |
$248 - $316
|
1.6K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-2- 0.15% |
$495 - $631
|
1.34K
$312K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2- 0.15% |
$495 - $631
|
1.29K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-2- 12.5% |
$495 - $631
|
14
$3.27K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.28% |
$743 - $947
|
1.06K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.33% |
$743 - $947
|
908
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4- 2.19% |
$991 - $1.26K
|
179
$41.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 57.14% |
$991 - $1.26K
|
3
$700
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 30.77% |
$991 - $1.26K
|
9
$2.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 25.0% |
$1.24K - $1.58K
|
15
$3.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-6- 0.39% |
$1.49K - $1.89K
|
1.54K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 17.07% |
$1.73K - $2.21K
|
34
$7.93K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.5% |
$2.23K - $2.84K
|
1.79K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-11- 1.35% |
$2.72K - $3.47K
|
801
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11- 0.44% |
$2.72K - $3.47K
|
2.5K
$583K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-11- 3.77% |
$2.72K - $3.47K
|
281
$65.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 1.07% |
$3.22K - $4.1K
|
1.2K
$280K
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-13- 1.48% |
$3.22K - $4.1K
|
864
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-14- 1.7% |
$3.47K - $4.42K
|
808
$188K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 0.15% |
$3.47K - $4.42K
|
9.44K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 1.5% |
$3.96K - $5.05K
|
1.05K
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 14.68% |
$3.96K - $5.05K
|
93
$21.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 7.47% |
$4.46K - $5.68K
|
223
$52K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.54% |
$4.46K - $5.68K
|
1.15K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-19- 61.29% |
$4.71K - $6K
|
12
$2.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19- 0.75% |
$4.71K - $6K
|
2.53K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-20- 0.71% |
$4.95K - $6.31K
|
2.78K
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-21- 3.4% |
$5.2K - $6.63K
|
596
$139K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-22- 0.92% |
$5.45K - $6.94K
|
2.36K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-25- 7.42% |
$6.19K - $7.89K
|
312
$72.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 9.85% |
$6.44K - $8.21K
|
238
$55.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 0.75% |
$6.44K - $8.21K
|
3.43K
$801K
|
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
SELL
|
- |
-31- 18.9% |
$7.68K - $9.79K
|
133
$31K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 3.32% |
$7.68K - $9.79K
|
904
$211K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-40- 64.52% |
$9.91K - $12.6K
|
22
$5.13K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-40- 3.86% |
$9.91K - $12.6K
|
995
$232K
|
|
|
Feb 11, 2025
Q4 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-40- 0.51% |
$9.91K - $12.6K
|
7.82K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-40- 43.96% |
$9.91K - $12.6K
|
51
$11.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-42- 0.53% |
$10.4K - $13.3K
|
7.87K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-44- 0.73% |
$10.9K - $13.9K
|
5.96K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-47- 0.73% |
$11.6K - $14.8K
|
6.35K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-50- 3.13% |
$12.4K - $15.8K
|
1.55K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-52- 0.54% |
$12.9K - $16.4K
|
9.55K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-56- 4.0% |
$13.9K - $17.7K
|
1.35K
$314K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-56- 0.1% |
$13.9K - $17.7K
|
56.5K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-66- 3.13% |
$16.3K - $20.8K
|
2.04K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-67- 0.44% |
$16.6K - $21.1K
|
15.3K
$3.58M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-86- 11.99% |
$21.3K - $27.1K
|
631
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-94- 5.18% |
$23.3K - $29.7K
|
1.72K
$401K
|