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EVR Insider Trading

Insider Ownership Percentage: 8.29%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $3,378,335.05

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: $249.30
Price Change: ▲ Price Increase of +3.58 (1.46%)
As of 07/26/2024 01:00 AM 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
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Evercore Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
2/8/2022Paul PensaInsiderSell1,197$129.25$154,712.25View SEC Filing Icon  
11/16/2021Ralph SchlossteinCEOSell67,915$154.51$10,493,546.65View SEC Filing Icon  
11/1/2021Ralph SchlossteinCEOSell16,882$154.88$2,614,684.16View SEC Filing Icon  
7/29/2021Pamela G. CarltonDirectorSell732$133.44$97,678.08View SEC Filing Icon  
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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
7/26/2024Legato Capital Management LLC14,219$2.96M0.4%-20.8%0.037%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC5,549$1.16M0.0%-7.7%0.014%Search for SEC Filing on Google Icon
7/26/2024Verdence Capital Advisors LLC27,246$5.68M0.5%+3.4%0.071%Search for SEC Filing on Google Icon
7/26/2024Bank of New York Mellon Corp411,998$85.87M0.0%-2.7%1.070%Search for SEC Filing on Google Icon
7/26/2024EFG Asset Management North America Corp.11,108$2.31M0.4%+0.5%0.029%Search for SEC Filing on Google Icon
7/26/2024Catalyst Capital Advisors LLC13,000$2.71M0.1%-0.4%0.034%Search for SEC Filing on Google Icon
7/25/2024Ceredex Value Advisors LLC41,882$8.73M0.2%+3.7%0.109%Search for SEC Filing on Google Icon
7/24/2024Retirement Systems of Alabama114,204$23.80M0.1%-5.5%0.296%Search for SEC Filing on Google Icon
7/23/2024Courier Capital LLC1,000$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/23/2024Lecap Asset Management Ltd.4,736$0.99M0.2%N/A0.012%Search for SEC Filing on Google Icon
7/23/2024Fifth Third Wealth Advisors LLC1,214$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/22/2024Summit Global Investments7,944$1.66M0.1%N/A0.021%Search for SEC Filing on Google Icon
7/22/2024Freedom Day Solutions LLC4,583$0.96M0.3%+12.1%0.012%Search for SEC Filing on Google Icon
7/22/2024Dakota Wealth Management988$0.21M0.0%-14.8%0.003%Search for SEC Filing on Google Icon
7/19/2024Riverwater Partners LLC8,389$1.75M1.3%-1.0%0.022%Search for SEC Filing on Google Icon
7/19/2024Vaughan Nelson Investment Management L.P.346,470$72.21M0.7%+18.6%0.899%Search for SEC Filing on Google Icon
7/19/2024Raymond James & Associates71,616$14.93M0.0%+0.2%0.186%Search for SEC Filing on Google Icon
7/19/2024Boston Trust Walden Corp299,790$62.49M0.5%-0.1%0.778%Search for SEC Filing on Google Icon
7/19/2024Gladius Capital Management LP161$34K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/18/2024Gradient Investments LLC174$36K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/18/2024Insight Wealth Partners LLC1,168$0.24M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/18/2024Blue Trust Inc.1,340$0.26M0.0%+32.4%0.003%Search for SEC Filing on Google Icon
7/18/2024Valley National Advisers Inc.12,470$2.60M0.4%-3.4%0.032%Search for SEC Filing on Google Icon
7/18/2024Swedbank AB3,000$0.63M0.0%-48.3%0.008%Search for SEC Filing on Google Icon
7/17/2024Narus Financial Partners LLC999$0.21M0.1%N/A0.003%Search for SEC Filing on Google Icon
7/17/2024Trivant Custom Portfolio Group LLC3,331$0.69M0.4%N/A0.009%Search for SEC Filing on Google Icon
7/17/2024Wedge Capital Management L L P NC19,479$4.06M0.1%-47.2%0.051%Search for SEC Filing on Google Icon
