Free Trial

Evercore (EVR) Institutional Ownership

→ Urgent Nvidia Warning (From Altimetry) (Ad)
Free EVR Stock Alerts
$203.48
+4.21 (+2.11%)
(As of 05/17/2024 ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

Institutional Ownership Changes (13F Filings) for Evercore (NYSE:EVR)

Current
Institutional Ownership
Percentage
86.23%
Number of
Institutional Buyers
(last 12 months)
219
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$591.04M
Get EVR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Evercore stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EVR Institutional Buying and Selling by Quarter

Evercore Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024CCM Investment Advisers LLC79,526$15.32M1.8%-9.1%0.206%
5/17/2024 Comerica Bank34,976$6.74M0.0%-10.2%0.090%
5/17/2024 Hancock Whitney Corp14,081$2.71M0.1%-37.7%0.036%
5/17/2024 Castleark Management LLC46,930$9.04M0.4%-11.8%0.121%
5/16/2024 California State Teachers Retirement System36,104$6.95M0.0%-5.9%0.093%
5/16/2024 Grandeur Peak Global Advisors LLC73,742$14.20M1.1%-13.5%0.191%
5/16/2024 Jacobs Levy Equity Management Inc.358,295$69.00M0.3%+4.4%0.926%
5/15/2024 Mount Yale Investment Advisors LLC2,176$419K0.0%-3.7%0.006%
5/15/2024 Public Employees Retirement System of Ohio23,638$4.55M0.0%-7.0%0.061%
5/15/2024 Morse Asset Management Inc30,483$5.87M1.5%+0.4%0.079%
5/15/2024 Price T Rowe Associates Inc. MD290,691$55.99M0.0%+1,604.5%0.752%
5/15/2024 Tremblant Capital Group6,968$1.34M0.1%+93.4%0.018%
5/15/2024 Magnetar Financial LLC4,218$812K0.0%N/A0.011%
5/15/2024 Lazard Asset Management LLC36,956$7.12M0.0%-64.4%0.096%
5/15/2024 Epoch Investment Partners Inc.253,428$48.81M0.2%-28.5%0.655%
5/15/2024 LRI Investments LLC150$29K0.0%N/A0.000%
5/15/2024 Quadrature Capital Ltd4,089$787K0.0%N/A0.011%
5/14/2024 Toronto Dominion Bank440$85K0.0%N/A0.001%
5/14/2024 Ariel Investments LLC126,243$24.31M0.2%-22.4%0.326%
5/14/2024 Advisors Asset Management Inc.25,018$4.82M0.1%-22.2%0.065%
5/14/2024 Shell Asset Management Co.2,291$441K0.0%-28.4%0.006%
5/14/2024 Pitcairn Co.3,041$586K0.0%-7.3%0.008%
5/14/2024 CANADA LIFE ASSURANCE Co24,204$4.66M0.0%+4.0%0.063%
5/14/2024 American International Group Inc.45,883$8.84M0.0%-2.0%0.119%
5/13/2024 Seven Eight Capital LP5,472$1.05M0.1%+264.6%0.014%
5/13/2024 O Shaughnessy Asset Management LLC7,554$1.46M0.0%-8.9%0.020%
5/11/2024 Bahl & Gaynor Inc.424,864$81.83M0.5%-3.7%1.098%
5/11/2024 Edgestream Partners L.P.22,797$4.39M0.2%+212.2%0.059%
5/10/2024 Vanguard Group Inc.3,645,759$702.14M0.0%-1.3%9.426%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp13,731$2.60M0.0%-0.9%0.035%
5/9/2024 Orion Portfolio Solutions LLC15,953$3.07M0.0%-5.3%0.041%
5/9/2024 Picton Mahoney Asset Management535$103K0.0%N/A0.001%
5/9/2024 Lord Abbett & CO. LLC372,416$71.72M0.2%+5,671.2%0.963%
5/9/2024 Scout Investments Inc.274,645$51.98M1.3%-11.9%0.710%
5/9/2024 First Eagle Investment Management LLC64,081$12.34M0.0%+1.3%0.166%
5/9/2024 State Board of Administration of Florida Retirement System48,516$9.34M0.0%+4.8%0.125%
5/9/2024 TD Asset Management Inc807,098$155.44M0.1%+705.6%2.087%
5/8/2024 Entropy Technologies LP1,662$320K0.0%N/A0.004%
5/8/2024 Great Diamond Partners LLC3,254$627K0.1%N/A0.008%
5/8/2024 ProShare Advisors LLC170,703$32.88M0.1%-24.3%0.441%
Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
