Stifel Financial Corp Evercore Inc. Transaction History

Stifel Financial Corp

$91.8 Billion
Q1 2025

A detailed history of Stifel Financial Corp transactions in Evercore Inc. stock. As of the latest transaction made, Stifel Financial Corp holds 42,539 shares of EVR stock, worth $13.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

42,539

Previous 30,929 37.54%

Holding current value

$13.1 Million

Previous $8.57 Million 0.91%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$190.28 - $291.27 $2.21 Million - $3.38 Million	11,610 Added 37.54%	42,539 $8.5 Million
Q4 2024 Feb 13, 2025	BUY	$247.66 - $315.67 $1.87 Million - $2.38 Million	7,552 Added 32.31%	30,929 $8.57 Million
Q3 2024 Nov 14, 2024	BUY	$211.0 - $258.67 $2.42 Million - $2.97 Million	11,468 Added 96.3%	23,377 $5.93 Million
Q2 2024 Aug 13, 2024	SELL	$181.5 - $208.43 $121,423 - $139,439	-669 Reduced 5.32%	11,909 $2.48 Million
Q1 2024 May 13, 2024	BUY	$163.68 - $196.33 $875,851 - $1.05 Million	5,351 Added 74.04%	12,578 $2.42 Million
Q4 2023 Feb 12, 2024	SELL	$126.39 - $173.41 $88,852 - $121,907	-703 Reduced 8.87%	7,227 $1.24 Million
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $405,890 - $501,844	-3,438 Reduced 30.24%	7,930 $1.09 Million
Q2 2023 Aug 14, 2023	SELL	$105.74 - $124.93 $446,645 - $527,704	-4,224 Reduced 27.09%	11,368 $1.4 Million
Q1 2023 May 12, 2023	SELL	$110.54 - $136.17 $111,313 - $137,123	-1,007 Reduced 6.07%	15,592 $1.8 Million
Q4 2022 Feb 13, 2023	SELL	$84.72 - $116.35 $1.18 Million - $1.62 Million	-13,926 Reduced 45.62%	16,599 $1.81 Million
Q3 2022 Nov 14, 2022	BUY	$80.28 - $105.25 $76,908 - $100,829	958 Added 3.24%	30,525 $2.51 Million
Q2 2022 Aug 15, 2022	BUY	$93.36 - $115.14 $135,372 - $166,953	1,450 Added 5.16%	29,567 $2.77 Million
Q1 2022 May 13, 2022	SELL	$108.18 - $139.71 $2,488 - $3,213	-23 Reduced 0.08%	28,117 $3.13 Million
Q4 2021 Feb 14, 2022	SELL	$128.95 - $163.18 $69,246 - $87,627	-537 Reduced 1.87%	28,140 $3.82 Million
Q3 2021 Nov 15, 2021	SELL	$125.41 - $143.61 $245,929 - $281,619	-1,961 Reduced 6.4%	28,677 $3.83 Million
Q2 2021 Aug 13, 2021	BUY	$128.03 - $149.4 $392,539 - $458,060	3,066 Added 11.12%	30,638 $4.31 Million
Q1 2021 May 14, 2021	BUY	$106.57 - $142.41 $315,660 - $421,818	2,962 Added 12.04%	27,572 $3.63 Million
Q4 2020 Feb 12, 2021	SELL	$66.15 - $111.57 $120,128 - $202,611	-1,816 Reduced 6.87%	24,610 $2.7 Million
Q3 2020 Nov 16, 2020	BUY	$53.7 - $66.35 $221,566 - $273,760	4,126 Added 18.5%	26,426 $1.73 Million
Q2 2020 Aug 14, 2020	BUY	$45.62 - $67.36 $308,163 - $455,016	6,755 Added 43.45%	22,300 $1.31 Million
Q1 2020 May 14, 2020	BUY	$35.75 - $82.26 $95,667 - $220,127	2,676 Added 20.79%	15,545 $693,000
Q4 2019 Feb 13, 2020	SELL	$73.33 - $80.11 $87,042 - $95,090	-1,187 Reduced 8.44%	12,869 $963,000
Q3 2019 Nov 13, 2019	SELL	$75.92 - $90.91 $7.58 Million - $9.08 Million	-99,833 Reduced 87.66%	14,056 $1.13 Million
Q2 2019 Aug 14, 2019	SELL	$77.23 - $98.02 $162,955 - $206,822	-2,110 Reduced 1.82%	113,889 $10.1 Million
Q1 2019 May 14, 2019	BUY	$73.67 - $93.68 $8.09 Million - $10.3 Million	109,789 Added 1767.94%	115,999 $10.5 Million
Q4 2018 Feb 13, 2019	SELL	$64.9 - $98.8 $345,592 - $526,110	-5,325 Reduced 46.16%	6,210 $450,000
Q3 2018 Nov 13, 2018	SELL	$100.55 - $114.95 $9.4 Million - $10.7 Million	-93,452 Reduced 89.01%	11,535 $1.17 Million
Q2 2018 Aug 14, 2018	BUY	$86.8 - $112.05 $517,762 - $668,378	5,965 Added 6.02%	104,987 $11 Million
Q1 2018 May 11, 2018	BUY	$83.35 - $101.8 $7.73 Million - $9.44 Million	92,698 Added 1465.81%	99,022 $8.58 Million
Q4 2017 Feb 14, 2018	BUY	$75.9 - $92.2 $4,554 - $5,532	60 Added 0.96%	6,324 $573,000
Q3 2017 Nov 13, 2017	BUY	$70.35 - $80.8 $440,672 - $506,131	6,264	6,264 $0

Others Institutions Holding EVR

# of Institutions

632

Shares Held

35.9M

Call Options Held

276K

Put Options Held

200K

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...

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Stifel Financial Corp Evercore Inc. Transaction History