Evercore Ownership 2024 | Who Owns Evercore Now?
Institutional Ownership
86.79%
Insider Ownership
7.80%
Retail Ownership
5.41%
Institutional Holders
465.00
Evercore Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.57% | 0.01% | 3,645,759 | -49,145 | -1.33% | 702,136,726 | Mar 31, 2024 |
| BLACKROCK INC. | 9.09% | 0.02% | 3,464,704 | 273,364 | 8.57% | 667,267,292 | Mar 31, 2024 |
| BOSTON PARTNERS | 4.49% | 0.39% | 1,709,516 | 51,028 | 3.08% | 328,641,624 | Mar 31, 2024 |
| STATE STREET CORP | 2.87% | 0.01% | 1,092,179 | 35,939 | 3.40% | 210,342,754 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 2.78% | 0.02% | 1,057,611 | -233,961 | -18.11% | 203,685,258 | Mar 31, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.76% | 0.06% | 1,051,361 | -7,164 | -0.68% | 202,481,615 | Mar 31, 2024 |
| INVESCO LTD. | 2.43% | 0.04% | 924,774 | 139,195 | 17.72% | 178,102,224 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.19% | 0.04% | 832,632 | -26,205 | -3.05% | 160,356,555 | Mar 31, 2024 |
| TD ASSET MANAGEMENT INC | 2.12% | 0.14% | 807,098 | 706,913 | 705.61% | 155,439,004 | Mar 31, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 1.96% | 0.63% | 745,816 | 27,132 | 3.78% | 143,636,784,000 | Mar 31, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.96% | 0.06% | 745,212 | -582,039 | -43.85% | 143,520,379 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.67% | 0.01% | 635,568 | 35,606 | 5.93% | 122,425,413 | Mar 31, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.57% | 0.09% | 596,450 | -60,430 | -9.20% | 114,870,306 | Mar 31, 2024 |
| MORGAN STANLEY | 1.55% | 0.01% | 592,294 | -67,348 | -10.21% | 114,070,438 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.21% | 0.02% | 462,000 | 295,755 | 177.90% | 88,976,581 | Mar 31, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.14% | 2.24% | 434,429 | 16,858 | 4.04% | 83,666,681 | Mar 31, 2024 |
| BAHL & GAYNOR INC | 1.12% | 0.46% | 424,864 | -16,434 | -3.72% | 81,824,642 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.11% | 0.02% | 423,397 | -56,247 | -11.73% | 81,542,123 | Mar 31, 2024 |
| LORD, ABBETT & CO. LLC | 0.98% | 0.24% | 372,416 | 365,963 | 5671.21% | 71,724,000 | Mar 31, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.94% | 0.31% | 358,295 | 15,112 | 4.40% | 69,004,034 | Mar 31, 2024 |
Evercore's largest institutional shareholder is VANGUARD GROUP INC, holding 9.57% of the company's total share outstanding, currently valued at $702.14M. The top 10 institutional shareholders own together 40.24% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PARALEL ADVISORS LLC | 0.79% | 2.65% | 300,000 | - | - | 57,777,000 | Mar 31, 2024 |
| AZORA CAPITAL LP | 0.45% | 2.38% | 170,278 | 170,278 | 100.00% | 32,793,840 | Mar 31, 2024 |
| NITORUM CAPITAL, L.P. | 0.32% | 2.36% | 120,444 | -34,916 | -22.47% | 23,196,310 | Mar 31, 2024 |
| CHANNING CAPITAL MANAGEMENT, LLC | 1.14% | 2.24% | 434,429 | 16,858 | 4.04% | 83,666,681 | Mar 31, 2024 |
| MOODY ALDRICH PARTNERS LLC | 0.16% | 2.00% | 61,130 | -6,098 | -9.07% | 11,773,027 | Mar 31, 2024 |
| CCM INVESTMENT ADVISERS LLC | 0.21% | 1.83% | 79,526 | -8,008 | -9.15% | 15,316,068 | Mar 31, 2024 |
| NICHOLAS INVESTMENT PARTNERS, LP | 0.23% | 1.74% | 87,981 | 1,445 | 1.67% | 16,944,261 | Mar 31, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 0.32% | 1.74% | 121,200 | 54,900 | 82.81% | 23,341,908 | Mar 31, 2024 |
| PIER CAPITAL, LLC | 0.16% | 1.62% | 61,245 | -14,178 | -18.80% | 11,795,175 | Mar 31, 2024 |
| MORSE ASSET MANAGEMENT, INC | 0.08% | 1.50% | 30,483 | 125 | 0.41% | 5,871,000 | Mar 31, 2024 |
| QSV EQUITY INVESTORS LLC | 0.02% | 1.49% | 8,045 | -1,774 | -18.07% | 1,549,387 | Mar 31, 2024 |
| DORSEY WRIGHT & ASSOCIATES | 0.08% | 1.46% | 29,141 | 29,141 | 100.00% | 5,612,000 | Mar 31, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | 0.04% | 1.37% | 14,490 | 3,601 | 33.07% | 2,742,233 | Mar 31, 2024 |
| SCOUT INVESTMENTS, INC. | 0.72% | 1.28% | 274,645 | -36,977 | -11.87% | 51,976,566 | Mar 31, 2024 |
| COOKSON PEIRCE & CO INC | 0.31% | 1.22% | 118,505 | 593 | 0.50% | 22,823,000 | Mar 31, 2024 |
| RIVERWATER PARTNERS LLC | 0.02% | 1.20% | 8,478 | 84 | 1.00% | 1,632,778 | Mar 31, 2024 |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 0.19% | 1.13% | 73,742 | -11,499 | -13.49% | 14,201,972 | Mar 31, 2024 |
| CRAMER ROSENTHAL MCGLYNN LLC | 0.26% | 1.03% | 98,413 | 18,966 | 23.87% | 18,953,360 | Mar 31, 2024 |
| MONUMENT CAPITAL MANAGEMENT | 0.05% | 0.97% | 17,444 | -1,596 | -8.38% | 3,359,455 | Mar 31, 2024 |
| EAM GLOBAL INVESTORS LLC | 0.06% | 0.94% | 21,165 | - | - | 4,076,168 | Mar 31, 2024 |
The largest Evercore shareholder by % of total assets is PARALEL ADVISORS LLC. The company owns 300.00K shares of Evercore (EVR), representing 2.65% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TD ASSET MANAGEMENT INC | 2.12% | 0.14% | 807,098 | 706,913 | 705.61% | 155,439,004 | Mar 31, 2024 |
| LORD, ABBETT & CO. LLC | 0.98% | 0.24% | 372,416 | 365,963 | 5671.21% | 71,724,000 | Mar 31, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.21% | 0.02% | 462,000 | 295,755 | 177.90% | 88,976,581 | Mar 31, 2024 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 0.77% | 0.49% | 292,070 | 292,070 | 100.00% | 56,250,000 | Mar 31, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.76% | 0.01% | 290,691 | 273,637 | 1604.53% | 55,985,000 | Mar 31, 2024 |
| BLACKROCK INC. | 9.09% | 0.02% | 3,464,704 | 273,364 | 8.57% | 667,267,292 | Mar 31, 2024 |
| AZORA CAPITAL LP | 0.45% | 2.38% | 170,278 | 170,278 | 100.00% | 32,793,840 | Mar 31, 2024 |
| INVESCO LTD. | 2.43% | 0.04% | 924,774 | 139,195 | 17.72% | 178,102,224 | Mar 31, 2024 |
| BRAUN STACEY ASSOCIATES INC | 0.31% | 0.91% | 119,578 | 119,578 | 100.00% | 23,030,000 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.21% | 0.29% | 79,903 | 79,903 | 100.00% | 15,388,519 | Mar 31, 2024 |
| NEUBERGER BERMAN GROUP LLC | 0.42% | 0.03% | 160,961 | 74,308 | 85.75% | 30,999,531 | Mar 31, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.19% | 0.02% | 73,978 | 72,910 | 6826.78% | 14,247,423 | Mar 31, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.17% | 0.02% | 65,255 | 59,231 | 983.25% | 12,567,459 | Mar 31, 2024 |
| NATIXIS ADVISORS, L.P. | 0.18% | 0.03% | 67,379 | 55,341 | 459.72% | 12,977,000 | Mar 31, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 0.32% | 1.74% | 121,200 | 54,900 | 82.81% | 23,341,908 | Mar 31, 2024 |
| BOSTON PARTNERS | 4.49% | 0.39% | 1,709,516 | 51,028 | 3.08% | 328,641,624 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.58% | 0.00% | 220,201 | 50,905 | 30.07% | 42,408,489,000 | Mar 31, 2024 |
| ZIEGLER CAPITAL MANAGEMENT, LLC | 0.22% | 0.41% | 84,178 | 49,405 | 142.08% | 10,694,091 | Mar 31, 2024 |
