A detailed history of Creative Planning transactions in Evercore Inc. stock. As of the latest transaction made, Creative Planning holds 4,043 shares of EVR stock, worth $1.12 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,043
Previous 3,714 8.86%
Holding current value
$1.12 Million
Previous $774,000 32.3%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$211.0 - $258.67 $69,419 - $85,102
329 Added 8.86%
4,043 $1.02 Million
Q2 2024

Aug 15, 2024

SELL
$181.5 - $208.43 $39,567 - $45,437
-218 Reduced 5.54%
3,714 $774,000
Q1 2024

May 10, 2024

BUY
$163.68 - $196.33 $95,589 - $114,656
584 Added 17.44%
3,932 $757,000
Q4 2023

Feb 14, 2024

BUY
$126.39 - $173.41 $128,033 - $175,664
1,013 Added 43.38%
3,348 $572,000
Q3 2023

Nov 16, 2023

BUY
$118.06 - $145.97 $54,425 - $67,292
461 Added 24.6%
2,335 $321,000
Q2 2023

Jul 21, 2023

BUY
$105.74 - $124.93 $198,156 - $234,118
1,874 New
1,874 $231,000
Q4 2022

Feb 10, 2023

BUY
$84.72 - $116.35 $1,779 - $2,443
21 New
21 $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
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