EVR Insider Trading

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Insider Trading History
Frequently Asked Questions
About

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

Evercore Share Price & Price History

^$181.36

▲ +3.03 (1.70%)

As of 04/17/2025 04:59 PM ET

Days: 30 | 90 | 365

Evercore Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/10/2025	Edward S. Hyman	Chairman	Sell	17,502	$271.68	$4,754,943.36	1,643,035
2/7/2025	Paul Pensa	Insider	Sell	1,863	$281.23	$523,931.49	5,531
2/6/2025	Edward S. Hyman	Chairman	Sell	17,139	$285.56	$4,894,212.84	1,681,721
11/22/2024	Edward S. Hyman	Chairman	Sell	20,814	$310.52	$6,463,163.28	1,706,519
11/20/2024	Edward S. Hyman	Chairman	Sell	10,855	$299.09	$3,246,621.95	1,737,221
11/18/2024	Edward S. Hyman	Chairman	Sell	11,154	$298.55	$3,330,026.70	1,757,062
11/14/2024	Edward S. Hyman	Chairman	Sell	10,869	$300.08	$3,261,569.52	1,776,766
11/12/2024	Edward S. Hyman	Chairman	Sell	10,305	$308.32	$3,177,237.60	1,799,951
11/8/2024	Edward S. Hyman	Chairman	Sell	12,162	$306.80	$3,731,301.60	1,810,256
11/6/2024	Edward S. Hyman	Chairman	Sell	50,000	$316.38	$15,819,000.00	1,856,519
8/21/2024	Timothy Gilbert Lalonde	CFO	Sell	3,750	$238.72	$895,200.00	40,563
7/29/2024	Pamela G. Carlton	Director	Sell	534	$247.07	$131,935.38	3,146
2/13/2024	Timothy Gilbert Lalonde	CFO	Sell	3,337	$178.74	$596,455.38	27,291
2/8/2024	Jason Klurfeld	General Counsel	Sell	5,877	$173.21	$1,017,955.17	22,099
2/7/2024	Paul Pensa	Insider	Sell	1,540	$170.38	$262,385.20	4,447
2/1/2024	Timothy Gilbert Lalonde	CFO	Sell	2,500	$173.51	$433,775.00	37,172
12/5/2023	Richard I. Beattie	Director	Sell	6,522	$151.31	$986,843.82	17,000
8/14/2023	Pamela G. Carlton	Director	Sell	592	$136.69	$80,920.48	3,041
5/31/2023	Timothy Gilbert Lalonde	CFO	Sell	2,500	$108.88	$272,200.00	39,672
3/1/2023	Richard I. Beattie	Director	Sell	5,000	$130.90	$654,500.00	22,453
2/15/2023	Jason Klurfeld	General Counsel	Sell	357	$135.12	$48,237.84	32,476
2/13/2023	Jason Klurfeld	General Counsel	Sell	5,231	$133.00	$695,723.00	19,038
2/7/2023	Paul Pensa	CFO	Sell	2,225	$131.05	$291,586.25	3,406
2/6/2023	Jason Klurfeld	General Counsel	Sell	4,512	$135.00	$609,120.00	24,269
7/28/2022	Pamela G. Carlton	Director	Sell	322	$96.25	$30,992.50	2,564

