A detailed history of Consolidated Planning Corp transactions in Evercore Inc. stock. As of the latest transaction made, Consolidated Planning Corp holds 2,284 shares of EVR stock, worth $568,213. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,284
Previous 1,713 33.33%
Holding current value
$568,213
Previous $329,000 44.68%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Aug 02, 2024

BUY
$181.5 - $208.43 $103,636 - $119,013
571 Added 33.33%
2,284 $476,000
Q1 2024

May 02, 2024

BUY
$163.68 - $196.33 $280,383 - $336,313
1,713 New
1,713 $329,000
Q4 2021

Feb 11, 2022

SELL
$128.95 - $163.18 $1,805 - $2,284
-14 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$125.41 - $143.61 $1,755 - $2,010
14 New
14 $2,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $9.74B
  • 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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