Stock Transactions — EVERCORE INC - CL A

Total Bought
4,485,742
340 transactions
Total Sold
5,689,901
252 transactions
Net
-1,204,159
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
WELLINGTON MANAGEMENT GROUP LLP563,6172,023,520+1,459,9030.030.12+0.09buy
TD ASSET MANAGEMENT INC955,4071,182,456+227,0490.220.32+0.10buy
LORD, ABBETT & CO. LLC129,346354,108+224,7620.110.36+0.24buy
UBS Group AG185,322402,692+217,3700.010.03+0.02buy
Bain Capital Public Equity Management II, LLC247,444434,209+186,7653.166.85+3.68buy
Artisan Partners Limited Partnership0160,544+160,5440.000.08+0.08buy
Azora Capital LP0128,954+128,9540.002.01+2.01buy
Artemis Investment Management LLP0111,644+111,6440.000.47+0.47buy
GEODE CAPITAL MANAGEMENT, LLC831,588940,467+108,8790.020.02+0.00buy
BNP Paribas Asset Management Holding S.A.70,803175,992+105,1890.050.15+0.11buy
AQR CAPITAL MANAGEMENT LLC872,844967,804+94,9600.190.21+0.01buy
GOLDMAN SACHS GROUP INC251,050326,493+75,4430.010.02+0.00buy
Bridgewater Associates, LP4,74371,283+66,5400.010.09+0.09buy
VANGUARD GROUP INC3,837,4253,902,188+64,7630.020.02+0.00buy
Neuberger Berman Group LLC5,58364,585+59,0020.000.02+0.01buy
Walleye Capital LLC34,75193,540+58,7890.090.26+0.17buy
COOKSON PEIRCE & CO INC97559,294+58,3190.010.82+0.81buy
LOS ANGELES CAPITAL MANAGEMENT LLC056,057+56,0570.000.06+0.06buy
Covea Finance054,800+54,8000.000.64+0.64buy
MARSICO CAPITAL MANAGEMENT LLC050,839+50,8390.000.44+0.44buy
STATE STREET CORP1,129,6451,176,347+46,7020.010.01+0.00buy
TimesSquare Capital Management, LLC105,350148,686+43,3360.410.72+0.31buy
BARCLAYS PLC24,69963,118+38,4190.000.01+0.01buy
DRIEHAUS CAPITAL MANAGEMENT LLC036,980+36,9800.000.09+0.09buy
Freestone Grove Partners LP027,312+27,3120.000.07+0.07buy
THAMES CAPITAL MANAGEMENT LLC21,34446,881+25,5371.312.26+0.95buy
IEQ CAPITAL, LLC54,71676,922+22,2060.090.08-0.01buy
JANUS HENDERSON GROUP PLC48,52069,856+21,3360.010.01+0.00buy
Tribune Investment Group LP020,000+20,0000.003.27+3.27buy
SUMMIT WEALTH GROUP LLC / CO019,614+19,6140.000.43+0.43buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP3,90421,931+18,0270.000.00+0.00buy
Quantinno Capital Management LP94,077111,578+17,5010.110.10-0.01buy
BANK OF MONTREAL /CAN/7,75524,063+16,3080.000.00+0.00buy
Arax Advisory Partners18916,203+16,0140.000.08+0.08buy
NORTHERN TRUST CORP317,619333,474+15,8550.010.01+0.00buy
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO19,06634,846+15,7800.020.04+0.02buy
CWM, LLC18,01633,487+15,4710.020.03+0.02buy
TWO SIGMA INVESTMENTS, LP9,24724,241+14,9940.000.01+0.01buy
ADAGE CAPITAL PARTNERS GP, L.L.C.013,000+13,0000.000.01+0.01buy
LPL Financial LLC9,79322,193+12,4000.000.00+0.00buy
NOMURA ASSET MANAGEMENT CO LTD22012,570+12,3500.000.01+0.01buy
Bain Capital Public Equity, LP17,16328,938+11,7753.076.18+3.12buy
Dorsey Wright & Associates1,53413,243+11,7090.101.00+0.90buy
ENVESTNET ASSET MANAGEMENT INC57,91669,321+11,4050.000.01+0.00buy
Edgestream Partners, L.P.14,18125,565+11,3840.110.25+0.15buy
Mitsubishi UFJ Trust & Banking Corp1,17412,440+11,2660.000.01+0.01buy
STIFEL FINANCIAL CORP24,50034,990+10,4900.010.01+0.00buy
Laurion Capital Management LP010,074+10,0740.000.46+0.46buy
