A detailed history of Orion Portfolio Solutions, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Orion Portfolio Solutions, LLC holds 11,852 shares of EVR stock, worth $3.12 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,852
Previous 13,527 12.38%
Holding current value
$3.12 Million
Previous $2.82 Million 6.56%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 15, 2024

SELL
$211.0 - $258.67 $353,425 - $433,272
-1,675 Reduced 12.38%
11,852 $3 Million
Q2 2024

Aug 13, 2024

SELL
$181.5 - $208.43 $440,319 - $505,651
-2,426 Reduced 15.21%
13,527 $2.82 Million
Q1 2024

May 09, 2024

SELL
$163.68 - $196.33 $145,511 - $174,537
-889 Reduced 5.28%
15,953 $3.07 Million
Q4 2023

Feb 09, 2024

SELL
$126.39 - $173.41 $166,708 - $228,727
-1,319 Reduced 7.26%
16,842 $2.88 Million
Q3 2023

Nov 01, 2023

SELL
$118.06 - $145.97 $63,516 - $78,531
-538 Reduced 2.88%
18,161 $2.5 Million
Q2 2023

Aug 14, 2023

SELL
$105.74 - $124.93 $88,610 - $104,691
-838 Reduced 4.29%
18,699 $2.31 Million
Q1 2023

Aug 30, 2023

BUY
$110.54 - $136.17 $92,632 - $114,110
838 Added 4.48%
19,537 $2.25 Million
Q1 2023

May 15, 2023

BUY
$110.54 - $136.17 $2.16 Million - $2.66 Million
19,537 New
19,537 $2.25 Million
Q3 2020

Nov 13, 2020

SELL
$53.7 - $66.35 $4,564 - $5,639
-85 Closed
0 $0
Q2 2020

Aug 19, 2020

BUY
$45.62 - $67.36 $2,189 - $3,233
48 Added 129.73%
85 $5,000
Q1 2020

May 15, 2020

BUY
$35.75 - $82.26 $500 - $1,151
14 Added 60.87%
37 $2,000
Q4 2019

Feb 14, 2020

BUY
$73.33 - $80.11 $1,686 - $1,842
23 New
23 $2,000

Others Institutions Holding EVR

About Evercore Inc.


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