A detailed history of Janiczek Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 1,424 shares of EVR stock, worth $443,362. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,424
Previous 1,433 0.63%
Holding current value
$443,362
Previous $275,000 7.64%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$181.5 - $208.43 $1,633 - $1,875
-9 Reduced 0.63%
1,424 $296,000
Q4 2023

Jan 26, 2024

SELL
$126.39 - $173.41 $4,550 - $6,242
-36 Reduced 2.45%
1,433 $245,000
Q3 2023

Oct 13, 2023

BUY
$118.06 - $145.97 $2,007 - $2,481
17 Added 1.17%
1,469 $202,000
Q2 2023

Jul 11, 2023

BUY
$105.74 - $124.93 $2,749 - $3,248
26 Added 1.82%
1,452 $179,000
Q1 2023

Apr 21, 2023

SELL
$110.54 - $136.17 $7,516 - $9,259
-68 Reduced 4.55%
1,426 $164,000
Q4 2022

Jan 20, 2023

BUY
$84.72 - $116.35 $41,173 - $56,546
486 Added 48.21%
1,494 $0
Q3 2022

Oct 17, 2022

BUY
$80.28 - $105.25 $44,876 - $58,834
559 Added 124.5%
1,008 $87,000
Q2 2022

Aug 03, 2022

BUY
$93.36 - $115.14 $5,228 - $6,447
56 Added 14.25%
449 $45,000
Q1 2022

May 05, 2022

SELL
$108.18 - $139.71 $19,364 - $25,008
-179 Reduced 31.29%
393 $44,000
Q4 2021

Feb 02, 2022

BUY
$128.95 - $163.18 $31,721 - $40,142
246 Added 75.46%
572 $78,000
Q3 2021

Oct 19, 2021

BUY
$125.41 - $143.61 $12,917 - $14,791
103 Added 46.19%
326 $44,000
Q1 2021

Apr 28, 2021

BUY
$106.57 - $142.41 $18,116 - $24,209
170 Added 320.75%
223 $29,000
Q4 2020

Jan 26, 2021

BUY
$66.15 - $111.57 $3,505 - $5,913
53 New
53 $6,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.2B
  • 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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