A detailed history of United Capital Financial Advisers, LLC transactions in Evercore Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 1,118 shares of EVR stock, worth $312,212. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,118
Holding current value
$312,212
% of portfolio
0.0%

Shares

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

Nov 12, 2024

BUY
$211.0 - $258.67 $235,898 - $289,193
1,118 New
1,118 $283,000
Q1 2020

May 15, 2020

SELL
$35.75 - $82.26 $1.66 Million - $3.83 Million
-46,524 Closed
0 $0
Q4 2019

Feb 14, 2020

BUY
$73.33 - $80.11 $3.41 Million - $3.73 Million
46,524 New
46,524 $3.48 Million
Q3 2019

Nov 14, 2019

SELL
$75.92 - $90.91 $513,067 - $614,369
-6,758 Closed
0 $0
Q2 2019

Aug 13, 2019

SELL
$77.23 - $98.02 $70,974 - $90,080
-919 Reduced 11.97%
6,758 $599,000
Q1 2019

May 14, 2019

SELL
$73.67 - $93.68 $6,630 - $8,431
-90 Reduced 1.16%
7,677 $699,000
Q4 2018

Feb 14, 2019

SELL
$64.9 - $98.8 $305,549 - $465,150
-4,708 Reduced 37.74%
7,767 $556,000
Q3 2018

Nov 14, 2018

SELL
$100.55 - $114.95 $55,201 - $63,107
-549 Reduced 4.22%
12,475 $1.26 Million
Q2 2018

Aug 14, 2018

SELL
$86.8 - $112.05 $2,951 - $3,809
-34 Reduced 0.26%
13,024 $1.37 Million
Q1 2018

May 15, 2018

BUY
$83.35 - $101.8 $13,836 - $16,898
166 Added 1.29%
13,058 $1.14 Million
Q4 2017

Feb 13, 2018

SELL
$75.9 - $92.2 $6,451 - $7,837
-85 Reduced 0.66%
12,892 $1.16 Million
Q3 2017

Nov 14, 2017

BUY
$70.35 - $80.8 $145,905 - $167,579
2,074 Added 19.02%
12,977 $1.04 Million
Q2 2017

Aug 14, 2017

BUY
N/A
10,903
10,903 $769,000

Others Institutions Holding EVR

About Evercore Inc.


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