Advisors Capital Management, LLC Evercore Inc. Transaction History

Advisors Capital Management, LLC

$6.15 Billion
Q3 2024

A detailed history of Advisors Capital Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Advisors Capital Management, LLC holds 16,265 shares of EVR stock, worth $4.48 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,265

Previous 16,419 0.94%

Holding current value

$4.48 Million

Previous $3.42 Million 20.43%

% of portfolio

0.07%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$211.0 - $258.67 $32,494 - $39,835	-154 Reduced 0.94%	16,265 $4.12 Million
Q2 2024 Aug 09, 2024	SELL	$181.5 - $208.43 $25,228 - $28,971	-139 Reduced 0.84%	16,419 $3.42 Million
Q1 2024 May 06, 2024	BUY	$163.68 - $196.33 $224,732 - $269,561	1,373 Added 9.04%	16,558 $3.19 Million
Q4 2023 Feb 14, 2024	BUY	$126.39 - $173.41 $29,448 - $40,404	233 Added 1.56%	15,185 $2.6 Million
Q3 2023 Nov 15, 2023	SELL	$118.06 - $145.97 $7,910 - $9,779	-67 Reduced 0.45%	14,952 $2.06 Million
Q2 2023 Aug 03, 2023	BUY	$105.74 - $124.93 $1,374 - $1,624	13 Added 0.09%	15,019 $1.86 Million
Q1 2023 May 04, 2023	SELL	$110.54 - $136.17 $271,928 - $334,978	-2,460 Reduced 14.08%	15,006 $1.73 Million
Q4 2022 Feb 13, 2023	BUY	$84.72 - $116.35 $18,977 - $26,062	224 Added 1.3%	17,466 $1.91 Million
Q3 2022 Nov 16, 2022	BUY	$80.28 - $105.25 $296,634 - $388,898	3,695 Added 27.28%	17,242 $1.99 Million
Q2 2022 Aug 12, 2022	BUY	$93.36 - $115.14 $29,128 - $35,923	312 Added 2.36%	13,547 $1.27 Million
Q1 2022 May 10, 2022	BUY	$108.18 - $139.71 $129,816 - $167,652	1,200 Added 9.97%	13,235 $1.47 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $600,391 - $759,766	4,656 Added 63.1%	12,035 $1.64 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $185,355 - $212,255	1,478 Added 25.05%	7,379 $986,000
Q2 2021 Aug 02, 2021	BUY	$128.03 - $149.4 $140,704 - $164,190	1,099 Added 22.89%	5,901 $831,000
Q1 2021 May 12, 2021	BUY	$106.57 - $142.41 $511,749 - $683,852	4,802 New	4,802 $632,000

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 $10.8B
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...

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Advisors Capital Management, LLC Evercore Inc. Transaction History