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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: $291.48
Price Change: ▼ Price Decrease of -19.555 (-6.29%)
As of 11/5/2026 11:29 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
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
11/5/2026Lido Advisors LLC1,092$0.28M0.0%-49.7%0.003%Search for SEC Filing on Google Icon
11/4/2026New York Life Investment Management LLC5,597$1.44M0.0%+15.2%0.014%Search for SEC Filing on Google Icon
11/4/2026Gen Wealth Partners Inc120$31K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/4/2026M&G PLC55,635$14.35M0.1%N/A0.144%Search for SEC Filing on Google Icon
11/4/2026AlphaCore Capital LLC897$0.23M0.0%-46.6%0.002%Search for SEC Filing on Google Icon
11/4/2026Retirement Systems of Alabama92,839$23.91M0.1%-0.4%0.240%Search for SEC Filing on Google Icon
11/4/2026Allspring Global Investments Holdings LLC2,028$0.53M0.0%-39.8%0.005%Search for SEC Filing on Google Icon
11/4/2026Hager Investment Management Services LLC7,940$2.04M1.0%+5.2%0.021%Search for SEC Filing on Google Icon
11/4/2026Hohimer Wealth Management LLC6,761$1.74M0.1%N/A0.017%Search for SEC Filing on Google Icon
11/4/2026Brighton Jones LLC3,631$0.94M0.0%-35.5%0.009%Search for SEC Filing on Google Icon
11/3/2026Ethic Inc.1,528$0.39M0.0%+10.0%0.004%Search for SEC Filing on Google Icon
11/3/2026StoneX Group Inc.1,176$0.31M0.0%+63.1%0.003%Search for SEC Filing on Google Icon
11/3/2026Pictet Asset Management Holding SA5,557$1.43M0.0%-2.0%0.014%Search for SEC Filing on Google Icon
11/3/2026AlphaCentric Advisors LLC639$0.17M0.1%+7.9%0.002%Search for SEC Filing on Google Icon
11/3/2026Parallel Advisors LLC908$0.23M0.0%-7.9%0.002%Search for SEC Filing on Google Icon
11/3/2026Alps Advisors Inc.14,229$3.66M0.0%-8.5%0.037%Search for SEC Filing on Google Icon
11/3/2026CenterBook Partners LP9,655$2.49M0.1%N/A0.025%Search for SEC Filing on Google Icon
11/2/2026Commonwealth Equity Services LLC2,444$0.63M0.0%+2.3%0.006%Search for SEC Filing on Google Icon
10/31/2026Boston Trust Walden Corp145,155$37.38M0.3%+25.3%0.375%Search for SEC Filing on Google Icon
10/31/2026Chicago Partners Investment Group LLC2,241$0.57M0.0%-53.0%0.006%Search for SEC Filing on Google Icon
10/31/2026Covestor Ltd196$51K0.0%+55.6%0.001%Search for SEC Filing on Google Icon
10/29/2026Bridge City Capital LLC12,805$3.30M0.7%+21.3%0.033%Search for SEC Filing on Google Icon
10/29/2026Sumitomo Mitsui Trust Group Inc.5,462$1.41M0.0%N/A0.014%Search for SEC Filing on Google Icon
10/29/2026Aviance Capital Partners LLC1,988$0.51M0.1%-2.0%0.005%Search for SEC Filing on Google Icon
10/29/2026ProShare Advisors LLC82,252$21.18M0.0%+8.5%0.213%Search for SEC Filing on Google Icon
10/29/2026Vise Technologies Inc.2,073$0.53M0.0%-10.9%0.005%Search for SEC Filing on Google Icon
10/28/2026VIRGINIA RETIREMENT SYSTEMS ET Al5,820$1.50M0.0%-55.7%0.015%Search for SEC Filing on Google Icon
10/28/2026Parcion Private Wealth LLC1,015$0.26M0.0%-15.4%0.003%Search for SEC Filing on Google Icon
10/28/2026Childress Capital Advisors LLC1,132$0.29M0.0%+80.3%0.000%Search for SEC Filing on Google Icon
10/28/2026BOKF NA23,473$6.04M0.1%-22.7%0.000%Search for SEC Filing on Google Icon
10/27/2026SYM FINANCIAL Corp911$0.24M0.0%+7.2%0.002%Search for SEC Filing on Google Icon
10/27/2026Angeles Wealth Management LLC4,826$1.24M0.0%-1.4%0.012%Search for SEC Filing on Google Icon
10/26/2026Park Avenue Securities LLC835$0.22M0.0%-5.1%0.002%Search for SEC Filing on Google Icon
10/26/2026Verdence Capital Advisors LLC31,804$8.19M0.3%+6.7%0.082%Search for SEC Filing on Google Icon
10/26/2026Flagship Harbor Advisors LLC2,473$0.64M0.0%+6.4%0.006%Search for SEC Filing on Google Icon
10/26/2026Deroy & Devereaux Private Investment Counsel Inc.16,040$4.13M0.2%-0.3%0.041%Search for SEC Filing on Google Icon
10/24/2026Apollon Wealth Management LLC10,433$2.69M0.0%-2.8%0.027%Search for SEC Filing on Google Icon
10/24/2026Summit Place Financial Advisors LLC4,196$1.08M0.5%-13.4%0.011%Search for SEC Filing on Google Icon
10/24/2026Leeward Investments LLC MA33,786$8.70M0.4%-1.2%0.087%Search for SEC Filing on Google Icon
10/24/2026Valley National Advisers Inc.5,438$1.40M0.2%-0.9%0.014%Search for SEC Filing on Google Icon
10/23/2026Radnor Capital Management LLC5,450$1.40M0.2%-15.9%0.014%Search for SEC Filing on Google Icon
