A detailed history of Jackson Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 39,592 shares of EVR stock, worth $11.9 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares
39,592
Previous 23,848 66.02%
Holding current value
$11.9 Million
Previous $4.97 Million 101.93%
% of portfolio
1.7%
Previous 1.46%

Shares

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

Oct 22, 2024

BUY
$211.0 - $258.67 $3.32 Million - $4.07 Million
15,744 Added 66.02%
39,592 $10 Million
Q2 2024

Jul 01, 2024

SELL
$181.5 - $208.43 $2.76 Million - $3.17 Million
-15,209 Reduced 38.94%
23,848 $4.97 Million
Q1 2024

Jun 11, 2024

BUY
$163.68 - $196.33 $396,760 - $475,903
2,424 Added 6.62%
39,057 $7.52 Million
Q4 2023

Feb 14, 2024

BUY
$126.39 - $173.41 $127,780 - $175,317
1,011 Added 2.84%
36,633 $6.27 Million
Q3 2023

Nov 14, 2023

BUY
$118.06 - $145.97 $202,590 - $250,484
1,716 Added 5.06%
35,622 $4.91 Million
Q2 2023

Aug 02, 2023

BUY
$105.74 - $124.93 $3.59 Million - $4.24 Million
33,906 New
33,906 $4.19 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.7B
  • 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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