A detailed history of Bell Investment Advisors, Inc transactions in Evercore Inc. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 110 shares of EVR stock, worth $34,048. This represents 0.0% of its overall portfolio holdings.

Number of Shares
110
Previous 110 -0.0%
Holding current value
$34,048
Previous $22,000 22.73%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

SELL
$118.06 - $145.97 $708 - $875
-6 Reduced 5.17%
110 $15,000
Q2 2023

Aug 09, 2023

SELL
$105.74 - $124.93 $211 - $249
-2 Reduced 1.69%
116 $14,000
Q4 2022

Feb 08, 2023

BUY
$84.72 - $116.35 $931 - $1,279
11 Added 10.28%
118 $12,000
Q3 2022

Nov 09, 2022

BUY
$80.28 - $105.25 $1,364 - $1,789
17 Added 18.89%
107 $9,000
Q2 2022

Aug 12, 2022

BUY
$93.36 - $115.14 $1,587 - $1,957
17 Added 23.29%
90 $8,000
Q4 2021

Feb 14, 2022

SELL
$128.95 - $163.18 $3,997 - $5,058
-31 Reduced 29.81%
73 $10,000
Q3 2021

Nov 12, 2021

BUY
$125.41 - $143.61 $13,042 - $14,935
104 New
104 $14,000

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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