A detailed history of New Edge Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, New Edge Advisors, LLC holds 311 shares of EVR stock, worth $86,849. This represents 0.0% of its overall portfolio holdings.

Number of Shares
311
Previous 338 7.99%
Holding current value
$86,849
Previous $70,000 11.43%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$211.0 - $258.67 $5,697 - $6,984
-27 Reduced 7.99%
311 $78,000
Q2 2024

Aug 15, 2024

SELL
$181.5 - $208.43 $5,808 - $6,669
-32 Reduced 8.65%
338 $70,000
Q1 2024

May 14, 2024

BUY
$163.68 - $196.33 $37,155 - $44,566
227 Added 158.74%
370 $71,000
Q4 2023

Feb 13, 2024

BUY
$126.39 - $173.41 $8,088 - $11,098
64 Added 81.01%
143 $24,000
Q3 2023

Nov 14, 2023

BUY
$118.06 - $145.97 $8,736 - $10,801
74 Added 1480.0%
79 $10,000
Q1 2023

May 12, 2023

SELL
$110.54 - $136.17 $35,593 - $43,846
-322 Reduced 98.47%
5 $0
Q4 2022

Feb 14, 2023

BUY
$84.72 - $116.35 $27,703 - $38,046
327 New
327 $35,000

Others Institutions Holding EVR

About Evercore Inc.


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