| STATE STREET CORP | 2.87% | 0.01% | 1,092,179 | 35,939 | 3.40% | 210,342,754 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.67% | 0.01% | 635,568 | 35,606 | 5.93% | 122,425,413 | Mar 31, 2024 |
As of Mar 31 2024, Evercore's largest institutional buyer is TD ASSET MANAGEMENT INC. The company purchased 706.91K stocks of EVR, valued at $155.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 1.96% | 0.06% | 745,212 | -582,039 | -43.85% | 143,520,379 | Mar 31, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -366,229 | -100.00% | - | Mar 31, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.79% | 0.04% | 300,928 | -241,339 | -44.51% | 57,955,723 | Mar 31, 2024 |
| JPMORGAN CHASE & CO | 2.78% | 0.02% | 1,057,611 | -233,961 | -18.11% | 203,685,258 | Mar 31, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.38% | 0.09% | 143,525 | -227,970 | -61.37% | 27,641,480 | Mar 31, 2024 |
| FIRST TRUST ADVISORS LP | 0.08% | 0.01% | 29,636 | -168,337 | -85.03% | 5,707,596 | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -105,700 | -100.00% | - | Mar 31, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.67% | 0.22% | 253,428 | -101,037 | -28.50% | 48,807,699 | Mar 31, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.42% | 0.23% | 158,445 | -83,741 | -34.58% | 30,515,001 | Mar 31, 2024 |
| MORGAN STANLEY | 1.55% | 0.01% | 592,294 | -67,348 | -10.21% | 114,070,438 | Mar 31, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.10% | 0.01% | 36,956 | -66,726 | -64.36% | 7,117,000 | Mar 31, 2024 |
| STRS OHIO | 0.29% | 0.09% | 112,213 | -61,567 | -35.43% | 21,611,000 | Mar 31, 2024 |
| PRIMECAP MANAGEMENT CO/CA/ | 1.57% | 0.09% | 596,450 | -60,430 | -9.20% | 114,870,306 | Mar 31, 2024 |
| WALLEYE CAPITAL LLC | 0.16% | 0.02% | 61,679 | -57,034 | -48.04% | 11,878,759 | Mar 31, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.11% | 0.02% | 423,397 | -56,247 | -11.73% | 81,542,123 | Mar 31, 2024 |
| PROSHARE ADVISORS LLC | 0.45% | 0.09% | 170,703 | -54,908 | -24.34% | 32,875,691 | Mar 31, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | - | - | - | -50,737 | -100.00% | - | Mar 31, 2024 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 0.39% | 0.27% | 149,388 | -50,567 | -25.29% | 28,770,648 | Mar 31, 2024 |
| BERNZOTT CAPITAL ADVISORS | - | - | - | -49,171 | -100.00% | - | Mar 31, 2024 |
| VANGUARD GROUP INC | 9.57% | 0.01% | 3,645,759 | -49,145 | -1.33% | 702,136,726 | Mar 31, 2024 |
As of Mar 31 2024, Evercore's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.58M shares of EVR, valued at $143.52M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 0.77% | 0.49% | 292,070 | 292,070 | 100.00% | 56,250,000 | Mar 31, 2024 |
| AZORA CAPITAL LP | 0.45% | 2.38% | 170,278 | 170,278 | 100.00% | 32,793,840 | Mar 31, 2024 |
| BRAUN STACEY ASSOCIATES INC | 0.31% | 0.91% | 119,578 | 119,578 | 100.00% | 23,030,000 | Mar 31, 2024 |
| MAVERICK CAPITAL LTD | 0.21% | 0.29% | 79,903 | 79,903 | 100.00% | 15,388,519 | Mar 31, 2024 |
| DORSEY WRIGHT & ASSOCIATES | 0.08% | 1.46% | 29,141 | 29,141 | 100.00% | 5,612,000 | Mar 31, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.06% | 0.00% | 21,204 | 21,204 | 100.00% | 4,084,000 | Mar 31, 2024 |
| POINT72 HONG KONG LTD | 0.05% | 0.19% | 19,379 | 19,379 | 100.00% | 3,732,202 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.00% | 15,100 | 15,100 | 100.00% | 2,908,109 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.00% | 13,600 | 13,600 | 100.00% | 2,619,224 | Mar 31, 2024 |
| CITADEL ADVISORS LLC | 0.03% | 0.00% | 11,339 | 11,339 | 100.00% | 2,183,778 | Mar 31, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.03% | 0.07% | 11,200 | 11,200 | 100.00% | 2,157,008 | Mar 31, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.02% | 0.19% | 9,404 | 9,404 | 100.00% | 1,812,000 | Mar 31, 2024 |
| SHILANSKI & ASSOCIATES, INC. | 0.02% | 0.56% | 8,440 | 8,440 | 100.00% | 1,625,424 | Mar 31, 2024 |
| TD WATERHOUSE CANADA INC. | 0.02% | 0.01% | 8,055 | 8,055 | 100.00% | 1,553,857 | Mar 31, 2024 |
| NORDEN GROUP LLC | 0.02% | 0.10% | 6,760 | 6,760 | 100.00% | 1,301,911 | Mar 31, 2024 |
| BNP PARIBAS | 0.02% | 0.06% | 6,475 | 6,475 | 100.00% | 1,247,020 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.01% | 5,600 | 5,600 | 100.00% | 1,078,504 | Mar 31, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.01% | 0.06% | 5,246 | 5,246 | 100.00% | 1,010,327 | Mar 31, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.07% | 5,147 | 5,147 | 100.00% | 991,370 | Mar 31, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.21% | 5,064 | 5,064 | 100.00% | 975,276 | Mar 31, 2024 |
| CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS (HK) LTD | 0.01% | 0.71% | 4,508 | 4,508 | 100.00% | 868,196 | Mar 31, 2024 |
| MAGNETAR FINANCIAL LLC | 0.01% | 0.02% | 4,218 | 4,218 | 100.00% | 812,345 | Mar 31, 2024 |
| QUADRATURE CAPITAL LTD | 0.01% | 0.01% | 4,089 | 4,089 | 100.00% | 787,419 | Mar 31, 2024 |
| AVIANCE CAPITAL PARTNERS, LLC | 0.01% | 0.12% | 4,075 | 4,075 | 100.00% | 784,804 | Mar 31, 2024 |
| ASSET MANAGEMENT ONE CO., LTD. | 0.01% | 0.00% | 3,901 | 3,901 | 100.00% | 751,294 | Mar 31, 2024 |
| ISTHMUS PARTNERS, LLC | 0.01% | 0.08% | 3,860 | 3,860 | 100.00% | 743,397 | Mar 31, 2024 |
| CENTRAL PACIFIC BANK - TRUST DIVISION | 0.01% | 0.09% | 3,690 | 3,690 | 100.00% | 698,333 | Mar 31, 2024 |
| GREAT DIAMOND PARTNERS, LLC | 0.01% | 0.14% | 3,254 | 3,254 | 100.00% | 626,688 | Mar 31, 2024 |
| ENGINEERS GATE MANAGER LP | 0.01% | 0.02% | 3,151 | 3,151 | 100.00% | 606,851 | Mar 31, 2024 |
| CAPULA MANAGEMENT LTD | 0.01% | 0.01% | 2,989 | 2,989 | 100.00% | 575,651 | Mar 31, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 0.01% | 0.02% | 2,800 | 2,800 | 100.00% | 539,252 | Mar 31, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.01% | 0.00% | 2,781 | 2,781 | 100.00% | 535,593 | Mar 31, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | 0.01% | 0.03% | 2,476 | 2,476 | 100.00% | 468,570 | Mar 31, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.35% | 2,401 | 2,401 | 100.00% | 462,409 | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.00% | 2,400 | 2,400 | 100.00% | 462,216 | Mar 31, 2024 |
| 0.01% | 0.00% | 2,400 | 2,400 | 100.00% | 410,520 | Mar 31, 2024 | |
| CHIRON INVESTMENT MANAGEMENT, LLC | 0.01% | 0.20% | 2,370 | 2,370 | 100.00% | 456,438 | Mar 31, 2024 |
| HANLON INVESTMENT MANAGEMENT, INC. | 0.01% | 0.13% | 2,138 | 2,138 | 100.00% | 411,769 | Mar 31, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.18% | 1,811 | 1,811 | 100.00% | 348,780 | Mar 31, 2024 |
| USA FINANCIAL PORTFORMULAS CORP | 0.00% | 0.06% | 1,799 | 1,799 | 100.00% | 346,469 | Mar 31, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 1,789 | 1,789 | 100.00% | 344,544 | Mar 31, 2024 |