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

Evercore Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2025	Janney Montgomery Scott LLC	5,113	$1.02M	0.0%	+48.1%	0.013%
4/17/2025	Ritholtz Wealth Management	1,113	$0.22M	0.0%	-7.3%	0.003%
4/17/2025	Dynamic Advisor Solutions LLC	3,728	$0.75M	0.0%	+18.7%	0.010%
4/16/2025	Wealth Enhancement Advisory Services LLC	4,556	$0.91M	0.0%	-22.5%	0.012%
4/16/2025	CCM Investment Advisers LLC	53,438	$10.67M	1.3%	-8.8%	0.137%
4/16/2025	Fort Washington Investment Advisors Inc. OH	79,480	$15.87M	0.1%	+9.2%	0.203%
4/15/2025	Fifth Third Bancorp	7,108	$1.42M	0.0%	+1.9%	0.018%
4/15/2025	SG Americas Securities LLC	1,851	$0.37M	0.0%	N/A	0.005%
4/15/2025	GAMMA Investing LLC	711	$0.14M	0.0%	+14.9%	0.002%
4/14/2025	Yousif Capital Management LLC	12,649	$2.53M	0.0%	-2.5%	0.032%
4/14/2025	Bridge City Capital LLC	12,949	$2.59M	0.8%	-0.6%	0.033%
4/14/2025	Farther Finance Advisors LLC	579	$0.12M	0.0%	+23.5%	0.001%
4/14/2025	UMB Bank n.a.	388	$77K	0.0%	+70.9%	0.001%
4/11/2025	Gateway Investment Advisers LLC	1,090	$0.22M	0.0%	+23.7%	0.003%
4/9/2025	Merit Financial Group LLC	3,057	$0.61M	0.0%	+249.8%	0.008%
4/9/2025	NBC Securities Inc.	130	$25K	0.0%	N/A	0.000%
4/9/2025	Legacy Wealth Asset Management LLC	4,520	$0.90M	0.2%	-3.6%	0.012%
4/8/2025	Rhumbline Advisers	96,026	$19.18M	0.0%	-1.2%	0.245%
4/8/2025	Private Client Services LLC	6,095	$1.22M	0.6%	+16.3%	0.016%
4/8/2025	Parallel Advisors LLC	1,347	$0.27M	0.0%	-5.7%	0.003%
4/7/2025	GAMMA Investing LLC	142,001	$28.36M	0.0%	+22,840.4%	0.363%
4/4/2025	Quent Capital LLC	210	$42K	0.0%	+62.8%	0.001%
4/3/2025	Versant Capital Management Inc	330	$66K	0.0%	+86.4%	0.001%
4/3/2025	Central Pacific Bank Trust Division	750	$0.15M	0.0%	+8.7%	0.002%
4/3/2025	First Hawaiian Bank	5,719	$1.14M	0.1%	+6.0%	0.015%
4/1/2025	MassMutual Private Wealth & Trust FSB	241	$48K	0.0%	+61.7%	0.001%
3/18/2025	California State Teachers Retirement System	34,031	$9.43M	0.0%	-2.4%	0.087%
3/17/2025	Wealth Enhancement Advisory Services LLC	5,879	$1.63M	0.0%	+66.2%	0.015%
2/28/2025	Universal Beteiligungs und Servicegesellschaft mbH	34,531	$9.57M	0.0%	N/A	0.091%
2/27/2025	Jefferies Financial Group Inc.	1,023	$0.28M	0.0%	-40.1%	0.003%
2/20/2025	Forum Financial Management LP	922	$0.26M	0.0%	N/A	0.002%
2/19/2025	Public Employees Retirement System of Ohio	23,406	$6.49M	0.0%	+19.6%	0.061%
2/18/2025	Fourth Dimension Wealth LLC	257	$71K	0.0%	N/A	0.001%
2/18/2025	Gordian Capital Singapore Pte Ltd	600	$0.17M	0.1%	N/A	0.002%
2/18/2025	Castleark Management LLC	39,120	$10.84M	0.4%	-12.8%	0.103%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	105,109	$29.14M	0.0%	+5.8%	0.276%
2/17/2025	Vident Advisory LLC	4,858	$1.35M	0.0%	+88.6%	0.013%
2/17/2025	Squarepoint Ops LLC	18,713	$5.19M	0.0%	N/A	0.049%
2/17/2025	Twinbeech Capital LP	2,026	$0.56M	0.0%	N/A	0.005%
2/17/2025	Tremblant Capital Group	13,245	$3.67M	0.4%	+15.0%	0.035%
2/17/2025	Two Sigma Advisers LP	103,300	$28.63M	0.1%	+66.1%	0.271%
2/17/2025	Two Sigma Investments LP	150,643	$41.76M	0.1%	+93.2%	0.396%
2/17/2025	Teza Capital Management LLC	974	$0.27M	0.0%	-93.4%	0.003%
2/17/2025	Sherbrooke Park Advisers LLC	813	$0.23M	0.1%	N/A	0.002%
2/17/2025	Royal Bank of Canada	57,077	$15.82M	0.0%	+5.8%	0.150%
2/17/2025	ProShare Advisors LLC	128,172	$35.53M	0.1%	-5.8%	0.337%
2/17/2025	Quantinno Capital Management LP	19,244	$5.33M	0.1%	+9.4%	0.051%
2/17/2025	Man Group plc	110,053	$30.51M	0.1%	-0.4%	0.289%
