Envestnet Asset Management Inc Evercore Inc. Transaction History

Envestnet Asset Management Inc

$302 Billion
Q4 2024

A detailed history of Envestnet Asset Management Inc transactions in Evercore Inc. stock. As of the latest transaction made, Envestnet Asset Management Inc holds 100,813 shares of EVR stock, worth $22.4 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

100,813

Previous 120,683 16.46%

Holding current value

$22.4 Million

Previous $30.6 Million 8.65%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$247.66 - $315.67 $4.92 Million - $6.27 Million	-19,870 Reduced 16.46%	100,813 $27.9 Million
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

# of Institutions

621

Shares Held

32.3M

Call Options Held

86.6K

Put Options Held

41.3K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $8.71B
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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Envestnet Asset Management Inc Evercore Inc. Transaction History