Guggenheim Capital LLC Evercore Inc. Transaction History

Guggenheim Capital LLC

  • $12 Billion
  • Q4 2024

A detailed history of Guggenheim Capital LLC transactions in Evercore Inc. stock. As of the latest transaction made, Guggenheim Capital LLC holds 27,715 shares of EVR stock, worth $7.46 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
27,715
Previous 26,633 4.06%
Holding current value
$7.46 Million
Previous $6.75 Million 13.79%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Feb 13, 2025
BUY
$247.66 - $315.67 $267,968 - $341,554
1,082 Added 4.06%
27,715 $7.68 Million
Q3 2024

Nov 13, 2024
BUY
$211.0 - $258.67 $807,919 - $990,447
3,829 Added 16.79%
26,633 $6.75 Million
Q2 2024

Aug 14, 2024
BUY
$181.5 - $208.43 $101,640 - $116,720
560 Added 2.52%
22,804 $4.75 Million
Q1 2024

May 14, 2024
BUY
$163.68 - $196.33 $574,680 - $689,314
3,511 Added 18.74%
22,244 $4.28 Million
Q4 2023

Feb 14, 2024
SELL
$126.39 - $173.41 $115,773 - $158,843
-916 Reduced 4.66%
18,733 $3.2 Million
Q3 2023

Nov 14, 2023
SELL
$118.06 - $145.97 $1.34 Million - $1.66 Million
-11,361 Reduced 36.64%
19,649 $2.71 Million
Q2 2023

Aug 11, 2023
SELL
$105.74 - $124.93 $521,826 - $616,529
-4,935 Reduced 13.73%
31,010 $3.83 Million
Q1 2023

May 10, 2023
SELL
$110.54 - $136.17 $418,172 - $515,131
-3,783 Reduced 9.52%
35,945 $4.15 Million
Q4 2022

Feb 14, 2023
SELL
$84.72 - $116.35 $126,232 - $173,361
-1,490 Reduced 3.61%
39,728 $4.33 Million
Q3 2022

Nov 14, 2022
SELL
$80.28 - $105.25 $146,029 - $191,449
-1,819 Reduced 4.23%
41,218 $3.39 Million
Q2 2022

Aug 15, 2022
SELL
$93.36 - $115.14 $1.06 Million - $1.3 Million
-11,308 Reduced 20.81%
43,037 $4.03 Million
Q1 2022

May 16, 2022
SELL
$108.18 - $139.71 $257,035 - $331,950
-2,376 Reduced 4.19%
54,345 $6.05 Million
Q4 2021

Feb 14, 2022
BUY
$128.95 - $163.18 $1.71 Million - $2.17 Million
13,295 Added 30.62%
56,721 $7.71 Million
Q3 2021

Nov 15, 2021
BUY
$125.41 - $143.61 $1.84 Million - $2.11 Million
14,711 Added 51.23%
43,426 $5.81 Million
Q2 2021

Aug 13, 2021
BUY
$128.03 - $149.4 $2.21 Million - $2.58 Million
17,242 Added 150.28%
28,715 $4.04 Million
Q1 2021

May 13, 2021
BUY
$106.57 - $142.41 $793,093 - $1.06 Million
7,442 Added 184.62%
11,473 $1.51 Million
Q4 2020

Feb 16, 2021
SELL
$66.15 - $111.57 $3,902 - $6,582
-59 Reduced 1.44%
4,031 $442,000
Q3 2020

Nov 13, 2020
SELL
$53.7 - $66.35 $548,330 - $677,499
-10,211 Reduced 71.4%
4,090 $268,000
Q2 2020

Aug 14, 2020
BUY
$45.62 - $67.36 $48,494 - $71,603
1,063 Added 8.03%
14,301 $842,000
Q1 2020

Jun 02, 2020
SELL
$35.75 - $82.26 $508,722 - $1.17 Million
-14,230 Reduced 51.81%
13,238 $610,000
Q4 2019

Feb 14, 2020
SELL
$73.33 - $80.11 $170,638 - $186,415
-2,327 Reduced 7.81%
27,468 $2.05 Million
Q3 2019

Nov 14, 2019
SELL
$75.92 - $90.91 $78,121 - $93,546
-1,029 Reduced 3.34%
29,795 $2.39 Million
Q2 2019

Aug 14, 2019
SELL
$77.23 - $98.02 $119,938 - $152,225
-1,553 Reduced 4.8%
30,824 $2.73 Million
Q1 2019

May 15, 2019
SELL
$73.67 - $93.68 $1.87 Million - $2.37 Million
-25,327 Reduced 43.89%
32,377 $2.95 Million
Q4 2018

Feb 14, 2019
SELL
$64.9 - $98.8 $1.52 Million - $2.31 Million
-23,389 Reduced 28.84%
57,704 $4.13 Million
Q3 2018

Nov 14, 2018
BUY
$100.55 - $114.95 $743,667 - $850,170
7,396 Added 10.04%
81,093 $8.15 Million
Q2 2018

Aug 14, 2018
SELL
$86.8 - $112.05 $6.81 Million - $8.79 Million
-78,425 Reduced 51.55%
73,697 $7.77 Million
Q1 2018

May 15, 2018
BUY
$83.35 - $101.8 $5.69 Million - $6.95 Million
68,283 Added 81.45%
152,122 $13.3 Million
Q4 2017

Feb 14, 2018
BUY
$75.9 - $92.2 $446,823 - $542,781
5,887 Added 7.55%
83,839 $7.55 Million
Q3 2017

Nov 14, 2017
BUY
$70.35 - $80.8 $5.48 Million - $6.3 Million
77,952
77,952 $6.26 Million

Others Institutions Holding EVR

# of Institutions
613
Shares Held
32.6M
Call Options Held
87.4K
Put Options Held
51.9K
View Full List

About Evercore Inc.

EVR Quotes by TradingView
  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.5B
  • 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

Track Guggenheim Capital LLC Portfolio

Follow Guggenheim Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Guggenheim Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email