A detailed history of Dfpg Investments, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Dfpg Investments, LLC holds 2,713 shares of EVR stock, worth $844,692. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,713
Previous 2,775 2.23%
Holding current value
$844,692
Previous $382,000 21.47%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$126.39 - $173.41 $7,836 - $10,751
-62 Reduced 2.23%
2,713 $464,000
Q3 2023

Nov 13, 2023

SELL
$118.06 - $145.97 $52,182 - $64,518
-442 Reduced 13.74%
2,775 $382,000
Q2 2023

Jul 24, 2023

BUY
$105.74 - $124.93 $43,882 - $51,845
415 Added 14.81%
3,217 $397,000
Q1 2023

Apr 10, 2023

BUY
$110.54 - $136.17 $42,557 - $52,425
385 Added 15.93%
2,802 $323,000
Q4 2022

Feb 02, 2023

BUY
$84.72 - $116.35 $204,768 - $281,217
2,417 New
2,417 $263,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.2B
  • 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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