Invesco Ltd. Evercore Inc. Transaction History

Invesco Ltd.

$503 Billion
Q1 2025

A detailed history of Invesco Ltd. transactions in Evercore Inc. stock. As of the latest transaction made, Invesco Ltd. holds 866,877 shares of EVR stock, worth $257 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

866,877

Previous 1,423,753 39.11%

Holding current value

$257 Million

Previous $395 Million 56.13%

% of portfolio

0.03%

Previous 0.08%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$190.28 - $291.27 $106 Million - $162 Million	-556,876 Reduced 39.11%	866,877 $173 Million
Q4 2024 Feb 13, 2025	BUY	$247.66 - $315.67 $34 Million - $43.4 Million	137,431 Added 10.68%	1,423,753 $395 Million
Q3 2024 Nov 12, 2024	BUY	$211.0 - $258.67 $45.8 Million - $56.1 Million	216,847 Added 20.28%	1,286,322 $326 Million
Q2 2024 Aug 13, 2024	BUY	$181.5 - $208.43 $26.3 Million - $30.2 Million	144,701 Added 15.65%	1,069,475 $223 Million
Q1 2024 May 14, 2024	BUY	$163.68 - $196.33 $22.8 Million - $27.3 Million	139,195 Added 17.72%	924,774 $178 Million
Q4 2023 Feb 12, 2024	BUY	$126.39 - $173.41 $16.2 Million - $22.3 Million	128,372 Added 19.53%	785,579 $134 Million
Q3 2023 Nov 13, 2023	BUY	$118.06 - $145.97 $16.6 Million - $20.5 Million	140,556 Added 27.21%	657,207 $90.6 Million
Q2 2023 Aug 11, 2023	BUY	$105.74 - $124.93 $7.57 Million - $8.94 Million	71,546 Added 16.07%	516,651 $63.9 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $29.6 Million - $36.5 Million	267,842 Added 151.1%	445,105 $51.4 Million
Q4 2022 Feb 13, 2023	BUY	$84.72 - $116.35 $3.56 Million - $4.89 Million	42,025 Added 31.07%	177,263 $19.3 Million
Q3 2022 Nov 14, 2022	SELL	$80.28 - $105.25 $1.67 Million - $2.2 Million	-20,856 Reduced 13.36%	135,238 $11.1 Million
Q2 2022 Aug 15, 2022	SELL	$93.36 - $115.14 $10.2 Million - $12.6 Million	-109,486 Reduced 41.23%	156,094 $14.6 Million
Q1 2022 May 16, 2022	SELL	$108.18 - $139.71 $43.9 Million - $56.7 Million	-406,032 Reduced 60.46%	265,580 $29.6 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $14.4 Million - $18.2 Million	111,315 Added 19.87%	671,612 $91.2 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $11 Million - $12.6 Million	87,537 Added 18.52%	560,297 $74.9 Million
Q2 2021 Aug 17, 2021	BUY	$128.03 - $149.4 $4.68 Million - $5.46 Million	36,553 Added 8.38%	472,760 $66.6 Million
Q1 2021 May 17, 2021	BUY	$106.57 - $142.41 $15.5 Million - $20.8 Million	145,864 Added 50.24%	436,207 $57.5 Million
Q4 2020 Feb 16, 2021	BUY	$66.15 - $111.57 $625,779 - $1.06 Million	9,460 Added 3.37%	290,343 $31.8 Million
Q3 2020 Nov 16, 2020	SELL	$53.7 - $66.35 $1.72 Million - $2.13 Million	-32,038 Reduced 10.24%	280,883 $18.4 Million
Q2 2020 Aug 14, 2020	BUY	$45.62 - $67.36 $5.07 Million - $7.48 Million	111,096 Added 55.05%	312,921 $18.4 Million
Q1 2020 May 15, 2020	BUY	$35.75 - $82.26 $3.45 Million - $7.93 Million	96,401 Added 91.44%	201,825 $9.3 Million
Q4 2019 Feb 14, 2020	SELL	$73.33 - $80.11 $10.3 Million - $11.2 Million	-140,121 Reduced 57.07%	105,424 $7.88 Million
Q3 2019 Nov 14, 2019	SELL	$75.92 - $90.91 $40.2 Million - $48.1 Million	-529,259 Reduced 68.31%	245,545 $19.7 Million
Q2 2019 Aug 14, 2019	SELL	$77.23 - $98.02 $3.48 Million - $4.42 Million	-45,045 Reduced 5.49%	774,804 $68.6 Million
Q1 2019 May 15, 2019	BUY	$73.67 - $93.68 $2.22 Million - $2.83 Million	30,171 Added 3.82%	819,849 $74.6 Million
Q4 2018 Feb 14, 2019	BUY	$64.9 - $98.8 $51.3 Million - $78 Million	789,678 New	789,678 $56.5 Million

Others Institutions Holding EVR

# of Institutions

618

Shares Held

34M

Call Options Held

238K

Put Options Held

183K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $11.6B
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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