| PETRUS TRUST COMPANY, LTA | 0.00% | 0.03% | 1,789 | 1,789 | 100.00% | 344,544 | Mar 31, 2024 |
| CONSOLIDATED PLANNING CORP | 0.00% | 0.06% | 1,713 | 1,713 | 100.00% | 329,999 | Mar 31, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.03% | 1,662 | 1,662 | 100.00% | 320,085 | Mar 31, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 0.00% | 1,624 | 1,624 | 100.00% | 313,000 | Mar 31, 2024 |
| VALEO FINANCIAL ADVISORS, LLC | 0.00% | 0.01% | 1,620 | 1,620 | 100.00% | 302,276 | Mar 31, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.07% | 1,611 | 1,611 | 100.00% | 310,262 | Mar 31, 2024 |
| OPPENHEIMER & CO INC | 0.00% | 0.01% | 1,598 | 1,598 | 100.00% | 307,759 | Mar 31, 2024 |
| CETERA ADVISORS LLC | 0.00% | 0.00% | 1,595 | 1,595 | 100.00% | 307,181 | Mar 31, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.00% | 0.00% | 1,500 | 1,500 | 100.00% | 288,885 | Mar 31, 2024 |
| JUMP FINANCIAL, LLC | 0.00% | 0.01% | 1,453 | 1,453 | 100.00% | 279,833 | Mar 31, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.00% | 1,447 | 1,447 | 100.00% | 278,678 | Mar 31, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | 0.00% | 0.01% | 1,349 | 1,349 | 100.00% | 259,804 | Mar 31, 2024 |
| PROFUND ADVISORS LLC | 0.00% | 0.01% | 1,256 | 1,256 | 100.00% | 241,893 | Mar 31, 2024 |
| DIAMETRIC CAPITAL, LP | 0.00% | 0.12% | 1,168 | 1,168 | 100.00% | 224,945 | Mar 31, 2024 |
| FIELDER CAPITAL GROUP LLC | 0.00% | 0.09% | 1,062 | 1,062 | 100.00% | 204,531 | Mar 31, 2024 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.00% | 0.00% | 1,052 | 1,052 | 100.00% | 203,000 | Mar 31, 2024 |
| INVESTMENT HOUSE LLC | 0.00% | 0.01% | 1,050 | 1,050 | 100.00% | 202,220 | Mar 31, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 1,048 | 1,048 | 100.00% | 201,834 | Mar 31, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 535 | 535 | 100.00% | 103,000 | Mar 31, 2024 |
| TORONTO DOMINION BANK | 0.00% | 0.00% | 440 | 440 | 100.00% | 84,740 | Mar 31, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | 0.00% | 359 | 359 | 100.00% | 67,941,000 | Mar 31, 2024 |
| GEOWEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 305 | 305 | 100.00% | 58,740,000 | Mar 31, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 182 | 182 | 100.00% | 35,051 | Mar 31, 2024 |
| PISCATAQUA SAVINGS BANK | 0.00% | 0.03% | 180 | 180 | 100.00% | 34,666,000 | Mar 31, 2024 |
| 0.00% | 0.00% | 150 | 150 | 100.00% | 29,348 | Mar 31, 2024 | |
| RISE ADVISORS, LLC | 0.00% | 0.01% | 115 | 115 | 100.00% | 22,235 | Mar 31, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 77 | 77 | 100.00% | 14,829,000 | Mar 31, 2024 |
| EAGLE BAY ADVISORS LLC | 0.00% | 0.01% | 60 | 60 | 100.00% | 11,555 | Mar 31, 2024 |
| MATHER GROUP, LLC. | 0.00% | 0.00% | 40 | 40 | 100.00% | 6,842,000 | Mar 31, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 37 | 37 | 100.00% | 7,126 | Mar 31, 2024 |
| ATLAS CAPITAL ADVISORS LLC | 0.00% | 0.00% | 31 | 31 | 100.00% | 5,970 | Mar 31, 2024 |
| FRAZIER FINANCIAL ADVISORS, LLC | 0.00% | 0.00% | 25 | 25 | 100.00% | 4,815,000 | Mar 31, 2024 |
| 0.00% | 0.00% | 24 | 24 | 100.00% | 4,622 | Mar 31, 2024 | |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 23 | 23 | 100.00% | 519,000 | Mar 31, 2024 |
| CONTINUUM ADVISORY, LLC | - | 0.00% | 10 | 10 | 100.00% | 1,945,000 | Mar 31, 2024 |
| COLONIAL TRUST ADVISORS | - | 0.00% | 4 | 4 | 100.00% | 770 | Mar 31, 2024 |
Evercore's largest new institutional shareholder by number of shares is VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P., purchased 292.07K shares, valued at $56.25M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | - | - | - | -366,229 | -100.00% | - | Mar 31, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -105,700 | -100.00% | - | Mar 31, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | - | - | - | -50,737 | -100.00% | - | Mar 31, 2024 |
| BERNZOTT CAPITAL ADVISORS | - | - | - | -49,171 | -100.00% | - | Mar 31, 2024 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -39,069 | -100.00% | - | Mar 31, 2024 |
| PRANA CAPITAL MANAGEMENT, LP | - | - | - | -13,701 | -100.00% | - | Mar 31, 2024 |
| RATIONAL ADVISORS LLC | - | - | - | -13,275 | -100.00% | - | Mar 31, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -13,100 | -100.00% | - | Mar 31, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -5,017 | -100.00% | - | Mar 31, 2024 |
| MGO ONE SEVEN LLC | - | - | - | -3,330 | -100.00% | - | Mar 31, 2024 |
| WINTON GROUP LTD | - | - | - | -3,098 | -100.00% | - | Mar 31, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -2,993 | -100.00% | - | Mar 31, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -2,806 | -100.00% | - | Mar 31, 2024 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -2,800 | -100.00% | - | Mar 31, 2024 |
| AVIVA PLC | - | - | - | -2,666 | -100.00% | - | Mar 31, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -2,618 | -100.00% | - | Mar 31, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -2,200 | -100.00% | - | Mar 31, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | - | - | - | -2,078 | -100.00% | - | Mar 31, 2024 |
| SEQUOIA FINANCIAL ADVISORS, LLC | - | - | - | -2,064 | -100.00% | - | Mar 31, 2024 |
| ATOM INVESTORS LP | - | - | - | -2,008 | -100.00% | - | Mar 31, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -1,775 | -100.00% | - | Mar 31, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -1,612 | -100.00% | - | Mar 31, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -1,558 | -100.00% | - | Mar 31, 2024 |
| CBOE VEST FINANCIAL, LLC | - | - | - | -1,445 | -100.00% | - | Mar 31, 2024 |
| INGALLS & SNYDER LLC | - | - | - | -1,339 | -100.00% | - | Mar 31, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -1,290 | -100.00% | - | Mar 31, 2024 |
| PINKERTON RETIREMENT SPECIALISTS, LLC | - | - | - | -1,176 | -100.00% | - | Mar 31, 2024 |
| CSENGE ADVISORY GROUP | - | - | - | -1,171 | -100.00% | - | Mar 31, 2024 |
| KAPITALO INVESTIMENTOS LTDA | - | - | - | -1,126 | -100.00% | - | Mar 31, 2024 |
| TRADITION WEALTH MANAGEMENT, LLC | - | - | - | -236 | -100.00% | - | Mar 31, 2024 |
| TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -113 | -100.00% | - | Mar 31, 2024 |
| GLASSMAN WEALTH SERVICES | - | - | - | -26 | -100.00% | - | Mar 31, 2024 |
| CENTRAL TRUST CO | - | - | - | -20 | -100.00% | - | Mar 31, 2024 |
| RALEIGH CAPITAL MANAGEMENT INC. | - | - | - | -10 | -100.00% | - | Mar 31, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -8 | -100.00% | - | Mar 31, 2024 |
| PINERIDGE ADVISORS LLC | - | - | - | -3 | -100.00% | - | Mar 31, 2024 |
| HORIZON INVESTMENTS, LLC | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
Evercore's largest sold out institutional shareholder by shares sold is BALYASNY ASSET MANAGEMENT L.P., sold -0.37M shares, valued at -, as of undefined.
