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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 88.89% |
$807 - $985
|
34
$2.34K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$706 - $862
|
14
$965
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$655 - $800
|
13
$896
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
13+ 0.13% |
$655 - $800
|
10.2K
$703K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12+ 0.18% |
$605 - $739
|
6.69K
$461K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12+ 0.3% |
$605 - $739
|
4.01K
$277K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
11+ 9.09% |
$555 - $677
|
132
$9.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 3.48% |
$555 - $677
|
327
$22.5K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$504 - $616
|
10
$690
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
10New |
$504 - $616
|
10
$690
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
10New |
$504 - $616
|
10
$690
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9+ 7.89% |
$454 - $554
|
123
$8.48K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
7+ 10.14% |
$353 - $431
|
76
$5.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
6+ 0.08% |
$303 - $369
|
7.25K
$500K
|
|
|
Nov 06, 2023
Q3 2023
|
Arizona State Retirement System
|
BUY
|
- |
6+ 0.01% |
$303 - $369
|
62.7K
$4.32M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
6New |
$303 - $369
|
6
$414
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5+ 0.05% |
$252 - $308
|
10.4K
$717K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.95% |
$252 - $308
|
529
$36.5K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$202 - $246
|
4
$276
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
4+ 0.08% |
$202 - $246
|
5.09K
$351K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 7.14% |
$202 - $246
|
60
$4.14K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.07% |
$151 - $185
|
4.09K
$282K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 3.53% |
$151 - $185
|
88
$6.07K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 5.88% |
$151 - $185
|
54
$3.72K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
3+ 0.01% |
$151 - $185
|
33.3K
$2.3M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.99% |
$151 - $185
|
306
$21.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.11% |
$151 - $185
|
274
$18.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
3New |
$151 - $185
|
3
$207
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3+ 0.53% |
$151 - $185
|
574
$39.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 16.67% |
$101 - $123
|
14
$965
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.04% |
$101 - $123
|
5.22K
$360K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.01% |
$50.4 - $61.6
|
15.9K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 6.67% |
$50.4 - $61.6
|
14
$965
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-2- 0.02% |
$101 - $123
|
8.76K
$604K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 1.01% |
$353 - $431
|
684
$47.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10- 2.19% |
$504 - $616
|
446
$30.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-12- 35.29% |
$605 - $739
|
22
$1.52K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-13- 0.73% |
$655 - $800
|
1.78K
$123K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 5.16% |
$807 - $985
|
294
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18- 3.14% |
$908 - $1.11K
|
555
$38.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 2.0% |
$1.01K - $1.23K
|
979
$67.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-23- 4.39% |
$1.16K - $1.42K
|
501
$34.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-23- 0.12% |
$1.16K - $1.42K
|
19.1K
$1.32M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23- 54.76% |
$1.16K - $1.42K
|
19
$1.31K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-26- 3.85% |
$1.31K - $1.6K
|
650
$44.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-28- 8.46% |
$1.41K - $1.72K
|
303
$20.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-32- 5.44% |
$1.61K - $1.97K
|
556
$38.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-36- 8.26% |
$1.82K - $2.22K
|
400
$27.6K
|