A detailed history of Wambolt & Associates, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Wambolt & Associates, LLC holds 7,754 shares of EVR stock, worth $2.41 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
7,754
Previous 7,734 0.26%
Holding current value
$2.41 Million
Previous $1.61 Million 21.97%
% of portfolio
0.54%
Previous 0.47%

Shares

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

Nov 08, 2024

BUY
$211.0 - $258.67 $4,220 - $5,173
20 Added 0.26%
7,754 $1.97 Million
Q2 2024

Aug 07, 2024

BUY
$181.5 - $208.43 $55,902 - $64,196
308 Added 4.15%
7,734 $1.61 Million
Q1 2024

Apr 30, 2024

BUY
$163.68 - $196.33 $214,911 - $257,781
1,313 Added 21.48%
7,426 $1.43 Million
Q4 2023

Feb 07, 2024

BUY
$126.39 - $173.41 $74,317 - $101,965
588 Added 10.64%
6,113 $1.05 Million
Q3 2023

Nov 06, 2023

BUY
$118.06 - $145.97 $53,127 - $65,686
450 Added 8.87%
5,525 $761,000
Q2 2023

Aug 02, 2023

BUY
$105.74 - $124.93 $12,477 - $14,741
118 Added 2.38%
5,075 $627,000
Q1 2023

May 05, 2023

BUY
$110.54 - $136.17 $60,133 - $74,076
544 Added 12.33%
4,957 $571,000
Q4 2022

Jan 31, 2023

BUY
$84.72 - $116.35 $27,618 - $37,930
326 Added 7.98%
4,413 $481,000
Q3 2022

Oct 18, 2022

BUY
$80.28 - $105.25 $52,182 - $68,412
650 Added 18.91%
4,087 $336,000
Q2 2022

Aug 01, 2022

BUY
$93.36 - $115.14 $37,810 - $46,631
405 Added 13.36%
3,437 $322,000
Q1 2022

May 10, 2022

BUY
$108.18 - $139.71 $34,293 - $44,288
317 Added 11.68%
3,032 $339,000
Q4 2021

Feb 08, 2022

BUY
$128.95 - $163.18 $77,241 - $97,744
599 Added 28.31%
2,715 $369,000
Q3 2021

Oct 20, 2021

BUY
$125.41 - $143.61 $61,200 - $70,081
488 Added 29.98%
2,116 $292,000
Q2 2021

Aug 13, 2021

BUY
$128.03 - $149.4 $208,432 - $243,223
1,628 New
1,628 $231,000

Others Institutions Holding EVR

About Evercore Inc.


  • Ticker EVR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 39,144,200
  • Market Cap $12.2B
  • 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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