Evercore Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Fiera Capital Series Trust | 0.82% | 16,417 | - | - | Jun 30, 2023 |
| Vanguard Montgomery Funds | 0.48% | 19,526 | - | - | Dec 31, 2023 |
| HARTFORD HLS SERIES FUND II INC | 0.48% | 117,830 | - | - | Dec 31, 2023 |
| AGF Investments Trust | 0.45% | -15,984 | - | - | Dec 31, 2023 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.43% | 131,970 | - | - | Dec 31, 2023 |
| abrdn Total Dynamic Dividend Fund | 0.22% | 94,800 | - | - | Jan 31, 2024 |
| SRH Total Return Fund, Inc. | 0.17% | 300,000 | - | - | Feb 29, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 0.17% | 129,230 | - | - | Dec 29, 2023 |
| AMG FUNDS | 0.17% | 18,850 | - | - | Jan 31, 2024 |
| MFS SERIES TRUST XI | 0.16% | 820,073 | -14,291 | -1.71% | Dec 31, 2023 |
| LORD ABBETT DEVELOPING GROWTH FUND, INC. | 0.16% | 144,050 | - | - | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.14% | 42,263 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.11% | 115,717 | - | - | Dec 29, 2023 |
| CRM Mutual Fund Trust | 0.10% | 33,230 | 33,230 | - | Dec 31, 2023 |
| abrdn Global Dynamic Dividend Fund | 0.10% | 12,800 | - | - | Jan 31, 2024 |
| ROYCE CAPITAL FUND | 0.09% | 35,826 | -2,457 | -6.42% | Dec 31, 2023 |
| TrimTabs ETF Trust | 0.08% | 49,526 | - | - | Jan 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.07% | 280,978 | -4,660 | -1.63% | Dec 29, 2023 |
| Capitol Series Trust | 0.07% | 704,742 | 26,000 | 3.83% | Mar 31, 2024 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.07% | 95,520 | - | - | Jan 31, 2024 |
| OSI ETF Trust | 0.06% | 10,830 | 663 | 6.52% | Mar 31, 2022 |
| AMG FUNDS III | 0.06% | 10,265 | - | - | Feb 29, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.06% | 4,320 | - | - | Sep 30, 2022 |
| John Hancock Funds III | 0.05% | 946,011 | 147,508 | 18.47% | Dec 31, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.05% | 21,432 | -1,555 | -6.76% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 23,859 | - | - | Dec 31, 2023 |
| Copeland Trust | 0.05% | 2,727 | - | - | Feb 29, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.05% | 44,218 | - | - | Feb 29, 2024 |
| NEIMAN FUNDS | 0.04% | 7,900 | - | - | Dec 31, 2023 |
| BOSTON TRUST WALDEN FUNDS | 0.04% | 122,174 | -750 | -0.61% | Dec 29, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.03% | 150,015 | 42,837 | 39.97% | Dec 31, 2023 |
| MASTER ADVANTAGE SMID CAP LLC | 0.03% | 3,976 | - | - | Dec 31, 2020 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.03% | 67,221 | - | - | Dec 31, 2023 |
| VANGUARD FENWAY FUNDS | 0.02% | 586,130 | -45,315 | -7.18% | Dec 31, 2023 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.02% | 29,669 | 13,947 | 88.71% | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.02% | 2,500 | - | - | Jan 31, 2024 |
| Federated Hermes Index Trust | 0.02% | 3,886 | -191 | -4.68% | Jan 31, 2024 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.02% | 20,667 | - | - | Jan 31, 2024 |
| DELAWARE VIP TRUST | 0.02% | 55,069 | 164 | 0.30% | Dec 29, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 70,590 | -2,037 | -2.80% | Feb 29, 2024 |
| EntrepreneurShares Series Trust | 0.02% | 4,288 | - | - | Dec 31, 2023 |
| M FUND INC | 0.02% | 6,979 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.01% | 160,410 | -34,400 | -17.66% | Dec 31, 2023 |
| MASTER LARGE CAP SERIES LLC | 0.01% | 11,637 | - | - | Mar 31, 2022 |
| Monteagle Funds | 0.01% | 500 | - | - | Feb 29, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 10,580 | - | - | Dec 31, 2023 |
| FRANKLIN FUND ALLOCATOR SERIES | 0.01% | 15,671 | 699 | 4.67% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.01% | 109,446 | 36,631 | 50.31% | Feb 29, 2024 |
| GLENMEDE FUND INC | 0.01% | 92,640 | -2,635 | -2.77% | Jan 31, 2024 |
| ROYCE FUND | 0.01% | 58,252 | 8,713 | 17.59% | Dec 31, 2023 |
| GPS Funds I | 0.01% | 48,950 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.01% | 87,747 | 5,931 | 7.25% | Jan 31, 2024 |
| PRIMECAP Odyssey Funds | 0.01% | 70,750 | - | - | Jan 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 10,141 | 10,141 | - | Dec 31, 2023 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.01% | 2,594 | - | - | Dec 31, 2023 |
| VANGUARD INDEX FUNDS | 0.01% | 3,554,405 | 527,025 | 17.41% | Dec 31, 2023 |
| Calvert Responsible Index Series, Inc. | 0.01% | 11,796 | -279 | -2.31% | Dec 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 27,455 | -21,204 | -43.58% | Jan 31, 2024 |
| SUNAMERICA SERIES, INC. | 0.01% | 10,321 | 10,321 | - | Apr 30, 2021 |
| World Funds Trust | 0.01% | 3,548 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 140 | -14 | -9.09% | Dec 31, 2023 |
| Vericimetry Funds | 0.01% | 640 | 230 | 56.10% | Dec 31, 2023 |
| 360 Funds | 0.01% | 253 | 62 | 32.46% | Feb 29, 2024 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 21,000 | - | - | Dec 31, 2023 |
| SIT MUTUAL FUNDS INC | 0.01% | 1,900 | - | - | Dec 29, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.01% | 4,076 | -1,740 | -29.92% | Dec 31, 2023 |
| PFM Multi-Manager Series Trust | 0.00% | 3,801 | - | - | Dec 31, 2023 |
| DRIEHAUS MUTUAL FUNDS | 0.00% | 36,299 | 5,239 | 16.87% | Dec 29, 2023 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.00% | 22,961 | - | - | Dec 29, 2023 |
| NUVEEN INVESTMENT TRUST | 0.00% | 1,700 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.00% | 10,395 | - | - | Dec 31, 2023 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.00% | 140,342 | - | - | Dec 31, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 904 | - | - | Dec 31, 2023 |
| Voya EQUITY TRUST | 0.00% | 5,427 | 312 | 6.10% | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 199,564 | 319 | 0.16% | Jan 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 21,954 | 202 | 0.93% | Jan 31, 2024 |
| ALLSPRING MASTER TRUST | 0.00% | 224,322 | - | - | Feb 29, 2024 |
| Harbor ETF Trust | 0.00% | 15,618 | -1,838 | -10.53% | Jan 31, 2024 |
| ALPS ETF Trust | 0.00% | 40,635 | 7,332 | 22.02% | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.00% | 103 | -25 | -19.53% | Dec 31, 2023 |
| JAMES ADVANTAGE FUNDS | 0.00% | 6,730 | - | - | Dec 31, 2023 |
| Fidelity Commonwealth Trust II | 0.00% | 21,022 | - | - | Aug 31, 2023 |
| Calvert Variable Products, Inc. | 0.00% | 7,653 | -165 | -2.11% | Dec 31, 2023 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 302,684 | 24,907 | 8.97% | Feb 29, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 218,720 | 41,779 | 23.61% | Jan 31, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 424 | 424 | - | Dec 29, 2023 |
| Ivy Variable Insurance Portfolios | 0.00% | 49,805 | - | - | Dec 29, 2023 |
| Bernstein Fund Inc | 0.00% | 21,512 | -1,400 | -6.11% | Dec 31, 2023 |
| PPM Funds | 0.00% | 1,575 | - | - | Dec 31, 2023 |
| JNL VARIABLE FUND LLC | 0.00% | 11,261 | -1,522 | -11.91% | Mar 31, 2020 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.00% | 1,076 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.00% | 2,693 | - | - | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 156,503 | -4,496 | -2.79% | Jan 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 22,123 | - | - | Jan 31, 2024 |
| AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) | 0.00% | 388,310 | 25,098 | 6.91% | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 20,457 | - | - | Jan 31, 2024 |
| KP Funds | 0.00% | 71,581 | 13,017 | 22.23% | Sep 30, 2020 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 1,400 | - | - | Jan 31, 2024 |
| MFS VARIABLE INSURANCE TRUST III | 0.00% | 24,720 | -179 | -0.72% | Dec 31, 2023 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 822 | 247 | 42.96% | Sep 30, 2020 |
Evercore's largest mutual fund holder by % of total assets is "Fiera Capital Series Trust", owning 16.42K shares, compromising 0.82% of its total assets.
