Purchases and Sales Made in Q1 2023 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q1 2023. The information is specifically focused on institutions that hold shares of Evergy, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.67K+ 17.51% |
$153K - $174K
|
17.9K
$1.24M
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
2.66K+ 15.97% |
$152K - $173K
|
19.3K
$1.33M
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.53K+ 63.88% |
$145K - $165K
|
6.5K
$448K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.44K+ 0.18% |
$139K - $159K
|
1.35M
$92.8M
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.36K+ 49.66% |
$135K - $154K
|
7.12K
$491K
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
2.35KNew |
$134K - $152K
|
2.35K
$162K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.32K+ 71.97% |
$132K - $150K
|
5.53K
$382K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.3K+ 11.96% |
$132K - $150K
|
21.5K
$1.49M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.24K+ 34.76% |
$128K - $145K
|
8.68K
$598K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.19K+ 109.49% |
$125K - $142K
|
4.2K
$289K
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
2.08K+ 2.64% |
$119K - $135K
|
81.1K
$5.59M
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
1.94K+ 2.58% |
$111K - $126K
|
77.2K
$5.32M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.89K+ 12.61% |
$108K - $123K
|
16.9K
$1.16M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.86K+ 38.56% |
$106K - $121K
|
6.67K
$460K
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1.79KNew |
$102K - $116K
|
1.79K
$123K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.77K+ 2.72% |
$101K - $115K
|
66.7K
$4.6M
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.75K+ 11.08% |
$100K - $114K
|
17.6K
$1.21M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.68K+ 5.26% |
$95.8K - $109K
|
33.6K
$2.31M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.63K+ 50.36% |
$93.1K - $106K
|
4.86K
$335K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.57K+ 2.56% |
$89.6K - $102K
|
62.8K
$4.33M
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
1.54K+ 15.4% |
$88.1K - $100K
|
11.5K
$796K
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.53K+ 42.68% |
$87.4K - $99.4K
|
5.12K
$353K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.49K+ 10.67% |
$85.2K - $96.8K
|
15.5K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.46KNew |
$83.3K - $94.6K
|
1.46K
$100K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.43K+ 7.42% |
$81.7K - $92.9K
|
20.7K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 6.88% |
$80.7K - $91.7K
|
21.9K
$1.51M
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
1.41K+ 7.23% |
$80.6K - $91.6K
|
20.9K
$1.44M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.39KNew |
$79.3K - $90.2K
|
1.39K
$95.7K
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
1.38K+ 20.2% |
$78.6K - $89.3K
|
8.18K
$564K
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.27K+ 25.24% |
$72.6K - $82.6K
|
6.31K
$435K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 1.26% |
$69.8K - $79.4K
|
98.5K
$6.79M
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.22K+ 0.83% |
$69.5K - $79K
|
148K
$10.2M
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1.2KNew |
$68.4K - $77.7K
|
1.2K
$82.5K
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
1.16K+ 3.39% |
$66.4K - $75.5K
|
35.4K
$2.44M
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.15K+ 0.68% |
$65.7K - $74.7K
|
171K
$11.8M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.13KNew |
$64.8K - $73.7K
|
1.13K
$78.2K
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.11K+ 11.84% |
$63.4K - $72.1K
|
10.5K
$723K
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
1.09K+ 3.75% |
$62.5K - $71K
|
30.3K
$2.09M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.09K+ 3.06% |
$62.4K - $70.9K
|
36.8K
$2.54M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.08K+ 9.5% |
$61.6K - $70K
|
12.4K
$856K
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.07K+ 0.0% |
$61.2K - $69.5K
|
29.4M
$2.03B
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
1.07K+ 4647.83% |
$61.1K - $69.4K
|
1.09K
$75.3K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.07K+ 3.02% |
$61K - $69.3K
|
36.3K
$2.51M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
992+ 26.97% |
$56.7K - $64.4K
|
4.67K
$322K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
956New |
$54.6K - $62.1K
|
956
$65.9K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
935+ 36.85% |
$53.4K - $60.7K
|
3.47K
$239K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
899+ 2.32% |
$51.4K - $58.4K
|
39.6K
$2.73M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
840New |
$48K - $54.6K
|
840
$57.9K
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
835+ 2.42% |
$47.7K - $54.2K
|
35.4K
$2.44M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
806+ 1.17% |
$46.1K - $52.4K
|
69.9K
$4.82M
|