First Trust Advisors LP Evercore Inc. Transaction History

First Trust Advisors LP

$95.8 Billion
Q1 2024

A detailed history of First Trust Advisors LP transactions in Evercore Inc. stock. As of the latest transaction made, First Trust Advisors LP holds 29,636 shares of EVR stock, worth $6.18 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

29,636

Previous 197,973 85.03%

Holding current value

$6.18 Million

Previous $33.9 Million 83.15%

% of portfolio

0.01%

Previous 0.04%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$163.68 - $196.33 $27.6 Million - $33 Million	-168,337 Reduced 85.03%	29,636 $5.71 Million
Q4 2023 Feb 13, 2024	SELL	$126.39 - $173.41 $6.34 Million - $8.7 Million	-50,154 Reduced 20.21%	197,973 $33.9 Million
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $3.93 Million - $4.86 Million	-33,323 Reduced 11.84%	248,127 $34.2 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $7.39 Million - $8.73 Million	-69,877 Reduced 19.89%	281,450 $34.8 Million
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $4.69 Million - $5.78 Million	-42,463 Reduced 10.78%	351,327 $40.5 Million

Q4 2022 Feb 09, 2023	BUY	$84.72 - $116.35 $1.02 Million - $1.4 Million	12,063 Added 3.16%	393,790 $42.9 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $891,188 - $1.17 Million	11,101 Added 3.0%	381,727 $31.4 Million
Q2 2022 Aug 12, 2022	BUY	$93.36 - $115.14 $3.22 Million - $3.97 Million	34,518 Added 10.27%	370,626 $34.7 Million
Q1 2022 May 13, 2022	BUY	$108.18 - $139.71 $8.71 Million - $11.2 Million	80,495 Added 31.49%	336,108 $37.4 Million
Q4 2021 Feb 08, 2022	BUY	$128.95 - $163.18 $15.6 Million - $19.8 Million	121,152 Added 90.1%	255,613 $34.7 Million
Q3 2021 Nov 15, 2021	SELL	$125.41 - $143.61 $4.13 Million - $4.73 Million	-32,929 Reduced 19.67%	134,461 $18 Million
Q2 2021 Aug 16, 2021	BUY	$128.03 - $149.4 $12.3 Million - $14.4 Million	96,237 Added 135.25%	167,390 $23.6 Million
Q1 2021 May 14, 2021	SELL	$106.57 - $142.41 $11.4 Million - $15.3 Million	-107,216 Reduced 60.11%	71,153 $9.37 Million
Q4 2020 Feb 02, 2021	SELL	$66.15 - $111.57 $3.51 Million - $5.92 Million	-53,063 Reduced 22.93%	178,369 $19.6 Million
Q3 2020 Nov 05, 2020	BUY	$53.7 - $66.35 $1.57 Million - $1.94 Million	29,244 Added 14.46%	231,432 $15.2 Million
Q2 2020 Jul 22, 2020	BUY	$45.62 - $67.36 $2.13 Million - $3.15 Million	46,691 Added 30.03%	202,188 $11.9 Million
Q1 2020 May 06, 2020	SELL	$35.75 - $82.26 $4.84 Million - $11.1 Million	-135,403 Reduced 46.55%	155,497 $7.16 Million
Q4 2019 Feb 03, 2020	BUY	$73.33 - $80.11 $4.93 Million - $5.39 Million	67,269 Added 30.08%	290,900 $21.7 Million
Q3 2019 Nov 04, 2019	BUY	$75.92 - $90.91 $3.63 Million - $4.35 Million	47,855 Added 27.22%	223,631 $17.9 Million
Q2 2019 Jul 30, 2019	BUY	$77.23 - $98.02 $10.9 Million - $13.8 Million	141,042 Added 406.06%	175,776 $15.6 Million
Q1 2019 May 09, 2019	SELL	$73.67 - $93.68 $4.55 Million - $5.78 Million	-61,724 Reduced 63.99%	34,734 $3.16 Million
Q4 2018 Feb 07, 2019	SELL	$64.9 - $98.8 $5.43 Million - $8.26 Million	-83,638 Reduced 46.44%	96,458 $6.9 Million
Q3 2018 Oct 25, 2018	BUY	$100.55 - $114.95 $12.9 Million - $14.8 Million	128,323 Added 247.86%	180,096 $18.1 Million
Q2 2018 Aug 02, 2018	SELL	$86.8 - $112.05 $947,769 - $1.22 Million	-10,919 Reduced 17.42%	51,773 $5.46 Million
Q1 2018 Apr 23, 2018	BUY	$83.35 - $101.8 $2.16 Million - $2.64 Million	25,923 Added 70.5%	62,692 $5.47 Million
Q4 2017 Feb 08, 2018	BUY	$75.9 - $92.2 $334,870 - $406,786	4,412 Added 13.64%	36,769 $3.31 Million
Q3 2017 Oct 24, 2017	BUY	$70.35 - $80.8 $2.28 Million - $2.61 Million	32,357	32,357 $2.6 Million

Others Institutions Holding EVR

# of Institutions

490

Shares Held

32.9M

Call Options Held

50K

Put Options Held

50.1K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $8.16B
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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First Trust Advisors LP Evercore Inc. Transaction History