Dakota Wealth Management Evercore Inc. Transaction History

Dakota Wealth Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

546

32.3M

70.2K

70.8K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.1B
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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