Morgan Stanley Evercore Inc. Transaction History

Morgan Stanley

$1.36 Trillion
Q1 2025

A detailed history of Morgan Stanley transactions in Evercore Inc. stock. As of the latest transaction made, Morgan Stanley holds 709,353 shares of EVR stock, worth $214 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

709,353

Previous 518,818 36.72%

Holding current value

$214 Million

Previous $144 Million 1.49%

% of portfolio

0.01%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$190.28 - $291.27 $36.3 Million - $55.5 Million	190,535 Added 36.72%	709,353 $142 Million
Q4 2024 Feb 14, 2025	SELL	$247.66 - $315.67 $5.24 Million - $6.68 Million	-21,174 Reduced 3.92%	518,818 $144 Million
Q3 2024 May 14, 2025	SELL	$211.0 - $258.67 $2.44 Million - $2.99 Million	-11,549 Reduced 2.09%	539,992 $137 Million
Q3 2024 Nov 14, 2024	SELL	$211.0 - $258.67 $2.44 Million - $2.99 Million	-11,549 Reduced 2.09%	539,992 $137 Million
Q2 2024 May 14, 2025	BUY	$181.5 - $208.43 $5.94 Million - $6.82 Million	32,723 Added 6.31%	551,541 $115 Million
Q2 2024 Oct 17, 2024	SELL	$181.5 - $208.43 $7.4 Million - $8.49 Million	-40,753 Reduced 6.88%	551,541 $115 Million
Q2 2024 Aug 14, 2024	SELL	$181.5 - $208.43 $7.4 Million - $8.49 Million	-40,753 Reduced 6.88%	551,541 $115 Million
Q1 2024 Oct 17, 2024	BUY	$163.68 - $196.33 $6.67 Million - $8 Million	40,753 Added 7.39%	592,294 $114 Million
Q1 2024 Aug 16, 2024	SELL	$163.68 - $196.33 $11 Million - $13.2 Million	-67,348 Reduced 10.21%	592,294 $114 Million
Q1 2024 May 15, 2024	SELL	$163.68 - $196.33 $11 Million - $13.2 Million	-67,348 Reduced 10.21%	592,294 $114 Million
Q4 2023 Aug 16, 2024	BUY	$126.39 - $173.41 $13.7 Million - $18.7 Million	108,101 Added 19.6%	659,642 $113 Million
Q4 2023 Feb 13, 2024	SELL	$126.39 - $173.41 $5.08 Million - $6.97 Million	-40,214 Reduced 5.75%	659,642 $113 Million
Q3 2023 Nov 15, 2023	BUY	$118.06 - $145.97 $2.83 Million - $3.5 Million	23,967 Added 3.55%	699,856 $96.5 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $2.28 Million - $2.69 Million	-21,522 Reduced 3.09%	675,889 $83.5 Million
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $2.02 Million - $2.48 Million	-18,235 Reduced 2.55%	697,411 $80.5 Million
Q4 2022 Feb 14, 2023	BUY	$84.72 - $116.35 $6.81 Million - $9.35 Million	80,332 Added 12.64%	715,646 $78 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $4.75 Million - $6.23 Million	59,222 Added 10.28%	635,314 $52.3 Million
Q2 2022 Oct 27, 2022	SELL	$93.36 - $115.14 $12.7 Million - $15.7 Million	-136,202 Reduced 19.12%	576,092 $53.9 Million
Q2 2022 Aug 15, 2022	SELL	$93.36 - $115.14 $12.7 Million - $15.7 Million	-136,202 Reduced 19.12%	576,092 $53.9 Million
Q1 2022 Oct 27, 2022	BUY	$108.18 - $139.71 $14.7 Million - $19 Million	136,202 Added 23.64%	712,294 $79.3 Million
Q1 2022 May 13, 2022	SELL	$108.18 - $139.71 $6.24 Million - $8.05 Million	-57,637 Reduced 7.49%	712,294 $79.3 Million
Q4 2021 Feb 14, 2022	BUY	$128.95 - $163.18 $1.99 Million - $2.52 Million	15,442 Added 2.05%	769,931 $105 Million
Q3 2021 Nov 15, 2021	BUY	$125.41 - $143.61 $94.6 Million - $108 Million	754,489 New	754,489 $101 Million

Others Institutions Holding EVR

# of Institutions

621

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 $11.8B
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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