A detailed history of Summit Place Financial Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 5,066 shares of EVR stock, worth $1.08 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
5,066
Previous 4,685 8.13%
Holding current value
$1.08 Million
Previous $801,000 21.72%
% of portfolio
0.6%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$163.68 - $196.33 $62,362 - $74,801
381 Added 8.13%
5,066 $975,000
Q4 2023

Feb 07, 2024

BUY
$126.39 - $173.41 $39,812 - $54,624
315 Added 7.21%
4,685 $801,000
Q3 2023

Nov 08, 2023

BUY
$118.06 - $145.97 $515,922 - $637,888
4,370 New
4,370 $602,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $8.33B
  • 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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