Commonwealth Equity Services, LLC Evercore Inc. Transaction History

Commonwealth Equity Services, LLC

$66 Billion
Q3 2024

A detailed history of Commonwealth Equity Services, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 2,549 shares of EVR stock, worth $725,547. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,549

Previous 1,667 52.91%

Holding current value

$725,547

Previous $348,000 85.63%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$211.0 - $258.67 $186,102 - $228,146	882 Added 52.91%	2,549 $646,000
Q2 2024 Jul 31, 2024	BUY	$181.5 - $208.43 $7,804 - $8,962	43 Added 2.65%	1,667 $348,000
Q1 2024 Apr 29, 2024	BUY	$163.68 - $196.33 $7,692 - $9,227	47 Added 2.98%	1,624 $313,000
Q4 2023 Feb 06, 2024	SELL	$126.39 - $173.41 $16,557 - $22,716	-131 Reduced 7.67%	1,577 $270,000
Q3 2023 Oct 23, 2023	BUY	$118.06 - $145.97 $3,423 - $4,233	29 Added 1.73%	1,708 $236,000
Q2 2023 Aug 10, 2023	SELL	$105.74 - $124.93 $31,722 - $37,479	-300 Reduced 15.16%	1,679 $208,000
Q1 2023 May 11, 2023	SELL	$110.54 - $136.17 $249,930 - $307,880	-2,261 Reduced 53.33%	1,979 $228,000
Q4 2022 Feb 07, 2023	BUY	$84.72 - $116.35 $49,900 - $68,530	589 Added 16.13%	4,240 $462,000
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $3,291 - $4,315	41 Added 1.14%	3,651 $300,000
Q2 2022 Jul 19, 2022	SELL	$93.36 - $115.14 $117,260 - $144,615	-1,256 Reduced 25.81%	3,610 $338,000
Q1 2022 May 04, 2022	BUY	$108.18 - $139.71 $238,861 - $308,479	2,208 Added 83.07%	4,866 $541,000
Q4 2021 Jan 31, 2022	BUY	$128.95 - $163.18 $23,984 - $30,351	186 Added 7.52%	2,658 $361,000
Q3 2021 Oct 29, 2021	BUY	$125.41 - $143.61 $16,554 - $18,956	132 Added 5.64%	2,472 $330,000
Q2 2021 Aug 11, 2021	BUY	$128.03 - $149.4 $299,590 - $349,596	2,340 New	2,340 $329,000
Q1 2021 May 04, 2021	SELL	$106.57 - $142.41 $237,118 - $316,862	-2,225 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$66.15 - $111.57 $147,183 - $248,243	2,225 New	2,225 $243,000
Q3 2020 Nov 05, 2020	SELL	$53.7 - $66.35 $315,594 - $389,938	-5,877 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$45.62 - $67.36 $62,408 - $92,148	1,368 Added 30.34%	5,877 $346,000
Q1 2020 May 11, 2020	BUY	$35.75 - $82.26 $1,823 - $4,195	51 Added 1.14%	4,509 $207,000
Q4 2019 Feb 05, 2020	BUY	$73.33 - $80.11 $45,977 - $50,228	627 Added 16.37%	4,458 $333,000
Q3 2019 Oct 30, 2019	BUY	$75.92 - $90.91 $290,849 - $348,276	3,831 New	3,831 $306,000
Q4 2018 Feb 11, 2019	SELL	$64.9 - $98.8 $318,594 - $485,009	-4,909 Closed	0 $0
Q3 2018 Nov 06, 2018	SELL	$100.55 - $114.95 $303,661 - $347,149	-3,020 Reduced 38.09%	4,909 $493,000
Q2 2018 Jul 31, 2018	SELL	$86.8 - $112.05 $14,148 - $18,264	-163 Reduced 2.01%	7,929 $836,000
Q1 2018 May 14, 2018	BUY	$83.35 - $101.8 $674,468 - $823,765	8,092 New	8,092 $705,000

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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Commonwealth Equity Services, LLC Evercore Inc. Transaction History