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 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
15+ 3.92% |
$857 - $974
|
398
$27.4K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14+ 7.0% |
$800 - $909
|
214
$14.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
13+ 0.28% |
$743 - $844
|
4.63K
$319K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
13+ 0.46% |
$743 - $844
|
2.81K
$194K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
13+ 0.19% |
$743 - $844
|
6.99K
$482K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11+ 0.07% |
$629 - $715
|
15.9K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 7.08% |
$457 - $520
|
121
$8.34K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 1.16% |
$457 - $520
|
699
$48.2K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
7+ 9.86% |
$400 - $455
|
78
$5.38K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 14.0% |
$400 - $455
|
57
$3.93K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 27.27% |
$343 - $390
|
28
$1.93K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6New |
$343 - $390
|
6
$414
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 19.23% |
$286 - $325
|
31
$2.14K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 50.0% |
$286 - $325
|
15
$1.03K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.97% |
$286 - $325
|
518
$35.7K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.87% |
$229 - $260
|
218
$15K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.13% |
$171 - $195
|
268
$18.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 1.88% |
$171 - $195
|
163
$11.2K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.04% |
$114 - $130
|
5.58K
$385K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$114 - $130
|
15.5K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$57.2 - $65
|
197
$13.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$57.2 - $65
|
5.99K
$413K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.0% |
$57.2 - $65
|
87.5K
$6.03M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 16.67% |
$57.2 - $65
|
5
$345
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 5.26% |
$57.2 - $65
|
18
$1.24K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.66% |
$57.2 - $65
|
151
$10.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.33% |
$114 - $130
|
597
$41.2K
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-2- 0.04% |
$114 - $130
|
5.4K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 3.17% |
$114 - $130
|
61
$4.21K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 20.83% |
$286 - $325
|
19
$1.31K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5- 26.32% |
$286 - $325
|
14
$965
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-5- 0.12% |
$286 - $325
|
4.14K
$286K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-8- -0.0% |
$457 - $520
|
318K
$21.9M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-8- 1.15% |
$457 - $520
|
688
$47.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-9- 13.85% |
$514 - $585
|
56
$3.86K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 0.9% |
$514 - $585
|
989
$68.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-10- 5.43% |
$572 - $650
|
174
$12K
|
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-10- 0.15% |
$572 - $650
|
6.58K
$454K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11- 0.27% |
$629 - $715
|
3.99K
$275K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.84% |
$743 - $844
|
692
$47.7K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-14- 0.18% |
$800 - $909
|
7.86K
$542K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-15- 0.3% |
$857 - $974
|
4.93K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-17- 14.05% |
$972 - $1.1K
|
104
$7.17K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-21- 21.21% |
$1.2K - $1.36K
|
78
$5.38K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 2.1% |
$1.43K - $1.62K
|
1.17K
$80.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 2.44% |
$1.43K - $1.62K
|
1K
$69K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27- 11.64% |
$1.54K - $1.75K
|
205
$14.1K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-31- 5.97% |
$1.77K - $2.01K
|
488
$33.6K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-31- 28.44% |
$1.77K - $2.01K
|
78
$5.38K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-34- 35.05% |
$1.94K - $2.21K
|
63
$4.34K
|