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 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
202New |
$11.5K - $13.1K
|
202
$13.9K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
188+ 3.56% |
$10.7K - $12.2K
|
5.48K
$378K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
188+ 0.61% |
$10.7K - $12.2K
|
30.8K
$2.12M
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
175+ 0.28% |
$10K - $11.4K
|
62.2K
$4.29M
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
174+ 0.65% |
$9.94K - $11.3K
|
27K
$1.86M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
161+ 10.92% |
$9.2K - $10.5K
|
1.64K
$113K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
146+ 3.77% |
$8.34K - $9.48K
|
4.02K
$277K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
145New |
$8.29K - $9.42K
|
145
$10K
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
128New |
$7.32K - $8.31K
|
128
$8.83K
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
126+ 0.04% |
$7.2K - $8.18K
|
360K
$24.8M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
122+ 2.32% |
$6.97K - $7.93K
|
5.37K
$371K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
119New |
$6.8K - $7.73K
|
119
$8.21K
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
114+ 0.61% |
$6.52K - $7.41K
|
18.9K
$1.3M
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
110New |
$6.29K - $7.15K
|
110
$7.58K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
106+ 6.03% |
$6.06K - $6.89K
|
1.86K
$128K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
104+ 0.58% |
$5.94K - $6.76K
|
18.1K
$1.25M
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
102+ 0.75% |
$5.83K - $6.63K
|
13.7K
$947K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.93% |
$5.72K - $6.5K
|
3.52K
$242K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.68% |
$5.72K - $6.5K
|
14.9K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
99+ 19.41% |
$5.66K - $6.43K
|
609
$42K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
96New |
$5.49K - $6.24K
|
96
$6.62K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 27.95% |
$5.14K - $5.85K
|
412
$28.4K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
83+ 1.94% |
$4.74K - $5.39K
|
4.35K
$300K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82New |
$4.69K - $5.33K
|
82
$5.65K
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
77+ 1.38% |
$4.4K - $5K
|
5.68K
$391K
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
76+ 0.24% |
$4.34K - $4.94K
|
32.4K
$2.23M
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 1.02% |
$3.94K - $4.48K
|
6.82K
$470K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 11.82% |
$3.71K - $4.22K
|
615
$42.4K
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
64+ 0.16% |
$3.66K - $4.16K
|
40.3K
$2.78M
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$3.14K - $3.57K
|
55
$3.79K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
51+ 0.88% |
$2.91K - $3.31K
|
5.83K
$402K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
49New |
$2.8K - $3.18K
|
49
$3.38K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
44+ 18.49% |
$2.51K - $2.86K
|
282
$19.4K
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
41+ 0.92% |
$2.34K - $2.66K
|
4.5K
$310K
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 12.58% |
$2.29K - $2.6K
|
358
$24.7K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
39+ 0.96% |
$2.23K - $2.53K
|
4.09K
$282K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37+ 67.27% |
$2.11K - $2.4K
|
92
$6.34K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
33+ 0.97% |
$1.89K - $2.14K
|
3.45K
$238K
|
|
May 12, 2023
Q1 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
32+ 0.0% |
$1.83K - $2.08K
|
957K
$66M
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29+ 1.08% |
$1.66K - $1.88K
|
2.72K
$187K
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 0.61% |
$1.6K - $1.82K
|
4.66K
$321K
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
28+ 0.07% |
$1.6K - $1.82K
|
43K
$2.97M
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
27New |
$1.54K - $1.75K
|
27
$1.86K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26New |
$1.49K - $1.69K
|
26
$1.79K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 4.12% |
$1.43K - $1.62K
|
632
$43.6K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23+ 2.53% |
$1.31K - $1.49K
|
931
$64.2K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
23+ 0.56% |
$1.31K - $1.49K
|
4.14K
$285K
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
22+ 0.11% |
$1.26K - $1.43K
|
19.8K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.31% |
$1.26K - $1.43K
|
7.22K
$498K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$914 - $1.04K
|
16
$1.1K
|