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
|
Advisory Services Network, LLC
|
SELL
|
- |
-571- 10.4% |
$28.8K - $35.2K
|
4.92K
$339K
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-606- 60.0% |
$30.6K - $37.3K
|
404
$27.9K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-612- 13.08% |
$30.9K - $37.7K
|
4.07K
$280K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-618- 5.13% |
$31.2K - $38K
|
11.4K
$789K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-627- 1.85% |
$31.6K - $38.6K
|
33.3K
$2.3M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-630- 1.79% |
$31.8K - $38.8K
|
34.6K
$2.39M
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-653- 47.8% |
$32.9K - $40.2K
|
713
$49.2K
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-672- 12.29% |
$33.9K - $41.4K
|
4.8K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-698- 10.14% |
$35.2K - $43K
|
6.19K
$427K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-722- 0.18% |
$36.4K - $44.4K
|
391K
$27M
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-745- 0.85% |
$37.6K - $45.9K
|
86.8K
$5.99M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-767- 11.0% |
$38.7K - $47.2K
|
6.21K
$428K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-810- 13.26% |
$40.8K - $49.9K
|
5.3K
$365K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-824- 4.75% |
$41.5K - $50.7K
|
16.5K
$1.14M
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-869- 2.87% |
$43.8K - $53.5K
|
29.4K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-876- 10.4% |
$44.2K - $53.9K
|
7.55K
$520K
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-900- 5.45% |
$45.4K - $55.4K
|
15.6K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-912- 8.81% |
$46K - $56.1K
|
9.44K
$651K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-912- 8.81% |
$46K - $56.1K
|
9.44K
$651K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-914- 7.63% |
$46.1K - $56.3K
|
11.1K
$763K
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.01K- 4.86% |
$51K - $62.3K
|
19.8K
$1.37M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.01K- 38.99% |
$51.1K - $62.4K
|
1.59K
$109K
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.02K- 2.24% |
$51.5K - $62.9K
|
44.5K
$3.07M
|
|
Nov 14, 2023
Q3 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.08K- 0.11% |
$54.7K - $66.7K
|
973K
$67.1M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.1K- 1.46% |
$55.6K - $67.8K
|
74.4K
$5.13M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.17K- 14.76% |
$59.1K - $72.2K
|
6.77K
$467K
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.18K- 1.24% |
$59.3K - $72.4K
|
93.5K
$6.45M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.28K- 0.99% |
$64.5K - $78.8K
|
128K
$8.84M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.32K- 2.79% |
$66.4K - $81.1K
|
46K
$3.17M
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.39K- 58.09% |
$69.9K - $85.3K
|
1K
$69K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.4K- 1.98% |
$70.5K - $86.1K
|
69.3K
$4.78M
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.41K- 2.27% |
$71.1K - $86.9K
|
60.7K
$4.19M
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.48K- 2.55% |
$74.7K - $91.2K
|
56.7K
$3.91M
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.48K- 2.55% |
$74.7K - $91.2K
|
56.7K
$3.91M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.5K- 4.17% |
$75.5K - $92.2K
|
34.4K
$2.37M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-1.5K- 19.78% |
$75.6K - $92.3K
|
6.09K
$420K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.63K- 81.37% |
$82.4K - $101K
|
374
$25.8K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.67K- 21.77% |
$84K - $103K
|
5.99K
$413K
|
|
Oct 25, 2023
Q3 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-1.69K- 0.53% |
$85K - $104K
|
314K
$21.6M
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.69K- 1.01% |
$85K - $104K
|
165K
$11.4M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.73K- 12.65% |
$87.3K - $107K
|
11.9K
$824K
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.76K- 1.16% |
$88.5K - $108K
|
149K
$10.3M
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.8K- 3.73% |
$90.6K - $111K
|
46.4K
$3.2M
|
|
Oct 10, 2023
Q3 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.8K- 7.7% |
$90.7K - $111K
|
21.6K
$1.49M
|
|
Oct 10, 2023
Q3 2023
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-1.85K- 1.08% |
$93.1K - $114K
|
169K
$11.7M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.85K- 42.72% |
$93.4K - $114K
|
2.48K
$171K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.89K- 62.69% |
$95.5K - $117K
|
1.13K
$77.7K
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2K- 2.69% |
$101K - $123K
|
72.4K
$4.99M
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-2.15K- 11.55% |
$108K - $132K
|
16.4K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 18.9% |
$110K - $134K
|
9.33K
$643K
|