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> EVR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Evercore Inc. | EVR | 12,385 | 12,385 | 1,530,662,000 | 1,530,662,000 | $123,589.99 |
| 09/30/2021 | Evercore Inc. | EVR | 0 | -5,025 | 0 | -708,000 | |
| 06/30/2021 | Evercore Inc. | EVR | 5,025 | -483 | 708,000 | -18,000 | $140.90 |
| 03/31/2021 | Evercore Inc. | EVR | 5,508 | 5,381 | 726,000 | 712,000 | $131.81 |
| 12/31/2020 | Evercore Inc. | EVR | 127 | 0 | 14,000 | 6,000 | $110.24 |
| 09/30/2020 | Evercore Inc. | EVR | 127 | 127 | 8,000 | 8,000 | $62.99 |
| 06/30/2020 | Evercore Inc. | EVR | 0 | -105 | 0 | -5,000 | |
| 03/31/2020 | Evercore Inc. | EVR | 105 | -34 | 5,000 | -5,000 | $47.62 |
| 12/31/2019 | Evercore Inc. | EVR | 139 | 59 | 10,000 | 3,000 | $71.94 |
| 09/30/2019 | Evercore Inc. | EVR | 80 | 0 | 7,000 | 0 | $87.50 |
| 06/30/2019 | Evercore Inc. | EVR | 80 | 41 | 7,000 | 3,000 | $87.50 |
| 03/31/2019 | Evercore Inc. | EVR | 39 | 0 | 4,000 | 1,000 | $102.56 |
| 12/31/2018 | Evercore Inc. | EVR | 39 | 0 | 3,000 | -1,000 | $76.92 |
| 09/30/2018 | Evercore Inc. | EVR | 39 | 0 | 4,000 | 0 | $102.56 |
| 06/30/2018 | Evercore Inc. | EVR | 39 | 0 | 4,000 | 1,000 | $102.56 |
| 03/31/2018 | Evercore Inc. | EVR | 39 | 0 | 3,000 | -1,000 | $76.92 |
| 12/31/2017 | Evercore Inc. | EVR | 39 | 7 | 4,000 | 1,000 | $102.56 |
| 09/30/2017 | Evercore Inc. | EVR | 32 | 0 | 3,000 | 1,000 | $93.75 |
| 06/30/2017 | Evercore Inc. | EVR | 32 | -37 | 2,000 | -3,000 | $62.50 |
| 03/31/2017 | Evercore Inc. | EVR | 69 | 69 | 5,000 | 5,000 | $72.46 |
| 06/30/2016 | Evercore Inc. | EVR | 0 | -632 | 0 | -33,000 | |
| 03/31/2016 | Evercore Inc. | EVR | 632 | 632 | 33,000 | 33,000 | $52.22 |
| 06/30/2015 | Evercore Inc. | EVR | 0 | -8,596 | 0 | -426,000 | |
| 03/31/2015 | Evercore Inc. | EVR | 8,596 | 8,596 | 426,000 | 426,000 | $49.56 |
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