EVR Insider Trading

Insider Ownership Percentage: 8.29%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $50,229,143.72

Evercore Insider Trading History Chart

This chart shows the insider buying and selling history at Evercore by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Evercore Share Price & Price History

Current Price: $271.21
Price Change: Price Increase of +3.867 (1.45%)
As of 02/14/2025 01:59 PM ET

This chart shows the closing price history over time for EVR up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

Evercore Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/10/2025Edward S. HymanChairmanSell17,502$271.68$4,754,943.361,643,035View SEC Filing Icon  
2/7/2025Paul PensaInsiderSell1,863$281.23$523,931.495,531View SEC Filing Icon  
2/6/2025Edward S. HymanChairmanSell17,139$285.56$4,894,212.841,681,721View SEC Filing Icon  
11/22/2024Edward S. HymanChairmanSell20,814$310.52$6,463,163.281,706,519View SEC Filing Icon  
11/20/2024Edward S. HymanChairmanSell10,855$299.09$3,246,621.951,737,221View SEC Filing Icon  
11/18/2024Edward S. HymanChairmanSell11,154$298.55$3,330,026.701,757,062View SEC Filing Icon  
11/14/2024Edward S. HymanChairmanSell10,869$300.08$3,261,569.521,776,766View SEC Filing Icon  
11/12/2024Edward S. HymanChairmanSell10,305$308.32$3,177,237.601,799,951View SEC Filing Icon  
11/8/2024Edward S. HymanChairmanSell12,162$306.80$3,731,301.601,810,256View SEC Filing Icon  
11/6/2024Edward S. HymanChairmanSell50,000$316.38$15,819,000.001,856,519View SEC Filing Icon  
8/21/2024Timothy Gilbert LalondeCFOSell3,750$238.72$895,200.0040,563View SEC Filing Icon  
7/29/2024Pamela G. CarltonDirectorSell534$247.07$131,935.383,146View SEC Filing Icon  
2/13/2024Timothy Gilbert LalondeCFOSell3,337$178.74$596,455.3827,291View SEC Filing Icon  
2/8/2024Jason KlurfeldGeneral CounselSell5,877$173.21$1,017,955.1722,099View SEC Filing Icon  
2/7/2024Paul PensaInsiderSell1,540$170.38$262,385.204,447View SEC Filing Icon  
2/1/2024Timothy Gilbert LalondeCFOSell2,500$173.51$433,775.0037,172View SEC Filing Icon  
12/5/2023Richard I. BeattieDirectorSell6,522$151.31$986,843.8217,000View SEC Filing Icon  
8/14/2023Pamela G. CarltonDirectorSell592$136.69$80,920.483,041View SEC Filing Icon  
5/31/2023Timothy Gilbert LalondeCFOSell2,500$108.88$272,200.0039,672View SEC Filing Icon  
3/1/2023Richard I. BeattieDirectorSell5,000$130.90$654,500.0022,453View SEC Filing Icon  
2/15/2023Jason KlurfeldGeneral CounselSell357$135.12$48,237.8432,476View SEC Filing Icon  
2/13/2023Jason KlurfeldGeneral CounselSell5,231$133.00$695,723.0019,038View SEC Filing Icon  
2/7/2023Paul PensaCFOSell2,225$131.05$291,586.253,406View SEC Filing Icon  
2/6/2023Jason KlurfeldGeneral CounselSell4,512$135.00$609,120.0024,269View SEC Filing Icon  
7/28/2022Pamela G. CarltonDirectorSell322$96.25$30,992.502,564View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Evercore (NYSE:EVR)

