A detailed history of Angeles Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 4,816 shares of EVR stock, worth $1.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,816
Previous 4,800 0.33%
Holding current value
$1.5 Million
Previous $1 Million 22.0%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 29, 2024

BUY
$211.0 - $258.67 $3,376 - $4,138
16 Added 0.33%
4,816 $1.22 Million
Q1 2024

May 08, 2024

BUY
$163.68 - $196.33 $1,145 - $1,374
7 Added 0.15%
4,800 $924,000
Q4 2022

Feb 14, 2023

BUY
$84.72 - $116.35 $254 - $349
3 Added 0.06%
4,793 $522,000
Q3 2022

Nov 03, 2022

SELL
$80.28 - $105.25 $4,254 - $5,578
-53 Reduced 1.09%
4,790 $394,000
Q2 2022

Aug 04, 2022

SELL
$93.36 - $115.14 $933 - $1,151
-10 Reduced 0.21%
4,843 $453,000
Q1 2022

May 16, 2022

BUY
$108.18 - $139.71 $524,997 - $678,012
4,853 New
4,853 $540,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.2B
  • 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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