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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2020
Q4 2019
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-3.29KClosed |
$205K - $218K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.98KClosed |
$247K - $264K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-112Closed |
$6.96K - $7.42K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Holistic Financial Partners
|
SELL
|
- |
-3.05KClosed |
$189K - $202K
|
0
$0
|
|
|
Feb 06, 2020
Q4 2019
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-688Closed |
$42.8K - $45.6K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Clear Investment Research, LLC
|
SELL
|
- |
-9Closed |
$559 - $597
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-4.12KClosed |
$256K - $273K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
176New |
$10.9K - $11.7K
|
176
$10.9K
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-100Closed |
$6.21K - $6.63K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.17KClosed |
$197K - $210K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-123Closed |
$7.64K - $8.15K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 03, 2024
Q3 2019
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.08KNew |
$185K - $207K
|
3.08K
$190K
|
|
|
Nov 14, 2019
Q3 2019
|
Avestar Capital, LLC
|
SELL
|
- |
-9Closed |
$541 - $606
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-3.53KClosed |
$213K - $238K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-35Closed |
$2.11K - $2.36K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-210KClosed |
$12.6M - $14.1M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Next Capital Management LLC
|
SELL
|
- |
-240Closed |
$14.4K - $16.2K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-13.7KClosed |
$823K - $921K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.08KClosed |
$125K - $140K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-12KClosed |
$722K - $808K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-262Closed |
$15.8K - $17.6K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-110KClosed |
$6.63M - $7.42M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-25.8KClosed |
$1.55M - $1.74M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-300Closed |
$18K - $20.2K
|
0
$0
|
|
|
Nov 01, 2019
Q3 2019
|
Schulhoff & CO Inc
|
BUY
|
- |
5.5KNew |
$331K - $370K
|
5.5K
$340K
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-410Closed |
$24.7K - $27.6K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-191Closed |
$11.5K - $12.9K
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Ford Financial Group, LLC
|
SELL
|
- |
-4.63KClosed |
$278K - $312K
|
0
$0
|
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-176Closed |
$10.6K - $11.8K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-625Closed |
$35.3K - $38.3K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-688Closed |
$38.8K - $42.2K
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Easterly Investment Partners LLC
|
SELL
|
- |
-376KClosed |
$21.2M - $23M
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-110Closed |
$6.21K - $6.75K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-299Closed |
$16.9K - $18.3K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Reaves W H & CO Inc
|
SELL
|
- |
-41.3KClosed |
$2.33M - $2.53M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-102Closed |
$5.75K - $6.26K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-13Closed |
$733 - $797
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-6KClosed |
$338K - $368K
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-543Closed |
$30.6K - $33.3K
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-450Closed |
$25.4K - $27.6K
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-18.7K- 98.28% |
$1.06M - $1.15M
|
328
$20.3K
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.43KClosed |
$80.8K - $87.9K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sageworth Trust CO
|
SELL
|
- |
-897Closed |
$50.6K - $55K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-310Closed |
$17.5K - $19K
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Webster Bank, N. A.
|
SELL
|
- |
-418Closed |
$23.6K - $25.6K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-545Closed |
$30.7K - $33.4K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-166Closed |
$9.36K - $10.2K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.76KClosed |
$212K - $231K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.53K- 38.31% |
$139K - $152K
|
4.08K
$252K
|
|
|
May 15, 2019
Q1 2019
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.2KClosed |
$65.6K - $71.6K
|
0
$0
|
|