2/17/2025	Nomura Holdings Inc.	4,698	$1.30M	0.0%	N/A	0.012%
2/17/2025	Nicholas Investment Partners LP	82,704	$22.93M	2.0%	+4.4%	0.217%
2/17/2025	Nuveen Asset Management LLC	226,851	$62.88M	0.0%	-12.0%	0.596%
2/17/2025	Morse Asset Management Inc	37,054	$10.27M	2.3%	+0.7%	0.097%
2/17/2025	Millennium Management LLC	66,344	$18.39M	0.0%	-83.0%	0.174%
2/17/2025	Lazard Asset Management LLC	18,293	$5.07M	0.0%	-28.8%	0.048%
2/17/2025	Lighthouse Investment Partners LLC	26,176	$7.26M	0.2%	N/A	0.069%
2/17/2025	Interval Partners LP	7,963	$2.21M	0.0%	N/A	0.021%
2/17/2025	Jacobs Levy Equity Management Inc.	271,487	$75.25M	0.3%	+3.8%	0.713%
2/17/2025	Jefferies Financial Group Inc.	1,023	$0.28M	0.0%	-40.1%	0.003%
2/17/2025	Kettle Hill Capital Management LLC	41,601	$11.53M	2.5%	N/A	0.109%
2/17/2025	Group One Trading LLC	94	$26K	0.0%	N/A	0.000%
2/17/2025	Gotham Asset Management LLC	21,433	$5.94M	0.1%	-5.1%	0.056%
2/17/2025	Focus Partners Wealth	21,357	$5.92M	0.0%	+2.6%	0.056%
2/17/2025	Ellevest Inc.	846	$0.24M	0.0%	N/A	0.002%
2/17/2025	Ensign Peak Advisors Inc	24,414	$6.77M	0.0%	-15.9%	0.064%
2/17/2025	Ethic Inc.	3,603	$1M	0.0%	N/A	0.009%
2/17/2025	FJ Capital Management LLC	10,928	$3.03M	0.4%	N/A	0.029%
2/17/2025	Fred Alger Management LLC	18,090	$5.01M	0.0%	N/A	0.048%
2/17/2025	Frontier Capital Management Co. LLC	90,133	$24.98M	0.2%	-38.5%	0.237%
2/17/2025	Deutsche Bank AG	16,583	$4.60M	0.0%	+107.7%	0.044%
2/17/2025	Driehaus Capital Management LLC	252,732	$70.06M	0.6%	+4.9%	0.664%
2/17/2025	EP Wealth Advisors LLC	1,546	$0.43M	0.0%	-3.1%	0.004%
2/17/2025	Cresset Asset Management LLC	40,058	$11.10M	0.1%	-10.1%	0.105%
2/17/2025	Crestline Management LP	970	$0.27M	0.0%	N/A	0.003%
2/17/2025	Cetera Investment Advisers	12,304	$3.41M	0.0%	+15.4%	0.032%
2/17/2025	Centiva Capital LP	16,202	$4.49M	0.1%	+128.5%	0.043%
2/17/2025	Brevan Howard Capital Management LP	727	$0.20M	0.0%	N/A	0.002%
2/17/2025	Broad Bay Capital Management LP	86,000	$23.84M	2.9%	N/A	0.226%
2/17/2025	Captrust Financial Advisors	6,061	$1.68M	0.0%	+37.0%	0.016%
2/17/2025	Baird Financial Group Inc.	2,203	$0.61M	0.0%	-4.2%	0.006%
2/17/2025	Bank of America Corp DE	188,721	$52.31M	0.0%	-6.7%	0.496%
2/17/2025	BNP Paribas	4,415	$1.22M	0.1%	+8.6%	0.012%
2/17/2025	BNP Paribas Financial Markets	13,505	$3.74M	0.0%	+8.7%	0.035%
2/17/2025	Ameriprise Financial Inc.	64,575	$17.90M	0.0%	-8.5%	0.170%
2/17/2025	Algert Global LLC	20,179	$5.59M	0.1%	+53.8%	0.053%
2/14/2025	Mercer Global Advisors Inc. ADV	2,297	$0.64M	0.0%	-5.0%	0.006%
2/14/2025	Itau Unibanco Holding S.A.	2,200	$0.61M	0.0%	N/A	0.006%
2/14/2025	Jane Street Group LLC	31,048	$8.61M	0.0%	+71.9%	0.082%
2/14/2025	Comerica Bank	15,332	$4.25M	0.0%	-0.4%	0.040%
2/14/2025	Kapitalo Investimentos Ltda	159	$44K	0.0%	N/A	0.000%
2/14/2025	Schonfeld Strategic Advisors LLC	6,826	$1.89M	0.0%	+414.0%	0.018%
2/14/2025	AQR Capital Management LLC	207,425	$57.50M	0.1%	+37.8%	0.545%
2/14/2025	Northern Trust Corp	301,514	$83.58M	0.0%	+12.4%	0.792%
2/14/2025	The Manufacturers Life Insurance Company	29,648	$8.22M	0.0%	-2.3%	0.078%
2/14/2025	Quarry LP	167	$46K	0.0%	-45.4%	0.000%
2/14/2025	Aquatic Capital Management LLC	19,832	$5.50M	0.1%	N/A	0.052%
2/14/2025	Oxford Asset Management LLP	1,304	$0.36M	0.2%	N/A	0.003%
2/14/2025	Nitorum Capital L.P.	61,691	$17.10M	2.0%	-17.3%	0.162%
2/14/2025	Lord Abbett & CO. LLC	755,018	$209.28M	0.7%	-18.2%	1.983%
2/14/2025	Keyvantage Wealth LLC	956	$0.27M	0.2%	N/A	0.003%
2/14/2025	Hancock Whitney Corp	11,140	$3.09M	0.1%	-15.3%	0.029%