86.23% of Evercore stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at EVR by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Evercore Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2025Keyvantage Wealth LLC956$0.27M0.2%N/A0.003%Search for SEC Filing on Google Icon
2/14/2025Hancock Whitney Corp11,140$3.09M0.1%-15.3%0.029%Search for SEC Filing on Google Icon
2/14/2025Voya Investment Management LLC30,818$8.54M0.0%-1.6%0.081%Search for SEC Filing on Google Icon
2/14/2025Fuller & Thaler Asset Management Inc.692,503$191.96M0.7%-5.5%1.819%Search for SEC Filing on Google Icon
2/14/2025MGO One Seven LLC4,414$1.22M0.0%N/A0.012%Search for SEC Filing on Google Icon
2/14/2025Pinebridge Investments L.P.32,449$9M0.1%+9.6%0.085%Search for SEC Filing on Google Icon
2/14/2025Price T Rowe Associates Inc. MD323,324$89.62M0.0%+1,288.1%0.849%Search for SEC Filing on Google Icon
2/14/2025Dark Forest Capital Management LP1,873$0.52M0.1%N/A0.005%Search for SEC Filing on Google Icon
2/14/2025Harvest Investment Services LLC2,645$0.73M0.2%N/A0.007%Search for SEC Filing on Google Icon
2/14/2025Hsbc Holdings PLC5,660$1.58M0.0%-22.1%0.015%Search for SEC Filing on Google Icon
2/14/2025Stifel Financial Corp30,929$8.57M0.0%+32.3%0.081%Search for SEC Filing on Google Icon
2/14/2025State of Tennessee Department of Treasury14,365$3.98M0.0%-2.7%0.038%Search for SEC Filing on Google Icon
2/14/2025TD Waterhouse Canada Inc.14,269$3.95M0.0%+40.1%0.037%Search for SEC Filing on Google Icon
2/14/2025Tower Research Capital LLC TRC 2,421$0.67M0.0%+34.1%0.006%Search for SEC Filing on Google Icon
2/14/2025Teachers Retirement System of The State of Kentucky16,072$4.46M0.0%-10.3%0.042%Search for SEC Filing on Google Icon
2/14/2025MML Investors Services LLC4,850$1.35M0.0%+13.8%0.013%Search for SEC Filing on Google Icon
2/14/2025MetLife Investment Management LLC19,967$5.54M0.0%+8.3%0.052%Search for SEC Filing on Google Icon
2/14/2025Natixis5,754$1.60M0.0%N/A0.015%Search for SEC Filing on Google Icon
2/14/2025First Trust Advisors LP2,480$0.69M0.0%-69.6%0.007%Search for SEC Filing on Google Icon
2/14/2025Dimensional Fund Advisors LP475,998$131.95M0.0%-19.6%1.250%Search for SEC Filing on Google Icon
2/14/2025Epoch Investment Partners Inc.60,651$16.81M0.1%-77.6%0.159%Search for SEC Filing on Google Icon
2/14/2025Forum Financial Management LP922$0.26M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/14/2025GeoWealth Management LLC512$0.14M0.0%+8.2%0.001%Search for SEC Filing on Google Icon
2/14/2025Commerce Bank1,800$0.50M0.0%-50.3%0.005%Search for SEC Filing on Google Icon
2/14/2025Cramer Rosenthal Mcglynn LLC75,716$20.99M1.2%+9.0%0.199%Search for SEC Filing on Google Icon
2/14/2025Cadence Bank5,963$1.65M0.1%-0.7%0.016%Search for SEC Filing on Google Icon
2/13/2025CANADA LIFE ASSURANCE Co30,699$8.51M0.0%-7.8%0.081%Search for SEC Filing on Google Icon
2/13/2025Farringdon Capital Ltd.799$0.22M0.1%N/A0.002%Search for SEC Filing on Google Icon
2/13/2025Marshall Wace LLP2,500$0.69M0.0%N/A0.007%Search for SEC Filing on Google Icon
2/13/2025NewEdge Advisors LLC1,148$0.32M0.0%+269.1%0.003%Search for SEC Filing on Google Icon
2/13/2025Ceredex Value Advisors LLC36,250$10.05M0.2%+22.4%0.095%Search for SEC Filing on Google Icon
2/13/2025EAM Investors LLC16,664$4.62M0.7%-2.2%0.044%Search for SEC Filing on Google Icon
