Latest Institutional Purchases of Evergy, Inc. (EVRG)
This list provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.3K+ 5.36% |
$1.5M - $1.68M
|
518K
$39.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.29M - $1.44M
|
22.7K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22KNew |
$1.25M - $1.4M
|
22K
$1.68M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
16.2KNew |
$925K - $1.03M
|
16.2K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$602K - $673K
|
10.6K
$808K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.74KNew |
$213K - $238K
|
3.74K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.47KNew |
$198K - $221K
|
3.47K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.16K+ 2.98% |
$65.9K - $73.6K
|
39.9K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
632+ 0.51% |
$36K - $40.2K
|
124K
$9.52M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
534New |
$30.4K - $34K
|
534
$40.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
367+ 10.79% |
$20.9K - $23.4K
|
3.77K
$288K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
299New |
$17K - $19K
|
299
$22.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
165+ 634.62% |
$9.41K - $10.5K
|
191
$14.6K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
164New |
$9.35K - $10.4K
|
164
$12.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
152+ 3.78% |
$8.67K - $9.68K
|
4.17K
$319K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
105New |
$5.99K - $6.69K
|
105
$8.03K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
16+ 0.03% |
$912 - $1.02K
|
60.7K
$4.64M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$513 - $573
|
9
$688
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.23% |
$114 - $127
|
165
$12.6K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.18MNew |
$125M - $142M
|
2.18M
$167M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.98KNew |
$285K - $324K
|
4.98K
$381K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
956New |
$54.6K - $62.1K
|
956
$73.1K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300New |
$17.1K - $19.5K
|
300
$22.9K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
299New |
$17.1K - $19.4K
|
299
$22.9K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
248+ 7.75% |
$14.2K - $16.1K
|
3.45K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
202New |
$11.5K - $13.1K
|
202
$15.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
145New |
$8.29K - $9.42K
|
145
$11.1K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
128New |
$7.32K - $8.31K
|
128
$9.79K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.93% |
$5.72K - $6.5K
|
3.52K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
96New |
$5.49K - $6.24K
|
96
$7.34K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 27.95% |
$5.14K - $5.85K
|
412
$31.5K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$3.14K - $3.57K
|
55
$4.21K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
27New |
$1.54K - $1.75K
|
27
$2.06K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$914 - $1.04K
|
16
$1.22K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6New |
$343 - $390
|
6
$459
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 19.23% |
$286 - $325
|
31
$2.37K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$57.2 - $65
|
197
$15.1K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
153KNew |
$8.6M - $9.71M
|
153K
$11.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
61.9KNew |
$3.48M - $3.93M
|
61.9K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
37.7KNew |
$2.12M - $2.39M
|
37.7K
$2.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
32.7KNew |
$1.84M - $2.08M
|
32.7K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25.7K+ 3.18% |
$1.44M - $1.63M
|
834K
$63.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.5K+ 32.94% |
$589K - $665K
|
42.3K
$3.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.81KNew |
$552K - $623K
|
9.81K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$289K - $326K
|
5.14K
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.66KNew |
$262K - $296K
|
4.66K
$356K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.57KNew |
$257K - $290K
|
4.57K
$349K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.25KNew |
$183K - $206K
|
3.25K
$249K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3.2KNew |
$180K - $203K
|
3.2K
$245K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$75.9K - $85.6K
|
1.35K
$103K
|
|