Forum Financial Management, LP Evercore Inc. Transaction History
Forum Financial Management, LP
- $6.44 Billion
- Q3 2025
A detailed history of Forum Financial Management, LP transactions in Evercore Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 927 shares of EVR stock, worth $273,057. This represents 0.0% of its overall portfolio holdings.
Number of Shares
927
Previous 926
0.11%
Holding current value
$273,057
Previous $250,000
24.8%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding EVR
# of Institutions
650Shares Held
35.2MCall Options Held
337KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.13 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.03 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$507 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$415 Million0.07% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.25MShares$367 Million0.18% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.5B
- 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...