2/13/2025Jump Financial LLC1,506$0.42M0.0%-28.6%0.004%Search for SEC Filing on Google Icon
2/13/2025Bridgewater Associates LP33,255$9.22M0.0%+34.3%0.087%Search for SEC Filing on Google Icon
2/13/2025Guggenheim Capital LLC27,715$7.68M0.1%+4.1%0.073%Search for SEC Filing on Google Icon
2/13/2025Tribune Investment Group LP15,000$4.16M2.3%N/A0.039%Search for SEC Filing on Google Icon
2/13/2025XTX Topco Ltd1,157$0.32M0.0%-41.4%0.003%Search for SEC Filing on Google Icon
2/13/2025Hanlon Investment Management Inc.5,395$1.50M0.4%+1.0%0.014%Search for SEC Filing on Google Icon
2/13/2025Mariner LLC15,138$4.20M0.0%+3.2%0.040%Search for SEC Filing on Google Icon
2/13/2025Barclays PLC37,389$10.36M0.0%+54.2%0.098%Search for SEC Filing on Google Icon
2/13/2025O ROURKE & COMPANY Inc2,914$0.81M0.4%-10.2%0.008%Search for SEC Filing on Google Icon
2/13/2025Savvy Advisors Inc.929$0.26M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2025Ameritas Investment Partners Inc.7,091$1.97M0.1%-3.0%0.019%Search for SEC Filing on Google Icon
2/13/2025Advisors Capital Management LLC17,153$4.76M0.1%+5.5%0.045%Search for SEC Filing on Google Icon
2/13/2025Townsquare Capital LLC4,142$1.15M0.0%-4.3%0.011%Search for SEC Filing on Google Icon
2/13/2025Rockefeller Capital Management L.P.91,953$25.49M0.1%-3.2%0.242%Search for SEC Filing on Google Icon
2/13/2025Sterling Capital Management LLC2,125$0.59M0.0%+55.3%0.006%Search for SEC Filing on Google Icon
2/13/2025Treasurer of the State of North Carolina16,662$4.62M0.0%+0.8%0.044%Search for SEC Filing on Google Icon
2/13/2025Bessemer Group Inc.133$37K0.0%+40.0%0.000%Search for SEC Filing on Google Icon
2/13/2025F M Investments LLC17,525$4.86M0.2%-76.9%0.046%Search for SEC Filing on Google Icon
2/13/2025Martingale Asset Management L P1,208$0.34M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/13/2025Advisory Services Network LLC16,720$4.64M0.1%+26.9%0.044%Search for SEC Filing on Google Icon
2/13/2025Renaissance Technologies LLC18,200$5.05M0.0%+1,200.0%0.048%Search for SEC Filing on Google Icon
2/13/2025Shelton Capital Management1,345$0.37M0.0%-4.0%0.004%Search for SEC Filing on Google Icon
2/13/2025Legal & General Group Plc69,673$19.31M0.0%-6.0%0.183%Search for SEC Filing on Google Icon
2/13/2025Invesco Ltd.1,423,753$394.65M0.1%+10.7%3.740%Search for SEC Filing on Google Icon
2/13/2025Bank of Montreal Can8,253$2.29M0.0%+1.7%0.022%Search for SEC Filing on Google Icon
2/13/2025Cerity Partners LLC25,406$7.03M0.0%+9.6%0.067%Search for SEC Filing on Google Icon
2/13/2025FMR LLC1,034,214$286.67M0.0%+128.9%2.717%Search for SEC Filing on Google Icon
2/13/2025Federated Hermes Inc.2,927$0.81M0.0%-4.3%0.008%Search for SEC Filing on Google Icon
2/13/2025Aster Capital Management DIFC Ltd3,546$0.98M0.4%N/A0.009%Search for SEC Filing on Google Icon
2/13/2025Russell Investments Group Ltd.76,786$21.28M0.0%+10.0%0.202%Search for SEC Filing on Google Icon
2/13/2025Hurley Capital LLC856$0.24M0.2%N/A0.002%Search for SEC Filing on Google Icon
2/13/2025Envestnet Asset Management Inc.100,813$27.94M0.0%-16.5%0.265%Search for SEC Filing on Google Icon
2/13/2025Aviva PLC2,030$0.56M0.0%+14.8%0.005%Search for SEC Filing on Google Icon
2/13/2025Wells Fargo & Company MN77,750$21.55M0.0%+30.6%0.204%Search for SEC Filing on Google Icon
2/12/2025Massachusetts Financial Services Co. MA774,470$214.68M0.1%-14.7%2.034%Search for SEC Filing on Google Icon