Evercore Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 465 | 7.14% |
| 31 Dec, 23 | 434 | 7.96% |
| 30 Sep, 23 | 402 | 0.50% |
| 30 Jun, 23 | 400 | -5.21% |
| 31 Mar, 23 | 422 | 5.76% |
| 31 Dec, 22 | 399 | 9.32% |
| 30 Sep, 22 | 365 | -4.20% |
| 30 Jun, 22 | 381 | -7.52% |
| 31 Mar, 22 | 412 | -5.94% |
| 31 Dec, 21 | 438 | 2.10% |
| 30 Sep, 21 | 429 | -0.23% |
| 30 Jun, 21 | 430 | 4.37% |
| 31 Mar, 21 | 412 | 16.38% |
| 31 Dec, 20 | 354 | 18.79% |
| 30 Sep, 20 | 298 | -0.33% |
| 30 Jun, 20 | 299 | 5.28% |
| 31 Mar, 20 | 284 | -12.07% |
| 31 Dec, 19 | 323 | -3.00% |
| 30 Sep, 19 | 333 | -0.60% |
| 30 Jun, 19 | 335 | -2.90% |
| 31 Mar, 19 | 345 | 2.37% |
| 31 Dec, 18 | 337 | -7.92% |
| 30 Sep, 18 | 366 | -1.88% |
| 30 Jun, 18 | 373 | 4.48% |
| 31 Mar, 18 | 357 | 7.21% |
| 31 Dec, 17 | 333 | 13.27% |
| 30 Sep, 17 | 294 | -1.67% |
| 30 Jun, 17 | 299 | 2.40% |
| 31 Mar, 17 | 292 | 6.57% |
| 31 Dec, 16 | 274 | 20.18% |
| 30 Sep, 16 | 228 | 1.33% |
| 30 Jun, 16 | 225 | -0.88% |
| 31 Mar, 16 | 227 | - |
| 31 Dec, 15 | 227 | 10.19% |
| 30 Sep, 15 | 206 | 3.52% |
| 30 Jun, 15 | 199 | -1.97% |
| 31 Mar, 15 | 203 | 3.57% |
| 31 Dec, 14 | 196 | -7.55% |
| 30 Sep, 14 | 212 | 7.07% |
| 30 Jun, 14 | 198 | -7.04% |
| 31 Mar, 14 | 213 | 6.50% |
| 31 Dec, 13 | 200 | 9.29% |
| 30 Sep, 13 | 183 | 19.61% |
| 30 Jun, 13 | 153 | 128.36% |
| 31 Mar, 13 | 67 | 34.00% |
| 31 Dec, 12 | 50 | 19.05% |
| 30 Sep, 12 | 42 | -2.33% |
| 30 Jun, 12 | 43 | -4.44% |
| 31 Mar, 12 | 45 | - |
| 31 Dec, 11 | 45 | 36.36% |
| 30 Sep, 11 | 33 | -23.26% |
| 30 Jun, 11 | 43 | 26.47% |
| 31 Mar, 11 | 34 | 25.93% |
| 31 Dec, 10 | 27 | -12.90% |
| 30 Sep, 10 | 31 | -6.06% |
| 30 Jun, 10 | 33 | -2.94% |
| 31 Mar, 10 | 34 | -10.53% |
| 31 Dec, 09 | 38 | 2.70% |
| 30 Sep, 09 | 37 | 23.33% |
| 30 Jun, 09 | 30 | 36.36% |
| 31 Mar, 09 | 22 | 10.00% |
| 31 Dec, 08 | 20 | 25.00% |
| 30 Sep, 08 | 16 | 14.29% |
| 30 Jun, 08 | 14 | -12.50% |
| 31 Mar, 08 | 16 | -11.11% |
| 31 Dec, 07 | 18 | 38.46% |
| 30 Sep, 07 | 13 | -35.00% |
| 30 Jun, 07 | 20 | 300.00% |
| 31 Mar, 07 | 5 | -58.33% |
| 31 Dec, 06 | 12 | 50.00% |
| 30 Sep, 06 | 8 | - |
As of 31 Mar 24, 465 institutions are holding Evercore's shares, representing an increase of 7.14% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 33,068,410 | -0.77% |
| 31 Dec, 23 | 33,323,389 | 1.46% |
| 30 Sep, 23 | 32,844,368 | -0.73% |
| 30 Jun, 23 | 33,084,404 | 1.09% |
| 31 Mar, 23 | 32,728,647 | -0.33% |
| 31 Dec, 22 | 32,836,951 | 1.92% |
| 30 Sep, 22 | 32,218,747 | 1.11% |
| 30 Jun, 22 | 31,865,822 | -6.24% |
| 31 Mar, 22 | 33,986,348 | -1.07% |
| 31 Dec, 21 | 34,354,481 | -1.05% |
| 30 Sep, 21 | 34,720,195 | -2.32% |
| 30 Jun, 21 | 35,543,499 | -4.85% |
| 31 Mar, 21 | 37,353,539 | 3.49% |
| 31 Dec, 20 | 36,094,825 | -0.48% |
| 30 Sep, 20 | 36,269,677 | 2.14% |
| 30 Jun, 20 | 35,511,123 | -0.38% |
| 31 Mar, 20 | 35,645,825 | -4.75% |
| 31 Dec, 19 | 37,423,934 | 0.77% |
| 30 Sep, 19 | 37,137,716 | -3.04% |
| 30 Jun, 19 | 38,301,456 | 0.99% |
| 31 Mar, 19 | 37,927,535 | 4.34% |
| 31 Dec, 18 | 36,348,988 | -6.78% |
| 30 Sep, 18 | 38,993,307 | 0.53% |
| 30 Jun, 18 | 38,786,580 | -1.65% |
| 31 Mar, 18 | 39,437,973 | 4.36% |
| 31 Dec, 17 | 37,789,536 | 3.24% |
| 30 Sep, 17 | 36,604,741 | -2.88% |
| 30 Jun, 17 | 37,690,793 | -1.39% |
| 31 Mar, 17 | 38,222,972 | 6.42% |
| 31 Dec, 16 | 35,918,321 | 1.43% |
| 30 Sep, 16 | 35,413,638 | 3.05% |
| 30 Jun, 16 | 34,366,592 | -1.20% |
| 31 Mar, 16 | 34,785,342 | -3.76% |
| 31 Dec, 15 | 36,143,442 | -14.08% |
| 30 Sep, 15 | 42,065,710 | 30.23% |
| 30 Jun, 15 | 32,299,962 | -0.48% |
| 31 Mar, 15 | 32,457,096 | 3.24% |
| 31 Dec, 14 | 31,438,249 | -0.25% |
| 30 Sep, 14 | 31,515,653 | 0.96% |
| 30 Jun, 14 | 31,215,970 | -0.83% |
| 31 Mar, 14 | 31,476,497 | 4.11% |
| 31 Dec, 13 | 30,234,896 | 3.46% |
| 30 Sep, 13 | 29,223,155 | 4.86% |
| 30 Jun, 13 | 27,867,653 | 147.72% |
| 31 Mar, 13 | 11,249,477 | -8.55% |
| 31 Dec, 12 | 12,301,677 | 10.15% |
| 30 Sep, 12 | 11,167,841 | -0.61% |
| 30 Jun, 12 | 11,236,396 | -8.38% |
| 31 Mar, 12 | 12,264,713 | 8.91% |
| 31 Dec, 11 | 11,261,059 | 5.48% |
| 30 Sep, 11 | 10,675,578 | -18.89% |
| 30 Jun, 11 | 13,162,066 | 73.43% |
| 31 Mar, 11 | 7,589,333 | 52.23% |
| 31 Dec, 10 | 4,985,579 | 15.65% |
| 30 Sep, 10 | 4,310,857 | -21.92% |
| 30 Jun, 10 | 5,520,746 | 12.95% |
| 31 Mar, 10 | 4,887,975 | 21.42% |
| 31 Dec, 09 | 4,025,718 | 0.08% |
| 30 Sep, 09 | 4,022,609 | 55.05% |
| 30 Jun, 09 | 2,594,348 | -0.89% |
| 31 Mar, 09 | 2,617,563 | -28.12% |
| 31 Dec, 08 | 3,641,379 | 13.93% |
| 30 Sep, 08 | 3,196,149 | 20.28% |
| 30 Jun, 08 | 2,657,352 | -5.98% |
| 31 Mar, 08 | 2,826,366 | -24.12% |
| 31 Dec, 07 | 3,724,648 | 58.40% |
| 30 Sep, 07 | 2,351,434 | -27.17% |
| 30 Jun, 07 | 3,228,538 | 565.49% |
| 31 Mar, 07 | 485,140 | -51.76% |
| 31 Dec, 06 | 1,005,648 | 25.97% |
| 30 Sep, 06 | 798,300 | - |
Evercore (EVR) has 33.07M shares outstanding as of 31 Mar 24, down -0.77% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 86.79% | 1.12% |
| 31 Dec, 23 | 88.10% | 1.19% |
| 30 Sep, 23 | 85.96% | 1.16% |
| 30 Jun, 23 | 85.91% | 1.19% |
| 31 Mar, 23 | 84.99% | 1.26% |
| 31 Dec, 22 | 81.98% | 1.21% |
| 30 Sep, 22 | 82.37% | 1.29% |
| 30 Jun, 22 | 80.00% | 1.06% |
| 31 Mar, 22 | 86.75% | 1.18% |
| 31 Dec, 21 | 85.77% | 1.11% |
| 30 Sep, 21 | 87.97% | 1.15% |
| 30 Jun, 21 | 87.40% | 1.07% |
