A detailed history of Clearstead Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 264 shares of EVR stock, worth $82,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares
264
Previous 165 60.0%
Holding current value
$82,196
Previous $34,000 94.12%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

BUY
$211.0 - $258.67 $20,889 - $25,608
99 Added 60.0%
264 $66,000
Q2 2024

Aug 09, 2024

BUY
$181.5 - $208.43 $25,228 - $28,971
139 Added 534.62%
165 $34,000
Q3 2023

Nov 07, 2023

BUY
$118.06 - $145.97 $3,069 - $3,795
26 New
26 $3,000
Q1 2022

May 04, 2022

SELL
$108.18 - $139.71 $17,849 - $23,052
-165 Reduced 46.61%
189 $21,000
Q4 2021

Feb 14, 2022

BUY
$128.95 - $163.18 $21,276 - $26,924
165 Added 87.3%
354 $48,000
Q3 2021

Nov 12, 2021

BUY
$125.41 - $143.61 $23,702 - $27,142
189 New
189 $25,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.2B
  • 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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