Charles Schwab Investment Management Inc Evercore Inc. Transaction History
Charles Schwab Investment Management Inc
- $521 Billion
- Q1 2025
A detailed history of Charles Schwab Investment Management Inc transactions in Evercore Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 355,722 shares of EVR stock, worth $82.3 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
355,722
Previous 358,540
0.79%
Holding current value
$82.3 Million
Previous $99.4 Million
28.51%
% of portfolio
0.01%
Previous 0.02%
Shares
31 transactions
Others Institutions Holding EVR
# of Institutions
607Shares Held
34.1MCall Options Held
238KPut Options Held
183K-
Vanguard Group Inc Valley Forge, PA3.86MShares$894 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$811 Million0.02% of portfolio
-
Boston Partners Boston, MA1.54MShares$356 Million0.4% of portfolio
-
State Street Corp Boston, MA1.14MShares$263 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA867KShares$201 Million0.03% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $9.06B
- 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...