5/8/2024 Global Alpha Capital Management Ltd.121,200$23.34M1.7%+82.8%0.313%
5/8/2024 US Bancorp DE14,592$2.81M0.0%-19.6%0.038%
5/8/2024 Isthmus Partners LLC3,860$743K0.1%N/A0.010%
5/8/2024 Russell Investments Group Ltd.114,712$22.09M0.0%-1.3%0.297%
5/8/2024 Washington Trust Advisors Inc.7,345$1.42M0.1%-10.9%0.019%
5/8/2024 Inspire Investing LLC4,164$802K0.1%+85.8%0.011%
5/7/2024 Sei Investments Co.55,378$10.67M0.0%+2.9%0.143%
5/7/2024 Concurrent Investment Advisors LLC2,800$539K0.0%N/A0.007%
5/7/2024 Swiss National Bank70,600$13.60M0.0%-0.6%0.183%
5/7/2024 Oppenheimer & Co. Inc.1,598$308K0.0%N/A0.004%
5/7/2024 SG Americas Securities LLC11,864$2.29M0.0%+223.7%0.031%
5/6/2024 Quantbot Technologies LP5,246$1.01M0.1%N/A0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.2,357$454K0.0%+32.5%0.006%
5/6/2024 Manchester Capital Management LLC908$175K0.0%+1,753.1%0.002%
5/6/2024 Texas Permanent School Fund Corp30,333$5.84M0.0%+1.3%0.078%
5/3/2024 Essex Investment Management Co. LLC12,758$2.46M0.5%-27.7%0.033%
5/3/2024 Central Pacific Bank Trust Division3,690$698K0.1%N/A0.010%
5/2/2024 Mutual of America Capital Management LLC20,651$3.98M0.0%-3.9%0.053%
5/2/2024 Wright Investors Service Inc.3,611$695K0.2%-2.7%0.009%
5/2/2024 Consolidated Planning Corp1,713$330K0.1%N/A0.004%
5/2/2024 BNP Paribas6,475$1.25M0.1%N/A0.017%
5/2/2024 Hanlon Investment Management Inc.2,138$412K0.1%N/A0.006%
5/1/2024 Janney Montgomery Scott LLC2,740$528K0.0%+106.0%0.007%
5/1/2024 BNP Paribas Financial Markets10,644$2.05M0.0%+7.2%0.028%
5/1/2024 Centric Wealth Management15,186$2.76M0.9%+4.1%0.039%
5/1/2024 Braun Stacey Associates Inc.119,578$23.03M0.9%N/A0.309%
5/1/2024 Wambolt & Associates LLC7,426$1.41M0.4%+21.5%0.019%
5/1/2024 Diversify Advisory Services LLC2,476$469K0.0%N/A0.006%
4/30/2024 Retirement Systems of Alabama120,803$23.27M0.1%+0.1%0.312%
4/30/2024 Norden Group LLC6,760$1.30M0.1%N/A0.017%
4/30/2024 Van ECK Associates Corp25,933$4.99M0.0%-15.6%0.067%
4/30/2024 Summit Place Financial Advisors LLC5,066$976K0.6%+8.1%0.013%
4/29/2024 Principal Financial Group Inc.130,540$25.14M0.0%+2.5%0.337%
4/29/2024 Benjamin F. Edwards & Company Inc.675$130K0.0%+29.3%0.002%
4/27/2024 Riverwater Partners LLC8,478$1.63M1.2%+1.0%0.022%
4/26/2024 Securian Asset Management Inc.2,852$549K0.0%-3.4%0.007%
4/26/2024 Yousif Capital Management LLC16,403$3.16M0.0%-2.3%0.042%
4/26/2024 Peregrine Capital Management LLC61,262$11.80M0.3%-10.0%0.158%
4/26/2024 Deroy & Devereaux Private Investment Counsel Inc.30,155$5.81M0.4%+2.5%0.078%
4/26/2024 SYSTM Wealth Solutions LLC496$96K0.0%+13.2%0.001%
4/26/2024 Verdence Capital Advisors LLC26,360$5.08M0.5%-9.0%0.068%
4/25/2024 WCM Investment Management LLC96,454$18.58M0.0%-28.3%0.249%
4/25/2024 Fielder Capital Group LLC1,062$205K0.1%N/A0.003%
4/25/2024 Valeo Financial Advisors LLC1,620$302K0.0%N/A0.004%
4/25/2024 Freedom Day Solutions LLC4,088$787K0.3%-2.0%0.011%
4/23/2024 Global Retirement Partners LLC525$101K0.0%-13.5%0.001%
4/23/2024 Cookson Peirce & Co. Inc.118,505$22.82M1.2%+0.5%0.306%
4/23/2024 Louisiana State Employees Retirement System10,000$1.93M0.0%+3.1%0.026%
4/23/2024 Amalgamated Bank23,700$4.56M0.0%-10.0%0.061%
4/23/2024 Nations Financial Group Inc. IA ADV6,831$1.32M0.1%+17.9%0.018%
Breaking News: Elon Musk Invents New Type of A.I. (Shocking) (Ad)

