Purchases and Sales Made in Q2 2024 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
292+ 5.02% |
$14.5K - $16.3K
|
6.11K
$421K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
291New |
$14.4K - $16.2K
|
291
$20.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
277+ 0.06% |
$13.7K - $15.4K
|
448K
$30.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
277+ 47.84% |
$13.7K - $15.4K
|
856
$59K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
275+ 105.36% |
$13.6K - $15.3K
|
536
$37K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
269+ 178.15% |
$13.3K - $15K
|
420
$29K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
269+ 1.42% |
$13.3K - $15K
|
19.3K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
268+ 2.59% |
$13.3K - $14.9K
|
10.6K
$732K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
268+ 0.32% |
$13.3K - $14.9K
|
84.9K
$5.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
265+ 4.92% |
$13.1K - $14.8K
|
5.65K
$390K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
236+ 18.77% |
$11.7K - $13.2K
|
1.49K
$103K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
227+ 1.47% |
$11.3K - $12.7K
|
15.7K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
208+ 16.31% |
$10.3K - $11.6K
|
1.48K
$102K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
203+ 2.86% |
$10.1K - $11.3K
|
7.29K
$503K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
203+ 0.65% |
$10.1K - $11.3K
|
31.4K
$2.17M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
200New |
$9.91K - $11.1K
|
200
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
191+ 23.1% |
$9.47K - $10.6K
|
1.02K
$70.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
187+ 12.32% |
$9.27K - $10.4K
|
1.71K
$118K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
183+ 1307.14% |
$9.07K - $10.2K
|
197
$13.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
175+ 10.16% |
$8.67K - $9.75K
|
1.9K
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
174+ 8.14% |
$8.62K - $9.7K
|
2.31K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
165+ 1.37% |
$8.18K - $9.2K
|
12.2K
$841K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
163+ 3.56% |
$8.08K - $9.09K
|
4.74K
$327K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
163New |
$8.08K - $9.09K
|
163
$11.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
162+ 2.71% |
$8.03K - $9.03K
|
6.15K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
160+ 2.52% |
$7.93K - $8.92K
|
6.5K
$448K
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
150+ 0.79% |
$7.43K - $8.36K
|
19.1K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
150+ 1.98% |
$7.43K - $8.36K
|
7.74K
$533K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149+ 2.98% |
$7.38K - $8.31K
|
5.15K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
147+ 3.71% |
$7.29K - $8.19K
|
4.11K
$283K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
141+ 118.49% |
$6.99K - $7.86K
|
260
$17.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
137+ 1.3% |
$6.79K - $7.64K
|
10.7K
$738K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
136+ 2.32% |
$6.74K - $7.58K
|
6.01K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
134New |
$6.64K - $7.47K
|
134
$9.24K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
130New |
$6.44K - $7.25K
|
130
$8.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 1.33% |
$6.39K - $7.19K
|
9.82K
$677K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
128+ 15.53% |
$6.34K - $7.13K
|
952
$65.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
122+ 3.66% |
$6.05K - $6.8K
|
3.46K
$238K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
109+ 0.04% |
$5.4K - $6.08K
|
245K
$16.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
106New |
$5.25K - $5.91K
|
106
$7.31K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 19.26% |
$5.15K - $5.8K
|
644
$44.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.51% |
$4.96K - $5.57K
|
19.8K
$1.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 2.33% |
$4.86K - $5.46K
|
4.3K
$296K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
97+ 17.8% |
$4.81K - $5.41K
|
642
$44.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
88+ 1.36% |
$4.36K - $4.91K
|
6.57K
$453K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
86+ 1.2% |
$4.26K - $4.79K
|
7.27K
$501K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
85+ 0.28% |
$4.21K - $4.74K
|
30.5K
$2.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
77+ 3.69% |
$3.82K - $4.29K
|
2.16K
$149K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68+ 0.92% |
$3.37K - $3.79K
|
7.44K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 7.24% |
$3.27K - $3.68K
|
977
$67.4K
|