Steward Partners Investment Advisory, LLC Evercore Inc. Transaction History

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 260 shares of EVR stock, worth $54,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares

260

Previous 1,316 80.24%

Holding current value

$54,860

Previous $225,000 77.78%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$163.68 - $196.33 $172,846 - $207,324	-1,056 Reduced 80.24%	260 $50,000
Q4 2023 Feb 12, 2024	SELL	$126.39 - $173.41 $15,166 - $20,809	-120 Reduced 8.36%	1,316 $225,000
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $38,723 - $47,878	-328 Reduced 18.59%	1,436 $197,000
Q2 2023 Aug 14, 2023	BUY	$105.74 - $124.93 $4,969 - $5,871	47 Added 2.74%	1,764 $218,000
Q1 2023 May 15, 2023	SELL	$110.54 - $136.17 $6,742 - $8,306	-61 Reduced 3.43%	1,717 $198,000

Q4 2022 Feb 15, 2023	BUY	$84.72 - $116.35 $7,709 - $10,587	91 Added 5.39%	1,778 $193,000
Q3 2022 Nov 10, 2022	BUY	$80.28 - $105.25 $132,462 - $173,662	1,650 Added 4459.46%	1,687 $139,000
Q2 2022 Aug 04, 2022	BUY	$93.36 - $115.14 $560 - $690	6 Added 19.35%	37 $3,000
Q2 2021 Aug 13, 2021	SELL	$128.03 - $149.4 $38,409 - $44,820	-300 Reduced 90.63%	31 $4,000
Q1 2021 May 14, 2021	BUY	$106.57 - $142.41 $31,970 - $42,723	300 Added 967.74%	331 $43,000
Q4 2020 Feb 11, 2021	SELL	$66.15 - $111.57 $13,163 - $22,202	-199 Reduced 86.52%	31 $3,000
Q2 2020 Aug 06, 2020	SELL	$45.62 - $67.36 $866 - $1,279	-19 Reduced 7.63%	230 $14,000
Q1 2020 Apr 29, 2020	SELL	$35.75 - $82.26 $330,723 - $760,987	-9,251 Reduced 97.38%	249 $11,000
Q4 2019 Jan 17, 2020	SELL	$73.33 - $80.11 $3,886 - $4,245	-53 Reduced 0.55%	9,500 $710,000
Q3 2019 Oct 30, 2019	BUY	$75.92 - $90.91 $2,429 - $2,909	32 Added 0.34%	9,553 $765,000
Q2 2019 Jul 25, 2019	SELL	$77.23 - $98.02 $4,402 - $5,587	-57 Reduced 0.6%	9,521 $843,000
Q1 2019 Apr 30, 2019	BUY	$73.67 - $93.68 $1,694 - $2,154	23 Added 0.24%	9,578 $871,000
Q4 2018 Jan 15, 2019	SELL	$64.9 - $98.8 $1,947 - $2,964	-30 Reduced 0.31%	9,555 $683,000
Q3 2018 Oct 23, 2018	BUY	$100.55 - $114.95 $3,016 - $3,448	30 Added 0.31%	9,585 $964,000
Q2 2018 Jul 20, 2018	SELL	$86.8 - $112.05 $1,909 - $2,465	-22 Reduced 0.23%	9,555 $1.01 Million
Q1 2018 Apr 20, 2018	BUY	$83.35 - $101.8 $9,501 - $11,605	114 Added 1.2%	9,577 $835,000
Q4 2017 Jan 19, 2018	BUY	$75.9 - $92.2 $18,519 - $22,496	244 Added 2.65%	9,463 $851,000
Q3 2017 Nov 22, 2017	BUY	$70.35 - $80.8 $8,442 - $9,696	120 Added 1.32%	9,219 $739,000
Q2 2017 Nov 22, 2017	BUY	N/A	8,511 Added 1447.45%	9,099 $641,000
Q1 2017 Nov 22, 2017	BUY	N/A	388 Added 194.0%	588 $45,000
Q4 2016 Nov 22, 2017	BUY	N/A	200	200 $13,000

Others Institutions Holding EVR

# of Institutions

491

Shares Held

32.9M

Call Options Held

50K

Put Options Held

50.1K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $8.26B
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...

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Steward Partners Investment Advisory, LLC Evercore Inc. Transaction History