A detailed history of Principal Securities, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Principal Securities, Inc. holds 62 shares of EVR stock, worth $19,190. This represents 0.0% of its overall portfolio holdings.

Number of Shares
62
Previous 111 44.14%
Holding current value
$19,190
Previous $23.1 Million 32.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 28, 2024

SELL
$211.0 - $258.67 $10,339 - $12,674
-49 Reduced 44.14%
62 $15.7 Million
Q2 2024

Jul 31, 2024

SELL
$181.5 - $208.43 $150,645 - $172,996
-830 Reduced 88.2%
111 $23.1 Million
Q1 2024

May 10, 2024

SELL
$163.68 - $196.33 $108,028 - $129,577
-660 Reduced 41.22%
941 $181 Million
Q4 2023

Feb 07, 2024

BUY
$126.39 - $173.41 $202,350 - $277,629
1,601 New
1,601 $274 Million

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.1B
  • 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

Track Principal Securities, Inc. Portfolio

Follow Principal Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.