EVR Insider Trading

Insider Ownership Percentage: 8.29%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $42,366,626.78

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: $290.62
Price Change: Price Decrease of -7.75 (-2.60%)
As of 12/17/2024 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
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  
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  
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
12/13/2024Lord Abbett & CO. LLC922,978$233.83M0.7%+44.5%2.424%Search for SEC Filing on Google Icon
12/10/2024DGS Capital Management LLC6,397$1.62M0.4%+1.3%0.017%Search for SEC Filing on Google Icon
12/6/2024Retirement Systems of Alabama113,777$28.82M0.1%-0.4%0.299%Search for SEC Filing on Google Icon
11/27/2024Franklin Resources Inc.223,369$60.54M0.0%-1.3%0.587%Search for SEC Filing on Google Icon
11/25/2024Wilmington Savings Fund Society FSB2,020$0.51M0.0%N/A0.005%Search for SEC Filing on Google Icon
11/25/2024Sanctuary Advisors LLC3,485$0.88M0.0%+16.5%0.009%Search for SEC Filing on Google Icon
11/20/2024Morse Asset Management Inc36,800$9.32M2.0%+3.6%0.097%Search for SEC Filing on Google Icon
11/18/2024TD Private Client Wealth LLC4,319$1.09M0.0%+2.6%0.011%Search for SEC Filing on Google Icon
11/18/2024Teachers Retirement System of The State of Kentucky17,917$4.54M0.0%-4.3%0.047%Search for SEC Filing on Google Icon
11/18/2024Toronto Dominion Bank1,552$0.39M0.0%+36.3%0.004%Search for SEC Filing on Google Icon
11/16/2024Geode Capital Management LLC718,208$181.99M0.0%+5.0%1.873%Search for SEC Filing on Google Icon
11/15/2024Vestcor Inc6,268$1.59M0.1%+18.9%0.016%Search for SEC Filing on Google Icon
11/15/2024M&T Bank Corp2,147$0.54M0.0%+7.5%0.006%Search for SEC Filing on Google Icon
11/15/2024Barclays PLC24,251$6.14M0.0%+3.4%0.064%Search for SEC Filing on Google Icon
11/15/2024Public Employees Retirement System of Ohio19,565$4.96M0.0%-11.5%0.051%Search for SEC Filing on Google Icon
11/15/2024Pier Capital LLC32,762$8.30M1.2%-41.8%0.085%Search for SEC Filing on Google Icon
11/15/2024Dorsey Wright & Associates43,223$10.95M2.6%+46.4%0.113%Search for SEC Filing on Google Icon
11/15/2024Orion Portfolio Solutions LLC11,852$3M0.1%-12.4%0.031%Search for SEC Filing on Google Icon
11/15/2024XTX Topco Ltd1,976$0.50M0.0%-46.9%0.005%Search for SEC Filing on Google Icon
11/15/2024National Bank of Canada FI945$0.24M0.0%-7.8%0.002%Search for SEC Filing on Google Icon
11/15/2024Castleark Management LLC44,880$11.37M0.5%-3.6%0.117%Search for SEC Filing on Google Icon
11/15/2024EP Wealth Advisors LLC1,596$0.40M0.0%N/A0.004%Search for SEC Filing on Google Icon
11/15/2024Wellington Management Group LLP1,368,129$346.60M0.1%+73.6%3.568%Search for SEC Filing on Google Icon
11/15/2024Two Sigma Advisers LP62,200$15.76M0.0%+14.8%0.162%Search for SEC Filing on Google Icon
11/15/2024State Street Corp1,099,160$278.46M0.0%+1.0%2.867%Search for SEC Filing on Google Icon
11/15/2024Stifel Financial Corp23,377$5.92M0.0%+96.3%0.061%Search for SEC Filing on Google Icon
11/15/2024Quadrature Capital Ltd2,740$0.69M0.0%N/A0.007%Search for SEC Filing on Google Icon
11/15/2024Quantinno Capital Management LP17,588$4.46M0.1%+29.9%0.046%Search for SEC Filing on Google Icon
11/15/2024Quarry LP306$78K0.0%N/A0.001%Search for SEC Filing on Google Icon
11/15/2024Petrus Trust Company LTA2,451$0.62M0.1%N/A0.006%Search for SEC Filing on Google Icon
11/15/2024Morse Asset Management Inc36,860$9.34M2.0%+3.7%0.096%Search for SEC Filing on Google Icon
11/15/2024Ingalls & Snyder LLC972$0.25M0.0%N/A0.003%Search for SEC Filing on Google Icon
11/15/2024Jacobs Levy Equity Management Inc.261,475$66.24M0.3%+8.7%0.682%Search for SEC Filing on Google Icon
11/15/2024Janus Henderson Group PLC16,665$4.22M0.0%-4.6%0.043%Search for SEC Filing on Google Icon
11/15/2024HighTower Advisors LLC5,377$1.37M0.0%+11.3%0.014%Search for SEC Filing on Google Icon
11/15/2024Hilltop Holdings Inc.885$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024Holocene Advisors LP86,520$21.92M0.1%N/A0.226%Search for SEC Filing on Google Icon
11/15/2024Centiva Capital LP7,092$1.80M0.0%N/A0.018%Search for SEC Filing on Google Icon
11/15/2024Cinctive Capital Management LP12,035$3.05M0.2%N/A0.031%Search for SEC Filing on Google Icon
11/15/2024Benjamin Edwards Inc.801$0.20M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/15/2024True Wealth Design LLC131$33K0.0%N/A0.000%Search for SEC Filing on Google Icon
11/14/2024Verition Fund Management LLC4,152$1.05M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/14/2024Captrust Financial Advisors4,423$1.12M0.0%+7.4%0.012%Search for SEC Filing on Google Icon
11/14/2024Rockefeller Capital Management L.P.94,999$24.07M0.1%-2.4%0.248%Search for SEC Filing on Google Icon
11/14/2024Centric Wealth Management15,060$3.82M1.0%-2.3%0.039%Search for SEC Filing on Google Icon
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC99,346$25.17M0.0%-37.9%0.259%Search for SEC Filing on Google Icon
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank 7,861$1.99M0.0%+5.6%0.021%Search for SEC Filing on Google Icon
11/14/2024MetLife Investment Management LLC18,431$4.67M0.0%-1.3%0.048%Search for SEC Filing on Google Icon
