A detailed history of Greenleaf Trust transactions in Evercore Inc. stock. As of the latest transaction made, Greenleaf Trust holds 1,785 shares of EVR stock, worth $510,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,785
Previous 1,794 0.5%
Holding current value
$510,438
Previous $454,000 8.81%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025

SELL
$247.66 - $315.67 $2,228 - $2,841
-9 Reduced 0.5%
1,785 $494,000
Q2 2024

Jul 22, 2024

SELL
$181.5 - $208.43 $181 - $208
-1 Reduced 0.06%
1,794 $373,000
Q1 2024

Apr 29, 2024

SELL
$163.68 - $196.33 $6,383 - $7,656
-39 Reduced 2.13%
1,795 $345,000
Q4 2023

Jan 31, 2024

BUY
$126.39 - $173.41 $6,319 - $8,670
50 Added 2.8%
1,834 $313,000
Q3 2023

Nov 09, 2023

BUY
$118.06 - $145.97 $118 - $145
1 Added 0.06%
1,784 $245,000
Q2 2023

Aug 09, 2023

BUY
$105.74 - $124.93 $1,691 - $1,998
16 Added 0.91%
1,783 $220,000
Q1 2023

May 11, 2023

BUY
$110.54 - $136.17 $195,324 - $240,612
1,767 New
1,767 $203,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.2B
  • 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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