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EVR Insider Trading

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

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: $265.21
Price Change: ▲ Price Increase of +3.86 (1.48%)
As of 10/29/2024 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
Tim Sykes’ Urgent Trade Alert: “Make this move now”
From Timothy Sykes   |   Ad
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.
Click here to see the surprising reason why

Evercore Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
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  
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Central banks prepare for America’s Breaking Point
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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

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
10/29/2024Van ECK Associates Corp20,882$5.38M0.0%+40.0%0.054%Search for SEC Filing on Google Icon
10/29/2024Harbor Capital Advisors Inc.717$0.18M0.0%-56.7%0.002%Search for SEC Filing on Google Icon
10/29/2024F M Investments LLC75,722$19.18M0.7%-0.6%0.197%Search for SEC Filing on Google Icon
10/29/2024Ceredex Value Advisors LLC29,625$7.51M0.1%-29.3%0.077%Search for SEC Filing on Google Icon
10/29/2024Farther Finance Advisors LLC193$49K0.0%+25.3%0.001%Search for SEC Filing on Google Icon
10/28/2024New York State Common Retirement Fund90,846$23.02M0.0%-32.0%0.236%Search for SEC Filing on Google Icon
10/28/2024Deroy & Devereaux Private Investment Counsel Inc.30,590$7.75M0.4%+0.4%0.079%Search for SEC Filing on Google Icon
10/28/2024O ROURKE & COMPANY Inc3,245$0.82M0.4%+4.8%0.008%Search for SEC Filing on Google Icon
10/28/2024US Bancorp DE10,968$2.78M0.0%-14.4%0.028%Search for SEC Filing on Google Icon
10/25/2024Diversify Wealth Management LLC2,109$0.54M0.0%-5.6%0.005%Search for SEC Filing on Google Icon
10/25/2024Great Diamond Partners LLC9,458$2.40M0.6%+190.1%0.025%Search for SEC Filing on Google Icon
10/24/2024Nisa Investment Advisors LLC9,420$2.39M0.0%+155.6%0.024%Search for SEC Filing on Google Icon
10/24/2024Summit Place Financial Advisors LLC4,932$1.25M0.7%-15.4%0.013%Search for SEC Filing on Google Icon
10/24/2024State of Alaska Department of Revenue35,440$8.98M0.1%+0.8%0.092%Search for SEC Filing on Google Icon
10/24/2024Valley National Advisers Inc.6,844$1.73M0.3%-45.1%0.018%Search for SEC Filing on Google Icon
10/24/2024MCF Advisors LLC170$43K0.0%+78.9%0.000%Search for SEC Filing on Google Icon
10/24/2024Boston Trust Walden Corp231,193$58.57M0.4%-22.9%0.600%Search for SEC Filing on Google Icon
10/24/2024Wealth Enhancement Advisory Services LLC3,537$0.90M0.0%+30.0%0.009%Search for SEC Filing on Google Icon
10/23/2024Louisiana State Employees Retirement System9,900$2.51M0.0%-1.0%0.026%Search for SEC Filing on Google Icon
10/23/2024Legacy Capital Group California Inc.864$0.22M0.1%N/A0.002%Search for SEC Filing on Google Icon
10/23/2024Ausbil Investment Management Ltd5,629$1.43M0.4%+38.8%0.015%Search for SEC Filing on Google Icon
10/23/2024Jackson Wealth Management LLC39,592$10.03M1.2%+66.0%0.103%Search for SEC Filing on Google Icon
10/23/2024Moody Aldrich Partners LLC2,508$0.64M0.1%-92.3%0.007%Search for SEC Filing on Google Icon
10/23/2024Impact Partnership Wealth LLC933$0.24M0.1%-13.9%0.002%Search for SEC Filing on Google Icon
10/23/2024Riverwater Partners LLC4,447$1.11M0.5%-47.0%0.012%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC171,880$43.54M0.0%N/A0.446%Search for SEC Filing on Google Icon
10/22/2024Lecap Asset Management Ltd.5,380$1.36M0.3%+13.6%0.014%Search for SEC Filing on Google Icon
10/19/2024Allspring Global Investments Holdings LLC5,341$1.35M0.0%-3.7%0.014%Search for SEC Filing on Google Icon
10/19/2024New Century Financial Group LLC1,620$0.41M0.2%-3.2%0.004%Search for SEC Filing on Google Icon
10/18/2024Raymond James & Associates70,902$17.96M0.0%-1.0%0.184%Search for SEC Filing on Google Icon
10/18/2024Blue Trust Inc.1,819$0.46M0.0%+35.7%0.005%Search for SEC Filing on Google Icon
10/18/2024Net Worth Advisory Group1,291$0.33M0.1%N/A0.003%Search for SEC Filing on Google Icon
10/17/2024Trust Point Inc.900$0.23M0.0%N/A0.002%Search for SEC Filing on Google Icon
10/16/2024nVerses Capital LLC2,400$0.61M0.3%+41.2%0.006%Search for SEC Filing on Google Icon
10/16/2024Rheos Capital Works Inc.37,000$9.37M0.5%N/A0.096%Search for SEC Filing on Google Icon
10/16/2024B.O.S.S. Retirement Advisors LLC1,144$0.29M0.1%N/A0.003%Search for SEC Filing on Google Icon
10/11/2024Creative Planning4,043$1.02M0.0%+8.9%0.011%Search for SEC Filing on Google Icon
10/11/2024ORG Wealth Partners LLC132$33K0.0%N/A0.000%Search for SEC Filing on Google Icon
10/10/2024Inspire Investing LLC4,608$1.17M0.1%+55.4%0.012%Search for SEC Filing on Google Icon
10/10/2024Ritholtz Wealth Management1,213$0.31M0.0%+12.1%0.003%Search for SEC Filing on Google Icon
10/10/2024Gateway Investment Advisers LLC881$0.22M0.0%-39.8%0.002%Search for SEC Filing on Google Icon
10/10/2024Valeo Financial Advisors LLC1,020$0.26M0.0%-32.9%0.003%Search for SEC Filing on Google Icon
10/9/2024CCM Investment Advisers LLC66,127$16.75M1.9%-13.2%0.172%Search for SEC Filing on Google Icon
10/9/2024UMB Bank n.a.202$51K0.0%+56.6%0.001%Search for SEC Filing on Google Icon
10/8/2024CWM LLC1,665$0.42M0.0%+535.5%0.004%Search for SEC Filing on Google Icon
10/8/2024Atomi Financial Group Inc.879$0.22M0.0%N/A0.002%Search for SEC Filing on Google Icon
