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): $4,324,549.95

Evercore Insider Trading History Chart

Evercore Share Price & Price History

^$263.94

▼ -1.13 (-0.43%)

As of 10/31/2024 03:59 PM ET

Days: 30 | 90 | 365

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Evercore Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
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
2/8/2022	Paul Pensa	Insider	Sell	1,197	$129.25	$154,712.25
11/16/2021	Ralph Schlosstein	CEO	Sell	67,915	$154.51	$10,493,546.65
11/1/2021	Ralph Schlosstein	CEO	Sell	16,882	$154.88	$2,614,684.16

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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

Evercore Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/30/2024	Foster & Motley Inc.	5,501	$1.39M	0.1%	-14.9%	0.014%
10/30/2024	Hanlon Investment Management Inc.	5,342	$1.35M	0.4%	+127.1%	0.014%
10/30/2024	Amalgamated Bank	17,466	$4.43M	0.0%	-2.7%	0.045%
10/30/2024	Catalyst Capital Advisors LLC	12,600	$3.19M	0.1%	-3.1%	0.033%
10/30/2024	Asset Management One Co. Ltd.	5,145	$1.30M	0.0%	-14.9%	0.013%
10/29/2024	Van ECK Associates Corp	20,882	$5.38M	0.0%	+40.0%	0.054%
10/29/2024	Harbor Capital Advisors Inc.	717	$0.18M	0.0%	-56.7%	0.002%
10/29/2024	F M Investments LLC	75,722	$19.18M	0.7%	-0.6%	0.197%
10/29/2024	Ceredex Value Advisors LLC	29,625	$7.51M	0.1%	-29.3%	0.077%
10/29/2024	Farther Finance Advisors LLC	193	$49K	0.0%	+25.3%	0.001%
10/28/2024	New York State Common Retirement Fund	90,846	$23.02M	0.0%	-32.0%	0.236%
10/28/2024	Deroy & Devereaux Private Investment Counsel Inc.	30,590	$7.75M	0.4%	+0.4%	0.079%
10/28/2024	O ROURKE & COMPANY Inc	3,245	$0.82M	0.4%	+4.8%	0.008%
10/28/2024	US Bancorp DE	10,968	$2.78M	0.0%	-14.4%	0.028%
10/25/2024	Diversify Wealth Management LLC	2,109	$0.54M	0.0%	-5.6%	0.005%
10/25/2024	Great Diamond Partners LLC	9,458	$2.40M	0.6%	+190.1%	0.025%
10/24/2024	Nisa Investment Advisors LLC	9,420	$2.39M	0.0%	+155.6%	0.024%
10/24/2024	Summit Place Financial Advisors LLC	4,932	$1.25M	0.7%	-15.4%	0.013%
10/24/2024	State of Alaska Department of Revenue	35,440	$8.98M	0.1%	+0.8%	0.092%
10/24/2024	Valley National Advisers Inc.	6,844	$1.73M	0.3%	-45.1%	0.018%
10/24/2024	MCF Advisors LLC	170	$43K	0.0%	+78.9%	0.000%
10/24/2024	Boston Trust Walden Corp	231,193	$58.57M	0.4%	-22.9%	0.600%
10/24/2024	Wealth Enhancement Advisory Services LLC	3,537	$0.90M	0.0%	+30.0%	0.009%
10/23/2024	Louisiana State Employees Retirement System	9,900	$2.51M	0.0%	-1.0%	0.026%
10/23/2024	Legacy Capital Group California Inc.	864	$0.22M	0.1%	N/A	0.002%
10/23/2024	Ausbil Investment Management Ltd	5,629	$1.43M	0.4%	+38.8%	0.015%
10/23/2024	Jackson Wealth Management LLC	39,592	$10.03M	1.2%	+66.0%	0.103%
10/23/2024	Moody Aldrich Partners LLC	2,508	$0.64M	0.1%	-92.3%	0.007%
10/23/2024	Impact Partnership Wealth LLC	933	$0.24M	0.1%	-13.9%	0.002%
10/23/2024	Riverwater Partners LLC	4,447	$1.11M	0.5%	-47.0%	0.012%
10/22/2024	International Assets Investment Management LLC	171,880	$43.54M	0.0%	N/A	0.446%
10/22/2024	Lecap Asset Management Ltd.	5,380	$1.36M	0.3%	+13.6%	0.014%
10/19/2024	Allspring Global Investments Holdings LLC	5,341	$1.35M	0.0%	-3.7%	0.014%
10/19/2024	New Century Financial Group LLC	1,620	$0.41M	0.2%	-3.2%	0.004%
10/18/2024	Raymond James & Associates	70,902	$17.96M	0.0%	-1.0%	0.184%
10/18/2024	Blue Trust Inc.	1,819	$0.46M	0.0%	+35.7%	0.005%
10/18/2024	Net Worth Advisory Group	1,291	$0.33M	0.1%	N/A	0.003%
10/17/2024	Trust Point Inc.	900	$0.23M	0.0%	N/A	0.002%
10/16/2024	nVerses Capital LLC	2,400	$0.61M	0.3%	+41.2%	0.006%
10/16/2024	Rheos Capital Works Inc.	37,000	$9.37M	0.5%	N/A	0.096%
10/16/2024	B.O.S.S. Retirement Advisors LLC	1,144	$0.29M	0.1%	N/A	0.003%
10/11/2024	Creative Planning	4,043	$1.02M	0.0%	+8.9%	0.011%
10/11/2024	ORG Wealth Partners LLC	132	$33K	0.0%	N/A	0.000%
