A detailed history of Umb Bank, N.A. transactions in Evercore Inc. stock. As of the latest transaction made, Umb Bank, N.A. holds 202 shares of EVR stock, worth $55,045. This represents 0.0% of its overall portfolio holdings.

Number of Shares
202
Previous 129 56.59%
Holding current value
$55,045
Previous $26,000 96.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$211.0 - $258.67 $15,403 - $18,882
73 Added 56.59%
202 $51,000
Q2 2024

Jul 29, 2024

BUY
$181.5 - $208.43 $181 - $208
1 Added 0.78%
129 $26,000
Q1 2024

Apr 26, 2024

BUY
$163.68 - $196.33 $1,636 - $1,963
10 Added 8.47%
128 $24,000
Q4 2022

Jan 10, 2023

SELL
$84.72 - $116.35 $423 - $581
-5 Reduced 4.07%
118 $13,000
Q3 2022

Oct 13, 2022

SELL
$80.28 - $105.25 $6,663 - $8,735
-83 Reduced 40.29%
123 $10,000
Q2 2022

Jul 20, 2022

BUY
$93.36 - $115.14 $17,738 - $21,876
190 Added 1187.5%
206 $19,000
Q4 2021

Feb 09, 2022

BUY
$128.95 - $163.18 $2,063 - $2,610
16 New
16 $2,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $10.7B
  • 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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