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EVR Insider Trading

Insider Ownership Percentage: 3.46%
Insider Buying (Last 12 Months): $580,860.00
Insider Selling (Last 12 Months): $5,052,439.10

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: $262.82
Price Change: ▲ Price Increase of +0.216 (0.08%)
As of 09/18/2026 03:59 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
6/11/2026Timothy Gilbert LalondeCFOSell7,808$343.06$2,678,612.4834,800View SEC Filing Icon  
3/6/2026Sarah K. WilliamsonDirectorBuy2,000$290.43$580,860.0013,345View SEC Filing Icon  
2/6/2026Jason KlurfeldGeneral CounselSell5,000$360.00$1,800,000.0049,368View SEC Filing Icon  
2/5/2026Paul PensaInsiderSell1,450$350.31$507,949.505,022View SEC Filing Icon  
12/9/2025Pamela G. CarltonDirectorSell192$343.11$65,877.123,481View SEC Filing Icon  
8/5/2025Timothy Gilbert LalondeCFOSell8,407$295.44$2,483,764.0837,463View SEC Filing Icon  
8/1/2025Jason KlurfeldGeneral CounselSell5,500$285.85$1,572,175.0059,687View SEC Filing Icon  
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  
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
9/9/2026Sequoia Financial Advisors LLC21,658$7.40M0.0%+32.3%0.056%Search for SEC Filing on Google Icon
9/9/2026Tidal Investments LLC7,610$2.60M0.0%+55.1%0.020%Search for SEC Filing on Google Icon
9/9/2026WINTON GROUP Ltd1,680$0.57M0.0%N/A0.004%Search for SEC Filing on Google Icon
9/9/2026Engineers Gate Manager LP42,180$14.40M0.2%-52.3%0.109%Search for SEC Filing on Google Icon
9/9/2026Integrated Wealth Concepts LLC3,659$1.25M0.0%+14.9%0.009%Search for SEC Filing on Google Icon
9/9/2026RFG Advisory LLC3,750$1.28M0.0%N/A0.010%Search for SEC Filing on Google Icon
9/9/2026NewEdge Advisors LLC2,348$0.80M0.0%+55.6%0.006%Search for SEC Filing on Google Icon
9/9/2026IFP Advisors Inc690$0.24M0.0%+52.0%0.002%Search for SEC Filing on Google Icon
9/8/2026Allworth Financial LP2,123$0.73M0.0%+40.3%0.005%Search for SEC Filing on Google Icon
9/8/2026Arizona State Retirement System10,382$3.55M0.0%-2.3%0.027%Search for SEC Filing on Google Icon
9/8/2026West Family Investments Inc.1,491$0.51M0.1%N/A0.004%Search for SEC Filing on Google Icon
9/8/2026Waverly Advisors LLC2,037$0.70M0.0%+6.6%0.005%Search for SEC Filing on Google Icon
9/8/2026Nykredit A S1,039$0.36M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/27/2026Corient Private Wealth LP40,698$13.90M0.0%-6.8%0.105%Search for SEC Filing on Google Icon
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al13,140$4.49M0.0%N/A0.034%Search for SEC Filing on Google Icon
8/23/2026Washington Trust Advisors Inc.6,633$2.27M0.2%-2.2%0.017%Search for SEC Filing on Google Icon
8/23/2026Wedmont Private Capital1,209$0.41M0.0%+11.8%0.003%Search for SEC Filing on Google Icon
8/23/2026HB Wealth Management LLC3,171$1.08M0.0%+43.6%0.008%Search for SEC Filing on Google Icon
8/22/2026AlphaGrep UK Ltd2,844$0.97M0.3%N/A0.007%Search for SEC Filing on Google Icon
8/22/2026Syon Capital LLC13,485$4.60M0.2%-13.7%0.035%Search for SEC Filing on Google Icon
8/22/2026denkapparat Operations GmbH1,196$0.41M0.1%N/A0.003%Search for SEC Filing on Google Icon
8/22/2026TD Waterhouse Canada Inc.74,739$25.51M0.1%-45.0%0.193%Search for SEC Filing on Google Icon
8/22/2026Concurrent Investment Advisors LLC658$0.23M0.0%-8.5%0.002%Search for SEC Filing on Google Icon
8/21/2026AXQ Capital LP1,093$0.37M0.0%-85.5%0.003%Search for SEC Filing on Google Icon
8/21/2026Greenspring Advisors LLC808$0.28M0.0%+4.9%0.002%Search for SEC Filing on Google Icon
8/21/2026Nykredit A S1,039$0.36M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/20/2026Proficio Capital Partners LLC1,073$0.37M0.0%N/A0.003%Search for SEC Filing on Google Icon
