Bernzott Capital Advisors Evercore Inc. Transaction History

Bernzott Capital Advisors

$194 Million
Q4 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	SELL	$126.39 - $173.41 $1.54 Million - $2.11 Million	-12,154 Reduced 19.82%	49,171 $8.41 Million
Q3 2023 Oct 23, 2023	SELL	$118.06 - $145.97 $4.2 Million - $5.19 Million	-35,539 Reduced 36.69%	61,325 $8.46 Million
Q2 2023 Jul 27, 2023	SELL	$105.74 - $124.93 $624,500 - $737,836	-5,906 Reduced 5.75%	96,864 $12 Million
Q1 2023 Apr 27, 2023	SELL	$110.54 - $136.17 $8.08 Million - $9.95 Million	-73,077 Reduced 41.56%	102,770 $11.9 Million
Q4 2022 Jan 18, 2023	SELL	$84.72 - $116.35 $474,770 - $652,025	-5,604 Reduced 3.09%	175,847 $0
Q3 2022 Dec 22, 2022	SELL	$80.28 - $105.25 $1.93 Million - $2.53 Million	-24,049 Reduced 11.7%	181,451 $14.9 Million
Q3 2022 Oct 18, 2022	SELL	$80.28 - $105.25 $326,177 - $427,630	-4,063 Reduced 1.94%	205,500 $16.9 Million
Q2 2022 Jul 25, 2022	BUY	$93.36 - $115.14 $13,163 - $16,234	141 Added 0.07%	209,563 $19.6 Million
Q1 2022 Apr 20, 2022	SELL	$108.18 - $139.71 $97,037 - $125,319	-897 Reduced 0.43%	209,422 $23.3 Million
Q4 2021 Feb 03, 2022	SELL	$128.95 - $163.18 $9.53 Million - $12.1 Million	-73,895 Reduced 26.0%	210,319 $28.6 Million
Q3 2021 Oct 19, 2021	SELL	$125.41 - $143.61 $1.14 Million - $1.3 Million	-9,051 Reduced 3.09%	284,214 $38 Million
Q2 2021 Aug 10, 2021	SELL	$128.03 - $149.4 $146,338 - $170,764	-1,143 Reduced 0.39%	293,265 $41.3 Million
Q1 2021 May 13, 2021	SELL	$106.57 - $142.41 $2.21 Million - $2.96 Million	-20,776 Reduced 6.59%	294,408 $38.8 Million
Q4 2020 Feb 12, 2021	SELL	$66.15 - $111.57 $945,415 - $1.59 Million	-14,292 Reduced 4.34%	315,184 $34.6 Million
Q3 2020 Nov 12, 2020	BUY	$53.7 - $66.35 $17.7 Million - $21.9 Million	329,476 New	329,476 $21.6 Million

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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