Hb Wealth Management, LLC Evercore Inc. Transaction History
Hb Wealth Management, LLC
- $14.5 Billion
- Q3 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 2,083 shares of EVR stock, worth $613,568. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,083
Previous 1,361
53.05%
Holding current value
$613,568
Previous $367,000
91.28%
% of portfolio
0.0%
Previous 0.0%
Shares
4 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...