Evercore Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:EVR * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Feb 24	SellMex$10,265,918	Timothy LaLonde	Individual	3,337	Mex$3,076.39
08 Feb 24	SellMex$17,428,125	Jason Klurfeld	Individual	5,877	Mex$2,965.48
07 Feb 24	SellMex$4,470,031	Paul Pensa	Individual	1,540	Mex$2,902.62
01 Feb 24	SellMex$7,428,311	Timothy LaLonde	Individual	2,500	Mex$2,971.32
05 Dec 23	SellMex$17,238,385	Richard Beattie	Individual	6,522	Mex$2,643.11
14 Aug 23	SellMex$1,382,017	Pamela Carlton	Individual	592	Mex$2,334.49
31 May 23	SellMex$4,828,338	Timothy LaLonde	Individual	2,500	Mex$1,931.34

Insider Trading Volume

Insider Buying: EVR * insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of EVR *?
Owner Type	Number of Shares	Ownership Percentage
State or Government	27,322	0.0708%
General Public	1,819,388	4.71%
Individual Insiders	3,253,513	8.43%
Institutions	33,501,943	86.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 59.93% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.75%	The Vanguard Group, Inc.	3,764,858	Mex$8.5b	0.56%	0.01%
8.95%	BlackRock, Inc.	3,453,530	Mex$7.8b	4.3%	0.01%
5.47%	Edward Hyman	2,112,685	Mex$4.7b	0.33%	no data
3.64%	J.P. Morgan Asset Management, Inc.	1,404,338	Mex$3.2b	-1.79%	0.03%
2.69%	State Street Global Advisors, Inc.	1,040,211	Mex$2.3b	0.79%	0.01%
2.49%	Millennium Management LLC	960,939	Mex$2.2b	48.2%	0.12%
2.38%	Hotchkis and Wiley Capital Management, LLC	919,960	Mex$2.1b	-0.86%	0.4%
2.26%	Massachusetts Financial Services Company	870,944	Mex$2.0b	760%	0.02%
2.25%	Dimensional Fund Advisors LP	869,478	Mex$2.0b	0.42%	0.02%
2.06%	Charles Schwab Investment Management, Inc.	793,758	Mex$1.8b	0%	0.02%
1.66%	Geode Capital Management, LLC	639,939	Mex$1.4b	-5.8%	0.01%
1.61%	Fuller & Thaler Asset Management, Inc.	623,194	Mex$1.4b	68.7%	0.48%
1.58%	John Weinberg	609,800	Mex$1.4b	20.3%	no data
1.5%	PRIMECAP Management Company	578,880	Mex$1.3b	7.76%	0.06%
1.32%	BNY Mellon Asset Management	507,934	Mex$1.1b	1.15%	0.01%
1.29%	Bahl & Gaynor, Inc.	497,091	Mex$1.1b	9.14%	0.37%
1.29%	Jacobs Levy Equity Management Inc	496,209	Mex$1.1b	-7.7%	0.39%
1.2%	Morgan Stanley, Investment Banking and Brokerage Investments	464,959	Mex$1.0b	0.96%	0.01%
1.02%	First Trust Advisors LP	393,790	Mex$885.3m	3.16%	0.05%
1%	Goldman Sachs Asset Management, L.P.	384,313	Mex$864.0m	-13.6%	0.02%
0.98%	Boston Partners Global Investors, Inc.	379,403	Mex$853.0m	-1.23%	0.04%
0.96%	Fisher Asset Management, LLC	371,735	Mex$835.8m	538%	0.03%
0.92%	Norges Bank Investment Management	354,875	Mex$797.8m	-2.45%	no data
0.87%	Franklin Resources, Inc.	337,691	Mex$759.2m	-0.9%	0.02%
0.79%	Clark Capital Management Group Inc	303,328	Mex$682.0m	25.9%	0.33%