A detailed history of Impact Partnership Wealth, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 933 shares of EVR stock, worth $246,470. This represents 0.05% of its overall portfolio holdings.

Number of Shares
933
Previous 1,084 13.93%
Holding current value
$246,470
Previous $226 Million 4.53%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

SELL
$211.0 - $258.67 $31,861 - $39,059
-151 Reduced 13.93%
933 $236 Million
Q2 2024

Aug 02, 2024

BUY
$181.5 - $208.43 $87,120 - $100,046
480 Added 79.47%
1,084 $226 Million
Q1 2024

May 13, 2024

SELL
$163.68 - $196.33 $3,600 - $4,319
-22 Reduced 3.51%
604 $116 Million
Q4 2023

Feb 14, 2024

SELL
$126.39 - $173.41 $38,801 - $53,236
-307 Reduced 32.9%
626 $107 Million
Q3 2023

Oct 17, 2023

BUY
$118.06 - $145.97 $110,149 - $136,190
933 New
933 $129 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.3B
  • 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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