Whalen Wealth Management Inc. Evercore Inc. Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Evercore Inc. stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 3,993 shares of EVR stock, worth $1.28 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
3,993
Previous 951
319.87%
Holding current value
$1.28 Million
Previous $257 Million
424.52%
% of portfolio
0.79%
Previous 0.16%
Shares
2 transactions
Others Institutions Holding EVR
# of Institutions
635Shares Held
35.3MCall Options Held
337KPut Options Held
116K-
Vanguard Group Inc Valley Forge, PA3.84MShares$1.23 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.12 Billion0.02% of portfolio
-
Boston Partners Boston, MA1.72MShares$551 Million0.56% of portfolio
-
Invesco Ltd. Atlanta, GA1.41MShares$451 Million0.07% of portfolio
-
Israel Englander Millennium Management LLC | New York, Ny1.25MShares$399 Million0.18% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $12.5B
- 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...