10/8/2024Dynamic Advisor Solutions LLC3,048$0.77M0.0%-15.3%0.008%Search for SEC Filing on Google Icon
10/7/2024GAMMA Investing LLC523$0.13M0.0%+41.4%0.001%Search for SEC Filing on Google Icon
10/5/2024Handelsbanken Fonder AB11,037$2.80M0.0%+59.1%0.029%Search for SEC Filing on Google Icon
10/5/2024Trivant Custom Portfolio Group LLC3,459$0.88M0.5%+3.8%0.009%Search for SEC Filing on Google Icon
10/3/2024Private Client Services LLC3,951$1M0.5%N/A0.010%Search for SEC Filing on Google Icon
10/3/2024SG Americas Securities LLC2,224$0.56M0.0%N/A0.006%Search for SEC Filing on Google Icon
10/2/2024Central Pacific Bank Trust Division570$0.14M0.0%-85.6%0.001%Search for SEC Filing on Google Icon
9/9/2024Heritage Wealth Management Inc.1,000$0.21M0.1%N/A0.003%Search for SEC Filing on Google Icon
9/5/2024Sanctuary Advisors LLC2,992$0.62M0.0%N/A0.008%Search for SEC Filing on Google Icon
8/27/2024New Century Financial Group LLC1,674$0.35M0.1%N/A0.004%Search for SEC Filing on Google Icon
8/26/2024Teachers Retirement System of The State of Kentucky18,728$3.90M0.0%+61.5%0.049%Search for SEC Filing on Google Icon
8/22/2024Cetera Investment Advisers5,655$1.18M0.0%-32.9%0.015%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp8,763$1.83M0.0%+5.6%0.023%Search for SEC Filing on Google Icon
8/19/2024Point72 Asset Management L.P.50,027$10.43M0.0%N/A0.130%Search for SEC Filing on Google Icon
8/16/2024Creative Planning3,714$0.77M0.0%-5.5%0.010%Search for SEC Filing on Google Icon
8/16/2024Algert Global LLC3,700$0.77M0.0%-85.8%0.010%Search for SEC Filing on Google Icon
8/16/2024Driehaus Capital Management LLC181,433$37.82M0.4%-11.2%0.471%Search for SEC Filing on Google Icon
8/15/2024Dorsey Wright & Associates29,516$6.15M1.6%+1.3%0.077%Search for SEC Filing on Google Icon
8/15/2024Millennium Management LLC665,572$138.73M0.1%-10.7%1.728%Search for SEC Filing on Google Icon
8/15/2024AQR Capital Management LLC72,493$14.68M0.0%+68.4%0.188%Search for SEC Filing on Google Icon
8/15/2024Ariel Investments LLC121,221$25.27M0.3%-4.0%0.315%Search for SEC Filing on Google Icon
8/15/2024Toronto Dominion Bank1,139$0.24M0.0%+158.9%0.003%Search for SEC Filing on Google Icon
8/14/2024Squarepoint Ops LLC963$0.20M0.0%-98.2%0.003%Search for SEC Filing on Google Icon
8/14/2024Samlyn Capital LLC82,727$17.24M0.3%N/A0.215%Search for SEC Filing on Google Icon
8/14/2024Tremblant Capital Group10,651$2.22M0.2%+52.9%0.028%Search for SEC Filing on Google Icon
8/14/2024Morse Asset Management Inc35,529$7.41M1.8%+16.6%0.092%Search for SEC Filing on Google Icon
8/14/2024Xponance Inc.3,917$0.82M0.0%-9.1%0.010%Search for SEC Filing on Google Icon
8/14/2024Bank of Montreal Can51,179$10.67M0.0%+301.1%0.133%Search for SEC Filing on Google Icon
8/14/2024Epoch Investment Partners Inc.261,849$54.58M0.2%+3.3%0.680%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC158,938$33.13M0.1%-6.9%0.413%Search for SEC Filing on Google Icon
8/14/2024Profund Advisors LLC993$0.21M0.0%-20.9%0.003%Search for SEC Filing on Google Icon
8/13/2024Hancock Whitney Corp13,886$2.89M0.1%-1.4%0.036%Search for SEC Filing on Google Icon
8/13/2024Ensign Peak Advisors Inc29,682$6.19M0.0%+43.9%0.077%Search for SEC Filing on Google Icon
8/13/2024Nkcfo LLC3,300$0.69M0.4%N/A0.009%Search for SEC Filing on Google Icon
8/13/2024Thrivent Financial for Lutherans61,392$12.80M0.0%-3.6%0.159%Search for SEC Filing on Google Icon
8/13/2024Sei Investments Co.42,877$8.94M0.0%-22.6%0.111%Search for SEC Filing on Google Icon
8/13/2024Pacer Advisors Inc.6,700$1.40M0.0%-11.2%0.017%Search for SEC Filing on Google Icon
8/13/2024AE Wealth Management LLC39,993$8.34M0.1%-7.6%0.104%Search for SEC Filing on Google Icon
8/13/2024Bridges Investment Management Inc.4,399$0.92M0.0%N/A0.011%Search for SEC Filing on Google Icon
8/13/2024Canada Pension Plan Investment Board36,500$7.61M0.0%+20.9%0.095%Search for SEC Filing on Google Icon
8/13/2024Benjamin F. Edwards & Company Inc.747$0.16M0.0%+10.7%0.002%Search for SEC Filing on Google Icon
8/12/2024Intech Investment Management LLC5,573$1.16M0.0%N/A0.014%Search for SEC Filing on Google Icon
8/12/2024Inspire Investing LLC2,966$0.62M0.1%-28.8%0.008%Search for SEC Filing on Google Icon
8/12/2024XTX Topco Ltd3,721$0.78M0.1%-4.3%0.010%Search for SEC Filing on Google Icon
8/12/2024Kendall Capital Management2,455$0.51M0.2%-27.6%0.006%Search for SEC Filing on Google Icon
8/12/2024First Eagle Investment Management LLC70,781$14.75M0.0%+10.5%0.184%Search for SEC Filing on Google Icon
8/12/2024Hsbc Holdings PLC10,453$2.16M0.0%-34.0%0.027%Search for SEC Filing on Google Icon
8/12/2024Blair William & Co. IL1,628$0.34M0.0%N/A0.004%Search for SEC Filing on Google Icon
8/12/2024Vanguard Personalized Indexing Management LLC7,932$1.65M0.0%+19.2%0.021%Search for SEC Filing on Google Icon
8/12/2024Amalgamated Bank17,943$3.74M0.0%-24.3%0.047%Search for SEC Filing on Google Icon
8/12/2024Central Asset Investments & Management Holdings HK Ltd3,300$0.69M0.3%-26.8%0.009%Search for SEC Filing on Google Icon
8/10/2024Mutual of America Capital Management LLC20,288$4.23M0.0%-1.8%0.053%Search for SEC Filing on Google Icon
8/9/2024Edgestream Partners L.P.8,782$1.83M0.1%-61.5%0.023%Search for SEC Filing on Google Icon
8/9/2024Primecap Management Co. CA604,550$126.01M0.1%+1.4%1.570%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: $265.21
Low: $258.30
High: $265.58

