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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.77KNew |
$216K - $245K
|
3.77K
$243K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 3.6% |
$2.29K - $2.6K
|
1.07K
$68.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.81KNew |
$218K - $248K
|
3.81K
$245K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.3KClosed |
$130K - $146K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 52.91% |
$5.63K - $6.35K
|
89
$5.72K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1KNew |
$56.3K - $63.5K
|
1K
$64.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
257New |
$14.5K - $16.3K
|
257
$16.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.73K - $5.34K
|
84
$5.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-18.5K- 74.02% |
$1.04M - $1.17M
|
6.49K
$417K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
150+ 3.34% |
$8.44K - $9.53K
|
4.64K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
448New |
$25.2K - $28.5K
|
448
$28.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$289K - $326K
|
5.14K
$331K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
601+ 2.34% |
$33.8K - $38.2K
|
26.3K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22New |
$1.24K - $1.4K
|
22
$1.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.81KNew |
$552K - $623K
|
9.81K
$631K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25.7K+ 3.18% |
$1.44M - $1.63M
|
834K
$53.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
37.7KNew |
$2.12M - $2.39M
|
37.7K
$2.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$75.9K - $85.6K
|
1.35K
$86.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7+ 100.0% |
$394 - $445
|
14
$900
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.47% |
$1.01K - $1.14K
|
3.83K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-103- 5.81% |
$5.8K - $6.54K
|
1.67K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.5K+ 32.94% |
$589K - $665K
|
42.3K
$2.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
151New |
$8.5K - $9.59K
|
151
$9.71K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.33KNew |
$187K - $212K
|
3.33K
$214K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
86.3K+ 1499.06% |
$4.86M - $5.48M
|
92.1K
$5.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6New |
$338 - $381
|
6
$386
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
56+ 1.46% |
$3.15K - $3.56K
|
3.9K
$251K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
641New |
$36.1K - $40.7K
|
641
$41.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-116- 2.94% |
$6.53K - $7.37K
|
3.83K
$246K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-40- 75.47% |
$2.25K - $2.54K
|
13
$836
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.57KNew |
$257K - $290K
|
4.57K
$294K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160- 4.79% |
$9K - $10.2K
|
3.18K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
61.9KNew |
$3.48M - $3.93M
|
61.9K
$3.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3.2KNew |
$180K - $203K
|
3.2K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.01KNew |
$56.8K - $64.2K
|
1.01K
$65K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-811- 2.28% |
$45.6K - $51.5K
|
34.8K
$2.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
65New |
$3.66K - $4.13K
|
65
$4.18K
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
153KNew |
$8.6M - $9.71M
|
153K
$9.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.66KNew |
$262K - $296K
|
4.66K
$300K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.23K+ 5.73% |
$69.2K - $78.1K
|
22.7K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-603- 8.26% |
$33.9K - $38.3K
|
6.69K
$430K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
316+ 7.34% |
$17.8K - $20.1K
|
4.62K
$297K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.25KNew |
$183K - $206K
|
3.25K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.32K- 96.65% |
$243K - $275K
|
150
$9.65K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
109New |
$6.13K - $6.92K
|
109
$7.01K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-93- 1.03% |
$5.23K - $5.91K
|
8.96K
$576K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.61K
|
|
|
Jan 20, 2023
Q4 2022
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-60.3KClosed |
$3.4M - $3.83M
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
32.7KNew |
$1.84M - $2.08M
|
32.7K
$2.1M
|
|