A detailed history of Captrust Financial Advisors transactions in Evercore Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 4,423 shares of EVR stock, worth $1.22 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,423
Previous 4,120 7.35%
Holding current value
$1.22 Million
Previous $858,000 30.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$211.0 - $258.67 $63,933 - $78,377
303 Added 7.35%
4,423 $1.12 Million
Q2 2024

Aug 14, 2024

BUY
$181.5 - $208.43 $39,567 - $45,437
218 Added 5.59%
4,120 $858,000
Q1 2024

May 15, 2024

SELL
$163.68 - $196.33 $189,050 - $226,761
-1,155 Reduced 22.84%
3,902 $751,000
Q4 2023

Feb 14, 2024

SELL
$126.39 - $173.41 $29,069 - $39,884
-230 Reduced 4.35%
5,057 $864,000
Q3 2023

Nov 14, 2023

BUY
$118.06 - $145.97 $24,910 - $30,799
211 Added 4.16%
5,287 $728,000
Q2 2023

Aug 14, 2023

SELL
$105.74 - $124.93 $634 - $749
-6 Reduced 0.12%
5,076 $627,000
Q1 2023

May 15, 2023

SELL
$110.54 - $136.17 $36,699 - $45,208
-332 Reduced 6.13%
5,082 $586,000
Q4 2022

Feb 15, 2023

BUY
$84.72 - $116.35 $3,473 - $4,770
41 Added 0.76%
5,414 $590,000
Q3 2022

Nov 16, 2022

BUY
$80.28 - $105.25 $51,298 - $67,254
639 Added 13.5%
5,373 $442,000
Q2 2022

Aug 23, 2022

SELL
$93.36 - $115.14 $42,198 - $52,043
-452 Reduced 8.72%
4,734 $443,000
Q2 2022

Aug 16, 2022

BUY
$93.36 - $115.14 $61,524 - $75,877
659 Added 14.56%
5,186 $485,000
Q1 2022

May 16, 2022

BUY
$108.18 - $139.71 $8,221 - $10,617
76 Added 1.71%
4,527 $504,000
Q4 2021

Feb 14, 2022

SELL
$128.95 - $163.18 $49,258 - $62,334
-382 Reduced 7.9%
4,451 $605,000
Q3 2021

Nov 16, 2021

BUY
$125.41 - $143.61 $34,111 - $39,061
272 Added 5.96%
4,833 $646,000
Q2 2021

Aug 16, 2021

SELL
$128.03 - $149.4 $35,720 - $41,682
-279 Reduced 5.76%
4,561 $642,000
Q1 2021

May 17, 2021

BUY
$106.57 - $142.41 $98,044 - $131,017
920 Added 23.47%
4,840 $638,000
Q4 2020

Feb 16, 2021

BUY
$66.15 - $111.57 $17,529 - $29,566
265 Added 7.25%
3,920 $430,000
Q3 2020

Nov 17, 2020

BUY
$53.7 - $66.35 $32,810 - $40,539
611 Added 20.07%
3,655 $242,000
Q2 2020

Aug 14, 2020

SELL
$45.62 - $67.36 $149,679 - $221,008
-3,281 Reduced 51.87%
3,044 $171,000
Q1 2020

May 15, 2020

SELL
$35.75 - $82.26 $35,106 - $80,779
-982 Reduced 13.44%
6,325 $289,000
Q4 2019

Feb 14, 2020

BUY
$73.33 - $80.11 $535,822 - $585,363
7,307 New
7,307 $553,000
Q3 2019

Nov 14, 2019

SELL
$75.92 - $90.91 $75 - $90
-1 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$73.67 - $93.68 $50,242 - $63,889
-682 Reduced 99.85%
1 $0
Q4 2018

Feb 13, 2019

SELL
$64.9 - $98.8 $129 - $197
-2 Reduced 0.29%
683 $49,000
Q3 2018

Nov 15, 2018

SELL
$100.55 - $114.95 $16,289 - $18,621
-162 Reduced 19.13%
685 $69,000
Q2 2018

Aug 13, 2018

SELL
$86.8 - $112.05 $3,211 - $4,145
-37 Reduced 4.19%
847 $89,000
Q1 2018

May 15, 2018

BUY
$83.35 - $101.8 $5,251 - $6,413
63 Added 7.67%
884 $77,000
Q4 2017

Feb 14, 2018

BUY
$75.9 - $92.2 $62,313 - $75,696
821
821 $74,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $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...
More about EVR
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