A detailed history of Consolidated Planning Corp transactions in Evercore Inc. stock. As of the latest transaction made, Consolidated Planning Corp holds 5,737 shares of EVR stock, worth $1.58 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
5,737
Previous 2,284 151.18%
Holding current value
$1.58 Million
Previous $476,000 205.46%
% of portfolio
0.24%
Previous 0.09%

Shares

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

Oct 31, 2024

BUY
$211.0 - $258.67 $728,583 - $893,187
3,453 Added 151.18%
5,737 $1.45 Million
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 $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
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.