Jackson Wealth Management, LLC Evercore Inc. Transaction History
Jackson Wealth Management, LLC
- $647 Million
- Q2 2025
A detailed history of Jackson Wealth Management, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Jackson Wealth Management, LLC holds 38,955 shares of EVR stock, worth $12 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
38,955
Previous 39,295
0.87%
Holding current value
$12 Million
Previous $7.85 Million
34.04%
% of portfolio
1.63%
Previous 1.37%
Shares
9 transactions
Others Institutions Holding EVR
# of Institutions
632Shares Held
35.9MCall Options Held
276KPut Options Held
200K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.18 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.08 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$530 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$433 Million0.07% of portfolio
-
State Street Corp Boston, MA1.14MShares$350 Million0.01% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.1B
- 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...