A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 2,300 shares of EVR stock, worth $584,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,357 2.42%
Holding current value
$584,499
Previous $453,000 5.74%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2024

SELL
$181.5 - $208.43 $10,345 - $11,880
-57 Reduced 2.42%
2,300 $479,000
Q1 2024

May 06, 2024

BUY
$163.68 - $196.33 $94,607 - $113,478
578 Added 32.49%
2,357 $453,000
Q4 2023

Feb 07, 2024

SELL
$126.39 - $173.41 $884 - $1,213
-7 Reduced 0.39%
1,779 $304,000
Q3 2023

Nov 13, 2023

BUY
$118.06 - $145.97 $210,855 - $260,702
1,786 New
1,786 $246,000

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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