Cwm, LLC Evercore Inc. Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

A detailed history of Cwm, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Cwm, LLC holds 1,665 shares of EVR stock, worth $464,967. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,665

Previous 262 535.5%

Holding current value

$464,967

Previous $55,000 667.27%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$211.0 - $258.67 $296,033 - $362,914	1,403 Added 535.5%	1,665 $422,000
Q2 2024 Jul 09, 2024	BUY	$181.5 - $208.43 $6,897 - $7,920	38 Added 16.96%	262 $55,000
Q1 2024 Apr 05, 2024	BUY	$163.68 - $196.33 $8,347 - $10,012	51 Added 29.48%	224 $43,000
Q4 2023 Feb 01, 2024	SELL	$126.39 - $173.41 $2,148 - $2,947	-17 Reduced 8.95%	173 $30,000
Q3 2023 Oct 11, 2023	SELL	$118.06 - $145.97 $24,674 - $30,507	-209 Reduced 52.38%	190 $26,000
Q2 2023 Aug 03, 2023	SELL	$105.74 - $124.93 $176,268 - $208,258	-1,667 Reduced 80.69%	399 $49,000
Q1 2023 Apr 28, 2023	BUY	$110.54 - $136.17 $169,126 - $208,340	1,530 Added 285.45%	2,066 $238,000
Q4 2022 Feb 01, 2023	BUY	$84.72 - $116.35 $34,565 - $47,470	408 Added 318.75%	536 $58,000
Q3 2022 Oct 27, 2022	SELL	$80.28 - $105.25 $18,303 - $23,997	-228 Reduced 64.04%	128 $11,000
Q2 2022 Jul 28, 2022	BUY	$93.36 - $115.14 $21,846 - $26,942	234 Added 191.8%	356 $33,000
Q1 2022 Apr 21, 2022	BUY	$108.18 - $139.71 $12,765 - $16,485	118 Added 2950.0%	122 $14,000
Q4 2021 Jan 31, 2022	BUY	$128.95 - $163.18 $128 - $163	1 Added 33.33%	4 $1,000
Q3 2019 Sep 14, 2021	SELL	$75.92 - $90.91 $10,249 - $12,272	-135 Reduced 97.83%	3 $0
Q3 2019 Oct 22, 2019	BUY	$75.92 - $90.91 $10,249 - $12,272	135 Added 4500.0%	138 $11,000
Q2 2019 Sep 14, 2021	BUY	$77.23 - $98.02 $231 - $294	3 New	3 $0
Q2 2019 Jul 31, 2019	SELL	$77.23 - $98.02 $231 - $294	-3 Closed	0 $0
Q1 2019 Sep 02, 2021	SELL	$73.67 - $93.68 $2,652 - $3,372	-36 Reduced 92.31%	3 $0
Q1 2019 Apr 22, 2019	BUY	$73.67 - $93.68 $2,283 - $2,904	31 Added 387.5%	39 $4,000
Q4 2018 Jan 25, 2019	BUY	$64.9 - $98.8 $194 - $296	3 Added 60.0%	8 $1,000
Q3 2018 Oct 29, 2018	BUY	$100.55 - $114.95 $502 - $574	5 New	5 $1,000

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.1M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $10.9B
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...

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