Advisors Asset Management, Inc. Evercore Inc. Transaction History

Advisors Asset Management, Inc.

$5.1 Billion
Q1 2025

A detailed history of Advisors Asset Management, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 5,057 shares of EVR stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,057

Previous 8,709 41.93%

Holding current value

$1.25 Million

Previous $2.41 Million 58.2%

% of portfolio

0.02%

Previous 0.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$190.28 - $291.27 $694,902 - $1.06 Million	-3,652 Reduced 41.93%	5,057 $1.01 Million
Q4 2024 Feb 10, 2025	SELL	$247.66 - $315.67 $1.09 Million - $1.39 Million	-4,410 Reduced 33.62%	8,709 $2.41 Million
Q3 2024 Nov 08, 2024	SELL	$211.0 - $258.67 $1.47 Million - $1.8 Million	-6,962 Reduced 34.67%	13,119 $3.33 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $896,065 - $1.03 Million	-4,937 Reduced 19.73%	20,081 $4.19 Million
Q1 2024 May 14, 2024	SELL	$163.68 - $196.33 $1.17 Million - $1.4 Million	-7,146 Reduced 22.22%	25,018 $4.82 Million
Q4 2023 Feb 14, 2024	SELL	$126.39 - $173.41 $490,393 - $672,830	-3,880 Reduced 10.76%	32,164 $5.5 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $129,954 - $153,538	-1,229 Reduced 3.3%	36,044 $4.45 Million
Q1 2023 May 12, 2023	SELL	$110.54 - $136.17 $85,115 - $104,850	-770 Reduced 2.02%	37,273 $4.3 Million
Q4 2022 Feb 13, 2023	SELL	$84.72 - $116.35 $80,822 - $110,997	-954 Reduced 2.45%	38,043 $4.15 Million
Q3 2022 Nov 08, 2022	BUY	$80.28 - $105.25 $19,427 - $25,470	242 Added 0.62%	38,997 $3.21 Million
Q2 2022 Aug 08, 2022	SELL	$93.36 - $115.14 $38,464 - $47,437	-412 Reduced 1.05%	38,755 $3.63 Million
Q1 2022 May 17, 2022	BUY	$108.18 - $139.71 $1,406 - $1,816	13 Added 0.03%	39,167 $4.36 Million
Q4 2021 Feb 15, 2022	BUY	$128.95 - $163.18 $336,043 - $425,247	2,606 Added 7.13%	39,154 $5.32 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $238,655 - $273,289	1,903 Added 5.49%	36,548 $4.89 Million
Q2 2021 Jul 30, 2021	BUY	$128.03 - $149.4 $133,407 - $155,674	1,042 Added 3.1%	34,645 $4.88 Million
Q1 2021 May 07, 2021	BUY	$106.57 - $142.41 $640,379 - $855,741	6,009 Added 21.78%	33,603 $4.43 Million
Q4 2020 Feb 12, 2021	BUY	$66.15 - $111.57 $312,426 - $526,945	4,723 Added 20.65%	27,594 $3.03 Million
Q3 2020 Nov 16, 2020	BUY	$53.7 - $66.35 $157,072 - $194,073	2,925 Added 14.66%	22,871 $1.5 Million
Q2 2020 Aug 12, 2020	BUY	$45.62 - $67.36 $270,982 - $400,118	5,940 Added 42.41%	19,946 $1.18 Million
Q1 2020 May 15, 2020	BUY	$35.75 - $82.26 $66,101 - $152,098	1,849 Added 15.21%	14,006 $645,000
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $135,587 - $148,123	1,849 Added 17.94%	12,157 $909,000
Q3 2019 Nov 14, 2019	BUY	$75.92 - $90.91 $11,463 - $13,727	151 Added 1.49%	10,308 $826,000
Q2 2019 Aug 14, 2019	SELL	$77.23 - $98.02 $19,770 - $25,093	-256 Reduced 2.46%	10,157 $900,000
Q1 2019 May 15, 2019	SELL	$73.67 - $93.68 $14,291 - $18,173	-194 Reduced 1.83%	10,413 $948,000
Q4 2018 Jan 31, 2019	SELL	$64.9 - $98.8 $139,340 - $212,123	-2,147 Reduced 16.83%	10,607 $759,000
Q3 2018 Nov 15, 2018	BUY	$100.55 - $114.95 $41,225 - $47,129	410 Added 3.32%	12,754 $1.28 Million
Q2 2018 Aug 22, 2018	BUY	$86.8 - $112.05 $401,797 - $518,679	4,629 Added 60.0%	12,344 $1.3 Million
Q2 2018 Aug 15, 2018	SELL	$86.8 - $112.05 $642,406 - $829,282	-7,401 Reduced 48.96%	7,715 $1.3 Million
Q1 2018 May 15, 2018	SELL	$83.35 - $101.8 $19,503 - $23,821	-234 Reduced 1.52%	15,116 $1.41 Million
Q4 2017 Feb 13, 2018	SELL	$75.9 - $92.2 $33,396 - $40,568	-440 Reduced 2.79%	15,350 $1.38 Million
Q3 2017 Nov 07, 2017	BUY	$70.35 - $80.8 $1.11 Million - $1.28 Million	15,790	15,790 $1.27 Million

Others Institutions Holding EVR

# of Institutions

606

Shares Held

34.1M

Call Options Held

238K

Put Options Held

183K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.69B
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 Advisors Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advisors Asset Management, Inc. with notifications on news.

Account

Advisors Asset Management, Inc. Evercore Inc. Transaction History