| 31 Mar, 21 | 90.30% | 1.14% |
| 31 Dec, 20 | 89.01% | 1.12% |
| 30 Sep, 20 | 89.13% | 1.17% |
| 30 Jun, 20 | 87.39% | 1.10% |
| 31 Mar, 20 | 89.13% | 1.02% |
| 31 Dec, 19 | 93.57% | 1.07% |
| 30 Sep, 19 | 93.54% | 1.05% |
| 30 Jun, 19 | 94.46% | 1.08% |
| 31 Mar, 19 | 93.66% | 1.17% |
| 31 Dec, 18 | 89.54% | 0.99% |
| 30 Sep, 18 | 95.18% | 1.06% |
| 30 Jun, 18 | 94.86% | 1.00% |
| 31 Mar, 18 | 97.56% | 1.04% |
| 31 Dec, 17 | 96.93% | 1.10% |
| 30 Sep, 17 | 93.75% | 1.06% |
| 30 Jun, 17 | 93.97% | 1.05% |
| 31 Mar, 17 | 94.42% | 1.12% |
| 31 Dec, 16 | 91.86% | 1.11% |
| 30 Sep, 16 | 91.01% | 1.19% |
| 30 Jun, 16 | 87.56% | 1.14% |
| 31 Mar, 16 | 87.80% | 0.93% |
| 31 Dec, 15 | 97.26% | 0.74% |
| 30 Sep, 15 | 114.39% | 1.46% |
| 30 Jun, 15 | 88.63% | 1.13% |
| 31 Mar, 15 | 88.38% | 1.18% |
| 31 Dec, 14 | 86.52% | 1.16% |
| 30 Sep, 14 | 86.28% | 1.13% |
| 30 Jun, 14 | 87.33% | 1.06% |
| 31 Mar, 14 | 90.80% | 1.09% |
| 31 Dec, 13 | 91.26% | 1.10% |
| 30 Sep, 13 | 91.18% | 1.19% |
| 30 Jun, 13 | 87.60% | 7.03% |
| 31 Mar, 13 | 35.31% | 2.09% |
| 31 Dec, 12 | 41.14% | 2.74% |
| 30 Sep, 12 | 38.72% | 2.62% |
| 30 Jun, 12 | 38.46% | 2.17% |
| 31 Mar, 12 | 42.15% | 2.72% |
| 31 Dec, 11 | 39.36% | 2.90% |
| 30 Sep, 11 | 36.85% | 1.20% |
| 30 Jun, 11 | 55.48% | 4.95% |
| 31 Mar, 11 | 33.47% | 5.20% |
| 31 Dec, 10 | 25.37% | 4.91% |
| 30 Sep, 10 | 22.72% | 2.70% |
| 30 Jun, 10 | 29.03% | 4.24% |
| 31 Mar, 10 | 26.17% | 5.63% |
| 31 Dec, 09 | 21.56% | 3.56% |
| 30 Sep, 09 | 24.62% | 7.09% |
| 30 Jun, 09 | 18.63% | 5.10% |
| 31 Mar, 09 | 19.10% | 2.46% |
| 31 Dec, 08 | 27.86% | 4.67% |
| 30 Sep, 08 | 24.43% | 5.75% |
| 30 Jun, 08 | 20.61% | 4.20% |
| 31 Mar, 08 | 22.16% | 1.67% |
| 31 Dec, 07 | 36.45% | 10.06% |
| 30 Sep, 07 | 19.04% | 1.62% |
| 30 Jun, 07 | 34.23% | 63.14% |
| 31 Mar, 07 | 7.36% | 2.94% |
| 31 Dec, 06 | 15.81% | 6.20% |
| 30 Sep, 06 | 15.97% | - |
As of 31 Mar 24, Evercore is held by 86.79% institutional shareholders, representing a 1.12% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 228 | 16.33% |
| 31 Dec, 23 | 196 | 9.50% |
| 30 Sep, 23 | 179 | 4.07% |
| 30 Jun, 23 | 172 | -18.10% |
| 31 Mar, 23 | 210 | 9.38% |
| 31 Dec, 22 | 192 | 17.79% |
| 30 Sep, 22 | 163 | -15.54% |
| 30 Jun, 22 | 193 | -11.47% |
| 31 Mar, 22 | 218 | 4.31% |
| 31 Dec, 21 | 209 | 12.97% |
| 30 Sep, 21 | 185 | -3.65% |
| 30 Jun, 21 | 192 | -15.04% |
| 31 Mar, 21 | 226 | 18.32% |
| 31 Dec, 20 | 191 | 38.41% |
| 30 Sep, 20 | 138 | -10.97% |
| 30 Jun, 20 | 155 | 13.97% |
| 31 Mar, 20 | 136 | -14.47% |
| 31 Dec, 19 | 159 | -0.63% |
| 30 Sep, 19 | 160 | 1.27% |
| 30 Jun, 19 | 158 | -15.05% |
| 31 Mar, 19 | 186 | 30.07% |
| 31 Dec, 18 | 143 | -16.37% |
| 30 Sep, 18 | 171 | -6.56% |
| 30 Jun, 18 | 183 | 2.81% |
| 31 Mar, 18 | 178 | 4.09% |
| 31 Dec, 17 | 171 | 16.33% |
| 30 Sep, 17 | 147 | -15.52% |
| 30 Jun, 17 | 174 | 12.99% |
| 31 Mar, 17 | 154 | -2.53% |
| 31 Dec, 16 | 158 | 33.90% |
| 30 Sep, 16 | 118 | -1.67% |
| 30 Jun, 16 | 120 | -6.98% |
| 31 Mar, 16 | 129 | -11.03% |
| 31 Dec, 15 | 145 | 25.00% |
| 30 Sep, 15 | 116 | 6.42% |
| 30 Jun, 15 | 109 | -10.66% |
| 31 Mar, 15 | 122 | 31.18% |
| 31 Dec, 14 | 93 | -30.60% |
| 30 Sep, 14 | 134 | 28.85% |
| 30 Jun, 14 | 104 | -11.11% |
| 31 Mar, 14 | 117 | -3.31% |
| 31 Dec, 13 | 121 | 3.42% |
| 30 Sep, 13 | 117 | -6.40% |
| 30 Jun, 13 | 125 | 165.96% |
| 31 Mar, 13 | 47 | 38.24% |
| 31 Dec, 12 | 34 | 6.25% |
| 30 Sep, 12 | 32 | 18.52% |
| 30 Jun, 12 | 27 | -10.00% |
| 31 Mar, 12 | 30 | 7.14% |
| 31 Dec, 11 | 28 | 55.56% |
| 30 Sep, 11 | 18 | -47.06% |
| 30 Jun, 11 | 34 | 61.90% |
| 31 Mar, 11 | 21 | 10.53% |
| 31 Dec, 10 | 19 | 35.71% |
| 30 Sep, 10 | 14 | -26.32% |
| 30 Jun, 10 | 19 | -9.52% |
| 31 Mar, 10 | 21 | 5.00% |
| 31 Dec, 09 | 20 | -13.04% |
| 30 Sep, 09 | 23 | 21.05% |
| 30 Jun, 09 | 19 | 46.15% |
| 31 Mar, 09 | 13 | 8.33% |
| 31 Dec, 08 | 12 | 33.33% |
| 30 Sep, 08 | 9 | - |
| 30 Jun, 08 | 9 | - |
| 31 Mar, 08 | 9 | -35.71% |
| 31 Dec, 07 | 14 | 55.56% |
| 30 Sep, 07 | 9 | -55.00% |
| 30 Jun, 07 | 20 | 400.00% |
| 31 Mar, 07 | 4 | -42.86% |
| 31 Dec, 06 | 7 | -12.50% |
| 30 Sep, 06 | 8 | - |
228 institutional shareholders have increased their position in EVR stock as of 31 Mar 24 compared to 196 in the previous quarter (a 16.33% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 159 | -9.14% |
| 31 Dec, 23 | 175 | 3.55% |
| 30 Sep, 23 | 169 | 2.42% |
| 30 Jun, 23 | 165 | 18.71% |
| 31 Mar, 23 | 139 | -6.08% |
| 31 Dec, 22 | 148 | -4.52% |
| 30 Sep, 22 | 155 | 9.93% |
| 30 Jun, 22 | 141 | -1.40% |
| 31 Mar, 22 | 143 | -13.33% |
| 31 Dec, 21 | 165 | 1.23% |
| 30 Sep, 21 | 163 | -8.43% |
| 30 Jun, 21 | 178 | 27.14% |
| 31 Mar, 21 | 140 | 23.89% |
| 31 Dec, 20 | 113 | 2.73% |
| 30 Sep, 20 | 110 | 1.85% |
| 30 Jun, 20 | 108 | -4.42% |
| 31 Mar, 20 | 113 | -13.08% |
| 31 Dec, 19 | 130 | 0.78% |
| 30 Sep, 19 | 129 | -4.44% |
| 30 Jun, 19 | 135 | 28.57% |
| 31 Mar, 19 | 105 | -33.96% |
| 31 Dec, 18 | 159 | 13.57% |
| 30 Sep, 18 | 140 | 3.70% |
| 30 Jun, 18 | 135 | 7.14% |
| 31 Mar, 18 | 126 | 3.28% |
| 31 Dec, 17 | 122 | 7.96% |
| 30 Sep, 17 | 113 | 17.71% |
| 30 Jun, 17 | 96 | -8.57% |
| 31 Mar, 17 | 105 | 20.69% |
| 31 Dec, 16 | 87 | 3.57% |
| 30 Sep, 16 | 84 | 12.00% |
| 30 Jun, 16 | 75 | 8.70% |
| 31 Mar, 16 | 69 | 25.45% |
| 31 Dec, 15 | 55 | -15.38% |
| 30 Sep, 15 | 65 | - |
| 30 Jun, 15 | 65 | 6.56% |
