Royce & Associates LP Evercore Inc. Transaction History

Royce & Associates LP

$8.75 Billion
Q1 2025

A detailed history of Royce & Associates LP transactions in Evercore Inc. stock. As of the latest transaction made, Royce & Associates LP holds 34,200 shares of EVR stock, worth $10.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

34,200

Previous 73,550 53.5%

Holding current value

$10.6 Million

Previous $20.4 Million 66.5%

% of portfolio

0.08%

Previous 0.2%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$190.28 - $291.27 $7.49 Million - $11.5 Million	-39,350 Reduced 53.5%	34,200 $6.83 Million
Q4 2024 Feb 10, 2025	SELL	$247.66 - $315.67 $6.78 Million - $8.64 Million	-27,374 Reduced 27.12%	73,550 $20.4 Million
Q3 2024 Nov 06, 2024	SELL	$211.0 - $258.67 $1.49 Million - $1.83 Million	-7,057 Reduced 6.54%	100,924 $25.6 Million
Q2 2024 Aug 13, 2024	SELL	$181.5 - $208.43 $2.4 Million - $2.75 Million	-13,205 Reduced 10.9%	107,981 $22.5 Million
Q1 2024 May 13, 2024	BUY	$163.68 - $196.33 $2.65 Million - $3.18 Million	16,207 Added 15.44%	121,186 $23.3 Million
Q4 2023 Feb 12, 2024	BUY	$126.39 - $173.41 $2.17 Million - $2.97 Million	17,138 Added 19.51%	104,979 $18 Million
Q3 2023 Nov 09, 2023	SELL	$118.06 - $145.97 $1.35 Million - $1.67 Million	-11,446 Reduced 11.53%	87,841 $12.1 Million
Q2 2023 Aug 07, 2023	SELL	$105.74 - $124.93 $144,652 - $170,904	-1,368 Reduced 1.36%	99,287 $12.3 Million
Q1 2023 May 04, 2023	SELL	$110.54 - $136.17 $444,260 - $547,267	-4,019 Reduced 3.84%	100,655 $11.6 Million
Q4 2022 May 23, 2023	BUY	$84.72 - $116.35 $340,489 - $467,610	4,019 Added 3.99%	104,674 $11.4 Million
Q4 2022 Feb 13, 2023	BUY	$84.72 - $116.35 $748,755 - $1.03 Million	8,838 Added 9.22%	104,674 $11.4 Million
Q3 2022 Nov 03, 2022	SELL	$80.28 - $105.25 $252,400 - $330,906	-3,144 Reduced 3.18%	95,836 $7.88 Million
Q2 2022 Aug 04, 2022	SELL	$93.36 - $115.14 $2.93 Million - $3.62 Million	-31,429 Reduced 24.1%	98,980 $9.27 Million
Q1 2022 May 05, 2022	SELL	$108.18 - $139.71 $694,515 - $896,938	-6,420 Reduced 4.69%	130,409 $14.5 Million
Q4 2021 Feb 07, 2022	SELL	$128.95 - $163.18 $1.55 Million - $1.96 Million	-11,985 Reduced 8.05%	136,829 $18.6 Million
Q3 2021 Nov 10, 2021	SELL	$125.41 - $143.61 $8.18 Million - $9.36 Million	-65,202 Reduced 30.47%	148,814 $19.9 Million
Q2 2021 Aug 06, 2021	SELL	$128.03 - $149.4 $11.4 Million - $13.3 Million	-89,100 Reduced 29.39%	214,016 $30.1 Million
Q1 2021 May 10, 2021	SELL	$106.57 - $142.41 $1.73 Million - $2.31 Million	-16,205 Reduced 5.07%	303,116 $39.9 Million
Q4 2020 Feb 08, 2021	SELL	$66.15 - $111.57 $3.37 Million - $5.68 Million	-50,883 Reduced 13.74%	319,321 $35 Million
Q3 2020 Nov 12, 2020	SELL	$53.7 - $66.35 $566,105 - $699,461	-10,542 Reduced 2.77%	370,204 $24.2 Million
Q2 2020 Aug 07, 2020	SELL	$45.62 - $67.36 $6.51 Million - $9.61 Million	-142,674 Reduced 27.26%	380,746 $22.4 Million
Q1 2020 May 12, 2020	BUY	$35.75 - $82.26 $13.6 Million - $31.3 Million	380,024 Added 265.02%	523,420 $24.1 Million
Q4 2019 Feb 06, 2020	BUY	$73.33 - $80.11 $2.23 Million - $2.44 Million	30,396 Added 26.9%	143,396 $10.7 Million
Q3 2019 Nov 13, 2019	BUY	$75.92 - $90.91 $8.58 Million - $10.3 Million	113,000 New	113,000 $9.05 Million

Others Institutions Holding EVR

# of Institutions

628

Shares Held

34.8M

Call Options Held

238K

Put Options Held

197K

View Full List

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

Portfolio Update

Get notified when there are updates to the investment portfolio of Royce & Associates LP, based on Form 13F filings with the SEC.

News

Stay updated on Royce & Associates LP with notifications on news.

Account

Royce & Associates LP Evercore Inc. Transaction History