13F

Stock

Evercore Inc.

EVR · held by 5 managers

Reported value

$6.65M

Holders

5

+0 new · −2 exited

Holders’ est. mark

$472.1K

Price effect on 3 books still in the name

Largest holder

$4.89M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC23.5K$4.89M$371.5KCut−$5.54M
Ransom Advisory, Ltd4.2K$875.4K$66.5KAdded$66.5K
ELEVATION POINT WEALTH PARTNERS, LLC2.15K$447.7K$34KAdded$28.6K
FLAGSHIP HARBOR ADVISORS, LLC2.08K$434.3KHeld
Prestige Wealth Management Group LLC21$4.38KHeld

Who left

Positions as of Q2 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.