EVR Insider Trading

Insider Ownership Percentage: 8.69%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $3,650,535.05

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: $190.90
Price Change: Price Decrease of -3.19 (-1.64%)
As of 04/12/2024 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

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  
6/2/2021Ralph SchlossteinCEOSell7,245$147.04$1,065,304.80447,530View 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
4/12/2024Lane & Associates LLC1,804$0.35M0.2%-10.4%0.005%Search for SEC Filing on Google Icon
4/12/2024Bridge City Capital LLC11,032$2.13M0.8%+0.8%0.029%Search for SEC Filing on Google Icon
4/11/2024Shilanski & Associates Inc.8,440$1.63M0.6%N/A0.022%Search for SEC Filing on Google Icon
4/10/2024Park Avenue Securities LLC2,407$0.46M0.0%-22.9%0.006%Search for SEC Filing on Google Icon
4/5/2024First Hawaiian Bank5,855$1.13M0.0%-2.5%0.015%Search for SEC Filing on Google Icon
4/5/2024GAMMA Investing LLC215$41K0.0%+39.6%0.001%Search for SEC Filing on Google Icon
4/5/2024Los Angeles Capital Management LLC1,048$0.20M0.0%N/A0.003%Search for SEC Filing on Google Icon
3/29/2024Kapitalo Investimentos Ltda1,126$0.19M0.0%-29.2%0.003%Search for SEC Filing on Google Icon
3/11/2024Vanguard Group Inc.3,694,904$632.01M0.0%-3.2%9.553%Search for SEC Filing on Google Icon
3/5/2024Fisher Asset Management LLC305,564$52.27M0.0%-15.4%0.790%Search for SEC Filing on Google Icon
3/5/2024Wellington Management Group LLP166,245$28.44M0.0%+3.3%0.430%Search for SEC Filing on Google Icon
3/5/2024CCM Investment Advisers LLC87,534$14.97M1.8%+1.1%0.226%Search for SEC Filing on Google Icon
3/1/2024Goldman Sachs Group Inc.146,745$25.10M0.0%+0.4%0.390%Search for SEC Filing on Google Icon
2/28/2024American International Group Inc.46,820$8.01M0.0%-4.7%0.124%Search for SEC Filing on Google Icon
2/26/2024Virtu Financial LLC1,510$0.26M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/26/2024Teachers Retirement System of The State of Kentucky11,596$1.98M0.0%-4.9%0.031%Search for SEC Filing on Google Icon
2/22/2024Scarborough Advisors LLC1,078$0.18M0.0%N/A0.003%Search for SEC Filing on Google Icon
2/16/2024Price T Rowe Associates Inc. MD17,054$2.92M0.0%+3.5%0.045%Search for SEC Filing on Google Icon
2/16/2024Public Employees Retirement System of Ohio25,412$4.35M0.0%-0.5%0.067%Search for SEC Filing on Google Icon
2/15/2024Morse Asset Management Inc30,358$5.19M1.5%+4.8%0.081%Search for SEC Filing on Google Icon
2/15/2024Townsquare Capital LLC5,159$0.88M0.0%-4.6%0.014%Search for SEC Filing on Google Icon
2/15/2024Pier Capital LLC75,423$12.90M1.8%+1.8%0.200%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc76,506$13.09M0.0%-2.0%0.203%Search for SEC Filing on Google Icon
2/15/2024Barclays PLC38,937$6.66M0.0%+37.6%0.103%Search for SEC Filing on Google Icon
2/15/2024Vanguard Group Inc.3,694,904$632.01M0.0%-3.2%9.809%Search for SEC Filing on Google Icon
2/15/2024Voya Investment Management LLC20,007$3.42M0.0%-4.5%0.053%Search for SEC Filing on Google Icon
2/15/2024Vident Advisory LLC2,801$0.48M0.0%-7.7%0.007%Search for SEC Filing on Google Icon
2/15/2024Wolverine Trading LLC2,806$0.48M0.0%-255.9%0.007%Search for SEC Filing on Google Icon
2/15/2024Nitorum Capital L.P.155,360$26.57M2.8%-10.4%0.412%Search for SEC Filing on Google Icon
2/15/2024Nuveen Asset Management LLC273,246$46.74M0.0%-1.5%0.725%Search for SEC Filing on Google Icon
2/15/2024Price T Rowe Associates Inc. MD17,054$2.92M0.0%+3.5%0.045%Search for SEC Filing on Google Icon
2/15/2024Gotham Asset Management LLC24,664$4.22M0.1%-2.6%0.065%Search for SEC Filing on Google Icon
2/15/2024Baird Financial Group Inc.2,286$0.39M0.0%-7.3%0.006%Search for SEC Filing on Google Icon
