Neuberger Berman Group LLC Evercore Inc. Transaction History

Neuberger Berman Group LLC

$123 Billion
Q3 2024

A detailed history of Neuberger Berman Group LLC transactions in Evercore Inc. stock. As of the latest transaction made, Neuberger Berman Group LLC holds 179,692 shares of EVR stock, worth $53.8 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

179,692

Previous 229,555 21.72%

Holding current value

$53.8 Million

Previous $47.8 Million 4.8%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$211.0 - $258.67 $10.5 Million - $12.9 Million	-49,863 Reduced 21.72%	179,692 $45.6 Million
Q2 2024 Nov 14, 2024	BUY	$181.5 - $208.43 $12.4 Million - $14.3 Million	68,594 Added 42.62%	229,555 $47.8 Million
Q2 2024 Aug 13, 2024	BUY	$181.5 - $208.43 $12.4 Million - $14.3 Million	68,594 Added 42.62%	229,555 $47.8 Million
Q1 2024 Nov 14, 2024	BUY	$163.68 - $196.33 $12.2 Million - $14.6 Million	74,308 Added 85.75%	160,961 $31 Million
Q1 2024 May 13, 2024	BUY	$163.68 - $196.33 $26.3 Million - $31.6 Million	160,961 New	160,961 $31 Million
Q4 2023 Nov 14, 2024	SELL	$126.39 - $173.41 $18.1 Million - $24.8 Million	-142,902 Reduced 62.25%	86,653 $14.8 Million
Q4 2023 Feb 09, 2024	BUY	$126.39 - $173.41 $11 Million - $15 Million	86,653 New	86,653 $14.8 Million
Q1 2023 May 12, 2023	BUY	$110.54 - $136.17 $10.4 Million - $12.8 Million	93,708 New	93,708 $10.8 Million
Q3 2022 Nov 15, 2022	SELL	$80.28 - $105.25 $234,899 - $307,961	-2,926 Reduced 42.55%	3,951 $325,000
Q2 2022 Aug 15, 2022	SELL	$93.36 - $115.14 $51,721 - $63,787	-554 Reduced 7.46%	6,877 $644,000
Q1 2022 May 13, 2022	SELL	$108.18 - $139.71 $62,095 - $80,193	-574 Reduced 7.17%	7,431 $823,000
Q4 2021 Feb 11, 2022	BUY	$128.95 - $163.18 $332,175 - $420,351	2,576 Added 47.45%	8,005 $1.08 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $218,589 - $250,312	1,743 Added 47.29%	5,429 $726,000
Q2 2021 Aug 13, 2021	SELL	$128.03 - $149.4 $69,136 - $80,676	-540 Reduced 12.78%	3,686 $519,000
Q1 2021 May 13, 2021	BUY	$106.57 - $142.41 $59,252 - $79,179	556 Added 15.15%	4,226 $557,000
Q4 2020 Feb 10, 2021	BUY	$66.15 - $111.57 $1,984 - $3,347	30 Added 0.82%	3,670 $402,000
Q3 2020 Nov 12, 2020	SELL	$53.7 - $66.35 $2,738 - $3,383	-51 Reduced 1.38%	3,640 $238,000
Q2 2020 Aug 13, 2020	BUY	$45.62 - $67.36 $168,383 - $248,625	3,691 New	3,691 $217,000
Q1 2018 May 08, 2018	SELL	$83.35 - $101.8 $1.24 Million - $1.51 Million	-14,823 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$75.9 - $92.2 $1.13 Million - $1.37 Million	14,823	14,823 $1.33 Million

Others Institutions Holding EVR

# of Institutions

545

Shares Held

32.3M

Call Options Held

70.2K

Put Options Held

70.8K

View Full List

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Neuberger Berman Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neuberger Berman Group LLC with notifications on news.

Account

Neuberger Berman Group LLC Evercore Inc. Transaction History