A detailed history of Trivant Custom Portfolio Group, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Trivant Custom Portfolio Group, LLC holds 3,459 shares of EVR stock, worth $965,960. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,459
Previous 3,331 3.84%
Holding current value
$965,960
Previous $694 Million 26.22%
% of portfolio
0.51%
Previous 0.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

BUY
$211.0 - $258.67 $27,008 - $33,109
128 Added 3.84%
3,459 $876 Million
Q2 2024

Jul 17, 2024

BUY
$181.5 - $208.43 $604,576 - $694,280
3,331 New
3,331 $694 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.9B
  • Description
  • 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 and Investment Management. The Investment Banking segment offers strategic advisory services, such as mergers and acquisi...
More about EVR
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