Osterweis Capital Management Inc Evercore Inc. Transaction History
Osterweis Capital Management Inc
- $1.59 Billion
- Q3 2025
A detailed history of Osterweis Capital Management Inc transactions in Evercore Inc. stock. As of the latest transaction made, Osterweis Capital Management Inc holds 120 shares of EVR stock, worth $35,578. This represents 0.0% of its overall portfolio holdings.
Number of Shares
120
Previous 120
-0.0%
Holding current value
$35,578
Previous $32,000
25.0%
% 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...