2/15/2024Bayesian Capital Management LP2,200$0.38M0.0%-61.4%0.006%Search for SEC Filing on Google Icon
2/15/2024Brevan Howard Capital Management LP1,475$0.25M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank38,940$6.66M0.0%-1.9%0.103%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada41,068$7.02M0.0%-17.3%0.109%Search for SEC Filing on Google Icon
2/14/2024Pathstone Holdings LLC7,171$1.23M0.0%N/A0.019%Search for SEC Filing on Google Icon
2/14/2024Point72 Asset Management L.P.105,700$18.08M0.0%N/A0.281%Search for SEC Filing on Google Icon
2/14/2024Creative Planning3,348$0.57M0.0%+43.4%0.009%Search for SEC Filing on Google Icon
2/14/2024Cubist Systematic Strategies LLC1,558$0.27M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/14/2024Frontier Capital Management Co. LLC199,955$34.20M0.3%-19.5%0.531%Search for SEC Filing on Google Icon
2/14/2024BOKF NA3,417$0.58M0.0%-17.3%0.009%Search for SEC Filing on Google Icon
2/14/2024Hancock Whitney Corp22,607$3.87M0.1%+9.6%0.060%Search for SEC Filing on Google Icon
2/14/2024Hotchkis & Wiley Capital Management LLC371,495$63.54M0.2%-37.6%0.986%Search for SEC Filing on Google Icon
2/14/2024Bridgewater Associates LP80,412$13.75M0.1%+35.5%0.213%Search for SEC Filing on Google Icon
2/14/2024MGO One Seven LLC3,330$0.57M0.0%-6.1%0.009%Search for SEC Filing on Google Icon
2/14/2024Balyasny Asset Management L.P.366,229$62.64M0.1%+175.9%0.972%Search for SEC Filing on Google Icon
2/14/2024Cresset Asset Management LLC3,924$0.67M0.0%+16.3%0.010%Search for SEC Filing on Google Icon
2/14/2024Basswood Capital Management L.L.C.85,807$14.68M0.9%-31.9%0.228%Search for SEC Filing on Google Icon
2/14/2024State of Tennessee Treasury Department29,900$5.11M0.0%-16.2%0.079%Search for SEC Filing on Google Icon
2/14/2024Sei Investments Co.53,820$9.21M0.0%+0.2%0.143%Search for SEC Filing on Google Icon
2/14/2024Shell Asset Management Co.3,198$0.55M0.0%-22.5%0.008%Search for SEC Filing on Google Icon
2/14/2024Scout Investments Inc.311,622$53.30M1.3%-8.6%0.827%Search for SEC Filing on Google Icon
2/14/2024Seven Eight Capital LP1,501$0.26M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/14/2024Schroder Investment Management Group316,233$54.09M0.1%-7.9%0.839%Search for SEC Filing on Google Icon
2/13/2024Epoch Investment Partners Inc.354,465$60.63M0.3%+26.5%0.941%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.112,353$19.22M0.0%+38.1%0.298%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp273,949$46.86M0.0%+0.9%0.727%Search for SEC Filing on Google Icon
2/13/2024Pinebridge Investments L.P.41,580$7.11M0.1%+80.5%0.110%Search for SEC Filing on Google Icon
2/13/2024American International Group Inc.46,820$8.01M0.0%-4.7%0.124%Search for SEC Filing on Google Icon
2/13/2024Public Employees Retirement Association of Colorado3,882$0.66M0.0%-37.8%0.010%Search for SEC Filing on Google Icon
2/13/2024Cetera Advisor Networks LLC5,203$0.89M0.0%+7.6%0.014%Search for SEC Filing on Google Icon
2/13/2024Crossmark Global Holdings Inc.2,734$0.47M0.0%-9.2%0.007%Search for SEC Filing on Google Icon
2/13/2024Tower Research Capital LLC TRC 4,035$0.69M0.0%+349.8%0.011%Search for SEC Filing on Google Icon
2/13/2024First Trust Advisors LP197,973$33.86M0.0%-20.2%0.526%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.146,745$25.10M0.0%+0.4%0.390%Search for SEC Filing on Google Icon
2/13/2024Hudson Edge Investment Partners Inc.4,186$0.72M0.2%-3.2%0.011%Search for SEC Filing on Google Icon
2/13/2024The Manufacturers Life Insurance Company 29,385$5.03M0.0%-3.2%0.078%Search for SEC Filing on Google Icon
2/13/2024KBC Group NV639$0.11M0.0%N/A0.002%Search for SEC Filing on Google Icon
2/13/2024Campbell & CO Investment Adviser LLC5,017$0.86M0.1%N/A0.013%Search for SEC Filing on Google Icon
