Steward Partners Investment Advisory, LLC - EVERCORE INC ownership

EVERCORE INC's ticker is EVR and the CUSIP is 29977A105. A total of 396 filers reported holding EVERCORE INC in Q4 2022. The put-call ratio across all filers is 1.19 and the average weighting 0.2%.

About EVERCORE INC

Evercore Inc. is a leading independent investment banking advisory firm that provides a wide range of services to a diverse set of clients. The company has a strong reputation for providing high-quality advice and execution to its clients, which include corporations, governments, and financial sponsors.

Evercore's business is divided into two segments: Investment Banking and Investment Management. The Investment Banking segment provides advisory services on mergers and acquisitions, divestitures, restructurings, and capital raising. The Investment Management segment provides institutional investors with access to a range of alternative investment strategies, including private equity, real estate, and hedge funds.

The company has a strong track record of success, having advised on some of the largest and most complex transactions in recent years. Evercore's clients include many of the world's leading corporations, as well as some of the most prominent private equity firms and hedge funds.

Evercore's success is driven by its talented team of professionals, who are among the most experienced and respected in the industry. The company has a strong culture of collaboration and teamwork, which enables it to deliver exceptional results for its clients.

Overall, Evercore is a highly respected and successful investment banking advisory firm that is well-positioned to continue delivering strong results for its clients in the years ahead.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of EVERCORE INC
ValueSharesWeighting
Q2 2024$18,776
-62.5%
90
-65.4%
0.00%
-100.0%
Q1 2024$50,065
-77.8%
260
-80.2%
0.00%
-66.7%
Q4 2023$225,073
+13.7%
1,316
-8.4%
0.00%0.0%
Q3 2023$197,951
-9.2%
1,436
-18.6%
0.00%0.0%
Q2 2023$218,074
+10.1%
1,764
+2.7%
0.00%0.0%
Q1 2023$198,140
+2.2%
1,717
-3.4%
0.00%0.0%
Q4 2022$193,955
+39.5%
1,778
+5.4%
0.00%0.0%
Q3 2022$139,000
+4533.3%
1,687
+4459.5%
0.00%
Q2 2022$3,000
-25.0%
37
+19.4%
0.00%
Q1 2022$4,0000.0%310.0%0.00%
Q4 2021$4,0000.0%310.0%0.00%
Q3 2021$4,0000.0%310.0%0.00%
Q2 2021$4,000
-100.0%
31
-95.3%
0.00%
-100.0%
Q1 2021$87,158,000
+2905166.7%
662
+2035.5%
0.00%
Q4 2020$3,000
-80.0%
31
-86.5%
0.00%
Q3 2020$15,000
+7.1%
2300.0%0.00%
Q2 2020$14,000
+27.3%
230
-7.6%
0.00%
Q1 2020$11,000
-98.5%
249
-97.4%
0.00%
-100.0%
Q4 2019$710,000
-7.2%
9,500
-0.6%
0.02%
-19.2%
Q3 2019$765,000
-9.3%
9,553
+0.3%
0.03%
-16.1%
Q2 2019$843,000
-3.2%
9,521
-0.6%
0.03%
-16.2%
Q1 2019$871,000
+27.5%
9,578
+0.2%
0.04%
+12.1%
Q4 2018$683,000
-29.1%
9,555
-0.3%
0.03%
-28.3%
Q3 2018$964,000
-4.4%
9,585
+0.3%
0.05%
-23.3%
Q2 2018$1,008,000
+20.7%
9,555
-0.2%
0.06%
+5.3%
Q1 2018$835,000
-1.9%
9,577
+1.2%
0.06%
-12.3%
Q4 2017$851,000
+15.2%
9,463
+2.6%
0.06%
-13.3%
Q3 2017$739,000
+15.3%
9,219
+1.3%
0.08%
+4.2%
Q2 2017$641,000
+1324.4%
9,099
+1447.4%
0.07%
+928.6%
Q1 2017$45,000
+246.2%
588
+194.0%
0.01%
+16.7%
Q4 2016$13,0002000.01%
Other shareholders
EVERCORE INC shareholders Q4 2022
NameSharesValueWeighting ↓
Nitorum Capital, L.P. 385,911$36,125,0002.66%
BERNZOTT CAPITAL ADVISORS 209,563$19,617,0002.17%
CCM INVESTMENT ADVISERS LLC 98,394$9,210,0001.48%
ROCKY MOUNTAIN ADVISERS, LLC 11,150$1,044,0001.29%
MOODY ALDRICH PARTNERS LLC 64,635$6,050,0001.19%
Copeland Capital Management, LLC 362,115$33,897,0001.08%
Morse Asset Management, Inc 26,534$2,484,0000.80%
Connacht Asset Management LP 20,300$1,900,0000.80%
Paralel Advisors LLC 125,000$11,701,0000.78%
Redwood Investment Management, LLC 48,475$4,538,0000.76%
View complete list of EVERCORE INC shareholders