10/23/2026Citizens Financial Group Inc. RI2,207$0.57M0.0%+40.0%0.006%Search for SEC Filing on Google Icon
10/23/2026Evergreen Capital Management LLC802$0.21M0.0%-7.6%0.002%Search for SEC Filing on Google Icon
10/23/2026Fifth Third Wealth Advisors LLC1,417$0.37M0.0%+3.3%0.004%Search for SEC Filing on Google Icon
10/23/2026Washington Trust Advisors Inc.6,533$1.68M0.1%-1.5%0.017%Search for SEC Filing on Google Icon
10/23/2026Inspire Investing LLC2,334$0.60M0.0%-83.1%0.006%Search for SEC Filing on Google Icon
10/22/2026Yousif Capital Management LLC10,334$2.66M0.0%-6.1%0.027%Search for SEC Filing on Google Icon
10/22/2026Isthmus Partners LLC3,605$0.93M0.1%+13.9%0.009%Search for SEC Filing on Google Icon
10/22/2026Root Financial Partners LLC416$0.11M0.0%N/A0.001%Search for SEC Filing on Google Icon
10/21/2026Axxcess Wealth Management LLC18,855$4.86M0.2%-3.3%0.049%Search for SEC Filing on Google Icon
10/21/2026Crossmark Global Holdings Inc.2,733$0.70M0.0%-68.4%0.007%Search for SEC Filing on Google Icon
10/21/2026Pinnacle Associates Ltd.33,054$8.51M0.1%-2.9%0.085%Search for SEC Filing on Google Icon
10/21/2026Nisa Investment Advisors LLC3,061$0.79M0.0%+3.7%0.008%Search for SEC Filing on Google Icon
10/21/2026Robeco Institutional Asset Management B.V.2,000$0.52M0.0%-85.2%0.005%Search for SEC Filing on Google Icon
10/21/2026Diversify Advisory Services LLC1,983$0.51M0.0%-2.1%0.005%Search for SEC Filing on Google Icon
10/20/2026Net Worth Advisory Group1,558$0.40M0.1%-15.7%0.004%Search for SEC Filing on Google Icon
10/20/2026Freedom Day Solutions LLC3,865$1M0.2%-4.3%0.010%Search for SEC Filing on Google Icon
10/19/2026Novem Group3,089$0.80M0.1%+7.0%0.008%Search for SEC Filing on Google Icon
10/19/2026First Bank & Trust1,263$0.33M0.0%+5.3%0.003%Search for SEC Filing on Google Icon
10/19/2026Narus Financial Partners LLC919$0.24M0.1%-6.1%0.002%Search for SEC Filing on Google Icon
10/17/2026IFP Advisors Inc183$47K0.0%-73.5%0.000%Search for SEC Filing on Google Icon
10/16/2026TD Waterhouse Canada Inc.10,106$2.62M0.0%-86.5%0.026%Search for SEC Filing on Google Icon
10/16/2026Pension & Wealth Management Advisors Inc.211$54K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/15/2026Assenagon Asset Management S.A.5,154$1.33M0.0%N/A0.013%Search for SEC Filing on Google Icon
10/15/2026State of Alaska Department of Revenue3,647$0.94M0.0%-3.8%0.009%Search for SEC Filing on Google Icon
10/15/2026Curated Wealth Partners LLC1,085$0.28M0.0%-94.6%0.003%Search for SEC Filing on Google Icon
10/15/2026Fort Washington Investment Advisors Inc. OH122,335$31.50M0.2%+40.1%0.316%Search for SEC Filing on Google Icon
10/14/2026First Citizens Bank & Trust Co.2,062$0.53M0.0%N/A0.005%Search for SEC Filing on Google Icon
10/14/2026B. Riley Wealth Advisors Inc.1,558$0.40M0.0%N/A0.004%Search for SEC Filing on Google Icon
10/14/2026Krilogy Financial LLC2,621$0.71M0.0%-43.8%0.007%Search for SEC Filing on Google Icon
10/13/2026NorthCrest Asset Manangement LLC1,562$0.42M0.0%-22.4%0.004%Search for SEC Filing on Google Icon
10/9/2026Wedmont Private Capital1,259$0.34M0.0%+4.1%0.003%Search for SEC Filing on Google Icon
10/9/2026Legacy Wealth Asset Management LLC3,464$0.89M0.2%-1.6%0.009%Search for SEC Filing on Google Icon
10/9/2026GAMMA Investing LLC1,514$0.39M0.0%-5.2%0.004%Search for SEC Filing on Google Icon
10/8/2026Farther Finance Advisors LLC2,014$0.52M0.0%+81.9%0.005%Search for SEC Filing on Google Icon
10/8/2026Atwood & Palmer Inc.202$52K0.0%N/A0.001%Search for SEC Filing on Google Icon
10/8/2026Artemis Investment Management LLP96,584$24.87M0.2%-69.4%0.250%Search for SEC Filing on Google Icon
10/8/2026Whalen Wealth Management Inc.904$0.23M0.1%-39.2%0.002%Search for SEC Filing on Google Icon
10/6/2026Central Pacific Bank Trust Division810$0.21M0.0%+42.1%0.002%Search for SEC Filing on Google Icon
10/5/2026MassMutual Private Wealth & Trust FSB173$45K0.0%-26.1%0.000%Search for SEC Filing on Google Icon
10/2/2026CX Institutional17,355$4.47M0.1%+49.5%0.045%Search for SEC Filing on Google Icon
10/2/2026Versant Capital Management Inc556$0.14M0.0%-37.5%0.001%Search for SEC Filing on Google Icon
9/23/2026QRG Capital Management Inc.718$0.25M0.0%N/A0.002%Search for SEC Filing on Google Icon
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
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: $291.48
Low: $286.58
High: $315.00

