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Get Institutions for : 
Evercore Partners Inc. (EVR)  
$186.53 2.45 (1.33%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 418    10
Total shares held : 
 33,173,220  
% of shares held : 
 81.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 509,170  
% of shares held change : 
   1.25%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $134.24  
Last Quarter's Ending Price : 
 $171.05  
Last Quarter's Average Price : 
 $144.77  
Change from last quarter's     
avg. price to the last closing  : 
41.76 (28.85%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 949,343
 2.86%
 
Increased Positions :
141
 1,551,412
 4.68%
 
Unchanged Positions :
73
 1,137,991
 3.43%
 
Decreased Positions :
169
-1,735,859
-5.23%
 
Closed Positions :
25
-255,726
-0.77%
 
Guru Positions :
2
307,176
 0.93%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 936 - 2023-12-31 3,191,340 $545,879,000 22,820
   Boston Partners 96 - 2023-12-31 1,658,488 $283,991,000 165,375
   MILLENNIUM MANAGEMENT LLC 69 - 2023-12-31 1,327,251 $227,026,000 291,698
   STATE STREET CORP 907 - 2023-12-31 1,056,240 $180,670,000 11,663
   INVESCO LTD 671 - 2023-12-31 785,579 $134,373,000 128,372
   GEODE CAPITAL MANAGEMENT LLC 854 - 2023-12-31 599,962 $102,638,000 13,343
   AMERICAN CENTURY COMPANIES INC 323 - 2023-12-31 542,267 $92,755,000 38,259
   CHANNING CAPITAL MANAGEMENT LLC 16 - 2023-12-31 417,571 $71,426,000 143
   BALYASNY ASSET MANAGEMENT LLC 157 - 2023-12-31 366,229 $62,643,000 233,472
   EPOCH INVESTMENT PARTNERS INC. 138 - 2023-12-31 354,465 $60,631,000 74,317
   JACOBS LEVY EQUITY MANAGEMENT INC 78 - 2023-12-31 343,183 $58,701,000 28,608
   NORTHERN TRUST CORP 1053 - 2023-12-31 273,949 $46,859,000 2,336
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 1072 - 2023-12-31 257,214 $43,996,000 7,447
   DRIEHAUS CAPITAL MANAGEMENT LLC 47 - 2023-12-31 249,318 $42,646,000 39,060
   CLARK CAPITAL MANAGEMENT GROUP INC 90 - 2023-12-31 242,186 $41,426,000 1,303
   MACQUARIE GROUP LTD 550 - 2023-12-31 198,445 $33,944,000 2,560
   WELLINGTON MANAGEMENT CO LLP 861 - 2023-12-31 166,245 $28,436,000 5,253
   GOLDMAN SACHS GROUP INC/ 1398 - 2023-12-31 146,745 $25,101,000 624
   COOKSON PEIRCE & CO INC 30 - 2024-03-31 118,505 $22,823,000 593
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 718 - 2023-12-31 127,749 $21,851,000 4,131
   WAYNE HUMMER ASSET MANAGEMENT CO 118 - 2023-12-31 121,119 $20,717,000 28,020
   Walleye Trading Advisors LLC 52 - 2023-12-31 118,713 $20,306,000 78,536
   Russell Investments Group Ltd. 516 - 2023-12-31 116,242 $19,883,000 11,473
   ENVESTNET ASSET MANAGEMENT INC 1058 - 2023-12-31 112,353 $19,218,000 31,000
   ROYCE & ASSOCIATES LLC 174 - 2023-12-31 104,979 $17,957,000 17,138
   Rockefeller Capital Management L.P. 323 - 2023-12-31 99,258 $16,978,000 6,337
   CCM INVESTMENT ADVISERS LLC 20 - 2023-12-31 87,534 $14,973,000 976
   Man Group plc 458 - 2023-12-31 87,095 $14,898,000 87,095
   WAGONHOUND INVESTMENTS LP 5 - 2023-12-31 86,536 $14,802,000 7,161
   RAYMOND JAMES & ASSOCIATES 978 - 2024-03-31 71,498 $13,770,000 917
   BRIDGEWATER ASSOCIATES INC 197 - 2023-12-31 80,412 $13,754,000 21,058
   NATIXIS ASSET MANAGEMENT ADVISORS LP 524 - 2024-03-31 67,379 $12,977,000 55,341
   PIER CAPITAL LLC 2 - 2023-12-31 75,423 $12,901,000 1,365
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 127 - 2023-12-31 63,281 $10,824,000 2,857
   CREDIT SUISSE/ 937 - 2023-12-31 55,480 $9,490,000 2,687
   SEI INVESTMENTS CO 923 - 2023-12-31 53,820 $9,206,000 92
   CASTLEARK MANAGEMENT LLC 47 - 2023-12-31 53,200 $9,100,000 4,940
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 659 - 2023-12-31 46,275 $7,915,000 172
   PINEBRIDGE INVESTMENTS LTD 260 - 2023-12-31 41,580 $7,110,000 18,549
   BARCLAYS PLC 1293 - 2023-12-31 38,937 $6,660,000 10,644
   AE Wealth Management LLC 509 - 2023-12-31 37,660 $6,549,000 15,259
   GANNETT WELSH & KOTLER 256 - 2023-12-31 37,841 $6,473,000 67
   BRANDYWINE ASSET MANAGEMENT LLC 344 - 2023-12-31 36,842 $6,302,000 9,207
