Ccm Investment Advisers LLC Evercore Inc. Transaction History

Ccm Investment Advisers LLC

$893 Million
Q4 2024

A detailed history of Ccm Investment Advisers LLC transactions in Evercore Inc. stock. As of the latest transaction made, Ccm Investment Advisers LLC holds 58,606 shares of EVR stock, worth $13.7 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares

58,606

Previous 66,127 11.37%

Holding current value

$13.7 Million

Previous $16.8 Million 3.09%

% of portfolio

1.82%

Previous 1.89%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$247.66 - $315.67 $1.86 Million - $2.37 Million	-7,521 Reduced 11.37%	58,606 $16.2 Million
Q3 2024 Oct 09, 2024	SELL	$211.0 - $258.67 $2.13 Million - $2.61 Million	-10,084 Reduced 13.23%	66,127 $16.8 Million
Q2 2024 Jul 11, 2024	SELL	$181.5 - $208.43 $601,672 - $690,945	-3,315 Reduced 4.17%	76,211 $15.9 Million
Q1 2024 May 17, 2024	SELL	$163.68 - $196.33 $1.31 Million - $1.57 Million	-8,008 Reduced 9.15%	79,526 $15.3 Million
Q4 2023 Mar 05, 2024	BUY	$126.39 - $173.41 $123,356 - $169,248	976 Added 1.13%	87,534 $15 Million
Q3 2023 Dec 08, 2023	SELL	$118.06 - $145.97 $48,404 - $59,847	-410 Reduced 0.47%	86,558 $11.9 Million
Q2 2023 Aug 21, 2023	BUY	$105.74 - $124.93 $7,507 - $8,870	71 Added 0.08%	86,968 $10.7 Million
Q1 2023 May 17, 2023	SELL	$110.54 - $136.17 $1.25 Million - $1.54 Million	-11,334 Reduced 11.54%	86,897 $10 Million
Q4 2022 Feb 15, 2023	SELL	$84.72 - $116.35 $301,942 - $414,671	-3,564 Reduced 3.5%	98,231 $10.7 Million
Q3 2022 Nov 09, 2022	BUY	$80.28 - $105.25 $273,032 - $357,955	3,401 Added 3.46%	101,795 $8.37 Million
Q2 2022 Jul 27, 2022	BUY	$93.36 - $115.14 $469,040 - $578,463	5,024 Added 5.38%	98,394 $9.21 Million
Q1 2022 May 03, 2022	BUY	$108.18 - $139.71 $254,223 - $328,318	2,350 Added 2.58%	93,370 $10.4 Million
Q4 2021 Feb 01, 2022	BUY	$128.95 - $163.18 $782,081 - $989,686	6,065 Added 7.14%	91,020 $12.4 Million
Q3 2021 Oct 26, 2021	SELL	$125.41 - $143.61 $110,235 - $126,233	-879 Reduced 1.02%	84,955 $11.4 Million
Q2 2021 Jul 30, 2021	SELL	$128.03 - $149.4 $72,464 - $84,560	-566 Reduced 0.66%	85,834 $12.1 Million
Q1 2021 May 07, 2021	SELL	$106.57 - $142.41 $41,882 - $55,967	-393 Reduced 0.45%	86,400 $11.4 Million
Q4 2020 Feb 25, 2021	SELL	$66.15 - $111.57 $478,132 - $806,427	-7,228 Reduced 7.69%	86,793 $9.52 Million
Q3 2020 Nov 10, 2020	SELL	$53.7 - $66.35 $1.69 Million - $2.09 Million	-31,482 Reduced 25.08%	94,021 $6.15 Million
Q2 2020 Aug 10, 2020	SELL	$45.62 - $67.36 $133,940 - $197,768	-2,936 Reduced 2.29%	125,503 $7.39 Million
Q1 2020 May 22, 2020	BUY	$35.75 - $82.26 $612,004 - $1.41 Million	17,119 Added 15.38%	128,439 $5.92 Million
Q4 2019 Feb 20, 2020	BUY	$73.33 - $80.11 $75,529 - $82,513	1,030 Added 0.93%	111,320 $8.32 Million
Q3 2019 Nov 19, 2019	BUY	$75.92 - $90.91 $324,254 - $388,276	4,271 Added 4.03%	110,290 $8.83 Million
Q2 2019 Aug 05, 2019	SELL	$77.23 - $98.02 $96,151 - $122,034	-1,245 Reduced 1.16%	106,019 $9.39 Million
Q1 2019 May 02, 2019	BUY	$73.67 - $93.68 $1.45 Million - $1.84 Million	19,617 Added 22.38%	107,264 $9.76 Million
Q4 2018 Feb 12, 2019	SELL	$64.9 - $98.8 $504,792 - $768,466	-7,778 Reduced 8.15%	87,647 $6.27 Million
Q3 2018 Nov 05, 2018	SELL	$100.55 - $114.95 $606,316 - $693,148	-6,030 Reduced 5.94%	95,425 $9.59 Million
Q2 2018 Aug 13, 2018	BUY	$86.8 - $112.05 $266,215 - $343,657	3,067 Added 3.12%	101,455 $10.7 Million
Q1 2018 May 09, 2018	BUY	$83.35 - $101.8 $366,239 - $447,309	4,394 Added 4.67%	98,388 $8.58 Million
Q4 2017 Feb 22, 2018	SELL	$75.9 - $92.2 $34,762 - $42,227	-458 Reduced 0.48%	93,994 $8.46 Million
Q3 2017 Nov 02, 2017	BUY	$70.35 - $80.8 $6.64 Million - $7.63 Million	94,452	94,452 $7.58 Million

Others Institutions Holding EVR

# of Institutions

621

Shares Held

32.3M

Call Options Held

86.6K

Put Options Held

41.3K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.13B
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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Ccm Investment Advisers LLC Evercore Inc. Transaction History