Clearstead Advisors, LLC Evercore Inc. Transaction History
Clearstead Advisors, LLC
- $6.31 Billion
- Q3 2024
A detailed history of Clearstead Advisors, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Clearstead Advisors, LLC holds 264 shares of EVR stock, worth $73,724. This represents 0.0% of its overall portfolio holdings.
Number of Shares
264
Previous 165
60.0%
Holding current value
$73,724
Previous $34,000
94.12%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding EVR
# of Institutions
545Shares Held
32.1MCall Options Held
70.2KPut Options Held
70.8K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.07 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$978 Million0.02% of portfolio
-
Boston Partners Boston, MA1.48MShares$414 Million0.47% of portfolio
-
Wellington Management Group LLP Boston, MA1.37MShares$382 Million0.06% of portfolio
-
Invesco Ltd. Atlanta, GA1.29MShares$359 Million0.07% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $10.9B
- 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...