8/20/2026Jackson Wealth Management LLC3,360$1.15M0.7%-91.5%0.009%Search for SEC Filing on Google Icon
8/19/2026Braun Stacey Associates Inc.107,878$36.83M1.0%-0.1%0.279%Search for SEC Filing on Google Icon
8/19/2026Wellington Management Group LLP624,987$213.40M0.0%+0.3%1.616%Search for SEC Filing on Google Icon
8/18/2026Public Employees Retirement System of Ohio35,269$12.04M0.0%N/A0.091%Search for SEC Filing on Google Icon
8/10/2026Great Lakes Advisors LLC1,315$0.45M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/10/2026Handelsbanken Fonder AB11,617$3.97M0.0%+9.0%0.030%Search for SEC Filing on Google Icon
7/9/2026First Bank & Trust1,200$0.41M0.1%-3.8%0.003%Search for SEC Filing on Google Icon
7/9/2026Centurion Wealth Management LLC825$0.28M0.1%-21.4%0.002%Search for SEC Filing on Google Icon
7/9/2026Legacy Wealth Asset Management LLC3,521$1.20M0.3%-4.1%0.009%Search for SEC Filing on Google Icon
7/8/2026Trust Point Inc.648$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
7/7/2026Dynamic Advisor Solutions LLC2,915$1M0.0%-9.2%0.008%Search for SEC Filing on Google Icon
7/7/2026GAMMA Investing LLC1,597$0.55M0.0%+10.2%0.004%Search for SEC Filing on Google Icon
7/7/2026Harbor Investment Advisory LLC1,760$0.60M0.0%+17.7%0.005%Search for SEC Filing on Google Icon
7/2/2026MassMutual Private Wealth & Trust FSB234$80K0.0%-12.4%0.001%Search for SEC Filing on Google Icon
7/2/2026Versant Capital Management Inc889$0.30M0.0%+19.3%0.002%Search for SEC Filing on Google Icon
7/2/2026CX Institutional11,612$3.97M0.1%+2.1%0.030%Search for SEC Filing on Google Icon
6/24/2026Basecamp Wealth Advisors LLC89$27K0.0%+304.5%0.000%Search for SEC Filing on Google Icon
6/18/2026Pacer Advisors Inc.4,558$1.36M0.0%-1.6%0.012%Search for SEC Filing on Google Icon
6/16/2026Empowered Funds LLC807$0.24M0.0%-53.3%0.002%Search for SEC Filing on Google Icon
6/3/2026Parallel Advisors LLC984$0.29M0.0%+4.1%0.003%Search for SEC Filing on Google Icon
6/3/2026NewEdge Advisors LLC1,509$0.45M0.0%-13.3%0.004%Search for SEC Filing on Google Icon
5/26/2026Glenmede Trust Co. NA32,471$9.69M0.0%-7.8%0.084%Search for SEC Filing on Google Icon
5/22/2026Segall Bryant & Hamill LLC34,507$10.30M0.1%N/A0.089%Search for SEC Filing on Google Icon
5/21/2026Essential Partners LLC4,004$1.20M0.4%+1.0%0.010%Search for SEC Filing on Google Icon
5/20/2026CCM Investment Advisers LLC54,963$16.41M1.6%-1.6%0.142%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE234,689$70.06M0.0%-2.9%0.607%Search for SEC Filing on Google Icon
5/19/2026Janus Henderson Group PLC127,872$38.17M0.0%+37.4%0.331%Search for SEC Filing on Google Icon
5/19/2026Bull Harbor Capital LLC2,143$0.64M0.2%N/A0.006%Search for SEC Filing on Google Icon
5/19/2026South Dakota Investment Council8,817$2.63M0.1%+29.3%0.023%Search for SEC Filing on Google Icon
5/18/2026Amundi55,529$16.58M0.0%+435.6%0.144%Search for SEC Filing on Google Icon
5/18/2026EverSource Wealth Advisors LLC2,859$0.85M0.0%+61.2%0.007%Search for SEC Filing on Google Icon
5/18/2026California State Teachers Retirement System44,866$13.39M0.0%+22.8%0.116%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada47,313$14.12M0.0%+43.1%0.122%Search for SEC Filing on Google Icon
5/18/2026Empowered Funds LLC807$0.24M0.0%-53.3%0.002%Search for SEC Filing on Google Icon
5/16/2026The Manufacturers Life Insurance Company 161,805$48.30M0.0%-0.2%0.418%Search for SEC Filing on Google Icon
5/16/2026Quantinno Capital Management LP175,633$52.43M0.1%+54.8%0.454%Search for SEC Filing on Google Icon
5/16/2026Polar Asset Management Partners Inc.14,457$4.32M0.1%-66.1%0.037%Search for SEC Filing on Google Icon
