Ariel Investments, LLC Evercore Inc. Transaction History

Ariel Investments, LLC

$8.91 Billion
Q3 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $911,493 - $1.05 Million	-5,022 Reduced 3.98%	121,221 $25.3 Million
Q1 2024 May 14, 2024	SELL	$163.68 - $196.33 $5.98 Million - $7.17 Million	-36,507 Reduced 22.43%	126,243 $24.3 Million
Q4 2023 Feb 14, 2024	SELL	$126.39 - $173.41 $263,523 - $361,559	-2,085 Reduced 1.26%	162,750 $27.8 Million
Q3 2023 Nov 14, 2023	BUY	$118.06 - $145.97 $410,730 - $507,829	3,479 Added 2.16%	164,835 $22.7 Million
Q2 2023 Aug 14, 2023	BUY	$105.74 - $124.93 $521,721 - $616,404	4,934 Added 3.15%	161,356 $19.9 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $255,457 - $314,688	2,311 Added 1.5%	156,422 $18 Million
Q4 2022 Feb 14, 2023	SELL	$84.72 - $116.35 $2.54 Million - $3.49 Million	-29,955 Reduced 16.27%	154,111 $16.8 Million
Q3 2022 Nov 14, 2022	SELL	$80.28 - $105.25 $394,255 - $516,882	-4,911 Reduced 2.6%	184,066 $15.1 Million
Q2 2022 Aug 12, 2022	SELL	$93.36 - $115.14 $2.24 Million - $2.77 Million	-24,030 Reduced 11.28%	188,977 $17.7 Million
Q1 2022 May 13, 2022	SELL	$108.18 - $139.71 $437,588 - $565,126	-4,045 Reduced 1.86%	213,007 $23.7 Million
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $2.88 Million - $3.65 Million	-22,346 Reduced 9.33%	217,052 $29.5 Million
Q3 2021 Nov 12, 2021	SELL	$125.41 - $143.61 $2.36 Million - $2.71 Million	-18,848 Reduced 7.3%	239,398 $32 Million
Q2 2021 Aug 13, 2021	SELL	$128.03 - $149.4 $183,979 - $214,687	-1,437 Reduced 0.55%	258,246 $36.4 Million
Q1 2021 May 14, 2021	SELL	$106.57 - $142.41 $53,285 - $71,205	-500 Reduced 0.19%	259,683 $34.2 Million
Q4 2020 Feb 12, 2021	BUY	$66.15 - $111.57 $4.52 Million - $7.63 Million	68,365 Added 35.64%	260,183 $28.5 Million
Q2 2020 Aug 14, 2020	BUY	$45.62 - $67.36 $6.25 Million - $9.22 Million	136,918 Added 249.4%	191,818 $11.3 Million
Q1 2020 May 14, 2020	BUY	$35.75 - $82.26 $221,650 - $510,012	6,200 Added 12.73%	54,900 $2.53 Million
Q4 2019 Feb 14, 2020	BUY	$73.33 - $80.11 $3.57 Million - $3.9 Million	48,700 New	48,700 $3.64 Million

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

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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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