Advisor Group Holdings, Inc. Evercore Inc. Transaction History

Advisor Group Holdings, Inc.

$42.2 Billion
Q3 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 2,325 shares of EVR stock, worth $661,788. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,325

Previous 2,202 5.59%

Holding current value

$661,788

Previous $458,000 28.6%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$211.0 - $258.67 $25,953 - $31,816	123 Added 5.59%	2,325 $589,000
Q2 2024 Aug 13, 2024	SELL	$181.5 - $208.43 $1.29 Million - $1.48 Million	-7,099 Reduced 76.33%	2,202 $458,000
Q1 2024 May 10, 2024	SELL	$163.68 - $196.33 $3.41 Million - $4.09 Million	-20,826 Reduced 69.13%	9,301 $1.79 Million
Q4 2023 Feb 12, 2024	SELL	$126.39 - $173.41 $580,888 - $796,992	-4,596 Reduced 13.24%	30,127 $5.15 Million
Q3 2023 Nov 13, 2023	BUY	$118.06 - $145.97 $1.71 Million - $2.11 Million	14,483 Added 71.56%	34,723 $4.79 Million
Q2 2023 Aug 10, 2023	BUY	$105.74 - $124.93 $24,743 - $29,233	234 Added 1.17%	20,240 $2.5 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $22,439 - $27,642	203 Added 1.03%	20,006 $2.31 Million
Q4 2022 Feb 10, 2023	SELL	$84.72 - $116.35 $38,462 - $52,822	-454 Reduced 2.24%	19,803 $2.16 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $107,816 - $141,350	1,343 Added 7.1%	20,257 $1.67 Million
Q2 2022 Aug 10, 2022	BUY	$93.36 - $115.14 $59,563 - $73,459	638 Added 3.49%	18,914 $1.77 Million
Q1 2022 May 04, 2022	BUY	$108.18 - $139.71 $716,043 - $924,740	6,619 Added 56.78%	18,276 $2.64 Million
Q3 2021 Nov 05, 2021	SELL	$125.41 - $143.61 $29,972 - $34,322	-239 Reduced 2.01%	11,657 $1.56 Million
Q2 2021 Aug 02, 2021	SELL	$128.03 - $149.4 $27,398 - $31,971	-214 Reduced 1.77%	11,896 $1.68 Million
Q1 2021 May 13, 2021	BUY	$106.57 - $142.41 $76,090 - $101,680	714 Added 6.27%	12,110 $1.6 Million
Q4 2020 Feb 10, 2021	BUY	$66.15 - $111.57 $268,039 - $452,081	4,052 Added 55.17%	11,396 $1.25 Million
Q3 2020 Nov 12, 2020	BUY	$53.7 - $66.35 $1,342 - $1,658	25 Added 0.34%	7,344 $477,000
Q2 2020 Aug 14, 2020	SELL	$45.62 - $67.36 $38,047 - $56,178	-834 Reduced 10.23%	7,319 $431,000
Q1 2020 May 18, 2020	BUY	$35.75 - $82.26 $291,469 - $670,665	8,153 New	8,153 $380,000

Others Institutions Holding EVR

# of Institutions

551

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.1B
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...

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Advisor Group Holdings, Inc. Evercore Inc. Transaction History