A detailed history of Vestmark Advisory Solutions, Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Vestmark Advisory Solutions, Inc. holds 1,803 shares of EVR stock, worth $555,143. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,803
Previous 2,974 39.37%
Holding current value
$555,143
Previous $619,000 26.17%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2024

SELL
$211.0 - $258.67 $247,081 - $302,902
-1,171 Reduced 39.37%
1,803 $457,000
Q2 2024

Aug 12, 2024

BUY
$181.5 - $208.43 $223,608 - $256,785
1,232 Added 70.72%
2,974 $619,000
Q1 2024

May 15, 2024

SELL
$163.68 - $196.33 $38,464 - $46,137
-235 Reduced 11.89%
1,742 $335,000
Q4 2023

Feb 06, 2024

SELL
$126.39 - $173.41 $32,229 - $44,219
-255 Reduced 11.42%
1,977 $338,000
Q3 2023

Nov 06, 2023

BUY
$118.06 - $145.97 $16,646 - $20,581
141 Added 6.74%
2,232 $307,000
Q2 2023

Aug 07, 2023

BUY
$105.74 - $124.93 $8,141 - $9,619
77 Added 3.82%
2,091 $258,000
Q1 2023

May 09, 2023

BUY
$110.54 - $136.17 $14,922 - $18,382
135 Added 7.18%
2,014 $232,000
Q4 2022

Jan 20, 2023

BUY
$84.72 - $116.35 $159,188 - $218,621
1,879 New
1,879 $0

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.1B
  • 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...
More about EVR
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