2/12/2025Trexquant Investment LP46,699$12.94M0.2%+178.2%0.123%Search for SEC Filing on Google Icon
2/12/2025Centric Wealth Management14,863$4.12M1.1%-1.3%0.039%Search for SEC Filing on Google Icon
2/12/2025Headlands Technologies LLC1,432$0.40M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/12/2025Geode Capital Management LLC744,232$206.34M0.0%+3.6%1.955%Search for SEC Filing on Google Icon
2/12/2025National Bank of Canada FI778$0.22M0.0%-17.7%0.002%Search for SEC Filing on Google Icon
2/12/2025Franklin Resources Inc.214,917$59.57M0.0%-3.8%0.565%Search for SEC Filing on Google Icon
2/12/2025Summit Financial LLC962$0.27M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/12/2025Alliancebernstein L.P.59,221$16.42M0.0%-5.0%0.156%Search for SEC Filing on Google Icon
2/12/2025Axiom Investors LLC DE8,009$2.22M0.0%N/A0.021%Search for SEC Filing on Google Icon
2/12/2025Wellington Management Group LLP855,517$237.14M0.0%-37.5%2.247%Search for SEC Filing on Google Icon
2/12/2025O Shaughnessy Asset Management LLC9,247$2.56M0.0%+17.4%0.024%Search for SEC Filing on Google Icon
2/12/2025Brandywine Global Investment Management LLC36,818$10.21M0.1%-0.4%0.097%Search for SEC Filing on Google Icon
2/12/2025California Public Employees Retirement System70,584$19.57M0.0%-6.8%0.185%Search for SEC Filing on Google Icon
2/12/2025Dorsey Wright & Associates43,822$12.15M2.9%+1.4%0.115%Search for SEC Filing on Google Icon
2/12/2025Schroder Investment Management Group119,009$33.07M0.0%-22.3%0.313%Search for SEC Filing on Google Icon
2/12/2025Arrowstreet Capital Limited Partnership62,797$17.41M0.0%+386.0%0.165%Search for SEC Filing on Google Icon
2/12/2025Strategy Asset Managers LLC1,332$0.37M0.1%+10.1%0.003%Search for SEC Filing on Google Icon
2/12/2025Intrust Bank NA2,602$0.72M0.1%+1.9%0.007%Search for SEC Filing on Google Icon
2/12/2025Orion Portfolio Solutions LLC12,048$3.34M0.0%+1.7%0.032%Search for SEC Filing on Google Icon
2/12/2025Pictet Asset Management Holding SA5,480$1.52M0.0%+16.6%0.014%Search for SEC Filing on Google Icon
2/12/2025Nomura Asset Management Co. Ltd.7,284$2.02M0.0%+3,210.9%0.019%Search for SEC Filing on Google Icon
2/12/2025New Age Alpha Advisors LLC7,019$1.95M0.1%N/A0.018%Search for SEC Filing on Google Icon
2/12/2025Norges Bank480,743$133.26M0.0%N/A1.263%Search for SEC Filing on Google Icon
2/12/2025JPMorgan Chase & Co.619,551$171.73M0.0%-22.8%1.627%Search for SEC Filing on Google Icon
2/12/2025Wambolt & Associates LLC6,241$1.73M0.6%-19.5%0.016%Search for SEC Filing on Google Icon
2/12/2025Mitsubishi UFJ Trust & Banking Corp9,813$2.72M0.0%-37.2%0.026%Search for SEC Filing on Google Icon
2/11/2025Pier Capital LLC1,565$0.43M0.1%-95.2%0.004%Search for SEC Filing on Google Icon
2/11/2025Zions Bancorporation N.A.4,190$1.16M0.1%+52.3%0.011%Search for SEC Filing on Google Icon
2/11/2025TD Asset Management Inc.956,327$265.08M0.2%-9.6%2.512%Search for SEC Filing on Google Icon
2/11/2025Princeton Capital Management LLC1,100$0.31M0.1%N/A0.003%Search for SEC Filing on Google Icon
2/11/2025EFG Asset Management North America Corp.15,489$4.29M0.6%+40.0%0.041%Search for SEC Filing on Google Icon
2/11/2025Segall Bryant & Hamill LLC29,782$8.26M0.1%-1.3%0.078%Search for SEC Filing on Google Icon
2/11/2025Prudential Financial Inc.27,510$7.63M0.0%-15.3%0.072%Search for SEC Filing on Google Icon
Data available starting January 2016

