Appleton Partners Inc Evercore Inc. Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
A detailed history of Appleton Partners Inc transactions in Evercore Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 34,977 shares of EVR stock, worth $8.55 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
34,977
Previous 31,424
11.31%
Holding current value
$8.55 Million
Previous $8.71 Million
19.79%
% of portfolio
0.54%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
606Shares Held
34.1MCall Options Held
238KPut Options Held
183K-
Vanguard Group Inc Valley Forge, PA3.86MShares$944 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$857 Million0.02% of portfolio
-
Boston Partners Boston, MA1.54MShares$376 Million0.4% of portfolio
-
State Street Corp Boston, MA1.14MShares$278 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA867KShares$212 Million0.03% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $9.57B
- 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...