   Jackson Wealth Management LLC 23 - 2023-12-31 36,633 $6,266,000 1,011
   ALPS ADVISERS INC 196 - 2023-12-31 35,487 $6,070,000 4,992
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 62 - 2024-03-31 30,155 $5,808,000 740
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 208 - 2023-12-31 30,863 $5,279,000 1,900
   VAN ECK ASSOCIATES CORP 525 - 2023-12-31 30,726 $5,256,000 2,253
   Morse Asset Management Inc 24 - 2023-12-31 30,358 $5,193,000 1,388
   TEXAS PERMANENT SCHOOL FUND 496 - 2023-12-31 29,941 $5,121,000 336
   B. Metzler seel. Sohn & Co. AG 197 - 2023-12-31 25,714 $4,398,000 3,077
   HANCOCK HOLDING CO 121 - 2023-12-31 22,607 $3,867,000 1,977
   PRICE T ROWE ASSOCIATES INC /MD/ 1377 - 2023-12-31 17,054 $2,918,000 584
   Ausbil Investment Management Ltd 29 - 2024-03-31 14,490 $2,742,000 3,601
   ADVISORS CAPITAL MANAGEMENT LLC 229 - 2023-12-31 15,185 $2,597,000 233
   Centric Wealth Management 32 - 2023-12-31 14,584 $2,550,000 628
   HPM Partners LLC - 2023-12-31 14,288 $2,444,000 322
   Prana Capital Management LP 75 - 2023-12-31 13,701 $2,344,000 4,891
   CORNERSTONE INVESTMENT PARTNERS LLC 37 - 2023-12-31 13,390 $2,290,000 452
   Bridge City Capital LLC 62 - 2024-03-31 11,032 $2,125,000 86
   ADVISORY SERVICES NETWORK, LLC 426 - 2023-12-31 11,877 $2,032,000 306
   EFG Asset Management (North America) Corp. 101 - 2023-12-31 11,839 $2,025,000 398
   Quantinno Capital Management LP 379 - 2023-12-31 11,442 $1,957,000 1,749
   Louisiana State Employees Retirement System 516 - 2024-03-31 10,000 $1,926,000 300
   CAMPBELL NEWMAN ASSET MANAGEMENT INC 63 - 2024-03-31 9,803 $1,888,000 228
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1654 - 2024-03-31 9,673 $1,863,000 4,299
   CI Private Wealth LLC 1064 - 2023-12-31 10,078 $1,724,000 4,549
   BNP PARIBAS ARBITRAGE SA 1413 - 2023-12-31 9,930 $1,699,000 3,794
   STATE TREASURER STATE OF MICHIGAN 711 - 2024-03-31 8,505 $1,638,000 200
   Riverwater Partners LLC 15 - 2024-03-31 8,478 $1,633,000 84
   DEUTSCHE BANK AG 1760 - 2023-12-31 8,769 $1,500,000 337
   BANK OF MONTREAL /CAN/ 1505 - 2023-12-31 7,756 $1,345,000 38
   JustInvest LLC 493 - 2023-12-31 7,710 $1,319,000 2,267
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 210 - 2024-03-31 6,831 $1,316,000 1,036
   COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R 795 - 2023-12-31 7,648 $1,308,000 589
   FOSTER & MOTLEY INC 187 - 2024-03-31 6,556 $1,263,000 3
   Edgestream Partners L.P. 376 - 2023-12-31 7,302 $1,249,000 7,302
   DGS Capital Management LLC 48 - 2024-03-31 6,235 $1,201,000 85
   HOHIMER WEALTH MANAGEMENT LLC 96 - 2023-12-31 6,850 $1,172,000 121
   Allspring Global Investments Holdings LLC 1325 - 2024-03-31 6,013 $1,158,000 326
   LORD ABBETT & CO LLC 423 - 2023-12-31 6,453 $1,104,000 387
   Pacer Advisors Inc. 844 - 2023-12-31 6,230 $1,066,000 1,196
   Wambolt & Associates LLC 100 - 2023-12-31 6,113 $1,046,000 588
   PRUDENTIAL FINANCIAL INC 1804 - 2023-12-31 6,024 $1,030,000 1,204
   MACKENZIE FINANCIAL CORP 867 - 2023-12-31 5,918 $1,012,000 644
   HSBC HOLDINGS PLC 1392 - 2023-12-31 5,864 $1,006,000 2,630
   HIGHTOWER ADVISORS, LLC 1838 - 2023-12-31 5,346 $918,000 701
   FINANCIAL NETWORK 1442 - 2023-12-31 5,203 $890,000 368
   WALLEYE TRADING LLC 645 - 2023-12-31 4,794 $820,000 1,869
   PATHSTONE FAMILY OFFICE, LLC 812 - 2023-09-30 5,817 $802,000 979
   Summit Place Financial Advisors LLC 57 - 2023-12-31 4,685 $801,000 315
   MARINER WEALTH ADVISORS, LLC 1638 - 2023-12-31 4,427 $758,000 247
   KEYBANK NATIONAL ASSOCIATION/OH 602 - 2023-12-31 4,376 $749,000 605
   MML INVESTORS SERVICES LLC 1527 - 2023-12-31 4,345 $743,000 497
   COMMERCE BANK N A/MO 705 - 2023-12-31 4,290 $734,000 2,685
   Pictet Asset Management Holding SA 1107 - 2023-12-31 4,149 $710,000 201
   MILLER HOWARD INVESTMENTS INC /NY 140 - 2024-03-31 3,657 $704,000 22
   LPL FINANCIAL CORP 3323 - 2023-12-31 4,080 $698,000 441
   TOWER RESEARCH CAPITAL LLC 1122 - 2023-12-31 4,035 $690,000 3,138
   Dynamic Advisors Solutions LLC 521 - 2024-03-31 3,573 $688,000 450
  100 Records found
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