10/10/2024	Inspire Investing LLC	4,608	$1.17M	0.1%	+55.4%	0.012%
10/10/2024	Ritholtz Wealth Management	1,213	$0.31M	0.0%	+12.1%	0.003%
10/10/2024	Gateway Investment Advisers LLC	881	$0.22M	0.0%	-39.8%	0.002%
10/10/2024	Valeo Financial Advisors LLC	1,020	$0.26M	0.0%	-32.9%	0.003%
10/9/2024	CCM Investment Advisers LLC	66,127	$16.75M	1.9%	-13.2%	0.172%
10/9/2024	UMB Bank n.a.	202	$51K	0.0%	+56.6%	0.001%
10/8/2024	CWM LLC	1,665	$0.42M	0.0%	+535.5%	0.004%
10/8/2024	Atomi Financial Group Inc.	879	$0.22M	0.0%	N/A	0.002%
10/8/2024	Dynamic Advisor Solutions LLC	3,048	$0.77M	0.0%	-15.3%	0.008%
10/7/2024	GAMMA Investing LLC	523	$0.13M	0.0%	+41.4%	0.001%
10/5/2024	Handelsbanken Fonder AB	11,037	$2.80M	0.0%	+59.1%	0.029%
10/5/2024	Trivant Custom Portfolio Group LLC	3,459	$0.88M	0.5%	+3.8%	0.009%
10/3/2024	Private Client Services LLC	3,951	$1M	0.5%	N/A	0.010%
10/3/2024	SG Americas Securities LLC	2,224	$0.56M	0.0%	N/A	0.006%
10/2/2024	Central Pacific Bank Trust Division	570	$0.14M	0.0%	-85.6%	0.001%
9/9/2024	Heritage Wealth Management Inc.	1,000	$0.21M	0.1%	N/A	0.003%
9/5/2024	Sanctuary Advisors LLC	2,992	$0.62M	0.0%	N/A	0.008%
8/27/2024	New Century Financial Group LLC	1,674	$0.35M	0.1%	N/A	0.004%
8/26/2024	Teachers Retirement System of The State of Kentucky	18,728	$3.90M	0.0%	+61.5%	0.049%
8/22/2024	Cetera Investment Advisers	5,655	$1.18M	0.0%	-32.9%	0.015%
8/21/2024	Truist Financial Corp	8,763	$1.83M	0.0%	+5.6%	0.023%
8/19/2024	Point72 Asset Management L.P.	50,027	$10.43M	0.0%	N/A	0.130%
8/16/2024	Creative Planning	3,714	$0.77M	0.0%	-5.5%	0.010%
8/16/2024	Algert Global LLC	3,700	$0.77M	0.0%	-85.8%	0.010%
8/16/2024	Driehaus Capital Management LLC	181,433	$37.82M	0.4%	-11.2%	0.471%
8/15/2024	Dorsey Wright & Associates	29,516	$6.15M	1.6%	+1.3%	0.077%
8/15/2024	Millennium Management LLC	665,572	$138.73M	0.1%	-10.7%	1.728%
8/15/2024	AQR Capital Management LLC	72,493	$14.68M	0.0%	+68.4%	0.188%
8/15/2024	Ariel Investments LLC	121,221	$25.27M	0.3%	-4.0%	0.315%
8/15/2024	Toronto Dominion Bank	1,139	$0.24M	0.0%	+158.9%	0.003%
8/14/2024	Squarepoint Ops LLC	963	$0.20M	0.0%	-98.2%	0.003%
8/14/2024	Samlyn Capital LLC	82,727	$17.24M	0.3%	N/A	0.215%
8/14/2024	Tremblant Capital Group	10,651	$2.22M	0.2%	+52.9%	0.028%
8/14/2024	Morse Asset Management Inc	35,529	$7.41M	1.8%	+16.6%	0.092%
8/14/2024	Xponance Inc.	3,917	$0.82M	0.0%	-9.1%	0.010%
8/14/2024	Bank of Montreal Can	51,179	$10.67M	0.0%	+301.1%	0.133%
8/14/2024	Epoch Investment Partners Inc.	261,849	$54.58M	0.2%	+3.3%	0.680%
8/14/2024	ProShare Advisors LLC	158,938	$33.13M	0.1%	-6.9%	0.413%
8/14/2024	Profund Advisors LLC	993	$0.21M	0.0%	-20.9%	0.003%
8/13/2024	Hancock Whitney Corp	13,886	$2.89M	0.1%	-1.4%	0.036%
8/13/2024	Ensign Peak Advisors Inc	29,682	$6.19M	0.0%	+43.9%	0.077%
8/13/2024	Nkcfo LLC	3,300	$0.69M	0.4%	N/A	0.009%
8/13/2024	Thrivent Financial for Lutherans	61,392	$12.80M	0.0%	-3.6%	0.159%
8/13/2024	Sei Investments Co.	42,877	$8.94M	0.0%	-22.6%	0.111%
8/13/2024	Pacer Advisors Inc.	6,700	$1.40M	0.0%	-11.2%	0.017%
8/13/2024	AE Wealth Management LLC	39,993	$8.34M	0.1%	-7.6%	0.104%
8/13/2024	Bridges Investment Management Inc.	4,399	$0.92M	0.0%	N/A	0.011%
8/13/2024	Canada Pension Plan Investment Board	36,500	$7.61M	0.0%	+20.9%	0.095%
8/13/2024	Benjamin F. Edwards & Company Inc.	747	$0.16M	0.0%	+10.7%	0.002%
8/12/2024	Intech Investment Management LLC	5,573	$1.16M	0.0%	N/A	0.014%
8/12/2024	Inspire Investing LLC	2,966	$0.62M	0.1%	-28.8%	0.008%
8/12/2024	XTX Topco Ltd	3,721	$0.78M	0.1%	-4.3%	0.010%
8/12/2024	Kendall Capital Management	2,455	$0.51M	0.2%	-27.6%	0.006%
8/12/2024	First Eagle Investment Management LLC	70,781	$14.75M	0.0%	+10.5%	0.184%
8/12/2024	Hsbc Holdings PLC	10,453	$2.16M	0.0%	-34.0%	0.027%
8/12/2024	Blair William & Co. IL	1,628	$0.34M	0.0%	N/A	0.004%
8/12/2024	Vanguard Personalized Indexing Management LLC	7,932	$1.65M	0.0%	+19.2%	0.021%