| 31 Mar, 15 | 61 | -29.89% |
| 31 Dec, 14 | 87 | 74.00% |
| 30 Sep, 14 | 50 | -24.24% |
| 30 Jun, 14 | 66 | -2.94% |
| 31 Mar, 14 | 68 | 7.94% |
| 31 Dec, 13 | 63 | 12.50% |
| 30 Sep, 13 | 56 | 133.33% |
| 30 Jun, 13 | 24 | 50.00% |
| 31 Mar, 13 | 16 | 33.33% |
| 31 Dec, 12 | 12 | 33.33% |
| 30 Sep, 12 | 9 | -30.77% |
| 30 Jun, 12 | 13 | 18.18% |
| 31 Mar, 12 | 11 | -15.38% |
| 31 Dec, 11 | 13 | 44.44% |
| 30 Sep, 11 | 9 | 28.57% |
| 30 Jun, 11 | 7 | -22.22% |
| 31 Mar, 11 | 9 | 28.57% |
| 31 Dec, 10 | 7 | -30.00% |
| 30 Sep, 10 | 10 | -16.67% |
| 30 Jun, 10 | 12 | 50.00% |
| 31 Mar, 10 | 8 | -27.27% |
| 31 Dec, 09 | 11 | 10.00% |
| 30 Sep, 09 | 10 | 11.11% |
| 30 Jun, 09 | 9 | 28.57% |
| 31 Mar, 09 | 7 | 75.00% |
| 31 Dec, 08 | 4 | -20.00% |
| 30 Sep, 08 | 5 | 150.00% |
| 30 Jun, 08 | 2 | -50.00% |
| 31 Mar, 08 | 4 | 100.00% |
| 31 Dec, 07 | 2 | -33.33% |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | -75.00% |
| 31 Dec, 06 | 4 | - |
| 30 Sep, 06 | - | - |
159 institutional shareholders have reduced their position in EVR stock as of 31 Mar 24 compared to 175 in the previous quarter (a -9.14% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 465 | 7.14% | 33,068,410 | -0.77% | 86.79% | 1.12% | 228 | 16.33% | 159 | -9.14% |
| 31 Dec, 23 | 434 | 7.96% | 33,323,389 | 1.46% | 88.10% | 1.19% | 196 | 9.50% | 175 | 3.55% |
| 30 Sep, 23 | 402 | 0.50% | 32,844,368 | -0.73% | 85.96% | 1.16% | 179 | 4.07% | 169 | 2.42% |
| 30 Jun, 23 | 400 | -5.21% | 33,084,404 | 1.09% | 85.91% | 1.19% | 172 | -18.10% | 165 | 18.71% |
| 31 Mar, 23 | 422 | 5.76% | 32,728,647 | -0.33% | 84.99% | 1.26% | 210 | 9.38% | 139 | -6.08% |
| 31 Dec, 22 | 399 | 9.32% | 32,836,951 | 1.92% | 81.98% | 1.21% | 192 | 17.79% | 148 | -4.52% |
| 30 Sep, 22 | 365 | -4.20% | 32,218,747 | 1.11% | 82.37% | 1.29% | 163 | -15.54% | 155 | 9.93% |
| 30 Jun, 22 | 381 | -7.52% | 31,865,822 | -6.24% | 80.00% | 1.06% | 193 | -11.47% | 141 | -1.40% |
| 31 Mar, 22 | 412 | -5.94% | 33,986,348 | -1.07% | 86.75% | 1.18% | 218 | 4.31% | 143 | -13.33% |
| 31 Dec, 21 | 438 | 2.10% | 34,354,481 | -1.05% | 85.77% | 1.11% | 209 | 12.97% | 165 | 1.23% |
| 30 Sep, 21 | 429 | -0.23% | 34,720,195 | -2.32% | 87.97% | 1.15% | 185 | -3.65% | 163 | -8.43% |
| 30 Jun, 21 | 430 | 4.37% | 35,543,499 | -4.85% | 87.40% | 1.07% | 192 | -15.04% | 178 | 27.14% |
| 31 Mar, 21 | 412 | 16.38% | 37,353,539 | 3.49% | 90.30% | 1.14% | 226 | 18.32% | 140 | 23.89% |
| 31 Dec, 20 | 354 | 18.79% | 36,094,825 | -0.48% | 89.01% | 1.12% | 191 | 38.41% | 113 | 2.73% |
| 30 Sep, 20 | 298 | -0.33% | 36,269,677 | 2.14% | 89.13% | 1.17% | 138 | -10.97% | 110 | 1.85% |
| 30 Jun, 20 | 299 | 5.28% | 35,511,123 | -0.38% | 87.39% | 1.10% | 155 | 13.97% | 108 | -4.42% |
| 31 Mar, 20 | 284 | -12.07% | 35,645,825 | -4.75% | 89.13% | 1.02% | 136 | -14.47% | 113 | -13.08% |
| 31 Dec, 19 | 323 | -3.00% | 37,423,934 | 0.77% | 93.57% | 1.07% | 159 | -0.63% | 130 | 0.78% |
| 30 Sep, 19 | 333 | -0.60% | 37,137,716 | -3.04% | 93.54% | 1.05% | 160 | 1.27% | 129 | -4.44% |
| 30 Jun, 19 | 335 | -2.90% | 38,301,456 | 0.99% | 94.46% | 1.08% | 158 | -15.05% | 135 | 28.57% |
| 31 Mar, 19 | 345 | 2.37% | 37,927,535 | 4.34% | 93.66% | 1.17% | 186 | 30.07% | 105 | -33.96% |
| 31 Dec, 18 | 337 | -7.92% | 36,348,988 | -6.78% | 89.54% | 0.99% | 143 | -16.37% | 159 | 13.57% |
| 30 Sep, 18 | 366 | -1.88% | 38,993,307 | 0.53% | 95.18% | 1.06% | 171 | -6.56% | 140 | 3.70% |
| 30 Jun, 18 | 373 | 4.48% | 38,786,580 | -1.65% | 94.86% | 1.00% | 183 | 2.81% | 135 | 7.14% |
| 31 Mar, 18 | 357 | 7.21% | 39,437,973 | 4.36% | 97.56% | 1.04% | 178 | 4.09% | 126 | 3.28% |
| 31 Dec, 17 | 333 | 13.27% | 37,789,536 | 3.24% | 96.93% | 1.10% | 171 | 16.33% | 122 | 7.96% |
| 30 Sep, 17 | 294 | -1.67% | 36,604,741 | -2.88% | 93.75% | 1.06% | 147 | -15.52% | 113 | 17.71% |
| 30 Jun, 17 | 299 | 2.40% | 37,690,793 | -1.39% | 93.97% | 1.05% | 174 | 12.99% | 96 | -8.57% |
| 31 Mar, 17 | 292 | 6.57% | 38,222,972 | 6.42% | 94.42% | 1.12% | 154 | -2.53% | 105 | 20.69% |
| 31 Dec, 16 | 274 | 20.18% | 35,918,321 | 1.43% | 91.86% | 1.11% | 158 | 33.90% | 87 | 3.57% |
| 30 Sep, 16 | 228 | 1.33% | 35,413,638 | 3.05% | 91.01% | 1.19% | 118 | -1.67% | 84 | 12.00% |
| 30 Jun, 16 | 225 | -0.88% | 34,366,592 | -1.20% | 87.56% | 1.14% | 120 | -6.98% | 75 | 8.70% |
| 31 Mar, 16 | 227 | - | 34,785,342 | -3.76% | 87.80% | 0.93% | 129 | -11.03% | 69 | 25.45% |
| 31 Dec, 15 | 227 | 10.19% | 36,143,442 | -14.08% | 97.26% | 0.74% | 145 | 25.00% | 55 | -15.38% |
| 30 Sep, 15 | 206 | 3.52% | 42,065,710 | 30.23% | 114.39% | 1.46% | 116 | 6.42% | 65 | - |
| 30 Jun, 15 | 199 | -1.97% | 32,299,962 | -0.48% | 88.63% | 1.13% | 109 | -10.66% | 65 | 6.56% |
| 31 Mar, 15 | 203 | 3.57% | 32,457,096 | 3.24% | 88.38% | 1.18% | 122 | 31.18% | 61 | -29.89% |
| 31 Dec, 14 | 196 | -7.55% | 31,438,249 | -0.25% | 86.52% | 1.16% | 93 | -30.60% | 87 | 74.00% |
| 30 Sep, 14 | 212 | 7.07% | 31,515,653 | 0.96% | 86.28% | 1.13% | 134 | 28.85% | 50 | -24.24% |
| 30 Jun, 14 | 198 | -7.04% | 31,215,970 | -0.83% | 87.33% | 1.06% | 104 | -11.11% | 66 | -2.94% |
| 31 Mar, 14 | 213 | 6.50% | 31,476,497 | 4.11% | 90.80% | 1.09% | 117 | -3.31% | 68 | 7.94% |
| 31 Dec, 13 | 200 | 9.29% | 30,234,896 | 3.46% | 91.26% | 1.10% | 121 | 3.42% | 63 | 12.50% |
| 30 Sep, 13 | 183 | 19.61% | 29,223,155 | 4.86% | 91.18% | 1.19% | 117 | -6.40% | 56 | 133.33% |
