Bokf, Na Evercore Inc. Transaction History

Bokf, Na

$6.09 Billion
Q2 2025

A detailed history of Bokf, Na transactions in Evercore Inc. stock. As of the latest transaction made, Bokf, Na holds 42,116 shares of EVR stock, worth $12.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

42,116

Previous 36,649 14.92%

Holding current value

$12.4 Million

Previous $7.32 Million 55.38%

% of portfolio

0.19%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$163.77 - $271.5 $895,330 - $1.48 Million	5,467 Added 14.92%	42,116 $11.4 Million
Q1 2025 May 13, 2025	BUY	$190.28 - $291.27 $6.97 Million - $10.7 Million	36,649 New	36,649 $7.32 Million
Q3 2024 Nov 14, 2024	BUY	$211.0 - $258.67 $422 - $517	2 New	2 $0
Q1 2024 May 15, 2024	SELL	$163.68 - $196.33 $7,692 - $9,227	-47 Reduced 1.38%	3,370 $649,000
Q4 2023 Feb 14, 2024	SELL	$126.39 - $173.41 $90,495 - $124,161	-716 Reduced 17.32%	3,417 $584,000
Q3 2023 Nov 14, 2023	BUY	$118.06 - $145.97 $2,007 - $2,481	17 Added 0.41%	4,133 $569,000
Q2 2023 Aug 21, 2023	BUY	$105.74 - $124.93 $435,225 - $514,211	4,116 New	4,116 $508,000
Q1 2022 May 13, 2022	SELL	$108.18 - $139.71 $2.42 Million - $3.12 Million	-22,335 Closed	0 $0
Q4 2021 Mar 11, 2022	BUY	$128.95 - $163.18 $52,095 - $65,924	404 Added 1.84%	22,335 $3.03 Million
Q3 2021 Nov 10, 2021	SELL	$125.41 - $143.61 $3.03 Million - $3.47 Million	-24,148 Reduced 52.41%	21,931 $2.93 Million
Q1 2021 Apr 21, 2021	SELL	$106.57 - $142.41 $578,568 - $773,143	-5,429 Reduced 10.54%	46,079 $6.07 Million
Q4 2020 Feb 12, 2021	BUY	$66.15 - $111.57 $16,868 - $28,450	255 Added 0.5%	51,508 $5.65 Million
Q3 2020 Oct 30, 2020	BUY	$53.7 - $66.35 $232,306 - $287,030	4,326 Added 9.22%	51,253 $3.36 Million
Q2 2020 Aug 12, 2020	BUY	$45.62 - $67.36 $2.14 Million - $3.16 Million	46,927 New	46,927 $2.76 Million
Q3 2019 Nov 13, 2019	SELL	$75.92 - $90.91 $423,102 - $506,641	-5,573 Closed	0 $0
Q2 2019 Aug 14, 2019	BUY	$77.23 - $98.02 $3,398 - $4,312	44 Added 0.8%	5,573 $493,000
Q1 2019 May 15, 2019	SELL	$73.67 - $93.68 $3,536 - $4,496	-48 Reduced 0.86%	5,529 $503,000
Q4 2018 Feb 13, 2019	BUY	$64.9 - $98.8 $361,947 - $551,007	5,577 New	5,577 $400,000

Others Institutions Holding EVR

# of Institutions

650

Shares Held

35.2M

Call Options Held

337K

Put Options Held

116K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.5B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bokf, Na, based on Form 13F filings with the SEC.

News

Stay updated on Bokf, Na with notifications on news.

Account