A detailed history of Sagespring Wealth Partners, LLC transactions in Evercore Inc. stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 1,017 shares of EVR stock, worth $301,530. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,017
Previous 942 7.96%
Holding current value
$301,530
Previous $254 Million 34.92%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

BUY
$276.5 - $362.79 $20,737 - $27,209
75 Added 7.96%
1,017 $343 Million
Q2 2025

Jul 28, 2025

BUY
$163.77 - $271.5 $154,271 - $255,753
942 New
942 $254 Million

Others Institutions Holding EVR

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...
More about EVR
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