A detailed history of Optas, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Optas, LLC holds 1,146 shares of EVR stock, worth $339,777. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,146
Previous 1,154 0.69%
Holding current value
$339,777
Previous $311,000 24.12%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 15, 2025

SELL
$276.5 - $362.79 $2,212 - $2,902
-8 Reduced 0.69%
1,146 $386,000
Q2 2025

Jul 23, 2025

BUY
$163.77 - $271.5 $188,990 - $313,311
1,154 New
1,154 $311,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.6B
  • 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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