| 30 Jun, 13 | 153 | 128.36% | 27,867,653 | 147.72% | 87.60% | 7.03% | 125 | 165.96% | 24 | 50.00% |
| 31 Mar, 13 | 67 | 34.00% | 11,249,477 | -8.55% | 35.31% | 2.09% | 47 | 38.24% | 16 | 33.33% |
| 31 Dec, 12 | 50 | 19.05% | 12,301,677 | 10.15% | 41.14% | 2.74% | 34 | 6.25% | 12 | 33.33% |
| 30 Sep, 12 | 42 | -2.33% | 11,167,841 | -0.61% | 38.72% | 2.62% | 32 | 18.52% | 9 | -30.77% |
| 30 Jun, 12 | 43 | -4.44% | 11,236,396 | -8.38% | 38.46% | 2.17% | 27 | -10.00% | 13 | 18.18% |
| 31 Mar, 12 | 45 | - | 12,264,713 | 8.91% | 42.15% | 2.72% | 30 | 7.14% | 11 | -15.38% |
| 31 Dec, 11 | 45 | 36.36% | 11,261,059 | 5.48% | 39.36% | 2.90% | 28 | 55.56% | 13 | 44.44% |
| 30 Sep, 11 | 33 | -23.26% | 10,675,578 | -18.89% | 36.85% | 1.20% | 18 | -47.06% | 9 | 28.57% |
| 30 Jun, 11 | 43 | 26.47% | 13,162,066 | 73.43% | 55.48% | 4.95% | 34 | 61.90% | 7 | -22.22% |
| 31 Mar, 11 | 34 | 25.93% | 7,589,333 | 52.23% | 33.47% | 5.20% | 21 | 10.53% | 9 | 28.57% |
| 31 Dec, 10 | 27 | -12.90% | 4,985,579 | 15.65% | 25.37% | 4.91% | 19 | 35.71% | 7 | -30.00% |
| 30 Sep, 10 | 31 | -6.06% | 4,310,857 | -21.92% | 22.72% | 2.70% | 14 | -26.32% | 10 | -16.67% |
| 30 Jun, 10 | 33 | -2.94% | 5,520,746 | 12.95% | 29.03% | 4.24% | 19 | -9.52% | 12 | 50.00% |
| 31 Mar, 10 | 34 | -10.53% | 4,887,975 | 21.42% | 26.17% | 5.63% | 21 | 5.00% | 8 | -27.27% |
| 31 Dec, 09 | 38 | 2.70% | 4,025,718 | 0.08% | 21.56% | 3.56% | 20 | -13.04% | 11 | 10.00% |
| 30 Sep, 09 | 37 | 23.33% | 4,022,609 | 55.05% | 24.62% | 7.09% | 23 | 21.05% | 10 | 11.11% |
| 30 Jun, 09 | 30 | 36.36% | 2,594,348 | -0.89% | 18.63% | 5.10% | 19 | 46.15% | 9 | 28.57% |
| 31 Mar, 09 | 22 | 10.00% | 2,617,563 | -28.12% | 19.10% | 2.46% | 13 | 8.33% | 7 | 75.00% |
| 31 Dec, 08 | 20 | 25.00% | 3,641,379 | 13.93% | 27.86% | 4.67% | 12 | 33.33% | 4 | -20.00% |
| 30 Sep, 08 | 16 | 14.29% | 3,196,149 | 20.28% | 24.43% | 5.75% | 9 | - | 5 | 150.00% |
| 30 Jun, 08 | 14 | -12.50% | 2,657,352 | -5.98% | 20.61% | 4.20% | 9 | - | 2 | -50.00% |
| 31 Mar, 08 | 16 | -11.11% | 2,826,366 | -24.12% | 22.16% | 1.67% | 9 | -35.71% | 4 | 100.00% |
| 31 Dec, 07 | 18 | 38.46% | 3,724,648 | 58.40% | 36.45% | 10.06% | 14 | 55.56% | 2 | -33.33% |
| 30 Sep, 07 | 13 | -35.00% | 2,351,434 | -27.17% | 19.04% | 1.62% | 9 | -55.00% | 3 | - |
| 30 Jun, 07 | 20 | 300.00% | 3,228,538 | 565.49% | 34.23% | 63.14% | 20 | 400.00% | - | -100.00% |
| 31 Mar, 07 | 5 | -58.33% | 485,140 | -51.76% | 7.36% | 2.94% | 4 | -42.86% | 1 | -75.00% |
| 31 Dec, 06 | 12 | 50.00% | 1,005,648 | 25.97% | 15.81% | 6.20% | 7 | -12.50% | 4 | - |
| 30 Sep, 06 | 8 | - | 798,300 | - | 15.97% | - | 8 | - | - | - |
Evercore Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Evercore's stock was made by HYMAN EDWARD S on May 17 2024, selling 26 shares at - per share (valued at -).
Evercore Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | 6 | 16.67% |
| Q1 2024 | 6 | 16 | 37.50% |
| Q4 2023 | - | 2 | - |
| Q3 2023 | - | 3 | - |
| Q2 2023 | 9 | 3 | 300.00% |
| Q1 2023 | 5 | 14 | 35.71% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 2 | - |
| Q2 2022 | 9 | - | - |
| Q1 2022 | 10 | 12 | 83.33% |
| Q4 2021 | - | 10 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | 13 | 4 | 325.00% |
| Q1 2021 | 8 | 13 | 61.54% |
| Q4 2020 | - | 3 | - |
| Q2 2020 | 11 | - | - |
| Q1 2020 | 15 | 12 | 125.00% |
| Q4 2019 | 3 | 4 | 75.00% |
| Q2 2019 | 9 | - | - |
| Q1 2019 | 9 | 16 | 56.25% |
1 total buy trades, and 6 total sell trades (buy/sell ratio of 0.17%) were made by Evercore's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | - | - |
| Q1 2024 | - | 4 | - |
| Q4 2023 | - | 1 | - |
| Q3 2023 | - | 1 | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 5 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 2 | - |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 1 | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | - | 4 | - |
| Q4 2020 | - | 1 | - |
| Q2 2020 | 1 | - | - |
| Q1 2020 | 3 | 2 | 150.00% |
| Q4 2019 | 1 | - | - |
| Q2 2019 | - | - | - |
| Q1 2019 | - | 3 | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Evercore's stocks.
EVR Ownership FAQ
Who Owns Evercore?
Evercore is owned by institutional shareholders (86.79%), insiders (7.80%), and public (5.41%). The largest institutional shareholder of Evercore is VANGUARD GROUP INC (9.57% of total shares) and the top mutual fund owner is Fiera Capital Series Trust (0.82% of total shares).
Who are the major institutional shareholders of Evercore?
Evercore's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., BOSTON PARTNERS, STATE STREET CORP, and JPMORGAN CHASE & CO. The top five shareholders own together 28.79% of the company's share outstanding.
How many Evercore shareholders are there?
As of Mar 2024, there are 465 institutional shareholders of Evercore.
What percentage of Evercore is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 3.65M shares of Evercore, representing 9.57% of the company's total shares outstanding, valued at $702.14M (as of Mar 2024).
What percentage of Evercore is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 3.46M shares of Evercore (EVR), compromising 9.09% of the company, valued at $667.27M.
What percentage of Evercore is owned by BOSTON PARTNERS?
BOSTON PARTNERS is the third largest holder of Evercore. The company owns 1.71M of the company's shares outstanding (worth $328.64M).