Clearstead Trust, LLC Evercore Inc. Transaction History
Clearstead Trust, LLC
- $526 Million
- Q3 2025
A detailed history of Clearstead Trust, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Clearstead Trust, LLC holds 11 shares of EVR stock, worth $3,261. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11
Previous 11
-0.0%
Holding current value
$3,261
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding EVR
# of Institutions
684Shares Held
34.4MCall Options Held
157KPut Options Held
82.9K-
Vanguard Group Inc Valley Forge, PA3.9MShares$1.16 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY3.5MShares$1.04 Billion0.02% of portfolio
-
Wellington Management Group LLP Boston, MA2.02MShares$600 Million0.13% of portfolio
-
Invesco Ltd. Atlanta, GA1.35MShares$401 Million0.08% of portfolio
-
Boston Partners Boston, MA1.25MShares$370 Million0.46% of portfolio
About Evercore Inc.
- Ticker EVR
- Exchange NYSE
- Sector Financial Services
- Industry Capital Markets
- Shares Outstandng 39,144,200
- Market Cap $11.6B
- 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...