Brinker Capital Investments, LLC Evercore Inc. Transaction History

Brinker Capital Investments, LLC

$83.4 Billion
Q2 2025

A detailed history of Brinker Capital Investments, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Brinker Capital Investments, LLC holds 561,636 shares of EVR stock, worth $173 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

561,636

Previous 11,403 4825.34%

Holding current value

$173 Million

Previous $2.28 Million 6560.17%

% of portfolio

0.18%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$163.77 - $271.5 $90.1 Million - $149 Million	550,233 Added 4825.34%	561,636 $152 Million
Q1 2025 Jul 31, 2025	SELL	$190.28 - $291.27 $122,730 - $187,869	-645 Reduced 5.35%	11,403 $2.28 Million
Q4 2024 Jul 31, 2025	BUY	$247.66 - $315.67 $48,541 - $61,871	196 Added 1.65%	12,048 $3.34 Million
Q3 2024 Jul 31, 2025	SELL	$211.0 - $258.67 $353,425 - $433,272	-1,675 Reduced 12.38%	11,852 $3 Million
Q2 2024 Jul 31, 2025	SELL	$181.5 - $208.43 $440,319 - $505,651	-2,426 Reduced 15.21%	13,527 $2.82 Million
Q1 2024 Jul 31, 2025	SELL	$163.68 - $196.33 $145,511 - $174,537	-889 Reduced 5.28%	15,953 $3.07 Million
Q4 2023 Jul 31, 2025	SELL	$126.39 - $173.41 $166,708 - $228,727	-1,319 Reduced 7.26%	16,842 $2.88 Million
Q3 2023 Jul 31, 2025	SELL	$118.06 - $145.97 $63,516 - $78,531	-538 Reduced 2.88%	18,161 $2.5 Million
Q2 2023 Jul 31, 2025	SELL	$105.74 - $124.93 $88,610 - $104,691	-838 Reduced 4.29%	18,699 $2.31 Million
Q1 2023 Jul 31, 2025	SELL	$110.54 - $136.17 $137,953 - $169,940	-1,248 Reduced 6.0%	19,537 $2.25 Million
Q4 2022 Feb 06, 2023	SELL	$84.72 - $116.35 $14,826 - $20,361	-175 Reduced 0.83%	20,785 $2.27 Million
Q3 2022 Nov 01, 2022	SELL	$80.28 - $105.25 $258,019 - $338,273	-3,214 Reduced 13.3%	20,960 $1.72 Million
Q2 2022 Jul 18, 2022	BUY	$93.36 - $115.14 $423,480 - $522,275	4,536 Added 23.1%	24,174 $2.26 Million
Q1 2022 May 16, 2022	SELL	$108.18 - $139.71 $821,410 - $1.06 Million	-7,593 Reduced 27.88%	19,638 $2.19 Million
Q4 2021 Feb 08, 2022	BUY	$128.95 - $163.18 $650,423 - $823,079	5,044 Added 22.73%	27,231 $3.7 Million
Q2 2021 Aug 03, 2021	BUY	$128.03 - $149.4 $2.14 Million - $2.5 Million	16,752 Added 308.22%	22,187 $3.12 Million
Q1 2021 May 12, 2021	SELL	$106.57 - $142.41 $42,308 - $56,536	-397 Reduced 6.81%	5,435 $716,000
Q4 2020 Feb 16, 2021	BUY	$66.15 - $111.57 $385,786 - $650,676	5,832 New	5,832 $639,000

Others Institutions Holding EVR

# of Institutions

620

Shares Held

35.9M

Call Options Held

338K

Put Options Held

118K

View Full List

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...

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Brinker Capital Investments, LLC Evercore Inc. Transaction History