Captrust Financial Advisors Evercore Inc. Transaction History
Captrust Financial Advisors
- $43.1 Billion
- Q2 2025
A detailed history of Captrust Financial Advisors transactions in Evercore Inc. stock. As of the latest transaction made, Captrust Financial Advisors holds 10,405 shares of EVR stock, worth $3.2 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,405
Previous 6,625
57.06%
Holding current value
$3.2 Million
Previous $1.32 Million
112.32%
% of portfolio
0.01%
Previous 0.0%
Shares
31 transactions
Others Institutions Holding EVR
# of Institutions
680Shares Held
35.6MCall Options Held
351KPut Options Held
126K-
Vanguard Group Inc Valley Forge, PA3.9MShares$1.2 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.08 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA2.02MShares$623 Million0.13% of portfolio
-
Invesco Ltd. Atlanta, GA1.35MShares$416 Million0.08% of portfolio
-
Boston Partners Boston, MA1.25MShares$384 Million0.46% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12B
- 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...