EVERCORE INC

Ticker: EVR CUSIP: 29977A105 Class: EQTY

Dakota Wealth Management's Holding History (CIK: 0001631353)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,707 Value ($000) $581 Avg Close $320.89 Range $287.24 - $353.30
Q3 2025
Shares 1,653 Value ($000) $558 Avg Close $312.02 Range $265.06 - $363.46
Q2 2025
Shares 758 Value ($000) $205 Avg Close $218.31 Range $147.33 - $275.24
Q2 2024
Shares 988 Value ($000) $206 Avg Close $190.59 Range $171.42 - $205.02
Q1 2024
Shares 1,159 Value ($000) $223 Avg Close $176.58 Range $158.51 - $194.65
Q4 2023
Shares 1,992 Value ($000) $341 Avg Close $140.62 Range $120.67 - $169.53
Q3 2023
Shares 1,992 Value ($000) $275 Avg Close $131.10 Range $112.87 - $142.43
Q2 2023
Shares 3,202 Value ($000) $396 Avg Close $110.37 Range $99.84 - $122.95
Q1 2023
Shares 3,208 Value ($000) $370 Avg Close $118.51 Range $102.50 - $130.71
Q4 2022
Shares 3,052 Value ($000) $333 Avg Close $98.92 Range $76.90 - $112.66
Q3 2022
Shares 3,203 Value ($000) $264 Avg Close $88.97 Range $74.35 - $99.33
Q2 2022
Shares 3,168 Value ($000) $296 Avg Close $99.55 Range $85.76 - $108.77