Purchases and Sales Made in Q3 2023 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
222+ 4.02% |
$11.2K - $13.7K
|
5.75K
$397K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
202+ 4.65% |
$10.2K - $12.4K
|
4.55K
$313K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
201New |
$10.1K - $12.4K
|
201
$13.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
193+ 54.52% |
$9.73K - $11.9K
|
547
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
193+ 2.25% |
$9.73K - $11.9K
|
8.77K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
192+ 4.6% |
$9.68K - $11.8K
|
4.37K
$301K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
187+ 3.49% |
$9.43K - $11.5K
|
5.54K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
Mqs Management LLC
|
BUY
|
- |
185+ 3.65% |
$9.33K - $11.4K
|
5.26K
$363K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
177+ 0.28% |
$8.92K - $10.9K
|
63.2K
$4.36M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
167+ 3.11% |
$8.42K - $10.3K
|
5.53K
$381K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
163+ 2.29% |
$8.22K - $10K
|
7.28K
$502K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
163+ 0.16% |
$8.22K - $10K
|
99.3K
$6.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
160+ 4.13% |
$8.07K - $9.85K
|
4.03K
$278K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
153+ 0.05% |
$7.71K - $9.42K
|
284K
$19.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
147+ 1.4% |
$7.41K - $9.05K
|
10.7K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
143+ 0.14% |
$7.21K - $8.8K
|
104K
$7.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
140+ 1.55% |
$7.06K - $8.62K
|
9.16K
$632K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
140+ 80.0% |
$7.06K - $8.62K
|
315
$21.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
135+ 45.15% |
$6.81K - $8.31K
|
434
$29.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
130+ 9.37% |
$6.55K - $8K
|
1.52K
$105K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
127+ 0.14% |
$6.4K - $7.82K
|
89.7K
$6.18M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
124+ 0.79% |
$6.25K - $7.63K
|
15.7K
$1.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
102+ 30.54% |
$5.14K - $6.28K
|
436
$30.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
101New |
$5.09K - $6.22K
|
101
$6.96K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.26% |
$5.04K - $6.16K
|
38.2K
$2.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
99+ 1.53% |
$4.99K - $6.09K
|
6.57K
$453K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
98+ 0.44% |
$4.94K - $6.03K
|
22.2K
$1.53M
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
94New |
$4.74K - $5.79K
|
94
$6.48K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
93+ 0.2% |
$4.69K - $5.73K
|
46.4K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 44.9% |
$4.44K - $5.42K
|
284
$19.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
87+ 119.18% |
$4.39K - $5.36K
|
160
$11K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
83New |
$4.18K - $5.11K
|
83
$5.72K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
82+ 7.2% |
$4.13K - $5.05K
|
1.22K
$84.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
79+ 100.0% |
$3.98K - $4.86K
|
158
$10.9K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
79+ 100.0% |
$3.98K - $4.86K
|
158
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
71+ 1.22% |
$3.58K - $4.37K
|
5.89K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
64+ 42.38% |
$3.23K - $3.94K
|
215
$14.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
44+ 5.45% |
$2.22K - $2.71K
|
852
$58.7K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44+ 0.83% |
$2.22K - $2.71K
|
5.36K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39New |
$1.97K - $2.4K
|
39
$2.69K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39+ 1.08% |
$1.97K - $2.4K
|
3.65K
$252K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
36+ 0.62% |
$1.82K - $2.22K
|
5.8K
$400K
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
32+ 0.26% |
$1.61K - $1.97K
|
12.3K
$845K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
32+ 3.68% |
$1.61K - $1.97K
|
901
$62.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31+ 1.13% |
$1.56K - $1.91K
|
2.78K
$192K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29+ 13.12% |
$1.46K - $1.79K
|
250
$17.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
29+ 0.43% |
$1.46K - $1.79K
|
6.77K
$467K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
28+ 10.94% |
$1.41K - $1.72K
|
284
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27+ 0.49% |
$1.36K - $1.66K
|
5.58K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 0.41% |
$1.36K - $1.66K
|
6.59K
$454K
|