Hennion & Walsh Asset Management, Inc. Evercore Inc. Transaction History

Hennion & Walsh Asset Management, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$163.68 - $196.33 $503,643 - $604,107	-3,077 Reduced 57.82%	2,245 $432,000
Q4 2023 Jan 10, 2024	SELL	$126.39 - $173.41 $410,009 - $562,542	-3,244 Reduced 37.87%	5,322 $910,000
Q3 2023 Oct 27, 2023	SELL	$118.06 - $145.97 $226,202 - $279,678	-1,916 Reduced 18.28%	8,566 $1.18 Million
Q2 2023 Aug 09, 2023	SELL	$105.74 - $124.93 $3,277 - $3,872	-31 Reduced 0.29%	10,482 $1.3 Million
Q1 2023 Apr 20, 2023	SELL	$110.54 - $136.17 $116,619 - $143,659	-1,055 Reduced 9.12%	10,513 $1.21 Million
Q4 2022 Jan 12, 2023	BUY	$84.72 - $116.35 $144,617 - $198,609	1,707 Added 17.31%	11,568 $1.26 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $167,704 - $219,867	2,089 Added 26.88%	9,861 $811,000
Q2 2022 Jul 19, 2022	BUY	$93.36 - $115.14 $61,897 - $76,337	663 Added 9.33%	7,772 $728,000
Q1 2022 Apr 26, 2022	SELL	$108.18 - $139.71 $139,768 - $180,505	-1,292 Reduced 15.38%	7,109 $791,000
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $78,659 - $99,539	-610 Reduced 6.77%	8,401 $1.14 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $176,953 - $202,633	1,411 Added 18.57%	9,011 $1.21 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $263,741 - $307,764	2,060 Added 37.18%	7,600 $1.07 Million
Q1 2021 May 17, 2021	BUY	$106.57 - $142.41 $590,397 - $788,951	5,540 New	5,540 $730,000

495

33.6M

31.7K

47K

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.74B
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...

Get notified when there are updates to the investment portfolio of Hennion & Walsh Asset Management, Inc., based on Form 13F filings with the SEC.

Stay updated on Hennion & Walsh Asset Management, Inc. with notifications on news.