5/16/2026SummitTX Capital L.P.24,089$7.19M0.2%+275.6%0.062%Search for SEC Filing on Google Icon
5/16/2026Castleark Management LLC30,416$9.08M0.3%-5.1%0.079%Search for SEC Filing on Google Icon
5/15/2026Waverly Advisors LLC1,910$0.57M0.0%+92.5%0.005%Search for SEC Filing on Google Icon
5/15/2026Epoch Investment Partners Inc.44,475$13.28M0.1%-17.5%0.115%Search for SEC Filing on Google Icon
5/15/2026Entropy Technologies LP25,911$7.74M0.4%N/A0.067%Search for SEC Filing on Google Icon
5/14/2026Renaissance Technologies LLC173,860$51.90M0.1%+1,178.4%0.449%Search for SEC Filing on Google Icon
5/14/2026Hilltop Holdings Inc.804$0.24M0.0%-25.3%0.002%Search for SEC Filing on Google Icon
5/14/2026Morningstar Investment Management LLC2,506$0.75M0.0%N/A0.006%Search for SEC Filing on Google Icon
5/14/2026Public Employees Retirement System of Ohio35,712$10.66M0.0%-1.0%0.092%Search for SEC Filing on Google Icon
5/14/2026Compound Planning Inc.905$0.27M0.0%-21.4%0.002%Search for SEC Filing on Google Icon
5/14/2026Arrowstreet Capital Limited Partnership232,571$69.43M0.0%N/A0.601%Search for SEC Filing on Google Icon
5/14/2026Inceptionr LLC685$0.20M0.0%-71.4%0.002%Search for SEC Filing on Google Icon
5/14/2026Sei Investments Co.74,402$22.21M0.0%+21.1%0.192%Search for SEC Filing on Google Icon
5/14/2026Lido Advisors LLC1,203$0.36M0.0%+7.3%0.003%Search for SEC Filing on Google Icon
5/14/2026State of Wyoming147$44K0.0%-32.9%0.000%Search for SEC Filing on Google Icon
5/13/2026Cetera Investment Advisers7,481$2.23M0.0%+6.3%0.019%Search for SEC Filing on Google Icon
5/13/2026Levin Capital Strategies L.P.1,000$0.30M0.0%N/A0.003%Search for SEC Filing on Google Icon
5/13/2026NewEdge Wealth LLC990$0.30M0.0%-11.4%0.003%Search for SEC Filing on Google Icon
5/13/2026First Trust Advisors LP26,644$7.95M0.0%-8.6%0.069%Search for SEC Filing on Google Icon
5/8/2026PNC Financial Services Group Inc.3,719$1.11M0.0%+8.1%0.009%Search for SEC Filing on Google Icon
5/7/2026Earned Wealth Advisors LLC846$0.25M0.0%+18.2%0.002%Search for SEC Filing on Google Icon
5/7/2026Meeder Advisory Services Inc.971$0.29M0.0%+11.4%0.002%Search for SEC Filing on Google Icon
5/7/2026WCM Investment Management LLC100,148$28.56M0.1%-3.5%0.253%Search for SEC Filing on Google Icon
5/7/2026Dimensional Fund Advisors LP548,530$163.72M0.0%+3.1%1.385%Search for SEC Filing on Google Icon
5/7/2026Parallel Advisors LLC984$0.29M0.0%+4.1%0.002%Search for SEC Filing on Google Icon
5/7/2026AlphaCentric Advisors LLC272$81K0.1%N/A0.001%Search for SEC Filing on Google Icon
5/7/2026KBC Group NV1,177$0.35M0.0%+8.5%0.003%Search for SEC Filing on Google Icon
5/7/2026Swiss National Bank76,560$22.85M0.0%+0.6%0.193%Search for SEC Filing on Google Icon
5/7/2026Precision Wealth Strategies LLC1,630$0.49M0.2%+4.4%0.004%Search for SEC Filing on Google Icon
5/6/2026Dorsey Wright & Associates23,101$6.90M0.9%+85.3%0.058%Search for SEC Filing on Google Icon
5/6/2026California Public Employees Retirement System72,919$21.77M0.0%+3.9%0.184%Search for SEC Filing on Google Icon
5/6/2026Kera Capital Partners Inc.2,058$0.61M0.1%-1.8%0.005%Search for SEC Filing on Google Icon
5/6/2026Angeles Wealth Management LLC4,892$1.46M0.1%+1.6%0.012%Search for SEC Filing on Google Icon
5/6/2026Bessemer Group Inc.257$77K0.0%+20.1%0.001%Search for SEC Filing on Google Icon
5/6/2026Allspring Global Investments Holdings LLC3,129$0.94M0.0%-1.5%0.008%Search for SEC Filing on Google Icon
5/5/2026Bank of New York Mellon Corp319,237$95.30M0.0%-0.3%0.806%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
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: $262.82
Low: $259.62
High: $263.57