7/16/2024Envestnet Portfolio Solutions Inc.2,300$0.48M0.0%-2.4%0.006%Search for SEC Filing on Google Icon
7/16/2024ORG Partners LLC161$34K0.0%N/A0.000%Search for SEC Filing on Google Icon
7/16/2024Wealth Enhancement Advisory Services LLC2,721$0.57M0.0%+6.7%0.007%Search for SEC Filing on Google Icon
7/12/2024Gateway Investment Advisers LLC1,463$0.31M0.0%N/A0.004%Search for SEC Filing on Google Icon
7/12/2024Opal Wealth Advisors LLC242$50K0.0%N/A0.001%Search for SEC Filing on Google Icon
7/11/2024CCM Investment Advisers LLC76,211$15.89M1.9%-4.2%0.198%Search for SEC Filing on Google Icon
7/10/2024Simplicity Wealth LLC1,006$0.21M0.0%N/A0.003%Search for SEC Filing on Google Icon
7/10/2024Valeo Financial Advisors LLC1,520$0.32M0.0%-6.2%0.004%Search for SEC Filing on Google Icon
7/9/2024Harbor Capital Advisors Inc.1,657$0.35M0.0%-7.7%0.004%Search for SEC Filing on Google Icon
7/9/2024Mather Group LLC.379$73K0.0%+847.5%0.001%Search for SEC Filing on Google Icon
7/9/2024Burns Matteson Capital Management LLC992$0.21M0.1%N/A0.003%Search for SEC Filing on Google Icon
7/2/2024First Hawaiian Bank6,199$1.29M0.0%+5.9%0.016%Search for SEC Filing on Google Icon
7/2/2024GAMMA Investing LLC370$77K0.0%+72.1%0.001%Search for SEC Filing on Google Icon
7/1/2024Jackson Wealth Management LLC23,848$4.97M1.1%-38.9%0.062%Search for SEC Filing on Google Icon
6/11/2024Jackson Wealth Management LLC39,057$7.52M0.9%+6.6%0.101%Search for SEC Filing on Google Icon
6/11/2024EverSource Wealth Advisors LLC878$0.16M0.0%-6.5%0.002%Search for SEC Filing on Google Icon
5/28/2024Boston Partners1,709,516$328.64M0.4%+3.1%4.438%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC1,595$0.31M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/24/2024Cetera Investment Advisers8,424$1.62M0.0%+262.3%0.022%Search for SEC Filing on Google Icon
5/21/2024Atria Investments Inc6,405$1.23M0.0%N/A0.017%Search for SEC Filing on Google Icon
5/21/2024Swedbank AB5,800$1.12M0.0%N/A0.015%Search for SEC Filing on Google Icon
5/20/2024Virtu Financial LLC3,703$0.71M0.1%+145.2%0.010%Search for SEC Filing on Google Icon
5/17/2024CCM Investment Advisers LLC79,526$15.32M1.8%-9.1%0.206%Search for SEC Filing on Google Icon
5/17/2024Comerica Bank34,976$6.74M0.0%-10.2%0.090%Search for SEC Filing on Google Icon
5/17/2024Hancock Whitney Corp14,081$2.71M0.1%-37.7%0.036%Search for SEC Filing on Google Icon
5/17/2024Castleark Management LLC46,930$9.04M0.4%-11.8%0.121%Search for SEC Filing on Google Icon
5/16/2024California State Teachers Retirement System36,104$6.95M0.0%-5.9%0.093%Search for SEC Filing on Google Icon
5/16/2024Grandeur Peak Global Advisors LLC73,742$14.20M1.1%-13.5%0.191%Search for SEC Filing on Google Icon
5/16/2024Jacobs Levy Equity Management Inc.358,295$69M0.3%+4.4%0.926%Search for SEC Filing on Google Icon
5/15/2024Mount Yale Investment Advisors LLC2,176$0.42M0.0%-3.7%0.006%Search for SEC Filing on Google Icon
5/15/2024Public Employees Retirement System of Ohio23,638$4.55M0.0%-7.0%0.061%Search for SEC Filing on Google Icon
5/15/2024Morse Asset Management Inc30,483$5.87M1.5%+0.4%0.079%Search for SEC Filing on Google Icon
5/15/2024Price T Rowe Associates Inc. MD290,691$55.99M0.0%+1,604.5%0.752%Search for SEC Filing on Google Icon
5/15/2024Tremblant Capital Group6,968$1.34M0.1%+93.4%0.018%Search for SEC Filing on Google Icon
5/15/2024Magnetar Financial LLC4,218$0.81M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/15/2024Lazard Asset Management LLC36,956$7.12M0.0%-64.4%0.096%Search for SEC Filing on Google Icon
5/15/2024Epoch Investment Partners Inc.253,428$48.81M0.2%-28.5%0.655%Search for SEC Filing on Google Icon
