A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 1,810 shares of EVR stock, worth $560,249. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,810
Previous 1,470 23.13%
Holding current value
$560,249
Previous $306,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

BUY
$211.0 - $258.67 $71,740 - $87,947
340 Added 23.13%
1,810 $459,000
Q2 2024

Jul 26, 2024

SELL
$181.5 - $208.43 $16,879 - $19,383
-93 Reduced 5.95%
1,470 $306,000
Q1 2024

Apr 24, 2024

BUY
$163.68 - $196.33 $14,240 - $17,080
87 Added 5.89%
1,563 $301,000
Q4 2023

Feb 09, 2024

SELL
$126.39 - $173.41 $490,393 - $672,830
-3,880 Reduced 72.44%
1,476 $252,000
Q3 2023

Oct 24, 2023

BUY
$118.06 - $145.97 $427,259 - $528,265
3,619 Added 208.35%
5,356 $738,000
Q2 2023

Jul 13, 2023

BUY
$105.74 - $124.93 $183,670 - $217,003
1,737 New
1,737 $215,000
Q1 2022

May 12, 2022

SELL
$108.18 - $139.71 $261,687 - $337,958
-2,419 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$128.95 - $163.18 $87,685 - $110,962
680 Added 39.1%
2,419 $328,000
Q3 2021

Nov 02, 2021

SELL
$125.41 - $143.61 $6,772 - $7,754
-54 Reduced 3.01%
1,739 $232,000
Q2 2021

Aug 10, 2021

SELL
$128.03 - $149.4 $7,041 - $8,217
-55 Reduced 2.98%
1,793 $252,000
Q1 2021

May 07, 2021

BUY
$106.57 - $142.41 $196,941 - $263,173
1,848 New
1,848 $243,000

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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