Legacy Wealth Asset Management, LLC Evercore Inc. Transaction History

Legacy Wealth Asset Management, LLC

$331 Million
Q2 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 4,690 shares of EVR stock, worth $1.54 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

4,690

Previous 4,520 3.76%

Holding current value

$1.54 Million

Previous $902,000 40.35%

% of portfolio

0.38%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$163.77 - $271.5 $27,840 - $46,155	170 Added 3.76%	4,690 $1.27 Million
Q1 2025 Apr 08, 2025	SELL	$190.28 - $291.27 $32,537 - $49,807	-171 Reduced 3.65%	4,520 $902,000
Q4 2024 Jan 14, 2025	SELL	$247.66 - $315.67 $105,503 - $134,475	-426 Reduced 8.33%	4,691 $1.3 Million
Q3 2024 Oct 23, 2024	SELL	$211.0 - $258.67 $7,596 - $9,312	-36 Reduced 0.7%	5,117 $1.3 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $1,452 - $1,667	-8 Reduced 0.16%	5,153 $1.07 Million
Q1 2024 Apr 19, 2024	SELL	$163.68 - $196.33 $2,455 - $2,944	-15 Reduced 0.29%	5,161 $993,000
Q4 2023 Jan 10, 2024	SELL	$126.39 - $173.41 $74,822 - $102,658	-592 Reduced 10.26%	5,176 $885,000
Q3 2023 Oct 31, 2023	SELL	$118.06 - $145.97 $8,854 - $10,947	-75 Reduced 1.28%	5,768 $795,000
Q2 2023 Aug 04, 2023	SELL	$105.74 - $124.93 $10,996 - $12,992	-104 Reduced 1.75%	5,843 $722,000
Q1 2023 Apr 21, 2023	SELL	$110.54 - $136.17 $77,820 - $95,863	-704 Reduced 10.58%	5,947 $686,000
Q4 2022 Feb 02, 2023	SELL	$84.72 - $116.35 $2,965 - $4,072	-35 Reduced 0.52%	6,651 $725,000
Q3 2022 Oct 14, 2022	SELL	$80.28 - $105.25 $5,298 - $6,946	-66 Reduced 0.98%	6,686 $550,000
Q2 2022 Jul 19, 2022	BUY	$93.36 - $115.14 $20,352 - $25,100	218 Added 3.34%	6,752 $632,000
Q1 2022 May 12, 2022	BUY	$108.18 - $139.71 $26,612 - $34,368	246 Added 3.91%	6,534 $727,000
Q4 2021 Feb 10, 2022	BUY	$128.95 - $163.18 $39,329 - $49,769	305 Added 5.1%	6,288 $854,000
Q3 2021 Oct 19, 2021	BUY	$125.41 - $143.61 $104,090 - $119,196	830 Added 16.11%	5,983 $800,000
Q2 2021 Jul 14, 2021	SELL	$128.03 - $149.4 $75,409 - $87,996	-589 Reduced 10.26%	5,153 $725,000
Q1 2021 Apr 20, 2021	BUY	$106.57 - $142.41 $2,451 - $3,275	23 Added 0.4%	5,742 $756,000
Q4 2020 Mar 25, 2021	BUY	$66.15 - $111.57 $378,311 - $638,068	5,719 New	5,719 $627,000

Others Institutions Holding EVR

# of Institutions

622

Shares Held

35.4M

Call Options Held

337K

Put Options Held

116K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $12.9B
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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Legacy Wealth Asset Management, LLC Evercore Inc. Transaction History