50 Day Range

MA: $305.75
Low: $261.60
High: $354.73

52 Week Range

Now: $262.82
Low: $258.61
High: $388.71

Volume

828,436 shs

Average Volume

444,606 shs

Market Capitalization

$10.17 billion

P/E Ratio

14.86

Dividend Yield

1.36%

Beta

1.49

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

Evercore's top insider investors include:
  1. Edward S Hyman (Chairman)
  2. Ralph Schlosstein (Insider)
  3. Ralph Schlosstein (CEO)
  4. Andrew Sibbald (CEO)
  5. Robert B Walsh (Insider)
  6. Robert Walsh (Insider)
  7. Adam B Frankel (General Counsel)
  8. Jason Klurfeld (General Counsel)
  9. Timothy Gilbert Lalonde (CFO)
  10. Ostoa Augusto Arellano (CEO)
Learn More about top insider investors at Evercore.

Who are the major institutional investors of Evercore?

Evercore's top institutional shareholders include:
  1. Wellington Management Group LLP — 1.62%
  2. Braun Stacey Associates Inc. — 0.28%
  3. TD Waterhouse Canada Inc. — 0.19%
  4. California State Teachers Retirement System — 0.11%
  5. Engineers Gate Manager LP — 0.11%
  6. Corient Private Wealth LP — 0.11%
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. TD Waterhouse Canada Inc.
  2. Engineers Gate Manager LP
  3. Jackson Wealth Management LLC
  4. AXQ Capital LP
  5. Corient Private Wealth LP
  6. Syon Capital LLC
  7. California State Teachers Retirement System
  8. Dynamic Advisor Solutions LLC
Within the previous year, company insiders that have sold Evercore company stock include:
  1. Jason Klurfeld (General Counsel)
  2. Timothy Gilbert Lalonde (CFO)
  3. Paul Pensa (Insider)
  4. Pamela G Carlton (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. Public Employees Retirement System of Ohio
  2. VIRGINIA RETIREMENT SYSTEMS ET Al
  3. Sequoia Financial Advisors LLC
  4. RFG Advisory LLC
  5. AlphaGrep UK Ltd
  6. Tidal Investments LLC
  7. Wellington Management Group LLP
  8. WINTON GROUP Ltd

Evercore Active Insiders

Ralph Schlosstein
Ralph Schlosstein
CEO
Timothy Gilbert Lalonde
CFO
1 recent trades
Edward S Hyman
Edward S Hyman
Chairman
Pamela G Carlton
Pamela G Carlton
Director
Ellen V Futter
Ellen V Futter
Director
Richard I Beattie
Richard I Beattie
Director
Sarah K Williamson
Director
Jason Klurfeld
Jason Klurfeld (Age 53)
General Counsel
Paul Pensa
Insider
Robert B Walsh
Insider