A detailed history of Td Private Client Wealth LLC transactions in Evercore Inc. stock. As of the latest transaction made, Td Private Client Wealth LLC holds 4,319 shares of EVR stock, worth $1.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,319
Previous 4,208 2.64%
Holding current value
$1.3 Million
Previous $877 Million 24.75%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 18, 2024

BUY
$211.0 - $258.67 $23,421 - $28,712
111 Added 2.64%
4,319 $1.09 Billion
Q2 2024

Aug 14, 2024

BUY
$181.5 - $208.43 $763,752 - $877,073
4,208 New
4,208 $877 Million
Q1 2024

Aug 16, 2024

BUY
$163.68 - $196.33 $60,234 - $72,249
368 Added 9.53%
4,231 $815 Million
Q4 2023

Aug 16, 2024

BUY
$126.39 - $173.41 $410,767 - $563,582
3,250 Added 530.18%
3,863 $661 Million
Q3 2023

Aug 16, 2024

SELL
$118.06 - $145.97 $5,312 - $6,568
-45 Reduced 6.84%
613 $84.5 Million
Q2 2023

Aug 16, 2024

BUY
$105.74 - $124.93 $7,296 - $8,620
69 Added 11.71%
658 $81.3 Million
Q1 2023

Aug 16, 2024

BUY
$110.54 - $136.17 $4,311 - $5,310
39 Added 7.09%
589 $68 Million
Q4 2022

Aug 16, 2024

BUY
$84.72 - $116.35 $17,875 - $24,549
211 Added 62.24%
550 $60 Million
Q2 2022

Aug 16, 2024

BUY
$93.36 - $115.14 $7,655 - $9,441
82 Added 31.91%
339 $31.7 Million
Q1 2022

Aug 16, 2024

BUY
$108.18 - $139.71 $27,153 - $35,067
251 Added 4183.33%
257 $28.6 Million
Q4 2021

Aug 16, 2024

SELL
$128.95 - $163.18 $644 - $815
-5 Reduced 45.45%
6 $815,000
Q3 2021

Aug 16, 2024

SELL
$125.41 - $143.61 $526,345 - $602,731
-4,197 Reduced 99.74%
11 $1.47 Million
Q2 2020

Aug 16, 2024

SELL
$45.62 - $67.36 $191,467 - $282,709
-4,197 Reduced 99.74%
11 $648,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $11.8B
  • 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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