A detailed history of Rothschild Investment LLC transactions in Evercore Inc. stock. As of the latest transaction made, Rothschild Investment LLC holds 972 shares of EVR stock, worth $288,188. This represents 0.02% of its overall portfolio holdings.

Number of Shares
972
Previous 7 13785.71%
Holding current value
$288,188
Previous $1.89 Million 17247.88%
% of portfolio
0.02%
Previous 0.0%

Shares

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

Nov 07, 2025

BUY
$276.5 - $362.79 $266,822 - $350,092
965 Added 13785.71%
972 $328 Million
Q2 2025

Aug 11, 2025

BUY
$163.77 - $271.5 $982 - $1,629
6 Added 600.0%
7 $1.89 Million
Q1 2025

Apr 08, 2025

SELL
$190.28 - $291.27 $190 - $291
-1 Reduced 50.0%
1 $200,000
Q3 2024

Oct 18, 2024

BUY
$211.0 - $258.67 $422 - $517
2 New
2 $507,000

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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