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 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
200+ 273.97% |
$9.72K - $10.8K
|
273
$18.8K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
192+ 1.02% |
$9.34K - $10.4K
|
19K
$1.31M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
185+ 52.11% |
$8.99K - $10K
|
540
$37.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
180+ 0.45% |
$8.75K - $9.76K
|
40.4K
$2.79M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
178+ 2.62% |
$8.65K - $9.65K
|
6.97K
$481K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
174+ 95.6% |
$8.46K - $9.43K
|
356
$24.5K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
174+ 200.0% |
$8.46K - $9.43K
|
261
$18K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
173+ 4325.0% |
$8.41K - $9.38K
|
177
$12.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
169+ 2.82% |
$8.22K - $9.16K
|
6.16K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
163+ 169.79% |
$7.93K - $8.84K
|
259
$17.9K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
161+ 0.3% |
$7.83K - $8.73K
|
53.1K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
160+ 2.7% |
$7.78K - $8.67K
|
6.09K
$420K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
145+ 0.74% |
$7.05K - $7.86K
|
19.8K
$1.36M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
144+ 1.51% |
$7K - $7.81K
|
9.69K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
142+ 0.81% |
$6.9K - $7.7K
|
17.7K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
129+ 1.49% |
$6.27K - $6.99K
|
8.81K
$608K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
119New |
$5.79K - $6.45K
|
119
$8.21K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
113New |
$5.49K - $6.13K
|
113
$7.79K
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.14% |
$4.86K - $5.42K
|
71.3K
$4.91M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
94+ 2.64% |
$4.57K - $5.1K
|
3.66K
$252K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93+ 11.37% |
$4.52K - $5.04K
|
911
$62.8K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
85+ 16.35% |
$4.13K - $4.61K
|
605
$41.7K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
85+ 1.2% |
$4.13K - $4.61K
|
7.19K
$495K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
78+ 17.77% |
$3.79K - $4.23K
|
517
$35.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
74+ 0.15% |
$3.6K - $4.01K
|
50.7K
$3.5M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
71New |
$3.45K - $3.85K
|
71
$4.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
62+ 69.66% |
$3.01K - $3.36K
|
151
$10.4K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
59New |
$2.87K - $3.2K
|
59
$4.07K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 4.77% |
$2.82K - $3.14K
|
1.28K
$87.9K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
55+ 0.77% |
$2.67K - $2.98K
|
7.21K
$497K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55+ 239.13% |
$2.67K - $2.98K
|
78
$5.38K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
53+ 0.08% |
$2.58K - $2.87K
|
63.2K
$4.36M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 1.26% |
$2.43K - $2.71K
|
4.03K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
46New |
$2.24K - $2.49K
|
46
$3.17K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
43+ 0.99% |
$2.09K - $2.33K
|
4.41K
$304K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 253.33% |
$1.85K - $2.06K
|
53
$3.65K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 97.22% |
$1.7K - $1.9K
|
71
$4.9K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
32+ 0.04% |
$1.56K - $1.73K
|
72.8K
$5.02M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
27+ 3.34% |
$1.31K - $1.46K
|
835
$57.6K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
27+ 1.24% |
$1.31K - $1.46K
|
2.21K
$152K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 3.79% |
$1.31K - $1.46K
|
740
$51K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
20+ 0.43% |
$972 - $1.08K
|
4.63K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.26% |
$924 - $1.03K
|
7.29K
$503K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
18+ 16.22% |
$875 - $976
|
129
$8.89K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
16+ 0.5% |
$778 - $867
|
3.21K
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16New |
$778 - $867
|
16
$1.1K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
16+ 0.16% |
$778 - $867
|
9.73K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$729 - $813
|
15
$1.03K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14New |
$681 - $759
|
14
$965
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$681 - $759
|
14
$965
|