A detailed history of Allworth Financial LP transactions in Evercore Inc. stock. As of the latest transaction made, Allworth Financial LP holds 241 shares of EVR stock, worth $74,252. This represents 0.0% of its overall portfolio holdings.

Number of Shares
241
Previous 253 4.74%
Holding current value
$74,252
Previous $52,000 17.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$211.0 - $258.67 $2,532 - $3,104
-12 Reduced 4.74%
241 $61,000
Q2 2024

Jul 23, 2024

BUY
$181.5 - $208.43 $5,445 - $6,252
30 Added 13.45%
253 $52,000
Q1 2024

Apr 25, 2024

SELL
$163.68 - $196.33 $1,145 - $1,374
-7 Reduced 3.04%
223 $42,000
Q4 2023

Jan 24, 2024

BUY
$126.39 - $173.41 $2,780 - $3,815
22 Added 10.58%
230 $39,000
Q3 2023

Oct 31, 2023

SELL
$118.06 - $145.97 $590 - $729
-5 Reduced 2.35%
208 $28,000
Q2 2023

Jul 18, 2023

SELL
$105.74 - $124.93 $2,749 - $3,248
-26 Reduced 10.88%
213 $26,000
Q1 2023

Apr 18, 2023

BUY
$110.54 - $136.17 $6,632 - $8,170
60 Added 33.52%
239 $27,000
Q4 2022

Jan 13, 2023

BUY
$84.72 - $116.35 $10,844 - $14,892
128 Added 250.98%
179 $0
Q3 2022

Oct 18, 2022

BUY
$80.28 - $105.25 $1,204 - $1,578
15 Added 41.67%
51 $4,000
Q2 2022

Jul 13, 2022

BUY
$93.36 - $115.14 $933 - $1,151
10 Added 38.46%
36 $3,000
Q1 2022

Apr 22, 2022

BUY
$108.18 - $139.71 $1,298 - $1,676
12 Added 85.71%
26 $3,000
Q2 2020

Jul 24, 2020

SELL
$45.62 - $67.36 $182 - $269
-4 Reduced 22.22%
14 $1,000
Q1 2019

May 07, 2019

BUY
$73.67 - $93.68 $294 - $374
4 Added 28.57%
18 $2,000
Q1 2018

May 02, 2018

BUY
$83.35 - $101.8 $1,166 - $1,425
14 New
14 $1,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.1B
  • 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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