A detailed history of Ci Private Wealth, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Ci Private Wealth, LLC holds 9,061 shares of EVR stock, worth $2.86 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,061
Previous 8,224 10.18%
Holding current value
$2.86 Million
Previous $1.58 Million 19.27%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$181.5 - $208.43 $151,915 - $174,455
837 Added 10.18%
9,061 $1.89 Million
Q1 2024

May 09, 2024

SELL
$163.68 - $196.33 $303,462 - $363,995
-1,854 Reduced 18.4%
8,224 $1.58 Million
Q4 2023

Feb 09, 2024

BUY
$126.39 - $173.41 $574,948 - $788,842
4,549 Added 82.28%
10,078 $1.72 Million
Q3 2023

Nov 03, 2023

BUY
$118.06 - $145.97 $134,116 - $165,821
1,136 Added 25.86%
5,529 $762,000
Q2 2023

Aug 10, 2023

SELL
$105.74 - $124.93 $77,613 - $91,698
-734 Reduced 14.32%
4,393 $542,000
Q1 2023

May 15, 2023

BUY
$110.54 - $136.17 $102,691 - $126,501
929 Added 22.13%
5,127 $591,000
Q4 2022

Feb 15, 2023

BUY
$84.72 - $116.35 $355,654 - $488,437
4,198 New
4,198 $457,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.4B
  • 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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