Lpl Financial LLC Evercore Inc. Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Evercore Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 22,193 shares of EVR stock, worth $6.58 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,193
Previous 9,793 126.62%
Holding current value
$6.58 Million
Previous $2.64 Million 183.13%
% of portfolio
0.0%
Previous 0.0%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$276.5 - $362.79 $3.43 Million - $4.5 Million
12,400 Added 126.62%
22,193 $7.49 Million
Q2 2025

Aug 12, 2025
SELL
$163.77 - $271.5 $3.74 Million - $6.2 Million
-22,822 Reduced 69.97%
9,793 $2.64 Million
Q1 2025

May 07, 2025
BUY
$190.28 - $291.27 $76,492 - $117,090
402 Added 1.25%
32,615 $6.51 Million
Q4 2024

Feb 11, 2025
BUY
$247.66 - $315.67 $3.46 Million - $4.41 Million
13,957 Added 76.45%
32,213 $8.93 Million
Q3 2024

Nov 08, 2024
BUY
$211.0 - $258.67 $2.05 Million - $2.52 Million
9,724 Added 113.97%
18,256 $4.63 Million
Q2 2024

Aug 07, 2024
BUY
$181.5 - $208.43 $24,865 - $28,554
137 Added 1.63%
8,532 $1.78 Million
Q1 2024

May 10, 2024
BUY
$163.68 - $196.33 $706,279 - $847,163
4,315 Added 105.76%
8,395 $1.62 Million
Q4 2023

Feb 14, 2024
BUY
$126.39 - $173.41 $55,737 - $76,473
441 Added 12.12%
4,080 $697,000
Q3 2023

Nov 13, 2023
BUY
$118.06 - $145.97 $25,973 - $32,113
220 Added 6.43%
3,639 $501,000
Q2 2023

Jul 31, 2023
SELL
$105.74 - $124.93 $43,882 - $51,845
-415 Reduced 10.82%
3,419 $422,000
Q1 2023

May 10, 2023
BUY
$110.54 - $136.17 $17,796 - $21,923
161 Added 4.38%
3,834 $442,000
Q4 2022

Feb 07, 2023
BUY
$84.72 - $116.35 $27,025 - $37,115
319 Added 9.51%
3,673 $400,000
Q3 2022

Nov 14, 2022
SELL
$80.28 - $105.25 $19,106 - $25,049
-238 Reduced 6.63%
3,354 $276,000
Q2 2022

Aug 12, 2022
SELL
$93.36 - $115.14 $130,984 - $161,541
-1,403 Reduced 28.09%
3,592 $336,000
Q1 2022

May 16, 2022
SELL
$108.18 - $139.71 $39,485 - $50,994
-365 Reduced 6.81%
4,995 $556,000
Q4 2021

Feb 14, 2022
BUY
$128.95 - $163.18 $24,500 - $31,004
190 Added 3.68%
5,360 $728,000
Q3 2021

Nov 15, 2021
BUY
$125.41 - $143.61 $123,403 - $141,312
984 Added 23.51%
5,170 $691,000
Q2 2021

Aug 13, 2021
BUY
$128.03 - $149.4 $100,375 - $117,129
784 Added 23.05%
4,186 $589,000
Q1 2021

May 14, 2021
SELL
$106.57 - $142.41 $102,413 - $136,856
-961 Reduced 22.03%
3,402 $448,000
Q4 2020

Feb 12, 2021
BUY
$66.15 - $111.57 $288,612 - $486,779
4,363 New
4,363 $478,000
Q3 2020

Nov 09, 2020
SELL
$53.7 - $66.35 $229,406 - $283,447
-4,272 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$45.62 - $67.36 $85,902 - $126,838
-1,883 Reduced 30.59%
4,272 $252,000
Q1 2020

May 14, 2020
SELL
$35.75 - $82.26 $215,751 - $496,439
-6,035 Reduced 49.51%
6,155 $284,000
Q4 2019

Feb 14, 2020
BUY
$73.33 - $80.11 $57,344 - $62,646
782 Added 6.85%
12,190 $911,000
Q3 2019

Nov 13, 2019
SELL
$75.92 - $90.91 $110,084 - $131,819
-1,450 Reduced 11.28%
11,408 $914,000
Q2 2019

Aug 09, 2019
SELL
$77.23 - $98.02 $30,660 - $38,913
-397 Reduced 3.0%
12,858 $1.14 Million
Q1 2019

May 08, 2019
SELL
$73.67 - $93.68 $274,347 - $348,864
-3,724 Reduced 21.93%
13,255 $1.21 Million
Q4 2018

Feb 07, 2019
SELL
$64.9 - $98.8 $163,288 - $248,580
-2,516 Reduced 12.91%
16,979 $1.22 Million
Q3 2018

Nov 14, 2018
BUY
$100.55 - $114.95 $196,575 - $224,727
1,955 Added 11.15%
19,495 $1.96 Million
Q2 2018

Aug 14, 2018
SELL
$86.8 - $112.05 $552,568 - $713,310
-6,366 Reduced 26.63%
17,540 $1.85 Million
Q1 2018

May 15, 2018
BUY
$83.35 - $101.8 $537,274 - $656,202
6,446 Added 36.92%
23,906 $2.09 Million
Q4 2017

Feb 14, 2018
SELL
$75.9 - $92.2 $103,983 - $126,314
-1,370 Reduced 7.28%
17,460 $1.57 Million
Q3 2017

Nov 14, 2017
SELL
$70.35 - $80.8 $911,313 - $1.05 Million
-12,954 Reduced 40.76%
18,830 $1.51 Million
Q2 2017

Aug 14, 2017
BUY
N/A
31,784
31,784 $2.24 Million

Others Institutions Holding EVR

# of Institutions
684
Shares Held
34.4M
Call Options Held
157K
Put Options Held
82.9K
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 $11.6B
  • 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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