A detailed history of Dynamic Advisor Solutions LLC transactions in Evercore Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 3,048 shares of EVR stock, worth $830,580. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,048
Previous 3,598 15.29%
Holding current value
$830,580
Previous $749,000 3.07%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

SELL
$211.0 - $258.67 $116,050 - $142,268
-550 Reduced 15.29%
3,048 $772,000
Q2 2024

Jul 15, 2024

BUY
$181.5 - $208.43 $4,537 - $5,210
25 Added 0.7%
3,598 $749,000
Q1 2024

Apr 12, 2024

BUY
$163.68 - $196.33 $73,656 - $88,348
450 Added 14.41%
3,573 $688,000
Q4 2023

Jan 10, 2024

SELL
$126.39 - $173.41 $25,404 - $34,855
-201 Reduced 6.05%
3,123 $534,000
Q3 2023

Oct 10, 2023

SELL
$118.06 - $145.97 $2,715 - $3,357
-23 Reduced 0.69%
3,324 $458,000
Q2 2023

Aug 03, 2023

BUY
$105.74 - $124.93 $31,510 - $37,229
298 Added 9.77%
3,347 $413,000
Q1 2023

Apr 10, 2023

BUY
$110.54 - $136.17 $12,601 - $15,523
114 Added 3.88%
3,049 $351,000
Q4 2022

Jan 12, 2023

BUY
$84.72 - $116.35 $248,653 - $341,487
2,935 New
2,935 $0
Q2 2022

Jul 27, 2022

SELL
$93.36 - $115.14 $199,790 - $246,399
-2,140 Closed
0 $0
Q1 2022

Apr 11, 2022

BUY
$108.18 - $139.71 $2,704 - $3,492
25 Added 1.18%
2,140 $238,000
Q4 2021

Jan 26, 2022

BUY
$128.95 - $163.18 $51,579 - $65,272
400 Added 23.32%
2,115 $287,000
Q3 2021

Oct 28, 2021

SELL
$125.41 - $143.61 $1,003 - $1,148
-8 Reduced 0.46%
1,715 $229,000
Q2 2021

Aug 10, 2021

BUY
$128.03 - $149.4 $220,595 - $257,416
1,723 New
1,723 $243,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.7B
  • 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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.