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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-97- 4.22% |
$24K - $30.6K
|
2.2K
$514K
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-100- 10.53% |
$24.8K - $31.6K
|
850
$198K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 9.8% |
$24.8K - $31.6K
|
920
$215K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.18% |
$24.8K - $31.6K
|
8.41K
$1.96M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.01% |
$24.8K - $31.6K
|
9.8K
$2.29M
|
|
Feb 10, 2025
Q4 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-100- 3.63% |
$24.8K - $31.6K
|
2.65K
$619K
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
SELL
|
- |
-111- 11.21% |
$27.5K - $35K
|
879
$205K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-119- 5.89% |
$29.5K - $37.6K
|
1.9K
$443K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-120- 4.96% |
$29.7K - $37.9K
|
2.3K
$536K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-121- 1.37% |
$30K - $38.2K
|
8.71K
$2.03M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-126- 11.34% |
$31.2K - $39.8K
|
985
$230K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-129- 0.25% |
$31.9K - $40.7K
|
50.8K
$11.8M
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-130- 8.81% |
$32.2K - $41K
|
1.35K
$314K
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-133- 4.35% |
$32.9K - $42K
|
2.93K
$683K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-139- 6.08% |
$34.4K - $43.9K
|
2.15K
$501K
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
SELL
|
- |
-139- 45.42% |
$34.4K - $43.9K
|
167
$39K
|
|
Jan 29, 2025
Q4 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-140- 3.08% |
$34.7K - $44.2K
|
4.41K
$1.03M
|
|
Feb 12, 2025
Q4 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-164- 0.44% |
$40.6K - $51.8K
|
36.8K
$8.59M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-164- 8.21% |
$40.6K - $51.8K
|
1.83K
$428K
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-167- 17.67% |
$41.4K - $52.7K
|
778
$181K
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-175- 18.0% |
$43.3K - $55.2K
|
797
$186K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-177- 2.48% |
$43.8K - $55.9K
|
6.97K
$1.63M
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-188- 4.34% |
$46.6K - $59.3K
|
4.14K
$966K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-192- 1.57% |
$47.6K - $60.6K
|
12K
$2.8M
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
SELL
|
- |
-197- 1.31% |
$48.8K - $62.2K
|
14.9K
$3.47M
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-208- 22.29% |
$51.5K - $65.7K
|
725
$169K
|
|
Feb 10, 2025
Q4 2024
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-220- 0.6% |
$54.5K - $69.4K
|
36.2K
$8.46M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-220- 13.58% |
$54.5K - $69.4K
|
1.4K
$327K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-223- 3.05% |
$55.2K - $70.4K
|
7.09K
$1.65M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-242- 10.41% |
$59.9K - $76.4K
|
2.08K
$486K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-255- 12.3% |
$63.2K - $80.5K
|
1.82K
$424K
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-261- 0.23% |
$64.6K - $82.4K
|
114K
$26.5M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-289- 5.01% |
$71.6K - $91.2K
|
5.48K
$1.28M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-298- 9.39% |
$73.8K - $94.1K
|
2.87K
$670K
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-298- 1.71% |
$73.8K - $94.1K
|
17.2K
$4.01M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-315- 14.75% |
$78K - $99.4K
|
1.82K
$425K
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-331- 10.2% |
$82K - $104K
|
2.91K
$680K
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
SELL
|
- |
-335- 23.67% |
$83K - $106K
|
1.08K
$252K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-341- 15.88% |
$84.5K - $108K
|
1.81K
$421K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-350- 60.24% |
$86.7K - $110K
|
231
$53.9K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-351- 7.62% |
$86.9K - $111K
|
4.26K
$993K
|
|
Feb 13, 2025
Q4 2024
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-382- 2.24% |
$94.6K - $121K
|
16.7K
$3.89M
|
|
Feb 11, 2025
Q4 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-401- 1.33% |
$99.3K - $127K
|
29.8K
$6.95M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-402- 2.35% |
$99.6K - $127K
|
16.7K
$3.9M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-405- 2.74% |
$100K - $128K
|
14.4K
$3.35M
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-413- 0.37% |
$102K - $130K
|
110K
$25.7M
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-426- 8.33% |
$106K - $134K
|
4.69K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-437- 16.52% |
$108K - $138K
|
2.21K
$515K
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-490- 1.57% |
$121K - $155K
|
30.8K
$7.19M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-555- 6.66% |
$137K - $175K
|
7.78K
$1.82M
|