Purchases and Sales Made in Q2 2022 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
105+ 2.32% |
$6.31K - $7.63K
|
4.63K
$319K
|
|
|
Aug 03, 2022
Q2 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
102+ 0.13% |
$6.13K - $7.41K
|
76.1K
$5.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
101+ 0.59% |
$6.07K - $7.33K
|
17.3K
$1.19M
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
99+ 2.16% |
$5.95K - $7.19K
|
4.69K
$323K
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
99+ 2.77% |
$5.95K - $7.19K
|
3.67K
$253K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
97+ 1.82% |
$5.83K - $7.04K
|
5.43K
$374K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
96+ 0.14% |
$5.77K - $6.97K
|
70K
$4.83M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
94New |
$5.65K - $6.83K
|
94
$6.48K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 3.17% |
$4.15K - $5.01K
|
2.24K
$155K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
69New |
$4.15K - $5.01K
|
69
$4.76K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
69+ 50.74% |
$4.15K - $5.01K
|
205
$14.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
67+ 1.6% |
$4.03K - $4.87K
|
4.26K
$294K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
64+ 62.14% |
$3.85K - $4.65K
|
167
$11.5K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
60+ 545.45% |
$3.61K - $4.36K
|
71
$4.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
59New |
$3.55K - $4.28K
|
59
$4.07K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57+ 5.79% |
$3.43K - $4.14K
|
1.04K
$71.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
52+ 0.71% |
$3.13K - $3.78K
|
7.4K
$510K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
51+ 9.09% |
$3.07K - $3.7K
|
612
$42.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
50+ 0.55% |
$3.01K - $3.63K
|
9.17K
$632K
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
50+ 0.67% |
$3.01K - $3.63K
|
7.51K
$517K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
49+ 102.08% |
$2.95K - $3.56K
|
97
$6.69K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
48New |
$2.89K - $3.49K
|
48
$3.31K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46+ 3.23% |
$2.77K - $3.34K
|
1.47K
$101K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
45New |
$2.71K - $3.27K
|
45
$3.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
43+ 4.2% |
$2.59K - $3.12K
|
1.07K
$73.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
38New |
$2.29K - $2.76K
|
38
$2.62K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
31New |
$1.86K - $2.25K
|
31
$2.14K
|
|
|
Jul 13, 2022
Q2 2022
|
Gateway Investment Advisers LLC
|
BUY
|
- |
30+ 0.01% |
$1.8K - $2.18K
|
203K
$14M
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
26+ 0.29% |
$1.56K - $1.89K
|
9.14K
$630K
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
25+ 0.5% |
$1.5K - $1.82K
|
5.06K
$349K
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
23New |
$1.38K - $1.67K
|
23
$1.59K
|
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
22+ 52.38% |
$1.32K - $1.6K
|
64
$4.41K
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 24.18% |
$1.32K - $1.6K
|
113
$7.79K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
22New |
$1.32K - $1.6K
|
22
$1.52K
|
|
|
Jul 29, 2022
Q2 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 0.17% |
$1.2K - $1.45K
|
11.6K
$798K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20New |
$1.2K - $1.45K
|
20
$1.38K
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 18.87% |
$1.2K - $1.45K
|
126
$8.69K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
19+ 0.28% |
$1.14K - $1.38K
|
6.77K
$467K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
19+ 0.93% |
$1.14K - $1.38K
|
2.05K
$142K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
17+ 94.44% |
$1.02K - $1.23K
|
35
$2.41K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
15+ 0.37% |
$902 - $1.09K
|
4.06K
$280K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
13+ 2.38% |
$782 - $944
|
559
$38.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
12New |
$722 - $871
|
12
$827
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
12+ 4.69% |
$722 - $871
|
268
$18.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.44% |
$662 - $799
|
2.51K
$173K
|
|
|
Jul 25, 2022
Q2 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.09% |
$601 - $726
|
10.6K
$734K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
10+ 5.41% |
$601 - $726
|
195
$13.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
10+ 66.67% |
$601 - $726
|
25
$1.72K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 2.17% |
$601 - $726
|
471
$32.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 40.91% |
$541 - $654
|
31
$2.14K
|