50 Day Range

MA: $272.58
Low: $247.62
High: $310.44

52 Week Range

Now: $291.48
Low: $245.47
High: $388.71

Volume

121,064 shs

Average Volume

537,211 shs

Market Capitalization

$11.28 billion

P/E Ratio

16.03

Dividend Yield

1.17%

Beta

1.47

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. Boston Trust Walden Corp — 0.38%
  2. Fort Washington Investment Advisors Inc. OH — 0.32%
  3. Artemis Investment Management LLP — 0.25%
  4. Retirement Systems of Alabama — 0.24%
  5. ProShare Advisors LLC — 0.21%
  6. M&G PLC — 0.14%
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. Artemis Investment Management LLP
  2. TD Waterhouse Canada Inc.
  3. Curated Wealth Partners LLC
  4. Robeco Institutional Asset Management B.V.
  5. Inspire Investing LLC
  6. VIRGINIA RETIREMENT SYSTEMS ET Al
  7. BOKF NA
  8. Crossmark Global Holdings Inc.
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. M&G PLC
  2. Fort Washington Investment Advisors Inc. OH
  3. Boston Trust Walden Corp
  4. CenterBook Partners LP
  5. Hohimer Wealth Management LLC
  6. ProShare Advisors LLC
  7. CX Institutional
  8. Sumitomo Mitsui Trust Group Inc.

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