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 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-81- 33.61% |
$3.94K - $4.39K
|
160
$11K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-86- 0.92% |
$4.18K - $4.66K
|
9.26K
$639K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-88- 14.84% |
$4.28K - $4.77K
|
505
$34.8K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-90- 1.35% |
$4.38K - $4.88K
|
6.58K
$454K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 5.46% |
$4.57K - $5.1K
|
1.63K
$112K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-97- 72.39% |
$4.72K - $5.26K
|
37
$2.55K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-98- 5.38% |
$4.76K - $5.31K
|
1.72K
$119K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-99- 1.29% |
$4.81K - $5.37K
|
7.59K
$523K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-101- 1.98% |
$4.91K - $5.48K
|
5K
$344K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-125- 11.11% |
$6.08K - $6.78K
|
1K
$69K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-129- 24.07% |
$6.27K - $6.99K
|
407
$28.1K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-135- 1.52% |
$6.56K - $7.32K
|
8.77K
$604K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-142- 17.75% |
$6.9K - $7.7K
|
658
$45.4K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-161- 0.27% |
$7.83K - $8.73K
|
60K
$4.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-167- 1.26% |
$8.12K - $9.05K
|
13.1K
$904K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-168- 1.62% |
$8.17K - $9.11K
|
10.2K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-182- 2.32% |
$8.85K - $9.87K
|
7.68K
$529K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-183- 2.13% |
$8.9K - $9.92K
|
8.39K
$578K
|
|
|
May 06, 2024
Q1 2024
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-191- 1.81% |
$9.29K - $10.4K
|
10.4K
$715K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-201- 23.4% |
$9.77K - $10.9K
|
658
$45.4K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-205- 3.08% |
$9.97K - $11.1K
|
6.46K
$445K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-210- 0.34% |
$10.2K - $11.4K
|
61.4K
$4.24M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-218- 0.92% |
$10.6K - $11.8K
|
23.6K
$1.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-238- 2.94% |
$11.6K - $12.9K
|
7.87K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-239- 15.45% |
$11.6K - $13K
|
1.31K
$90.2K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-245- 4.04% |
$11.9K - $13.3K
|
5.81K
$401K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-247- 55.76% |
$12K - $13.4K
|
196
$13.5K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-249- 46.46% |
$12.1K - $13.5K
|
287
$19.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-254- 23.5% |
$12.3K - $13.8K
|
827
$57K
|
|
|
May 03, 2024
Q1 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-273- 14.48% |
$13.3K - $14.8K
|
1.61K
$111K
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-275- 1.64% |
$13.4K - $14.9K
|
16.4K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-289- 4.27% |
$14.1K - $15.7K
|
6.48K
$447K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-289- 1.31% |
$14.1K - $15.7K
|
21.7K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-319- 71.69% |
$15.5K - $17.3K
|
126
$8.69K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-338- 4.14% |
$16.4K - $18.3K
|
7.82K
$539K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-348- 52.17% |
$16.9K - $18.9K
|
319
$22K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-384- 38.48% |
$18.7K - $20.8K
|
614
$42.3K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-388- 0.82% |
$18.9K - $21K
|
46.7K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-401- 0.15% |
$19.5K - $21.7K
|
269K
$18.5M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-402- 9.08% |
$19.5K - $21.8K
|
4.03K
$278K
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-411- 5.99% |
$20K - $22.3K
|
6.45K
$445K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-428- 7.54% |
$20.8K - $23.2K
|
5.25K
$362K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-429- 7.14% |
$20.9K - $23.3K
|
5.58K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-440- 2.93% |
$21.4K - $23.9K
|
14.6K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-499- 49.95% |
$24.3K - $27.1K
|
500
$34.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-500- 3.6% |
$24.3K - $27.1K
|
13.4K
$924K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-534- 6.87% |
$26K - $28.9K
|
7.24K
$499K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-553- 0.14% |
$26.9K - $30K
|
389K
$26.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-579- 90.61% |
$28.2K - $31.4K
|
60
$4.14K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-603- 7.37% |
$29.3K - $32.7K
|
7.58K
$523K
|