Verdence Capital Advisors LLC Evercore Inc. Transaction History

Verdence Capital Advisors LLC

$1.28 Billion
Q1 2025

A detailed history of Verdence Capital Advisors LLC transactions in Evercore Inc. stock. As of the latest transaction made, Verdence Capital Advisors LLC holds 29,332 shares of EVR stock, worth $7.53 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

29,332

Previous 28,315 3.59%

Holding current value

$7.53 Million

Previous $7.85 Million 25.36%

% of portfolio

0.46%

Previous 0.65%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$190.28 - $291.27 $193,514 - $296,221	1,017 Added 3.59%	29,332 $5.86 Million
Q4 2024 Feb 06, 2025	BUY	$247.66 - $315.67 $45,321 - $57,767	183 Added 0.65%	28,315 $7.85 Million
Q3 2024 Nov 01, 2024	BUY	$211.0 - $258.67 $186,946 - $229,181	886 Added 3.25%	28,132 $7.13 Million
Q2 2024 Jul 25, 2024	BUY	$181.5 - $208.43 $160,809 - $184,668	886 Added 3.36%	27,246 $5.68 Million
Q1 2024 Apr 25, 2024	SELL	$163.68 - $196.33 $427,695 - $513,010	-2,613 Reduced 9.02%	26,360 $5.08 Million
Q4 2023 Jan 31, 2024	BUY	$126.39 - $173.41 $50,808 - $69,710	402 Added 1.41%	28,973 $4.96 Million
Q3 2023 Oct 25, 2023	BUY	$118.06 - $145.97 $444,259 - $549,285	3,763 Added 15.17%	28,571 $3.94 Million
Q2 2023 Jul 28, 2023	SELL	$105.74 - $124.93 $23,368 - $27,609	-221 Reduced 0.88%	24,808 $3.07 Million
Q1 2023 Apr 24, 2023	BUY	$110.54 - $136.17 $99,596 - $122,689	901 Added 3.73%	25,029 $2.89 Million
Q4 2022 Jan 20, 2023	SELL	$84.72 - $116.35 $228,066 - $313,214	-2,692 Reduced 10.04%	24,128 $0
Q3 2022 Nov 15, 2022	SELL	$80.28 - $105.25 $10,356 - $13,577	-129 Reduced 0.48%	26,820 $2.21 Million
Q2 2022 Aug 08, 2022	BUY	$93.36 - $115.14 $542,608 - $669,193	5,812 Added 27.5%	26,949 $2.52 Million
Q1 2022 May 02, 2022	BUY	$108.18 - $139.71 $75,726 - $97,797	700 Added 3.43%	21,137 $2.35 Million
Q4 2021 Jan 26, 2022	BUY	$128.95 - $163.18 $62,024 - $78,489	481 Added 2.41%	20,437 $2.78 Million
Q3 2021 Nov 12, 2021	BUY	$125.41 - $143.61 $26,461 - $30,301	211 Added 1.07%	19,956 $2.67 Million
Q2 2021 Aug 06, 2021	BUY	$128.03 - $149.4 $10,754 - $12,549	84 Added 0.43%	19,745 $2.78 Million
Q1 2021 May 11, 2021	BUY	$106.57 - $142.41 $57,441 - $76,758	539 Added 2.82%	19,661 $2.59 Million
Q4 2020 Feb 12, 2021	BUY	$66.15 - $111.57 $28,378 - $47,863	429 Added 2.29%	19,122 $2.1 Million
Q3 2020 Nov 09, 2020	BUY	$53.7 - $66.35 $1 Million - $1.24 Million	18,693 New	18,693 $1.22 Million

Others Institutions Holding EVR

# of Institutions

606

Shares Held

34.1M

Call Options Held

238K

Put Options Held

183K

View Full List

About Evercore Inc.

Ticker EVR
Exchange NYSE
Sector Financial Services
Industry Capital Markets
Shares Outstandng 39,144,200
Market Cap $10.1B
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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Verdence Capital Advisors LLC Evercore Inc. Transaction History