PUBLIC SECTOR PENSION INVESTMENT BOARD09,900+9,9000.000.01+0.01buy
Amundi09,784+9,7840.000.00+0.00buy
Triasima Portfolio Management inc.09,428+9,4280.000.48+0.48buy
FRANKLIN RESOURCES INC144,728154,037+9,3090.010.01+0.00buy
Cerity Partners LLC41,29050,065+8,7750.020.03+0.01buy
CANADA PENSION PLAN INVESTMENT BOARD67,70076,207+8,5070.020.02+0.00buy
RENAISSANCE TECHNOLOGIES LLC08,500+8,5000.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC203,731212,048+8,3170.040.04+0.01buy
Creative Planning7,14015,415+8,2750.000.00+0.00buy
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.4,27111,842+7,5710.090.25+0.16buy
Monument Capital Management06,938+6,9380.000.59+0.59buy
TD Waterhouse Canada Inc.6,32812,529+6,2010.010.03+0.01buy
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC06,180+6,1800.000.40+0.40buy
Swiss National Bank69,10075,000+5,9000.010.01+0.00buy
Mariner, LLC12,87118,557+5,6860.010.01+0.00buy
PRIVATE CLIENT SERVICES, LLC05,668+5,6680.000.64+0.64buy
Fisher Asset Management, LLC319,773325,179+5,4060.030.04+0.01buy
MAI Capital Management2555,529+5,2740.000.01+0.01buy
Catalyst Capital Advisors LLC05,100+5,1000.000.03+0.03buy
MERCER GLOBAL ADVISORS INC /ADV4,1679,109+4,9420.000.01+0.00buy
BRAUN STACEY ASSOCIATES INC104,423108,983+4,5601.021.20+0.18buy
VIRGINIA RETIREMENT SYSTEMS ET Al04,200+4,2000.000.01+0.01buy
CAXTON ASSOCIATES LLP03,899+3,8990.000.04+0.04buy
Capital International Investors601,048604,767+3,7190.030.03+0.00buy
CASTLEARK MANAGEMENT LLC27,40031,086+3,6860.220.29+0.07buy
Allianz Asset Management GmbH44,73248,332+3,6000.020.02+0.00buy
O'Neil Global Advisors, Inc.03,572+3,5720.000.22+0.22buy
Man Group plc53,52157,024+3,5030.030.04+0.01buy
ZACKS INVESTMENT MANAGEMENT18,80522,307+3,5020.040.06+0.02buy
Universal- Beteiligungs- und Servicegesellschaft mbH16,86320,018+3,1550.010.01+0.00buy
Krilogy Financial LLC03,119+3,1190.000.04+0.04buy
Encompass More Asset Management03,063+3,0630.000.20+0.20buy
Whalen Wealth Management Inc.9513,993+3,0420.160.79+0.63buy
RHUMBLINE ADVISERS96,47499,501+3,0270.020.03+0.00buy
PenderFund Capital Management Ltd.03,000+3,0000.000.17+0.17buy
STATE OF WISCONSIN INVESTMENT BOARD67,17870,171+2,9930.040.05+0.01buy
Cetera Investment Advisers4,3707,354+2,9840.000.00+0.00buy
Inspire Investing, LLC4,4027,293+2,8910.130.24+0.11buy
Summit Trail Advisors, LLC3,2575,868+2,6110.020.03+0.01buy
Sequoia Financial Advisors, LLC12,43015,039+2,6090.020.03+0.01buy
Entropy Technologies, LP02,600+2,6000.000.07+0.07buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM33,70936,282+2,5730.010.01+0.00buy
Focus Partners Wealth23,12025,663+2,5430.010.01+0.00buy
HSBC HOLDINGS PLC6,0288,565+2,5370.000.00+0.00buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,48514,927+2,4420.010.01+0.00buy
Advisory Services Network, LLC13,46915,782+2,3130.070.08+0.01buy
Police & Firemen's Retirement System of New Jersey14,00516,318+2,3130.040.04+0.01buy
MARSHALL WACE, LLP11,69513,960+2,2650.000.01+0.00buy
ALLIANCEBERNSTEIN L.P.58,41760,619+2,2020.010.01+0.00buy
MGO ONE SEVEN LLC02,101+2,1010.000.02+0.02buy
NATIXIS ADVISORS, LLC34,17936,277+2,0980.010.02+0.00buy
Daiwa Securities Group Inc.02,080+2,0800.000.00+0.00buy
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