5/15/2024LRI Investments LLC150$29K0.0%N/A0.000%Search for SEC Filing on Google Icon
5/15/2024Quadrature Capital Ltd4,089$0.79M0.0%N/A0.011%Search for SEC Filing on Google Icon
5/14/2024Toronto Dominion Bank440$85K0.0%N/A0.001%Search for SEC Filing on Google Icon
5/14/2024Ariel Investments LLC126,243$24.31M0.2%-22.4%0.326%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.25,018$4.82M0.1%-22.2%0.065%Search for SEC Filing on Google Icon
5/14/2024Shell Asset Management Co.2,291$0.44M0.0%-28.4%0.006%Search for SEC Filing on Google Icon
5/14/2024Pitcairn Co.3,041$0.59M0.0%-7.3%0.008%Search for SEC Filing on Google Icon
5/14/2024CANADA LIFE ASSURANCE Co24,204$4.66M0.0%+4.0%0.063%Search for SEC Filing on Google Icon
5/14/2024American International Group Inc.45,883$8.84M0.0%-2.0%0.119%Search for SEC Filing on Google Icon
5/13/2024Seven Eight Capital LP5,472$1.05M0.1%+264.6%0.014%Search for SEC Filing on Google Icon
5/13/2024O Shaughnessy Asset Management LLC7,554$1.46M0.0%-8.9%0.020%Search for SEC Filing on Google Icon
5/11/2024Bahl & Gaynor Inc.424,864$81.83M0.5%-3.7%1.098%Search for SEC Filing on Google Icon
5/11/2024Edgestream Partners L.P.22,797$4.39M0.2%+212.2%0.059%Search for SEC Filing on Google Icon
5/10/2024Vanguard Group Inc.3,645,759$702.14M0.0%-1.3%9.426%Search for SEC Filing on Google Icon
5/10/2024Mitsubishi UFJ Trust & Banking Corp13,731$2.60M0.0%-0.9%0.035%Search for SEC Filing on Google Icon
5/9/2024Orion Portfolio Solutions LLC15,953$3.07M0.0%-5.3%0.041%Search for SEC Filing on Google Icon
5/9/2024Picton Mahoney Asset Management535$0.10M0.0%N/A0.001%Search for SEC Filing on Google Icon
5/9/2024Lord Abbett & CO. LLC372,416$71.72M0.2%+5,671.2%0.963%Search for SEC Filing on Google Icon
5/9/2024Scout Investments Inc.274,645$51.98M1.3%-11.9%0.710%Search for SEC Filing on Google Icon
5/9/2024First Eagle Investment Management LLC64,081$12.34M0.0%+1.3%0.166%Search for SEC Filing on Google Icon
5/9/2024State Board of Administration of Florida Retirement System48,516$9.34M0.0%+4.8%0.125%Search for SEC Filing on Google Icon
5/9/2024TD Asset Management Inc807,098$155.44M0.1%+705.6%2.087%Search for SEC Filing on Google Icon
5/8/2024Entropy Technologies LP1,662$0.32M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/8/2024Great Diamond Partners LLC3,254$0.63M0.1%N/A0.008%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC170,703$32.88M0.1%-24.3%0.441%Search for SEC Filing on Google Icon
5/8/2024Global Alpha Capital Management Ltd.121,200$23.34M1.7%+82.8%0.313%Search for SEC Filing on Google Icon
5/8/2024US Bancorp DE14,592$2.81M0.0%-19.6%0.038%Search for SEC Filing on Google Icon
5/8/2024Isthmus Partners LLC3,860$0.74M0.1%N/A0.010%Search for SEC Filing on Google Icon
5/8/2024Russell Investments Group Ltd.114,712$22.09M0.0%-1.3%0.297%Search for SEC Filing on Google Icon
5/8/2024Washington Trust Advisors Inc.7,345$1.42M0.1%-10.9%0.019%Search for SEC Filing on Google Icon
5/8/2024Inspire Investing LLC4,164$0.80M0.1%+85.8%0.011%Search for SEC Filing on Google Icon
5/7/2024Sei Investments Co.55,378$10.67M0.0%+2.9%0.143%Search for SEC Filing on Google Icon
5/7/2024Concurrent Investment Advisors LLC2,800$0.54M0.0%N/A0.007%Search for SEC Filing on Google Icon
5/7/2024Swiss National Bank70,600$13.60M0.0%-0.6%0.183%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.1,598$0.31M0.0%N/A0.004%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC11,864$2.29M0.0%+223.7%0.031%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: $249.30
Low: $247.23
High: $252.99