2/13/2024California State Teachers Retirement System38,376$6.56M0.0%-5.2%0.102%Search for SEC Filing on Google Icon
2/12/2024Alberta Investment Management Corp30,863$5.28M0.0%+6.6%0.082%Search for SEC Filing on Google Icon
2/12/2024TFO Wealth Partners LLC2,430$0.42M0.0%+121,400.0%0.006%Search for SEC Filing on Google Icon
2/12/2024Treasurer of the State of North Carolina16,096$2.75M0.0%-42.6%0.043%Search for SEC Filing on Google Icon
2/12/2024Allianz Asset Management GmbH22,754$3.89M0.0%-0.3%0.060%Search for SEC Filing on Google Icon
2/12/2024Stifel Financial Corp7,227$1.24M0.0%-8.9%0.019%Search for SEC Filing on Google Icon
2/12/2024TD Asset Management Inc100,185$17.14M0.0%-11.9%0.266%Search for SEC Filing on Google Icon
2/12/2024Steward Partners Investment Advisory LLC1,316$0.23M0.0%-8.4%0.003%Search for SEC Filing on Google Icon
2/12/2024Bernzott Capital Advisors49,171$8.41M3.3%-19.8%0.131%Search for SEC Filing on Google Icon
2/12/2024Hsbc Holdings PLC5,864$1.01M0.0%+81.3%0.016%Search for SEC Filing on Google Icon
2/9/2024Intech Investment Management LLC2,078$0.36M0.0%-22.2%0.006%Search for SEC Filing on Google Icon
2/9/2024Nations Financial Group Inc. IA ADV5,795$0.99M0.1%+1.4%0.015%Search for SEC Filing on Google Icon
2/9/2024Advisory Services Network LLC11,877$2.03M0.0%+2.6%0.032%Search for SEC Filing on Google Icon
2/9/2024Orion Portfolio Solutions LLC16,842$2.90M0.0%-7.3%0.045%Search for SEC Filing on Google Icon
2/9/2024Commerce Bank4,290$0.73M0.0%+167.3%0.011%Search for SEC Filing on Google Icon
2/9/2024Hohimer Wealth Management LLC6,850$1.17M0.3%+1.8%0.018%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE18,148$3.10M0.0%-15.4%0.048%Search for SEC Filing on Google Icon
2/9/2024Cambridge Investment Research Advisors Inc.1,476$0.25M0.0%-72.4%0.004%Search for SEC Filing on Google Icon
2/9/2024EverSource Wealth Advisors LLC939$0.16M0.0%+10.3%0.002%Search for SEC Filing on Google Icon
2/9/2024Journey Strategic Wealth LLC1,405$0.24M0.0%N/A0.004%Search for SEC Filing on Google Icon
2/9/2024Franklin Resources Inc.242,059$41.40M0.0%-27.1%0.643%Search for SEC Filing on Google Icon
2/9/2024Assetmark Inc.444$76K0.0%+156.6%0.001%Search for SEC Filing on Google Icon
2/9/2024GW&K Investment Management LLC37,841$6.47M0.1%+0.2%0.100%Search for SEC Filing on Google Icon
2/9/2024Corient Private Wealth LLC10,078$1.72M0.0%+82.3%0.027%Search for SEC Filing on Google Icon
2/9/2024Wells Fargo & Company MN67,072$11.47M0.0%-15.4%0.178%Search for SEC Filing on Google Icon
2/9/2024Coldstream Capital Management Inc.2,779$0.48M0.0%+4.9%0.007%Search for SEC Filing on Google Icon
2/9/2024Global Alpha Capital Management Ltd.66,300$11.34M0.9%N/A0.176%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG52,713$9.02M0.0%-5.8%0.140%Search for SEC Filing on Google Icon
2/9/2024Norges Bank393,040$67.23M0.0%N/A1.043%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: $190.90
Low: $189.20
High: $193.19

50 Day Range

MA: $187.92
Low: $172.25
High: $196.34

52 Week Range

Now: $190.90
Low: $104.36
High: $198.99

Volume

505,604 shs

Average Volume

317,002 shs

Market Capitalization

$7.38 billion

P/E Ratio

30.11

Dividend Yield

1.57%

Beta

1.44

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. Bridge City Capital LLC — 0.03%
  2. Shilanski & Associates Inc. — 0.02%
  3. First Hawaiian Bank — 0.02%
  4. Park Avenue Securities LLC — 0.01%
  5. Lane & Associates LLC — 0.00%
  6. Los Angeles Capital Management LLC — 0.00%
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. Park Avenue Securities LLC
  2. Lane & Associates LLC
  3. First Hawaiian Bank
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. Shilanski & Associates Inc.
  2. Los Angeles Capital Management LLC
  3. Bridge City Capital LLC
  4. GAMMA Investing LLC