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 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
796+ 11.26% |
$45.5K - $51.7K
|
7.87K
$542K
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
779+ 41.39% |
$44.5K - $50.6K
|
2.66K
$183K
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
703+ 7.81% |
$40.2K - $45.7K
|
9.7K
$669K
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
700+ 21.18% |
$40K - $45.5K
|
4.01K
$276K
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 1.0% |
$40K - $45.5K
|
70.9K
$4.89M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
695+ 21.27% |
$39.7K - $45.1K
|
3.96K
$273K
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
685+ 28.54% |
$39.1K - $44.5K
|
3.09K
$213K
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
674+ 8.16% |
$38.5K - $43.8K
|
8.93K
$616K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
651+ 10.79% |
$37.2K - $42.3K
|
6.68K
$461K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
647New |
$37K - $42K
|
647
$44.6K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
646+ 1.05% |
$36.9K - $42K
|
61.9K
$4.27M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
643+ 18.56% |
$36.7K - $41.8K
|
4.11K
$283K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
611+ 15.95% |
$34.9K - $39.7K
|
4.44K
$306K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
604+ 10.09% |
$34.5K - $39.2K
|
6.59K
$454K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
604+ 10.09% |
$34.5K - $39.2K
|
6.59K
$454K
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
603+ 4.74% |
$34.5K - $39.2K
|
13.3K
$919K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
598+ 1.17% |
$34.2K - $38.8K
|
51.9K
$3.58M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
597+ 17.96% |
$34.1K - $38.8K
|
3.92K
$270K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
573+ 9.56% |
$32.7K - $37.2K
|
6.57K
$453K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
564+ 95.59% |
$32.2K - $36.6K
|
1.15K
$79.6K
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
559+ 16.79% |
$31.9K - $36.3K
|
3.89K
$268K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
524+ 2.22% |
$29.9K - $34K
|
24.1K
$1.66M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
488+ 9.71% |
$27.9K - $31.7K
|
5.51K
$380K
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
458+ 34.72% |
$26.2K - $29.8K
|
1.78K
$123K
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
451+ 3.97% |
$25.8K - $29.3K
|
11.8K
$813K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
446+ 3.56% |
$25.5K - $29K
|
13K
$895K
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
439+ 2.03% |
$25.1K - $28.5K
|
22.1K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
428+ 5.23% |
$24.5K - $27.8K
|
8.61K
$594K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
413+ 4.58% |
$23.6K - $26.8K
|
9.42K
$650K
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
400+ 5.17% |
$22.9K - $26K
|
8.14K
$561K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
399+ 5.15% |
$22.8K - $25.9K
|
8.15K
$562K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
398+ 0.63% |
$22.7K - $25.9K
|
63.6K
$4.39M
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
365+ 793.48% |
$20.9K - $23.7K
|
411
$28.3K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
365+ 1921.05% |
$20.9K - $23.7K
|
384
$26.5K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
351+ 3.76% |
$20.1K - $22.8K
|
9.68K
$667K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
346+ 7.76% |
$19.8K - $22.5K
|
4.8K
$331K
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
322+ 6.06% |
$18.4K - $20.9K
|
5.63K
$388K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
318+ 7.49% |
$18.2K - $20.7K
|
4.57K
$315K
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
316+ 5.41% |
$18.1K - $20.5K
|
6.16K
$425K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300New |
$17.1K - $19.5K
|
300
$20.7K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
299New |
$17.1K - $19.4K
|
299
$20.6K
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
299New |
$17.1K - $19.4K
|
299
$20.6K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
280+ 1.39% |
$16K - $18.2K
|
20.5K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
280+ 7.99% |
$16K - $18.2K
|
3.78K
$261K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
265+ 2.07% |
$15.1K - $17.2K
|
13K
$900K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
252+ 53.16% |
$14.4K - $16.4K
|
726
$50.1K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
248+ 7.75% |
$14.2K - $16.1K
|
3.45K
$238K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
217+ 92.74% |
$12.4K - $14.1K
|
451
$31.1K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
214+ 3.33% |
$12.2K - $13.9K
|
6.65K
$458K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
211+ 2.94% |
$12.1K - $13.7K
|
7.4K
$510K
|