A detailed history of Dakota Wealth Management transactions in Evercore Inc. stock. As of the latest transaction made, Dakota Wealth Management holds 988 shares of EVR stock, worth $251,080. This represents 0.0% of its overall portfolio holdings.

Number of Shares
988
Previous 1,159 14.75%
Holding current value
$251,080
Previous $223,000 8.07%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 19, 2024

SELL
$181.5 - $208.43 $31,036 - $35,641
-171 Reduced 14.75%
988 $205,000
Q1 2024

Apr 24, 2024

SELL
$163.68 - $196.33 $136,345 - $163,542
-833 Reduced 41.82%
1,159 $223,000
Q3 2023

Oct 23, 2023

SELL
$118.06 - $145.97 $142,852 - $176,623
-1,210 Reduced 37.79%
1,992 $274,000
Q2 2023

Jul 31, 2023

SELL
$105.74 - $124.93 $634 - $749
-6 Reduced 0.19%
3,202 $395,000
Q1 2023

Apr 14, 2023

BUY
$110.54 - $136.17 $17,244 - $21,242
156 Added 5.11%
3,208 $370,000
Q4 2022

Feb 07, 2023

SELL
$84.72 - $116.35 $12,792 - $17,568
-151 Reduced 4.71%
3,052 $332,000
Q3 2022

Nov 10, 2022

BUY
$80.28 - $105.25 $2,809 - $3,683
35 Added 1.1%
3,203 $264,000
Q2 2022

Aug 05, 2022

BUY
$93.36 - $115.14 $295,764 - $364,763
3,168 New
3,168 $296,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $9.95B
  • 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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