Could Elon's New Device be Bigger than the iPhone? According to 30-year Silicon Valley and Wall Street veteran, Eric Fry… This mind-blowing new technology could be bigger than the iPhone.

Click here for the full story…
4/23/2024 Raymond James Financial Services Advisors Inc.9,673$1.86M0.0%+80.0%0.025%
4/22/2024 Raymond James & Associates71,498$13.77M0.0%+1.3%0.185%
4/19/2024 Norden Group LLC6,760$1.30M0.0%N/A0.017%
4/19/2024 Valley National Advisers Inc.12,907$2.49M0.4%-5.0%0.033%
4/19/2024 Monument Capital Management17,444$3.36M1.0%-8.4%0.045%
4/19/2024 Handelsinvest Investeringsforvaltning1,682$324K0.2%-34.2%0.004%
4/18/2024 State of Michigan Retirement System8,505$1.64M0.0%+2.4%0.022%
4/18/2024 Allspring Global Investments Holdings LLC6,013$1.16M0.0%+5.7%0.016%
4/18/2024 Vaughan Nelson Investment Management L.P.292,070$56.25M0.5%N/A0.755%
4/18/2024 Oak Thistle LLC1,109$214K0.2%N/A0.003%
(Data available from 1/1/2016 forward)

EVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVR shares?

During the previous two years, 430 institutional investors and hedge funds held shares of Evercore. The most heavily invested institutionals were Vanguard Group Inc. ($702.14M), Boston Partners ($283.99M), BlackRock Inc. ($272.34M), JPMorgan Chase & Co. ($191.00M), Massachusetts Financial Services Co. MA ($181.06M), TD Asset Management Inc ($155.44M), and Dimensional Fund Advisors LP ($146.91M).Learn more on EVR's institutional investors.

What percentage of Evercore stock is owned by institutional investors?

86.23% of Evercore stock is owned by institutional investors. Learn more on EVR's institutional investor holdings.

Which institutional investors have been buying Evercore stock?

Of the 357 institutional investors that purchased Evercore stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($1.28M), TD Asset Management Inc ($820.58K), ProShare Advisors LLC ($547.68K), Jacobs Levy Equity Management Inc. ($454.73K), Lord Abbett & CO. LLC ($400.73K), Norges Bank ($393.04K), and Hotchkis & Wiley Capital Management LLC ($374.29K).

How much institutional buying is happening at Evercore?

Institutional investors have bought a total of 12,565,632 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

Which Evercore major shareholders have been selling company stock?

Of the 250 institutional investors that sold Evercore stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vanguard Group Inc. ($495.19K), Allspring Global Investments Holdings LLC ($373.82K), JPMorgan Chase & Co. ($298.13K), BlackRock Inc. ($272.27K), Renaissance Technologies LLC ($271.70K), Envestnet Asset Management Inc. ($248.29K), and Hotchkis & Wiley Capital Management LLC ($223.88K).

How much institutional selling is happening at Evercore?

Institutional investors have sold a total of 6,832,586 shares in the last 24 months. This volume of shares sold represents approximately $875.68M in transactions.


Related Companies:
This page (NYSE:EVR) was last updated on 5/19/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
Urgent Nvidia Warning
Altimetry
The ONE AI Stock to own now. (It’s not Nvidia.)
Weiss Ratings
Crypto Pioneer Says: “The last crypto bull market has begun.”
InvestorPlace
Bill Gates is all about this tiny $2 stock
Timothy Sykes
CEO of Biggest AI Chipmaker Just Dropped a Bombshell…
Banyan Hill Publishing
Most important medical advance in 100 years
The Oxford Club
Missed NVDA? Buy this AI stock NOW
Chaikin Analytics