Hb Wealth Management, LLC Evercore Inc. Transaction History
Hb Wealth Management, LLC
- $11.8 Billion
- Q1 2025
A detailed history of Hb Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Hb Wealth Management, LLC holds 1,516 shares of EVR stock, worth $357,472. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,516
Previous 788
92.39%
Holding current value
$357,472
Previous $218,000
38.53%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
607Shares Held
34.1MCall Options Held
238KPut Options Held
183K-
Vanguard Group Inc Valley Forge, PA3.86MShares$911 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$826 Million0.02% of portfolio
-
Boston Partners Boston, MA1.54MShares$363 Million0.4% of portfolio
-
State Street Corp Boston, MA1.14MShares$268 Million0.01% of portfolio
-
Invesco Ltd. Atlanta, GA867KShares$204 Million0.03% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $9.23B
- 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...