A detailed history of Sequoia Financial Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 15,039 shares of EVR stock, worth $4.46 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,039
Holding current value
$4.46 Million
% of portfolio
0.03%

Shares

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

Oct 28, 2025

BUY
$276.5 - $362.79 $4.16 Million - $5.46 Million
15,039 New
15,039 $5.07 Million
Q2 2025

Jul 25, 2025

BUY
$163.77 - $271.5 $816,393 - $1.35 Million
4,985 Added 66.96%
12,430 $3.36 Million
Q1 2025

Apr 23, 2025

BUY
$190.28 - $291.27 $193,324 - $295,930
1,016 Added 15.8%
7,445 $1.49 Million
Q4 2024

Aug 08, 2025

SELL
$247.66 - $315.67 $1.49 Million - $1.89 Million
-6,001 Reduced 48.28%
6,429 $1.78 Million
Q4 2024

Feb 07, 2025

BUY
$247.66 - $315.67 $1.59 Million - $2.03 Million
6,429 New
6,429 $1.78 Million
Q4 2023

Jan 25, 2024

BUY
$126.39 - $173.41 $260,868 - $357,918
2,064 New
2,064 $353,000

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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