Great Lakes Advisors, LLC Evercore Inc. Transaction History

Great Lakes Advisors, LLC

$11.1 Billion
Q3 2024

A detailed history of Great Lakes Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Great Lakes Advisors, LLC holds 91,895 shares of EVR stock, worth $25.7 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

91,895

Previous 116,550 21.15%

Holding current value

$25.7 Million

Previous $24.3 Million 4.11%

% of portfolio

0.21%

Previous 0.23%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$211.0 - $258.67 $5.2 Million - $6.38 Million	-24,655 Reduced 21.15%	91,895 $23.3 Million
Q2 2024 Aug 05, 2024	SELL	$181.5 - $208.43 $973,203 - $1.12 Million	-5,362 Reduced 4.4%	116,550 $24.3 Million
Q1 2024 May 08, 2024	BUY	$163.68 - $196.33 $129,798 - $155,689	793 Added 0.65%	121,912 $23.5 Million
Q4 2023 Feb 08, 2024	BUY	$126.39 - $173.41 $3.54 Million - $4.86 Million	28,020 Added 30.1%	121,119 $20.7 Million
Q3 2023 Nov 07, 2023	BUY	$118.06 - $145.97 $2.57 Million - $3.17 Million	21,741 Added 30.47%	93,099 $12.8 Million
Q2 2023 Aug 10, 2023	BUY	$105.74 - $124.93 $7.26 Million - $8.57 Million	68,616 Added 2502.41%	71,358 $8.82 Million
Q1 2023 May 10, 2023	SELL	$110.54 - $136.17 $15,917 - $19,608	-144 Reduced 4.99%	2,742 $316,000
Q4 2022 Feb 09, 2023	SELL	$84.72 - $116.35 $5,337 - $7,330	-63 Reduced 2.14%	2,886 $314,000
Q3 2022 Nov 09, 2022	SELL	$80.28 - $105.25 $132,462 - $173,662	-1,650 Reduced 35.88%	2,949 $243,000
Q2 2022 Aug 09, 2022	SELL	$93.36 - $115.14 $15.3 Million - $18.8 Million	-163,607 Reduced 97.27%	4,599 $430,000
Q1 2022 May 06, 2022	SELL	$108.18 - $139.71 $4.35 Million - $5.61 Million	-40,174 Reduced 19.28%	168,206 $18.7 Million
Q4 2021 Feb 09, 2022	SELL	$128.95 - $163.18 $552,292 - $698,899	-4,283 Reduced 2.01%	208,380 $28.3 Million
Q3 2021 Nov 09, 2021	SELL	$125.41 - $143.61 $870,470 - $996,797	-6,941 Reduced 3.16%	212,663 $28.4 Million
Q2 2021 Aug 11, 2021	SELL	$128.03 - $149.4 $607,118 - $708,454	-4,742 Reduced 2.11%	219,604 $30.9 Million
Q1 2021 May 03, 2021	BUY	$106.57 - $142.41 $985,559 - $1.32 Million	9,248 Added 4.3%	224,346 $29.6 Million
Q4 2020 Feb 09, 2021	BUY	$66.15 - $111.57 $4.17 Million - $7.03 Million	63,020 Added 41.44%	215,098 $23.6 Million
Q3 2020 Nov 04, 2020	BUY	$53.7 - $66.35 $8.17 Million - $10.1 Million	152,078 New	152,078 $9.96 Million
Q4 2018 Feb 13, 2019	SELL	$64.9 - $98.8 $192,039 - $292,349	-2,959 Closed	0 $0
Q3 2018 Nov 30, 2018	SELL	$100.55 - $114.95 $5.55 Million - $6.35 Million	-55,215 Reduced 94.91%	2,959 $297,000
Q2 2018 Aug 13, 2018	BUY	$86.8 - $112.05 $7,812 - $10,084	90 Added 0.15%	58,174 $6.13 Million
Q1 2018 May 07, 2018	BUY	$83.35 - $101.8 $1.38 Million - $1.68 Million	16,534 Added 39.79%	58,084 $5.07 Million
Q4 2017 Feb 08, 2018	BUY	$75.9 - $92.2 $458,815 - $557,349	6,045 Added 17.03%	41,550 $3.74 Million
Q3 2017 Nov 13, 2017	BUY	$70.35 - $80.8 $2.5 Million - $2.87 Million	35,505	35,505 $2.85 Million

Others Institutions Holding EVR

# of Institutions

545

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 $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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Lakes Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Lakes Advisors, LLC with notifications on news.

Account

Great Lakes Advisors, LLC Evercore Inc. Transaction History