A detailed history of Cresset Asset Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Cresset Asset Management, LLC holds 4,520 shares of EVR stock, worth $1.09 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,520
Previous 3,924 15.19%
Holding current value
$1.09 Million
Previous $671,000 29.66%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$163.68 - $196.33 $97,553 - $117,012
596 Added 15.19%
4,520 $870,000
Q4 2023

Feb 14, 2024

BUY
$126.39 - $173.41 $69,514 - $95,375
550 Added 16.3%
3,924 $671,000
Q3 2023

Nov 14, 2023

BUY
$118.06 - $145.97 $150,644 - $186,257
1,276 Added 60.82%
3,374 $465,000
Q2 2023

Aug 14, 2023

BUY
$105.74 - $124.93 $221,842 - $262,103
2,098 New
2,098 $259,000
Q4 2021

Feb 10, 2022

SELL
$128.95 - $163.18 $418,184 - $529,192
-3,243 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$125.41 - $143.61 $87,536 - $100,239
698 Added 27.43%
3,243 $434,000
Q2 2021

Aug 10, 2021

SELL
$128.03 - $149.4 $73,233 - $85,456
-572 Reduced 18.35%
2,545 $359,000
Q1 2021

May 12, 2021

SELL
$106.57 - $142.41 $9,378 - $12,532
-88 Reduced 2.75%
3,117 $411,000
Q4 2020

Feb 11, 2021

BUY
$66.15 - $111.57 $2,646 - $4,462
40 Added 1.26%
3,205 $351,000
Q3 2020

Nov 13, 2020

BUY
$53.7 - $66.35 $169,960 - $209,997
3,165 New
3,165 $207,000
Q1 2020

May 15, 2020

SELL
$35.75 - $82.26 $102,709 - $236,332
-2,873 Closed
0 $0
Q4 2019

Feb 10, 2020

SELL
$73.33 - $80.11 $2,273 - $2,483
-31 Reduced 1.07%
2,873 $215,000
Q3 2019

Nov 13, 2019

BUY
$75.92 - $90.91 $19,511 - $23,363
257 Added 9.71%
2,904 $233,000
Q2 2019

Aug 12, 2019

BUY
$77.23 - $98.02 $135,384 - $171,829
1,753 Added 196.09%
2,647 $234,000
Q1 2019

May 15, 2019

BUY
$73.67 - $93.68 $26,447 - $33,631
359 Added 67.1%
894 $81,000
Q4 2018

May 21, 2019

BUY
$64.9 - $98.8 $34,721 - $52,858
535 New
535 $38,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $9.41B
  • 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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