Latest Institutional Transactions on Evergy, Inc. (EVRG)
This table provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
966+ 230.0% |
$50.7K - $59.9K
|
1.39K
$88K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.17KNew |
$114K - $135K
|
2.17K
$138K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2KNew |
$105K - $124K
|
2K
$127K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
30.2KNew |
$1.59M - $1.88M
|
30.2K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
461+ 0.55% |
$24.2K - $28.6K
|
84.4K
$5.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 2.96% |
$315 - $372
|
197
$12.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-257- 6.06% |
$13.5K - $15.9K
|
3.99K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
44.1KNew |
$2.32M - $2.74M
|
44.1K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-178- 18.7% |
$9.34K - $11K
|
774
$49.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
4+ 0.02% |
$210 - $248
|
19.8K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.81K- 3.5% |
$357K - $422K
|
188K
$11.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.41K- 16.29% |
$126K - $149K
|
12.4K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-15.9K- 12.11% |
$832K - $984K
|
115K
$7.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-33.7K- 20.57% |
$1.77M - $2.09M
|
130K
$8.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
18.6K+ 7.16% |
$975K - $1.15M
|
278K
$17.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
3.81K+ 4.2% |
$200K - $236K
|
94.5K
$6M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-684- 3.64% |
$35.9K - $42.4K
|
18.1K
$1.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
829New |
$43.5K - $51.4K
|
829
$52.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-28.1K- 38.53% |
$1.47M - $1.74M
|
44.8K
$2.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.27K- 12.56% |
$66.5K - $78.6K
|
8.82K
$560K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.86KNew |
$307K - $363K
|
5.86K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.05K+ 3.31% |
$160K - $189K
|
94.9K
$6.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
3.77K+ 9.92% |
$198K - $233K
|
41.7K
$2.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-105- 0.31% |
$5.51K - $6.51K
|
34.3K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
6.51K+ 6.44% |
$341K - $404K
|
108K
$6.83M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.96K+ 20.79% |
$522K - $617K
|
57.9K
$3.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.5% |
$262 - $310
|
1.01K
$63.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.67K- 5.38% |
$140K - $166K
|
47K
$2.99M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
214+ 0.57% |
$11.2K - $13.3K
|
37.5K
$2.38M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.77KNew |
$198K - $234K
|
3.77K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-31.5K- 23.66% |
$1.65M - $1.95M
|
102K
$6.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-201- 20.57% |
$10.5K - $12.5K
|
776
$49.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.05% |
$525 - $620
|
19.8K
$1.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 3.47% |
$3.93K - $4.65K
|
2.24K
$142K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
13.8K+ 3615.14% |
$726K - $859K
|
14.2K
$904K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-27.5K- 10.74% |
$1.44M - $1.7M
|
228K
$14.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.2K+ 26.8% |
$116K - $137K
|
10.4K
$662K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 29.49% |
$1.21K - $1.43K
|
101
$6.42K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 46.15% |
$3.15K - $3.72K
|
190
$12.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.28K- 18.05% |
$66.9K - $79.1K
|
5.79K
$368K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
212+ 1.16% |
$11.1K - $13.1K
|
18.6K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-205- 40.67% |
$10.8K - $12.7K
|
299
$19K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.6KNew |
$189K - $223K
|
3.6K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.14% |
$315 - $372
|
4.23K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
156+ 1.0% |
$8.18K - $9.67K
|
15.8K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
4.9KNew |
$257K - $304K
|
4.9K
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-110- 0.08% |
$5.77K - $6.82K
|
132K
$8.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 527.45% |
$14.1K - $16.7K
|
320
$20.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.77% |
$5.25K - $6.2K
|
12.9K
$819K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.25K+ 40.52% |
$65.4K - $77.3K
|
4.32K
$274K
|