Mackenzie Financial Corp Evercore Inc. Transaction History

Mackenzie Financial Corp

$63.2 Billion
Q2 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$163.68 - $196.33 $251,903 - $302,151	-1,539 Reduced 26.01%	4,379 $843,000
Q4 2023 Jan 30, 2024	BUY	$126.39 - $173.41 $81,395 - $111,676	644 Added 12.21%	5,918 $1.01 Million
Q3 2023 Oct 25, 2023	SELL	$118.06 - $145.97 $5.64 Million - $6.97 Million	-47,776 Reduced 90.06%	5,274 $727,000
Q2 2023 Aug 03, 2023	SELL	$105.74 - $124.93 $542,446 - $640,890	-5,130 Reduced 8.82%	53,050 $6.56 Million
Q1 2023 Apr 24, 2023	BUY	$110.54 - $136.17 $705,466 - $869,036	6,382 Added 12.32%	58,180 $6.71 Million
Q4 2022 Feb 14, 2023	BUY	$84.72 - $116.35 $3.99 Million - $5.48 Million	47,112 Added 1005.38%	51,798 $5.65 Million
Q3 2022 Oct 07, 2022	BUY	$80.28 - $105.25 $142,577 - $186,924	1,776 Added 61.03%	4,686 $385,000
Q2 2022 Aug 10, 2022	SELL	$93.36 - $115.14 $1.1 Million - $1.36 Million	-11,827 Reduced 80.25%	2,910 $272,000
Q1 2022 May 13, 2022	BUY	$108.18 - $139.71 $59,607 - $76,980	551 Added 3.88%	14,737 $1.64 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $1.54 Million - $1.95 Million	11,946 Added 533.3%	14,186 $1.93 Million
Q3 2021 Nov 08, 2021	SELL	$125.41 - $143.61 $6,395 - $7,324	-51 Reduced 2.23%	2,240 $299,000
Q2 2021 Aug 11, 2021	SELL	$128.03 - $149.4 $2.28 Million - $2.66 Million	-17,800 Reduced 88.6%	2,291 $323,000
Q1 2021 May 14, 2021	BUY	$106.57 - $142.41 $197,154 - $263,458	1,850 Added 10.14%	20,091 $2.65 Million
Q4 2020 Feb 10, 2021	BUY	$66.15 - $111.57 $161,869 - $273,011	2,447 Added 15.49%	18,241 $2 Million
Q3 2020 Nov 13, 2020	BUY	$53.7 - $66.35 $37,590 - $46,444	700 Added 4.64%	15,794 $1.03 Million
Q2 2020 Aug 13, 2020	SELL	$45.62 - $67.36 $23,129 - $34,151	-507 Reduced 3.25%	15,094 $889,000
Q1 2020 May 14, 2020	SELL	$35.75 - $82.26 $2.05 Million - $4.72 Million	-57,438 Reduced 78.64%	15,601 $718,000
Q4 2019 Feb 13, 2020	SELL	$73.33 - $80.11 $1.26 Million - $1.37 Million	-17,122 Reduced 18.99%	73,039 $5.46 Million
Q3 2019 Nov 14, 2019	SELL	$75.92 - $90.91 $88,674 - $106,182	-1,168 Reduced 1.28%	90,161 $7.22 Million
Q2 2019 Aug 14, 2019	SELL	$77.23 - $98.02 $274,398 - $348,265	-3,553 Reduced 3.74%	91,329 $8.09 Million
Q1 2019 May 15, 2019	BUY	$73.67 - $93.68 $1.07 Million - $1.36 Million	14,543 Added 18.1%	94,882 $8.63 Million
Q4 2018 Feb 06, 2019	SELL	$64.9 - $98.8 $707,474 - $1.08 Million	-10,901 Reduced 11.95%	80,339 $5.75 Million
Q3 2018 Nov 15, 2018	SELL	$100.55 - $114.95 $540,154 - $617,511	-5,372 Reduced 5.56%	91,240 $9.17 Million
Q2 2018 Aug 13, 2018	BUY	$86.8 - $112.05 $180,544 - $233,064	2,080 Added 2.2%	96,612 $10.2 Million
Q1 2018 May 14, 2018	SELL	$83.35 - $101.8 $2.96 Million - $3.62 Million	-35,561 Reduced 27.34%	94,532 $8.24 Million
Q4 2017 Feb 13, 2018	BUY	$75.9 - $92.2 $1.19 Million - $1.45 Million	15,681 Added 13.71%	130,093 $11.7 Million
Q3 2017 Nov 13, 2017	SELL	$70.35 - $80.8 $813,245 - $934,048	-11,560 Reduced 9.18%	114,412 $9.18 Million
Q2 2017 Aug 14, 2017	BUY	N/A	125,972	125,972 $8.88 Million

Others Institutions Holding EVR

# of Institutions

495

Shares Held

33.6M

Call Options Held

31.7K

Put Options Held

47K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.92B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mackenzie Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Mackenzie Financial Corp with notifications on news.

Account