Purchases and Sales Made in Q1 2024 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
4K+ 1.29% |
$194K - $217K
|
314K
$21.7M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.97KNew |
$193K - $215K
|
3.97K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$193K - $215K
|
3.96K
$273K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.95KNew |
$192K - $214K
|
3.95K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.9K+ 16.14% |
$190K - $212K
|
28.1K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.9K+ 105.15% |
$190K - $211K
|
7.61K
$525K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.79KNew |
$184K - $205K
|
3.79K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.77K+ 65.26% |
$183K - $204K
|
9.54K
$658K
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.76KNew |
$183K - $204K
|
3.76K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.7K+ 18.27% |
$180K - $201K
|
23.9K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.46K+ 14.96% |
$168K - $187K
|
26.6K
$1.83M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.33KNew |
$162K - $181K
|
3.33K
$230K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.22K+ 65.21% |
$156K - $174K
|
8.15K
$562K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.2K+ 9.73% |
$155K - $173K
|
36.1K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
3.09K+ 71.23% |
$150K - $168K
|
7.43K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.04K+ 103.05% |
$148K - $165K
|
5.98K
$413K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.95K+ 214.37% |
$144K - $160K
|
4.33K
$299K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8K+ 47.25% |
$136K - $152K
|
8.72K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2.67K+ 16.44% |
$130K - $145K
|
18.9K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.61K+ 63.64% |
$127K - $141K
|
6.7K
$462K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
2.6K+ 4.42% |
$126K - $141K
|
61.5K
$4.24M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.3K+ 53.08% |
$112K - $125K
|
6.63K
$457K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.21K+ 1.94% |
$107K - $120K
|
116K
$7.98M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
2.21K+ 10.64% |
$107K - $120K
|
22.9K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
2.05K+ 7.12% |
$99.5K - $111K
|
30.8K
$2.12M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.02K+ 81.11% |
$98.4K - $110K
|
4.52K
$311K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.96K+ 6.45% |
$95.1K - $106K
|
32.3K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 8.74% |
$93.7K - $105K
|
24K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 963.78% |
$91.8K - $102K
|
2.09K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.88K+ 36.1% |
$91.5K - $102K
|
7.09K
$489K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$87.5K - $97.6K
|
1.8K
$124K
|
|
|
May 15, 2024
Q1 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.77K+ 107.27% |
$86.1K - $96K
|
3.42K
$236K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.75K+ 27.84% |
$85.2K - $95K
|
8.05K
$555K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.74K+ 3.78% |
$84.7K - $94.4K
|
47.9K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.7KNew |
$82.7K - $92.2K
|
1.7K
$117K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.65K+ 11.18% |
$80.2K - $89.4K
|
16.4K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.58K+ 18.05% |
$77K - $85.8K
|
10.4K
$714K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.58K+ 22542.86% |
$76.7K - $85.5K
|
1.59K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1.52KNew |
$73.9K - $82.3K
|
1.52K
$105K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.5K+ 19.58% |
$72.7K - $81K
|
9.13K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 30.07% |
$72.6K - $81K
|
6.46K
$446K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 32.15% |
$72.5K - $80.8K
|
6.13K
$423K
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.4K+ 11.72% |
$68.1K - $75.9K
|
13.4K
$920K
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.4K+ 12.52% |
$68.1K - $75.9K
|
12.6K
$868K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.38KNew |
$67.1K - $74.8K
|
1.38K
$95.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.32K+ 15.05% |
$64.3K - $71.7K
|
10.1K
$697K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.31K+ 34.69% |
$63.9K - $71.2K
|
5.1K
$352K
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.3K+ 3.16% |
$63.2K - $70.4K
|
42.4K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.23K+ 10.04% |
$59.8K - $66.6K
|
13.5K
$928K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
1.18K+ 2.55% |
$57.4K - $64K
|
47.5K
$3.27M
|