Td Ameritrade Investment Management, LLC Evercore Inc. Transaction History

Td Ameritrade Investment Management, LLC

$0
Q3 2023

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $144,859 - $179,105	-1,227 Closed	0 $0
Q2 2023 Aug 09, 2023	SELL	$105.74 - $124.93 $17,129 - $20,238	-162 Reduced 11.66%	1,227 $152,000
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $51,180 - $63,046	-463 Reduced 25.0%	1,389 $160,000
Q4 2022 Feb 09, 2023	SELL	$84.72 - $116.35 $52,356 - $71,904	-618 Reduced 25.02%	1,852 $202,000
Q3 2022 Nov 14, 2022	SELL	$80.28 - $105.25 $50,496 - $66,202	-629 Reduced 20.3%	2,470 $203,000
Q2 2022 Aug 09, 2022	SELL	$93.36 - $115.14 $85,704 - $105,698	-918 Reduced 22.85%	3,099 $290,000
Q1 2022 May 16, 2022	BUY	$108.18 - $139.71 $30,290 - $39,118	280 Added 7.49%	4,017 $447,000
Q4 2021 Feb 11, 2022	SELL	$128.95 - $163.18 $237,783 - $300,903	-1,844 Reduced 33.04%	3,737 $508,000
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $263,611 - $301,868	2,102 Added 60.42%	5,581 $365,000
Q2 2021 Aug 16, 2021	SELL	$128.03 - $149.4 $135,071 - $157,617	-1,055 Reduced 23.27%	3,479 $490,000
Q4 2020 Feb 10, 2021	SELL	$66.15 - $111.57 $69,259 - $116,813	-1,047 Reduced 18.76%	4,534 $497,000
Q3 2020 Nov 13, 2020	SELL	$53.7 - $66.35 $18,902 - $23,355	-352 Reduced 5.93%	5,581 $365,000
Q2 2020 Aug 14, 2020	BUY	$45.62 - $67.36 $263,774 - $389,475	5,782 Added 3829.14%	5,933 $350,000
Q1 2020 May 13, 2020	BUY	$35.75 - $82.26 $965 - $2,221	27 Added 21.77%	151 $7,000
Q4 2019 Feb 07, 2020	BUY	$73.33 - $80.11 $9,092 - $9,933	124 New	124 $9,000
Q2 2019 Aug 13, 2019	SELL	$77.23 - $98.02 $29,656 - $37,639	-384 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$73.67 - $93.68 $28,289 - $35,973	384 New	384 $35,000

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $10.9B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Td Ameritrade Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Td Ameritrade Investment Management, LLC with notifications on news.

Account