Evercore Wealth Management, LLC Purchases in Q3 2024

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLK
Black Rock Inc.

Financial Services
3.64K
+ 3.24%
$782.27 - $949.51 $2.85M - $3.45M
116K $110M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
173K
+ 936.14%
$91.43 - $117.51 $15.8M - $20.3M
192K $20.3M
GNRC
Generac Holdings Inc.

Industrials
19.5K
+ 4.96%
$133.16 - $159.78 $2.59M - $3.11M
412K $65.5M
ARCC
Ares Capital Corp

Financial Services
622K
+ 150.59%
$19.8 - $21.28 $12.3M - $13.2M
1.03M $21.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
390
+ 0.03%
$71.86 - $78.56 $28K - $30.6K
1.13M $88.8M
CROX
Crocs, Inc.

Consumer Cyclical
45.9K
+ 7.26%
$121.05 - $147.9 $5.56M - $6.79M
678K $98.2M
STZ
Constellation Brands, Inc.

Consumer Defensive
14.7K
+ 4.26%
$236.42 - $259.82 $3.47M - $3.82M
360K $92.6M
IBM
International Business Machines Corp

Technology
2.31K
+ 4.55%
$175.1 - $223.38 $404K - $516K
53K $11.7M
ANSS
Ansys Inc

Technology
10.9K
+ 5.01%
$296.54 - $331.25 $3.22M - $3.6M
228K $72.6M
IVV
Ishares Core S&P 500 ETF

ETFs
558
+ 0.82%
$520.18 - $576.82 $290K - $322K
68.6K $39.6M
NEE
Nextera Energy Inc

Utilities
1.6K
+ 1.08%
$69.9 - $84.97 $112K - $136K
149K $12.6M
GTLS
Chart Industries Inc

Industrials
17.3K
+ 131.34%
$106.83 - $168.99 $1.85M - $2.93M
30.5K $3.79M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 8.33%
$610460.0 - $715910.0 $610K - $716K
13 $8.98M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.1K
+ 3.79%
$162.83 - $179.16 $342K - $376K
57.5K $10.3M
WMT
Walmart Inc.

Consumer Defensive
528
+ 0.63%
$66.91 - $81.4 $35.3K - $43K
84.6K $6.83M
CRL
Charles River Laboratories International, Inc.

Healthcare
5K
New
$187.96 - $245.29 $940K - $1.23M
5K $984K
SYK
Stryker Corp

Healthcare
800
+ 2.54%
$315.94 - $371.96 $253K - $298K
32.4K $11.7M
AVGO
Broadcom Inc.

Technology
43.1K
+ 911.21%
$136.27 - $1745.86 $5.87M - $75.2M
47.8K $8.25M
GLDM
World Gold Trust

ETFs
2K
+ 2.68%
$46.2 - $53.01 $92.4K - $106K
76.6K $3.99M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
11K
New
$33.89 - $41.64 $372K - $458K
11K $437K
TRV
Travelers Companies, Inc.

Financial Services
24
+ 0.22%
$201.87 - $242.35 $4.84K - $5.82K
10.9K $2.55M
MDT
Medtronic PLC

Healthcare
160
+ 0.6%
$76.84 - $91.03 $12.3K - $14.6K
26.9K $2.42M
XLF
Financial Sector Spdr

ETFs
20
+ 0.03%
$40.84 - $45.74 $817 - $915
74.6K $3.38M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6K
New
$50.52 - $50.95 $303K - $306K
6K $305K
CEG
Constellation Energy Corp

Utilities
1.14K
New
$167.08 - $262.86 $191K - $300K
1.14K $297K
PNC
Pnc Financial Services Group, Inc.

Financial Services
276
+ 3.41%
$156.14 - $187.2 $43.1K - $51.7K
8.38K $1.55M
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.01%
$255.18 - $283.2 $255 - $283
18.2K $5.16M
SIVR
Abrdn Silver ETF Trust

ETFs
9.5K
New
$25.48 - $30.77 $242K - $292K
9.5K $282K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.81K
New
$44.83 - $47.42 $261K - $276K
5.81K $273K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.96K
New
$83.76 - $91.82 $248K - $271K
2.96K $269K
NVR
Nvr Inc

Consumer Cyclical
25
New
$7421.51 - $9811.8 $186K - $245K
25 $245K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
6.9K
New
$27.14 - $35.2 $187K - $243K
6.9K $241K
NOC
Northrop Grumman Corp

Industrials
436
New
$423.73 - $533.14 $185K - $232K
436 $230K
COLB
Columbia Banking System, Inc.

Financial Services
8.65K
New
$19.13 - $26.99 $165K - $233K
8.65K $225K
CTAS
Cintas Corp

Industrials
1.05K
New
$201.38 - $819.83 $211K - $859K
1.05K $215K
ACU
Acme United Corp

Consumer Defensive
5.1K
New
$34.15 - $45.15 $174K - $230K
5.1K $212K
MET
Metlife Inc

Financial Services
2.57K
New
$67.96 - $82.48 $175K - $212K
2.57K $211K
XLU
Utilities Sector Spdr

ETFs
2.6K
New
$67.67 - $80.78 $176K - $210K
2.6K $209K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.05K
New
$96.25 - $101.98 $197K - $209K
2.05K $207K
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.62K
New
$38.04 - $45.36 $176K - $210K
4.62K $206K
KR
Kroger CO

Consumer Defensive
3.59K
New
$50.43 - $57.3 $181K - $206K
3.59K $205K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.45K
New
$75.47 - $83.18 $185K - $203K
2.45K $203K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
8.39K
New
$23.57 - $24.19 $198K - $203K
8.39K $202K
AMGN
Amgen Inc

Healthcare
8
+ 0.04%
$309.38 - $337.38 $2.48K - $2.7K
19.9K $6.42M
EQIX
Equinix Inc

Real Estate
7
+ 0.49%
$749.0 - $890.01 $5.24K - $6.23K
1.43K $1.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
212
+ 2.11%
$210.25 - $231.86 $44.6K - $49.2K
10.2K $2.29M
BBY
Best Buy CO Inc

Consumer Cyclical
525
+ 11.1%
$80.23 - $103.29 $42.1K - $54.2K
5.26K $542K
CTSH
Cognizant Technology Solutions Corp

Technology
500
+ 5.27%
$66.89 - $77.87 $33.4K - $38.9K
9.99K $771K
ETN
Eaton Corp PLC

Industrials
187
+ 5.16%
$272.52 - $333.02 $51K - $62.3K
3.81K $1.26M
Activity Summary
Buys All Purchases 75 New Holdings 26 Increased Positions 49 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 0 Puts 0
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