Valley National Advisers Inc Evercore Inc. Transaction History

Valley National Advisers Inc

$674 Million
Q2 2024

A detailed history of Valley National Advisers Inc transactions in Evercore Inc. stock. As of the latest transaction made, Valley National Advisers Inc holds 12,470 shares of EVR stock, worth $3.1 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

12,470

Previous 12,907 3.39%

Holding current value

$3.1 Million

Previous $2.49 Million 4.55%

% of portfolio

0.39%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$181.5 - $208.43 $79,315 - $91,083	-437 Reduced 3.39%	12,470 $2.6 Million
Q1 2024 Apr 19, 2024	SELL	$163.68 - $196.33 $112,284 - $134,682	-686 Reduced 5.05%	12,907 $2.49 Million
Q4 2023 Jan 25, 2024	SELL	$126.39 - $173.41 $97,446 - $133,699	-771 Reduced 5.37%	13,593 $2.32 Million
Q3 2023 Nov 13, 2023	SELL	$118.06 - $145.97 $105,309 - $130,205	-892 Reduced 5.85%	14,364 $1.98 Million
Q2 2023 Jul 31, 2023	SELL	$105.74 - $124.93 $85,966 - $101,568	-813 Reduced 5.06%	15,256 $1.89 Million
Q1 2023 Apr 26, 2023	BUY	$110.54 - $136.17 $24,760 - $30,502	224 Added 1.41%	16,069 $1.96 Million
Q4 2022 Jan 12, 2023	SELL	$84.72 - $116.35 $45,579 - $62,596	-538 Reduced 3.28%	15,845 $2 Million
Q3 2022 Nov 08, 2022	BUY	$80.28 - $105.25 $79,798 - $104,618	994 Added 6.46%	16,383 $1.51 Million
Q2 2022 Jul 15, 2022	BUY	$93.36 - $115.14 $97,374 - $120,091	1,043 Added 7.27%	15,389 $1.44 Million
Q1 2022 May 06, 2022	BUY	$108.18 - $139.71 $876,474 - $1.13 Million	8,102 Added 129.76%	14,346 $1.6 Million
Q4 2021 Feb 11, 2022	BUY	$128.95 - $163.18 $101,870 - $128,912	790 Added 14.48%	6,244 $848,000
Q3 2021 Nov 10, 2021	BUY	$125.41 - $143.61 $12,164 - $13,930	97 Added 1.81%	5,454 $729,000
Q1 2021 May 07, 2021	SELL	$106.57 - $142.41 $1,811 - $2,420	-17 Reduced 0.32%	5,357 $706,000
Q4 2020 Feb 11, 2021	BUY	$66.15 - $111.57 $355,490 - $599,577	5,374 New	5,374 $589,000

Others Institutions Holding EVR

# of Institutions

495

Shares Held

33.6M

Call Options Held

31.7K

Put Options Held

47K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $9.74B
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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Valley National Advisers Inc Evercore Inc. Transaction History