Data available starting January 2016

See Full Table

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.

Today's Range

Now: $181.36

$177.35

$182.45

50 Day Range

MA: $212.76

$163.45

$275.26

52 Week Range

Now: $181.36

$148.63

$324.06

Volume

498,931 shs

Average Volume

433,685 shs

Market Capitalization

$7.10 billion

P/E Ratio

20.02

Dividend Yield

1.75%

Beta

1.34

Who are the company insiders with the largest holdings of Evercore?: Evercore's top insider investors include:
Edward S Hyman (Chairman)
Timothy Gilbert Lalonde (CFO)
Jason Klurfeld (General Counsel)
Richard I Beattie (Director)
Paul Pensa (Insider)
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:
GAMMA Investing LLC — 0.36%
Rhumbline Advisers — 0.25%
Fort Washington Investment Advisors Inc. OH — 0.20%
CCM Investment Advisers LLC — 0.14%
Bridge City Capital LLC — 0.03%
Yousif Capital Management LLC — 0.03%
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:
CCM Investment Advisers LLC
Wealth Enhancement Advisory Services LLC
Rhumbline Advisers
Yousif Capital Management LLC
Legacy Wealth Asset Management LLC
Ritholtz Wealth Management
Parallel Advisors LLC
Bridge City Capital LLC
Within the previous year, company insiders that have sold Evercore company stock include:
Edward S Hyman (Chairman)
Timothy Gilbert Lalonde (CFO)
Jason Klurfeld (General Counsel)
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:
GAMMA Investing LLC
Fort Washington Investment Advisors Inc. OH
Merit Financial Group LLC
SG Americas Securities LLC
Janney Montgomery Scott LLC
Private Client Services LLC
Dynamic Advisor Solutions LLC
First Hawaiian Bank