Evercore Wealth Management, LLC Purchases in Q4 2024

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRV
Travelers Companies, Inc.

Financial Services
9
+ 0.08%
$225.97 - $266.66 $2.03K - $2.4K
10.9K $2.63M
OKE
Oneok Inc

Energy
422
+ 18.21%
$92.28 - $117.05 $38.9K - $49.4K
2.74K $274K
GWW
W.W. Grainger, Inc.

Industrials
50
+ 7.34%
$1023.06 - $1220.93 $51.2K - $61K
731 $770K
BSX
Boston Scientific Corp

Healthcare
5
+ 0.05%
$83.62 - $91.5 $418 - $458
10.7K $951K
SLB
Schlumberger Limited

Energy
2.52K
+ 21.83%
$36.83 - $45.59 $92.8K - $115K
14.1K $539K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.08%
$129.87 - $162.87 $260 - $326
2.62K $387K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
55
+ 0.33%
$563.99 - $620.12 $31K - $34.1K
16.6K $9.47M
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.06%
$449.08 - $504.6 $449 - $505
1.68K $776K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.4K
+ 2.43%
$174.22 - $187.62 $243K - $262K
58.9K $10.3M
VRSK
Verisk Analytics, Inc.

Industrials
1
+ 0.04%
$262.86 - $294.75 $263 - $295
2.27K $625K
VT
Vanguard Total World Stk Index

ETFs
345
+ 3.03%
$117.09 - $123.07 $40.4K - $42.5K
11.7K $1.38M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$49.06 - $57.74 $98.1 - $115
12K $625K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.02%
$278.49 - $315.16 $278 - $315
4.89K $1.39M
IEMG
Ishares Inc

ETFs
103
+ 0.45%
N/A
22.9K $1.23M
JCI
Johnson Controls International PLC

Industrials
2
+ 0.06%
$74.23 - $86.6 $148 - $173
3.31K $260K
SCHG
Schwab Strategic Tr Us Large C

ETFs
27.2K
+ 275.25%
$25.93 - $105.3 $706K - $2.87M
37.1K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.01%
$216.13 - $242.4 $432 - $485
38.3K $8.47M
ABC
Amerisourcebergen Corp

Healthcare
1
+ 0.04%
N/A
2.44K $451K
Te Connectivity PLC
1
+ 0.04%
N/A
2.78K $0
Blackrock Inc
116K
New
N/A
116K $0
Centurion Acquisition Corp
15.4K
New
N/A
15.4K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.89K
+ 200.0%
$27.54 - $83.04 $135K - $406K
7.34K $203K
Linde PLC
45
+ 2.48%
N/A
1.86K $0
Ge Vernova Inc
1
+ 0.03%
N/A
2.87K $0
Cayson Acquisition Corp
13K
New
N/A
13K $0
Arista Networks Inc
7.31K
New
N/A
7.31K $0
Ishares Bitcoin Trust ETF
3.55K
+ 26.27%
N/A
17K $0
Cayson Acquisition Corp
13K
New
N/A
13K $0
Kenvue Inc
21
+ 0.11%
N/A
19.5K $0
Perimeter Solutions Inc
35K
New
N/A
35K $0
Viking Holdings LTD
1.22M
New
N/A
1.22M $0
Lam Research Corp
5.26K
New
N/A
5.26K $0
MCO
Moodys Corp

Financial Services
1
+ 0.06%
$454.04 - $500.88 $454 - $501
1.54K $728K
XYL
Xylem Inc.

Industrials
261
+ 14.7%
$116.02 - $137.45 $30.3K - $35.9K
2.04K $236K
NVR
Nvr Inc

Consumer Cyclical
4
+ 16.0%
$8101.21 - $9940.51 $32.4K - $39.8K
29 $237K
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.0%
$118.38 - $133.06 $118 - $133
24.9K $3M
AEP
American Electric Power CO Inc

Utilities
46
+ 1.19%
$90.91 - $102.21 $4.18K - $4.7K
3.92K $361K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44
+ 0.12%
$113.92 - $127.38 $5.01K - $5.6K
37.8K $4.36M
COP
Conocophillips

Energy
159
+ 1.18%
$95.12 - $114.72 $15.1K - $18.2K
13.6K $1.35M
GIS
General Mills Inc

Consumer Defensive
145
+ 1.87%
$62.78 - $74.62 $9.1K - $10.8K
7.89K $502K
MU
Micron Technology Inc

Technology
1
+ 0.03%
$84.16 - $113.41 $84.2 - $113
3.65K $307K
AES
Aes Corp

Utilities
4.55K
+ 22.95%
$12.44 - $20.24 $56.6K - $92.2K
24.4K $313K
BBY
Best Buy CO Inc

Consumer Cyclical
45
+ 0.86%
$85.2 - $101.35 $3.83K - $4.56K
5.3K $454K
DOW
Dow Inc.

Basic Materials
13
+ 0.18%
$39.1 - $55.34 $508 - $719
7.26K $291K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.48K
+ 4.44%
$44.04 - $49.49 $197K - $222K
105K $4.64M
CAT
Caterpillar Inc

Industrials
194
+ 1.95%
$360.37 - $416.88 $69.9K - $80.9K
10.2K $3.69M
GE
General Electric CO

Industrials
6
+ 0.06%
$159.95 - $194.23 $960 - $1.17K
10.4K $1.74M
IEFA
Ishares Tr

ETFs
23
+ 0.08%
$70.06 - $77.43 $1.61K - $1.78K
30.1K $2.11M
ECL
Ecolab Inc.

Basic Materials
287
+ 1.36%
$234.32 - $261.43 $67.2K - $75K
21.3K $5M
Activity Summary
Buys All Purchases 109 New Holdings 27 Increased Positions 82 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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