A detailed history of Envestnet Asset Management Inc transactions in Evercore Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 120,683 shares of EVR stock, worth $33.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
120,683
Previous 106,903 12.89%
Holding current value
$33.7 Million
Previous $22.3 Million 37.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 06, 2024

BUY
$211.0 - $258.67 $2.91 Million - $3.56 Million
13,780 Added 12.89%
120,683 $30.6 Million
Q2 2024

Aug 08, 2024

SELL
$181.5 - $208.43 $3.36 Million - $3.86 Million
-18,532 Reduced 14.77%
106,903 $22.3 Million
Q1 2024

May 13, 2024

BUY
$163.68 - $196.33 $2.14 Million - $2.57 Million
13,082 Added 11.64%
125,435 $24.2 Million
Q4 2023

Feb 13, 2024

BUY
$126.39 - $173.41 $3.92 Million - $5.38 Million
31,000 Added 38.11%
112,353 $19.2 Million
Q3 2023

Nov 13, 2023

BUY
$118.06 - $145.97 $1.72 Million - $2.12 Million
14,534 Added 21.75%
81,353 $11.2 Million
Q2 2023

Aug 04, 2023

SELL
$105.74 - $124.93 $22.7 Million - $26.8 Million
-214,495 Reduced 76.25%
66,819 $8.26 Million
Q1 2023

May 11, 2023

BUY
$110.54 - $136.17 $24 Million - $29.6 Million
217,174 Added 338.59%
281,314 $32.5 Million
Q4 2022

Feb 07, 2023

SELL
$84.72 - $116.35 $2.5 Million - $3.43 Million
-29,520 Reduced 31.52%
64,140 $7 Million
Q3 2022

Nov 10, 2022

SELL
$80.28 - $105.25 $343,437 - $450,259
-4,278 Reduced 4.37%
93,660 $7.7 Million
Q2 2022

Aug 03, 2022

BUY
$93.36 - $115.14 $277,185 - $341,850
2,969 Added 3.13%
97,938 $9.17 Million
Q1 2022

May 04, 2022

SELL
$108.18 - $139.71 $471,556 - $608,995
-4,359 Reduced 4.39%
94,969 $10.6 Million
Q4 2021

Feb 04, 2022

BUY
$128.95 - $163.18 $852,488 - $1.08 Million
6,611 Added 7.13%
99,328 $13.5 Million
Q3 2021

Oct 07, 2021

BUY
$125.41 - $143.61 $46,527 - $53,279
371 Added 0.4%
92,717 $12.4 Million
Q2 2021

Aug 04, 2021

SELL
$128.03 - $149.4 $1.07 Million - $1.25 Million
-8,375 Reduced 8.32%
92,346 $13 Million
Q1 2021

May 04, 2021

BUY
$106.57 - $142.41 $1.01 Million - $1.35 Million
9,492 Added 10.4%
100,721 $13.3 Million
Q4 2020

Feb 02, 2021

BUY
$66.15 - $111.57 $762,974 - $1.29 Million
11,534 Added 14.47%
91,229 $10 Million
Q3 2020

Oct 09, 2020

BUY
$53.7 - $66.35 $485,501 - $599,870
9,041 Added 12.8%
79,695 $5.22 Million
Q2 2020

Jul 08, 2020

BUY
$45.62 - $67.36 $256,065 - $378,091
5,613 Added 8.63%
70,654 $4.16 Million
Q1 2020

Apr 23, 2020

SELL
$35.75 - $82.26 $1.81 Million - $4.17 Million
-50,641 Reduced 43.78%
65,041 $3 Million
Q4 2019

Feb 11, 2020

BUY
$73.33 - $80.11 $3.04 Million - $3.33 Million
41,521 Added 55.99%
115,682 $8.65 Million
Q3 2019

Oct 17, 2019

SELL
$75.92 - $90.91 $380,055 - $455,095
-5,006 Reduced 6.32%
74,161 $5.94 Million
Q2 2019

Aug 02, 2019

SELL
$77.23 - $98.02 $357,883 - $454,224
-4,634 Reduced 5.53%
79,167 $7.01 Million
Q1 2019

May 10, 2019

BUY
$73.67 - $93.68 $1.13 Million - $1.43 Million
15,305 Added 22.34%
83,801 $7.63 Million
Q4 2018

Feb 13, 2019

BUY
$64.9 - $98.8 $3.81 Million - $5.8 Million
58,692 Added 598.65%
68,496 $4.9 Million
Q3 2018

Nov 14, 2018

SELL
$100.55 - $114.95 $764,783 - $874,309
-7,606 Reduced 43.69%
9,804 $986,000
Q2 2018

Aug 10, 2018

BUY
$86.8 - $112.05 $930,930 - $1.2 Million
10,725 Added 160.43%
17,410 $1.84 Million
Q1 2018

May 09, 2018

SELL
$83.35 - $101.8 $1.46 Million - $1.78 Million
-17,503 Reduced 72.36%
6,685 $598,000
Q4 2017

Feb 20, 2018

BUY
$75.9 - $92.2 $23,149 - $28,121
305 Added 1.28%
24,188 $2.18 Million
Q3 2017

Nov 13, 2017

BUY
$70.35 - $80.8 $155,684 - $178,810
2,213 Added 10.21%
23,883 $1.92 Million
Q2 2017

Aug 14, 2017

BUY
N/A
21,670
21,670 $1.52 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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