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Evercore logo
Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking & Equities, and Investment Management. The Investment Banking & Equities segment offers strategic advisory services, such as mergers, and acquisitions, strategic, defense, and shareholder advisory, special committee assignments, and real estate strategic advisory; private capital advisory and fundraising, market risk management and hedging, private capital markets and debt advisory, liability management and restructuring, and equity capital markets execution and advisory services; and research, sales, and trading professionals services on a content-led platform to its institutional investor clients. The Investment Management segment provides wealth management services to high-net-worth individuals, foundations, and endowments; and manages financial assets for institutional investors. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.
Read More on Evercore

Today's Range

Now: $271.21
Low: $267.05
High: $271.92

50 Day Range

MA: $281.27
Low: $260.39
High: $299.59

52 Week Range

Now: $271.21
Low: $175.24
High: $324.06

Volume

214,997 shs

Average Volume

383,226 shs

Market Capitalization

$10.32 billion

P/E Ratio

29.97

Dividend Yield

1.12%

Beta

1.41

Who are the company insiders with the largest holdings of Evercore?

Evercore's top insider investors include:
  1. Edward S Hyman (Chairman)
  2. Timothy Gilbert Lalonde (CFO)
  3. Jason Klurfeld (General Counsel)
  4. Richard I Beattie (Director)
  5. Paul Pensa (Insider)
  6. Pamela G Carlton (Director)
Learn More about top insider investors at Evercore.

Who are the major institutional investors of Evercore?

Evercore's top institutional shareholders include:
  1. Vanguard Group Inc. — 10.08%
  2. Boston Partners — 3.85%
  3. Invesco Ltd. — 3.74%
  4. FMR LLC — 2.72%
  5. TD Asset Management Inc. — 2.51%
  6. Wellington Management Group LLP — 2.25%
Learn More about top institutional investors of Evercore stock.

Which institutional investors are selling Evercore stock?

During the last quarter, EVR stock was sold by these institutional investors:
  1. Wellington Management Group LLP
  2. Epoch Investment Partners Inc.
  3. JPMorgan Chase & Co.
  4. Channing Capital Management LLC
  5. Massachusetts Financial Services Co. MA
  6. Dimensional Fund Advisors LP
  7. TD Asset Management Inc.
  8. F M Investments LLC
Within the previous year, company insiders that have sold Evercore company stock include:
  1. Edward S Hyman (Chairman)
  2. Timothy Gilbert Lalonde (CFO)
  3. Jason Klurfeld (General Counsel)
  4. Richard I Beattie (Director)
Learn More investors selling Evercore stock.

Which institutional investors are buying Evercore stock?

During the last quarter, EVR stock was purchased by institutional investors including:
  1. FMR LLC
  2. Norges Bank
  3. Price T Rowe Associates Inc. MD
  4. Raymond James Financial Inc.
  5. Stephens Investment Management Group LLC
  6. Invesco Ltd.
  7. Proficio Capital Partners LLC
  8. Proficio Capital Partners LLC