11/14/2024BNP Paribas4,066$1.03M0.0%-2.4%0.011%Search for SEC Filing on Google Icon
11/13/2024Glenmede Trust Co. NA109,802$27.82M0.1%-6.7%0.286%Search for SEC Filing on Google Icon
11/13/2024Bridgewater Associates LP24,763$6.27M0.0%+38.4%0.065%Search for SEC Filing on Google Icon
11/13/2024Insight Wealth Partners LLC1,223$0.31M0.1%+4.7%0.003%Search for SEC Filing on Google Icon
11/13/2024Townsquare Capital LLC4,330$1.10M0.0%+3.9%0.011%Search for SEC Filing on Google Icon
11/13/2024BNP Paribas Financial Markets12,426$3.15M0.0%+147.1%0.032%Search for SEC Filing on Google Icon
11/13/2024Brooklyn Investment Group503$0.13M0.0%N/A0.001%Search for SEC Filing on Google Icon
11/13/2024FMR LLC451,822$114.47M0.0%+520.4%1.179%Search for SEC Filing on Google Icon
11/13/2024The Manufacturers Life Insurance Company 30,360$7.69M0.0%-2.0%0.079%Search for SEC Filing on Google Icon
11/13/2024Bank of Montreal Can8,117$2.06M0.0%-84.1%0.021%Search for SEC Filing on Google Icon
11/13/2024Private Trust Co. NA660$0.17M0.0%+65,900.0%0.002%Search for SEC Filing on Google Icon
11/13/2024Hancock Whitney Corp13,159$3.33M0.1%-5.2%0.034%Search for SEC Filing on Google Icon
11/13/2024Dynamic Technology Lab Private Ltd5,786$1.47M0.2%N/A0.015%Search for SEC Filing on Google Icon
11/13/2024Fisher Asset Management LLC320,228$81.13M0.0%+6.1%0.835%Search for SEC Filing on Google Icon
11/12/2024Pekin Hardy Strauss Inc.1,475$0.37M0.0%-29.9%0.004%Search for SEC Filing on Google Icon
11/12/2024Pitcairn Co.2,797$0.71M0.0%-13.8%0.007%Search for SEC Filing on Google Icon
11/12/2024Algert Global LLC13,120$3.32M0.1%+254.6%0.034%Search for SEC Filing on Google Icon
11/12/2024Cerity Partners LLC23,177$5.87M0.0%+14.9%0.060%Search for SEC Filing on Google Icon
11/12/2024Charles Schwab Investment Management Inc.366,028$92.73M0.0%+36.2%0.955%Search for SEC Filing on Google Icon
11/12/2024Massachusetts Financial Services Co. MA907,767$229.97M0.1%-12.8%2.368%Search for SEC Filing on Google Icon
11/9/2024Primecap Management Co. CA350,520$88.80M0.1%-42.0%0.914%Search for SEC Filing on Google Icon
11/9/2024Intech Investment Management LLC1,663$0.42M0.0%-70.2%0.004%Search for SEC Filing on Google Icon
11/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.114,733$29.07M0.1%N/A0.299%Search for SEC Filing on Google Icon
11/8/2024Moran Wealth Management LLC75,058$19.02M0.6%+36.2%0.196%Search for SEC Filing on Google Icon
11/8/2024Advisors Asset Management Inc.13,119$3.32M0.1%-34.7%0.034%Search for SEC Filing on Google Icon
11/8/2024Global Alpha Capital Management Ltd.157,160$39.82M2.6%+1.7%0.410%Search for SEC Filing on Google Icon
11/8/2024Commerce Bank3,622$0.92M0.0%-5.7%0.009%Search for SEC Filing on Google Icon
11/8/2024Strategy Asset Managers LLC1,210$0.31M0.1%N/A0.003%Search for SEC Filing on Google Icon
11/8/2024Segall Bryant & Hamill LLC30,183$7.65M0.1%-37.7%0.079%Search for SEC Filing on Google Icon
11/8/2024B. Metzler seel. Sohn & Co. Holding AG14,696$3.72M0.0%N/A0.038%Search for SEC Filing on Google Icon
11/7/2024Pathstone Holdings LLC12,206$3.09M0.0%-6.4%0.032%Search for SEC Filing on Google Icon
11/7/2024Aviance Capital Partners LLC3,415$0.87M0.1%-15.2%0.009%Search for SEC Filing on Google Icon
11/7/2024Braun Stacey Associates Inc.138,158$35M1.3%+9.0%0.360%Search for SEC Filing on Google Icon
11/7/2024Quest Partners LLC900$0.23M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/7/2024Swiss National Bank71,400$18.09M0.0%-1.2%0.186%Search for SEC Filing on Google Icon
11/7/2024Thrivent Financial for Lutherans54,360$13.77M0.0%-11.5%0.142%Search for SEC Filing on Google Icon
11/6/2024Mutual of America Capital Management LLC19,270$4.88M0.1%-5.0%0.050%Search for SEC Filing on Google Icon
11/6/2024Vaughan Nelson Investment Management L.P.155,535$39.40M0.4%-55.1%0.406%Search for SEC Filing on Google Icon
11/6/2024Natixis Advisors LLC43,288$10.97M0.0%-43.0%0.113%Search for SEC Filing on Google Icon
11/6/2024Empowered Funds LLC19,983$5.06M0.1%-12.5%0.052%Search for SEC Filing on Google Icon
11/6/2024Royce & Associates LP100,924$25.57M0.2%-6.5%0.263%Search for SEC Filing on Google Icon
11/6/2024CIBC Asset Management Inc1,116$0.28M0.0%+3.8%0.003%Search for SEC Filing on Google Icon
11/6/2024Metis Global Partners LLC1,111$0.28M0.0%-8.8%0.003%Search for SEC Filing on Google Icon
11/6/2024Wealthstream Advisors Inc.944$0.24M0.0%N/A0.002%Search for SEC Filing on Google Icon
11/6/2024Zions Bancorporation N.A.2,751$0.70M0.1%+25.0%0.007%Search for SEC Filing on Google Icon
11/6/2024KBC Group NV1,018$0.26M0.0%+11.4%0.003%Search for SEC Filing on Google Icon
11/6/2024Oppenheimer & Co. Inc.833$0.21M0.0%-48.9%0.002%Search for SEC Filing on Google Icon
11/5/2024MQS Management LLC2,008$0.51M0.3%N/A0.005%Search for SEC Filing on Google Icon
11/5/2024Victory Capital Management Inc.122,383$31.01M0.0%+1.3%0.319%Search for SEC Filing on Google Icon
11/5/2024WCM Investment Management LLC95,366$24.24M0.1%-2.6%0.249%Search for SEC Filing on Google Icon
11/5/2024Nations Financial Group Inc. IA ADV7,156$1.81M0.1%+4.6%0.019%Search for SEC Filing on Google Icon
11/4/2024Versor Investments LP1,000$0.25M0.0%N/A0.003%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: $290.62
Low: $287.55
High: $296.90

