A detailed history of Global Retirement Partners, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Global Retirement Partners, LLC holds 340 shares of EVR stock, worth $105,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares
340
Previous 378 10.05%
Holding current value
$105,240
Previous $78,000 10.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 16, 2024

SELL
$211.0 - $258.67 $8,018 - $9,829
-38 Reduced 10.05%
340 $86,000
Q2 2024

Jul 23, 2024

SELL
$181.5 - $208.43 $26,680 - $30,639
-147 Reduced 28.0%
378 $78,000
Q1 2024

Apr 23, 2024

SELL
$163.68 - $196.33 $13,421 - $16,099
-82 Reduced 13.51%
525 $101,000
Q4 2023

Jan 18, 2024

BUY
$126.39 - $173.41 $35,389 - $48,554
280 Added 85.63%
607 $103,000
Q3 2023

Oct 13, 2023

SELL
$118.06 - $145.97 $10,271 - $12,699
-87 Reduced 21.01%
327 $45,000
Q2 2023

Jul 20, 2023

BUY
$105.74 - $124.93 $2,749 - $3,248
26 Added 6.7%
414 $51,000
Q1 2023

May 05, 2023

BUY
$110.54 - $136.17 $29,624 - $36,493
268 Added 223.33%
388 $44,000
Q4 2022

Feb 13, 2023

BUY
$84.72 - $116.35 $84 - $116
1 Added 0.84%
120 $13,000
Q4 2022

Feb 13, 2023

BUY
$84.72 - $116.35 $84 - $116
1 Added 0.84%
120 $13,000
Q3 2022

Nov 03, 2022

SELL
$80.28 - $105.25 $963 - $1,263
-12 Reduced 9.16%
119 $13,000
Q2 2022

Jul 15, 2022

BUY
$93.36 - $115.14 $1,213 - $1,496
13 Added 11.02%
131 $12,000
Q1 2022

Jul 14, 2022

BUY
$108.18 - $139.71 $12,765 - $16,485
118 New
118 $13,000
Q1 2020

Apr 28, 2020

SELL
$35.75 - $82.26 $3,932 - $9,048
-110 Closed
0 $0
Q3 2019

Nov 19, 2019

BUY
$75.92 - $90.91 $75 - $90
1 Added 0.92%
110 $9,000
Q2 2019

Nov 19, 2019

BUY
$77.23 - $98.02 $8,418 - $10,684
109 New
109 $10,000
Q2 2017

Aug 10, 2018

SELL
N/A
-200 Closed
0 $0
Q1 2017

Aug 10, 2018

BUY
N/A
200
200 $16,000

Others Institutions Holding EVR

About Evercore Inc.


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