A detailed history of O'Shaughnessy Asset Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 7,876 shares of EVR stock, worth $2.17 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,876
Previous 7,338 7.33%
Holding current value
$2.17 Million
Previous $1.53 Million 30.54%
% of portfolio
0.02%
Previous 0.02%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$211.0 - $258.67 $113,518 - $139,164
538 Added 7.33%
7,876 $2 Million
Q2 2024

Aug 14, 2024

SELL
$181.5 - $208.43 $39,204 - $45,020
-216 Reduced 2.86%
7,338 $1.53 Million
Q1 2024

May 13, 2024

SELL
$163.68 - $196.33 $120,141 - $144,106
-734 Reduced 8.86%
7,554 $1.45 Million
Q4 2023

Feb 09, 2024

SELL
$126.39 - $173.41 $164,180 - $225,259
-1,299 Reduced 13.55%
8,288 $1.42 Million
Q3 2023

Nov 13, 2023

SELL
$118.06 - $145.97 $66,940 - $82,764
-567 Reduced 5.58%
9,587 $1.32 Million
Q2 2023

Aug 11, 2023

SELL
$105.74 - $124.93 $560,633 - $662,378
-5,302 Reduced 34.3%
10,154 $1.25 Million
Q1 2023

May 12, 2023

BUY
$110.54 - $136.17 $225,391 - $277,650
2,039 Added 15.2%
15,456 $1.78 Million
Q4 2022

Feb 10, 2023

BUY
$84.72 - $116.35 $410,298 - $563,483
4,843 Added 56.48%
13,417 $1.46 Million
Q3 2022

Nov 14, 2022

SELL
$80.28 - $105.25 $96,095 - $125,984
-1,197 Reduced 12.25%
8,574 $705,000
Q2 2022

Aug 11, 2022

SELL
$93.36 - $115.14 $46,586 - $57,454
-499 Reduced 4.86%
9,771 $915,000
Q1 2022

May 13, 2022

BUY
$108.18 - $139.71 $500,332 - $646,158
4,625 Added 81.93%
10,270 $1.14 Million
Q4 2021

Feb 11, 2022

BUY
$128.95 - $163.18 $205,675 - $260,272
1,595 Added 39.38%
5,645 $767,000
Q3 2021

Nov 10, 2021

BUY
$125.41 - $143.61 $115,753 - $132,552
923 Added 29.52%
4,050 $542,000
Q2 2021

Aug 09, 2021

BUY
$128.03 - $149.4 $93,717 - $109,360
732 Added 30.56%
3,127 $440,000
Q1 2021

May 14, 2021

BUY
$106.57 - $142.41 $125,432 - $167,616
1,177 Added 96.63%
2,395 $316,000
Q4 2020

Feb 11, 2021

BUY
$66.15 - $111.57 $44,717 - $75,421
676 Added 124.72%
1,218 $134,000
Q3 2020

Nov 12, 2020

BUY
$53.7 - $66.35 $29,105 - $35,961
542 New
542 $35,000
Q3 2019

Nov 14, 2019

SELL
$75.92 - $90.91 $455 - $545
-6 Closed
0 $0
Q2 2019

Aug 07, 2019

BUY
$77.23 - $98.02 $463 - $588
6 New
6 $1,000
Q1 2019

May 10, 2019

SELL
$73.67 - $93.68 $541,990 - $689,203
-7,357 Closed
0 $0
Q4 2018

Feb 12, 2019

SELL
$64.9 - $98.8 $2.18 Million - $3.31 Million
-33,515 Reduced 82.0%
7,357 $527,000
Q3 2018

Nov 06, 2018

SELL
$100.55 - $114.95 $148,311 - $169,551
-1,475 Reduced 3.48%
40,872 $4.1 Million
Q2 2018

Aug 10, 2018

SELL
$86.8 - $112.05 $434 - $560
-5 Reduced 0.01%
42,347 $4.46 Million
Q1 2018

May 08, 2018

BUY
$83.35 - $101.8 $2.05 Million - $2.51 Million
24,624 Added 138.9%
42,352 $3.69 Million
Q4 2017

Feb 13, 2018

BUY
$75.9 - $92.2 $1.02 Million - $1.24 Million
13,445 Added 313.92%
17,728 $1.6 Million
Q3 2017

Nov 13, 2017

SELL
$70.35 - $80.8 $4,924 - $5,656
-70 Reduced 1.61%
4,283 $344,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,353
4,353 $307,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.8B
  • 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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