50 Day Range

MA: $288.22
Low: $248.63
High: $315.65

52 Week Range

Now: $290.62
Low: $162.72
High: $324.06

Volume

392,258 shs

Average Volume

337,641 shs

Market Capitalization

$11.06 billion

P/E Ratio

37.25

Dividend Yield

1.07%

Beta

1.38

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

Evercore's top insider investors include:
  1. Edward S Hyman (Chairman)
  2. Timothy Gilbert Lalonde (CFO)
  3. Jason Klurfeld (General Counsel)
  4. Richard I Beattie (Director)
  5. Paul Pensa (Insider)
  6. Paul Pensa (CFO)
  7. 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. Wellington Management Group LLP — 3.57%
  2. State Street Corp — 2.87%
  3. Lord Abbett & CO. LLC — 2.42%
  4. Massachusetts Financial Services Co. MA — 2.37%
  5. Geode Capital Management LLC — 1.87%
  6. FMR LLC — 1.18%
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. Primecap Management Co. CA
  2. Vaughan Nelson Investment Management L.P.
  3. Massachusetts Financial Services Co. MA
  4. Boston Trust Walden Corp
  5. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
  6. Bank of Montreal Can
  7. New York State Common Retirement Fund
  8. Natixis Advisors LLC
Within the previous year, company insiders that have sold Evercore company stock include:
  1. Edward S Hyman (Chairman)
  2. Timothy Gilbert Lalonde (CFO)
  3. Jason Klurfeld (General Counsel)
  4. Richard I Beattie (Director)
  5. Paul Pensa (Insider)
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. Wellington Management Group LLP
  2. FMR LLC
  3. Lord Abbett & CO. LLC
  4. International Assets Investment Management LLC
  5. BNP PARIBAS ASSET MANAGEMENT Holding S.A.
  6. Charles Schwab Investment Management Inc.
  7. Holocene Advisors LP
  8. Rheos Capital Works Inc.