50 Day Range

MA: $251.82
Low: $231.54
High: $286.04

52 Week Range

Now: $265.21
Low: $126.22
High: $288.03

Volume

408,854 shs

Average Volume

336,882 shs

Market Capitalization

$10.22 billion

P/E Ratio

36.68

Dividend Yield

1.22%

Beta

1.36

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. Boston Trust Walden Corp — 0.60%
  2. International Assets Investment Management LLC — 0.45%
  3. New York State Common Retirement Fund — 0.24%
  4. F M Investments LLC — 0.20%
  5. Raymond James & Associates — 0.18%
  6. 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:
  1. Boston Trust Walden Corp
  2. New York State Common Retirement Fund
  3. Moody Aldrich Partners LLC
  4. Ceredex Value Advisors LLC
  5. CCM Investment Advisers LLC
  6. Valley National Advisers Inc.
  7. Riverwater Partners LLC
  8. Central Pacific Bank Trust Division
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. International Assets Investment Management LLC
  2. Rheos Capital Works Inc.
  3. Jackson Wealth Management LLC
  4. Great Diamond Partners LLC
  5. Van ECK Associates Corp
  6. Nisa Investment Advisors LLC
  7. Handelsbanken Fonder AB
  8. Private Client Services LLC
Tim Sykes’ Urgent Trade Alert: “Make this move now”
From Timothy Sykes   |   Ad
Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.
Click here to see the surprising reason why