Principal Financial Group Inc Evercore Inc. Transaction History

Principal Financial Group Inc

$172 Billion
Q4 2024

A detailed history of Principal Financial Group Inc transactions in Evercore Inc. stock. As of the latest transaction made, Principal Financial Group Inc holds 170,428 shares of EVR stock, worth $41.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

170,428

Holding current value

$41.2 Million

% of portfolio

0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$247.66 - $315.67 $42.2 Million - $53.8 Million	170,428 New	170,428 $47.2 Million
Q3 2024 Oct 31, 2024	SELL	$211.0 - $258.67 $3.21 Million - $3.93 Million	-15,212 Reduced 8.49%	163,968 $41.6 Million
Q2 2024 Jul 29, 2024	BUY	$181.5 - $208.43 $8.83 Million - $10.1 Million	48,640 Added 37.26%	179,180 $37.3 Million
Q1 2024 Apr 29, 2024	BUY	$163.68 - $196.33 $530,486 - $636,305	3,241 Added 2.55%	130,540 $25.1 Million
Q4 2023 Feb 07, 2024	SELL	$126.39 - $173.41 $170,879 - $234,450	-1,352 Reduced 1.05%	127,299 $21.8 Million
Q3 2023 Nov 02, 2023	SELL	$118.06 - $145.97 $453,940 - $561,254	-3,845 Reduced 2.9%	128,651 $17.7 Million
Q2 2023 Aug 07, 2023	SELL	$105.74 - $124.93 $954,620 - $1.13 Million	-9,028 Reduced 6.38%	132,496 $16.4 Million
Q1 2023 May 09, 2023	BUY	$110.54 - $136.17 $140,827 - $173,480	1,274 Added 0.91%	141,524 $16.3 Million
Q4 2022 Feb 09, 2023	SELL	$84.72 - $116.35 $24,399 - $33,508	-288 Reduced 0.2%	140,250 $15.3 Million
Q3 2022 Nov 09, 2022	SELL	$80.28 - $105.25 $1.53 Million - $2 Million	-19,042 Reduced 11.93%	140,538 $11.6 Million
Q2 2022 Aug 10, 2022	BUY	$93.36 - $115.14 $906,525 - $1.12 Million	9,710 Added 6.48%	159,580 $14.9 Million
Q1 2022 May 09, 2022	SELL	$108.18 - $139.71 $2.14 Million - $2.77 Million	-19,796 Reduced 11.67%	149,870 $16.7 Million
Q4 2021 Feb 09, 2022	SELL	$128.95 - $163.18 $12.6 Million - $16 Million	-98,055 Reduced 36.63%	169,666 $23 Million
Q3 2021 Nov 09, 2021	BUY	$125.41 - $143.61 $1.73 Million - $1.98 Million	13,817 Added 5.44%	267,721 $35.8 Million
Q2 2021 Aug 10, 2021	BUY	$128.03 - $149.4 $9.42 Million - $11 Million	73,597 Added 40.82%	253,904 $35.7 Million
Q1 2021 May 10, 2021	BUY	$106.57 - $142.41 $3.16 Million - $4.23 Million	29,687 Added 19.71%	180,307 $23.8 Million
Q4 2020 Feb 23, 2021	SELL	$66.15 - $111.57 $90.5 Million - $153 Million	-1,368,604 Reduced 90.09%	150,620 $16.5 Million
Q4 2020 Feb 08, 2021	BUY	$66.15 - $111.57 $85.7 Million - $145 Million	1,295,515 Added 579.11%	1,519,224 $167 Million
Q3 2020 Nov 06, 2020	BUY	$53.7 - $66.35 $1.89 Million - $2.33 Million	35,176 Added 18.66%	223,709 $14.6 Million
Q2 2020 Aug 05, 2020	BUY	$45.62 - $67.36 $879,827 - $1.3 Million	19,286 Added 11.4%	188,533 $11.1 Million
Q1 2020 May 12, 2020	SELL	$35.75 - $82.26 $1.77 Million - $4.06 Million	-49,385 Reduced 22.59%	169,247 $7.8 Million
Q4 2019 Feb 05, 2020	BUY	$73.33 - $80.11 $2.13 Million - $2.32 Million	29,004 Added 15.3%	218,632 $16.3 Million
Q3 2019 Nov 13, 2019	BUY	$75.92 - $90.91 $403,438 - $483,095	5,314 Added 2.88%	189,628 $15.2 Million
Q2 2019 Aug 12, 2019	SELL	$77.23 - $98.02 $10,503 - $13,330	-136 Reduced 0.07%	184,314 $16.3 Million
Q1 2019 May 10, 2019	BUY	$73.67 - $93.68 $350,890 - $446,197	4,763 Added 2.65%	184,450 $16.8 Million
Q4 2018 Feb 14, 2019	SELL	$64.9 - $98.8 $365,387 - $556,244	-5,630 Reduced 3.04%	179,687 $12.9 Million
Q3 2018 Nov 14, 2018	BUY	$100.55 - $114.95 $324,374 - $370,828	3,226 Added 1.77%	185,317 $18.6 Million
Q2 2018 Aug 13, 2018	SELL	$86.8 - $112.05 $2.57 Million - $3.31 Million	-29,556 Reduced 13.96%	182,091 $0
Q1 2018 May 14, 2018	SELL	$83.35 - $101.8 $9.38 Million - $11.5 Million	-112,492 Reduced 34.7%	211,647 $18.5 Million
Q4 2017 Feb 13, 2018	SELL	$75.9 - $92.2 $354,756 - $430,942	-4,674 Reduced 1.42%	324,139 $29.2 Million
Q3 2017 Nov 02, 2017	BUY	$70.35 - $80.8 $23.1 Million - $26.6 Million	328,813	328,813 $26.4 Million

Others Institutions Holding EVR

# of Institutions

621

Shares Held

32.3M

Call Options Held

86.6K

Put Options Held

41.3K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.47B
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...

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Principal Financial Group Inc Evercore Inc. Transaction History