Flagship Harbor Advisors, LLC Evercore Inc. Transaction History

Flagship Harbor Advisors, LLC

$1.82 Billion
Q4 2024

A detailed history of Flagship Harbor Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Flagship Harbor Advisors, LLC holds 1,818 shares of EVR stock, worth $329,567. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,818

Previous 2,073 12.3%

Holding current value

$329,567

Previous $525,000 4.19%

% of portfolio

0.03%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$247.66 - $315.67 $63,153 - $80,495	-255 Reduced 12.3%	1,818 $503,000
Q3 2024 Oct 21, 2024	SELL	$211.0 - $258.67 $16,036 - $19,658	-76 Reduced 3.54%	2,073 $525,000
Q1 2024 Apr 16, 2024	SELL	$163.68 - $196.33 $1,309 - $1,570	-8 Reduced 0.37%	2,149 $413,000
Q4 2023 Jan 10, 2024	SELL	$126.39 - $173.41 $41,203 - $56,531	-326 Reduced 13.13%	2,157 $368,000
Q3 2023 Oct 17, 2023	SELL	$118.06 - $145.97 $12,396 - $15,326	-105 Reduced 4.06%	2,483 $342,000
Q2 2023 Jul 11, 2023	SELL	$105.74 - $124.93 $13,111 - $15,491	-124 Reduced 4.57%	2,588 $319,000
Q1 2023 Apr 12, 2023	SELL	$110.54 - $136.17 $4,421 - $5,446	-40 Reduced 1.45%	2,712 $312,000
Q4 2022 Jan 13, 2023	SELL	$84.72 - $116.35 $48,629 - $66,784	-574 Reduced 17.26%	2,752 $0
Q2 2022 Jul 13, 2022	SELL	$93.36 - $115.14 $40,611 - $50,085	-435 Reduced 11.57%	3,326 $311,000
Q1 2022 Apr 13, 2022	BUY	$108.18 - $139.71 $25,638 - $33,111	237 Added 6.73%	3,761 $419,000
Q4 2021 Feb 10, 2022	SELL	$128.95 - $163.18 $79,949 - $101,171	-620 Reduced 14.96%	3,524 $479,000
Q2 2021 Jul 26, 2021	SELL	$128.03 - $149.4 $18,564 - $21,663	-145 Reduced 3.38%	4,144 $583,000
Q1 2021 May 03, 2021	BUY	$106.57 - $142.41 $457,078 - $610,796	4,289 New	4,289 $565,000
Q4 2020 Feb 08, 2021	SELL	$66.15 - $111.57 $76,337 - $128,751	-1,154 Closed	0 $0
Q3 2020 Oct 13, 2020	SELL	$53.7 - $66.35 $18,258 - $22,558	-340 Reduced 22.76%	1,154 $75,000
Q2 2020 Jul 31, 2020	BUY	$45.62 - $67.36 $68,156 - $100,635	1,494 New	1,494 $88,000
Q4 2019 Feb 14, 2020	SELL	$73.33 - $80.11 $3,079 - $3,364	-42 Closed	0 $0
Q2 2019 Jul 22, 2019	BUY	$77.23 - $98.02 $77 - $98	1 Added 2.44%	42 $3,000
Q2 2018 Aug 14, 2018	BUY	$86.8 - $112.05 $3,558 - $4,594	41 New	41 $4,000

Others Institutions Holding EVR

# of Institutions

613

Shares Held

31.5M

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 $7.1B
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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Flagship Harbor Advisors, LLC Evercore Inc. Transaction History