13F

Stock

Evercore Inc.

EVR · held by 4 managers

Reported value

$11.8M

Holders

4

+0 new · −1 exited

Holders’ est. mark

$704.5K

Price effect on 4 books still in the name

Largest holder

$10.4M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC37.4K$10.4M$578.4KAdded$4.22M
Ransom Advisory, Ltd3.45K$956.3K$82.3KCut−$107.7K
ELEVATION POINT WEALTH PARTNERS, LLC1.82K$504.7K$43.3KCut−$36.5K
Prestige Wealth Management Group LLC21$5.82K$500Added$500

Who left

Positions as of Q4 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.