50 Day Range

MA: $210.38
Low: $192.60
High: $245.72

52 Week Range

Now: $249.30
Low: $124.53
High: $252.99

Volume

424,525 shs

Average Volume

352,883 shs

Market Capitalization

$9.60 billion

P/E Ratio

39.14

Dividend Yield

1.35%

Beta

1.38

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

Evercore's top insider investors include:
  1. Timothy Gilbert Lalonde (CFO)
  2. Jason Klurfeld (General Counsel)
  3. Richard I Beattie (Director)
  4. Paul Pensa (Insider)
  5. Paul Pensa (CFO)
  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. Bank of New York Mellon Corp — 1.07%
  2. Vaughan Nelson Investment Management L.P. — 0.90%
  3. Boston Trust Walden Corp — 0.78%
  4. Retirement Systems of Alabama — 0.30%
  5. CCM Investment Advisers LLC — 0.20%
  6. Raymond James & Associates — 0.19%
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. Wedge Capital Management L L P NC
  2. Jackson Wealth Management LLC
  3. Bank of New York Mellon Corp
  4. Retirement Systems of Alabama
  5. Legato Capital Management LLC
  6. CCM Investment Advisers LLC
  7. Swedbank AB
  8. Allspring Global Investments Holdings LLC
Within the previous year, company insiders that have sold Evercore company stock include:
  1. Timothy Gilbert Lalonde (CFO)
  2. Jason Klurfeld (General Counsel)
  3. Richard I Beattie (Director)
  4. Paul Pensa (Insider)
  5. Paul Pensa (CFO)
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. Vaughan Nelson Investment Management L.P.
  2. Summit Global Investments
  3. Lecap Asset Management Ltd.
  4. Trivant Custom Portfolio Group LLC
  5. Ceredex Value Advisors LLC
  6. Gateway Investment Advisers LLC
  7. Fifth Third Wealth Advisors LLC
  8. Insight Wealth Partners LLC
I’m giving you the name of this investment for free
From Porter & Company   |   Ad
This key unlocks a new pathway to wealth that has been kept hidden from you for decades. In my new documentary I will provide you with all the details of this one-of-a-kind investment.
Let me explain in this new documentary video