Evercore Wealth Management, LLC Blackstone Inc. Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Blackstone Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,471,931 shares of BX stock, worth $259 Million. This represents 3.39% of its overall portfolio holdings.

Number of Shares

1,471,931

Previous 1,562,173 5.78%

Holding current value

$259 Million

Previous $193 Million 16.52%

% of portfolio

3.39%

Previous 3.05%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$120.77 - $159.66 $10.9 Million - $14.4 Million	-90,242 Reduced 5.78%	1,471,931 $225 Million
Q2 2024 Aug 14, 2024	SELL	$116.13 - $132.0 $3.23 Million - $3.68 Million	-27,843 Reduced 1.75%	1,562,173 $193 Million
Q1 2024 May 15, 2024	SELL	$116.98 - $131.66 $211,850 - $238,436	-1,811 Reduced 0.11%	1,590,016 $209 Million
Q4 2023 Feb 14, 2024	SELL	$89.61 - $133.13 $173,574 - $257,872	-1,937 Reduced 0.12%	1,591,827 $208 Million
Q3 2023 Nov 14, 2023	SELL	$91.91 - $115.12 $4.44 Million - $5.57 Million	-48,355 Reduced 2.94%	1,593,764 $171 Million
Q2 2023 Aug 04, 2023	BUY	$80.4 - $92.97 $972,036 - $1.12 Million	12,090 Added 0.74%	1,642,119 $153 Million
Q1 2023 May 15, 2023	BUY	$76.13 - $100.03 $459,672 - $603,981	6,038 Added 0.37%	1,630,029 $143 Million
Q4 2022 Feb 14, 2023	BUY	$72.15 - $108.77 $1.53 Million - $2.3 Million	21,150 Added 1.32%	1,623,991 $121 Million
Q3 2022 Nov 14, 2022	BUY	$81.95 - $108.79 $2.69 Million - $3.57 Million	32,853 Added 2.09%	1,602,841 $134 Million
Q2 2022 Aug 15, 2022	SELL	$89.68 - $130.57 $808,016 - $1.18 Million	-9,010 Reduced 0.57%	1,569,988 $143 Million
Q1 2022 May 16, 2022	BUY	$108.62 - $137.98 $239,507 - $304,245	2,205 Added 0.14%	1,578,998 $200 Million
Q4 2021 Feb 14, 2022	SELL	$110.95 - $148.88 $4.01 Million - $5.37 Million	-36,099 Reduced 2.24%	1,576,793 $204 Million
Q3 2021 Nov 15, 2021	SELL	$97.11 - $135.04 $5.33 Million - $7.41 Million	-54,909 Reduced 3.29%	1,612,892 $188 Million
Q2 2021 Aug 16, 2021	SELL	$74.62 - $99.62 $8.36 Million - $11.2 Million	-112,058 Reduced 6.3%	1,667,801 $162 Million
Q1 2021 May 17, 2021	BUY	$61.66 - $76.09 $796,893 - $983,387	12,924 Added 0.73%	1,779,859 $133 Million
Q4 2020 Feb 16, 2021	BUY	$50.29 - $65.34 $1.04 Million - $1.35 Million	20,651 Added 1.18%	1,766,935 $115 Million
Q3 2020 Nov 16, 2020	BUY	$49.95 - $58.0 $1.64 Million - $1.9 Million	32,752 Added 1.91%	1,746,284 $91.2 Million
Q2 2020 Aug 13, 2020	BUY	$40.8 - $59.45 $193,759 - $282,328	4,749 Added 0.28%	1,713,532 $97.1 Million
Q1 2020 May 14, 2020	SELL	$36.04 - $64.41 $2.18 Million - $3.89 Million	-60,367 Reduced 3.41%	1,708,783 $77.9 Million
Q4 2019 Feb 13, 2020	BUY	$45.61 - $56.3 $2.95 Million - $3.64 Million	64,726 Added 3.8%	1,769,150 $99 Million
Q3 2019 Nov 14, 2019	BUY	$44.53 - $53.55 $75.9 Million - $91.3 Million	1,704,424 New	1,704,424 $83.2 Million

Others Institutions Holding BX

# of Institutions

2,145

Shares Held

504M

Call Options Held

12.6M

Put Options Held

16.4M

View Full List

About Blackstone Inc.

Ticker BX
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 709,041,024
Market Cap $125B
Description
Blackstone Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity and multi-asset class strategies. The firm typically invests in early-stage companies. It also provide capital markets services. The real estate segment specializes in...

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Evercore Wealth Management, LLC Blackstone Inc. Transaction History