Data available starting January 2016

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: $263.94

$261.30

$266.77

50 Day Range

MA: $252.90

$231.54

$286.04

52 Week Range

Now: $263.94

$129.12

$288.03

Volume

170,719 shs

Average Volume

335,917 shs

Market Capitalization

$10.17 billion

P/E Ratio

36.51

Dividend Yield

1.22%

Beta

1.36

Who are the company insiders with the largest holdings of Evercore?: Evercore's top insider investors include:
Timothy Gilbert Lalonde (CFO)
Jason Klurfeld (General Counsel)
Richard I Beattie (Director)
Paul Pensa (Insider)
Paul Pensa (CFO)
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:
Boston Trust Walden Corp — 0.60%
International Assets Investment Management LLC — 0.45%
New York State Common Retirement Fund — 0.24%
F M Investments LLC — 0.20%
Raymond James & Associates — 0.18%
CCM Investment Advisers LLC — 0.17%
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:
Boston Trust Walden Corp
New York State Common Retirement Fund
Moody Aldrich Partners LLC
Ceredex Value Advisors LLC
CCM Investment Advisers LLC
Valley National Advisers Inc.
Riverwater Partners LLC
Central Pacific Bank Trust Division
Within the previous year, company insiders that have sold Evercore company stock include:
Timothy Gilbert Lalonde (CFO)
Jason Klurfeld (General Counsel)
Richard I Beattie (Director)
Paul Pensa (Insider)
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:
International Assets Investment Management LLC
Rheos Capital Works Inc.
Jackson Wealth Management LLC
Great Diamond Partners LLC
Van ECK Associates Corp
Nisa Investment Advisors LLC
Handelsbanken Fonder AB
Private Client Services LLC