Purchases and Sales Made in Q4 2022 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
704+ 6.35% |
$39.6K - $44.7K
|
11.8K
$813K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
691+ 68.08% |
$38.9K - $43.9K
|
1.71K
$118K
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
675+ 1.25% |
$38K - $42.9K
|
54.8K
$3.78M
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
646+ 12.23% |
$36.4K - $41K
|
5.93K
$409K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
644+ 12.55% |
$36.2K - $40.9K
|
5.78K
$398K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
643+ 4.82% |
$36.2K - $40.8K
|
14K
$964K
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
641New |
$36.1K - $40.7K
|
641
$44.2K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
632New |
$35.6K - $40.1K
|
632
$43.6K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
619+ 1.04% |
$34.8K - $39.3K
|
60.4K
$4.16M
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
601+ 2.34% |
$33.8K - $38.2K
|
26.3K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
599New |
$33.7K - $38K
|
599
$41.3K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
546+ 12.0% |
$30.7K - $34.7K
|
5.1K
$351K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
539+ 8.97% |
$30.3K - $34.2K
|
6.55K
$452K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
522New |
$29.4K - $33.2K
|
522
$36K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
512+ 81.79% |
$28.8K - $32.5K
|
1.14K
$78.5K
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
493+ 13.05% |
$27.7K - $31.3K
|
4.27K
$294K
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
483+ 1788.89% |
$27.2K - $30.7K
|
510
$35.2K
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
478+ 8.91% |
$26.9K - $30.4K
|
5.84K
$403K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
448New |
$25.2K - $28.5K
|
448
$30.9K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
437+ 92.78% |
$24.6K - $27.8K
|
908
$62.6K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
BUY
|
- |
403+ 1.9% |
$22.7K - $25.6K
|
21.6K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
384+ 9.43% |
$21.6K - $24.4K
|
4.46K
$307K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
333+ 6.21% |
$18.7K - $21.2K
|
5.69K
$393K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
326+ 151.63% |
$18.3K - $20.7K
|
541
$37.3K
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
325+ 3.61% |
$18.3K - $20.6K
|
9.33K
$643K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
317+ 18.8% |
$17.8K - $20.1K
|
2K
$138K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
316+ 7.34% |
$17.8K - $20.1K
|
4.62K
$318K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
311New |
$17.5K - $19.8K
|
311
$21.4K
|
|
Feb 02, 2023
Q4 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
310+ 0.39% |
$17.4K - $19.7K
|
79K
$5.45M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 1.34% |
$15.2K - $17.2K
|
20.5K
$1.42M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
270+ 3.61% |
$15.2K - $17.2K
|
7.76K
$535K
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
270+ 1.46% |
$15.2K - $17.2K
|
18.8K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
269+ 167.08% |
$15.1K - $17.1K
|
430
$29.6K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
257New |
$14.5K - $16.3K
|
257
$17.7K
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
254+ 7.17% |
$14.3K - $16.1K
|
3.8K
$262K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
254New |
$14.3K - $16.1K
|
254
$17.5K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
247+ 32.67% |
$13.9K - $15.7K
|
1K
$69.2K
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
247+ 6.73% |
$13.9K - $15.7K
|
3.92K
$270K
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
240+ 0.6% |
$13.5K - $15.2K
|
40.2K
$2.77M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
232New |
$13.1K - $14.7K
|
232
$16K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
228+ 1.66% |
$12.8K - $14.5K
|
14K
$963K
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
220+ 2.42% |
$12.4K - $14K
|
9.32K
$643K
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
215New |
$12.1K - $13.7K
|
215
$14.8K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$13.8K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
193+ 0.72% |
$10.9K - $12.3K
|
26.9K
$1.85M
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
174+ 33.66% |
$9.79K - $11.1K
|
691
$47.6K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
168+ 3.28% |
$9.45K - $10.7K
|
5.29K
$365K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
151New |
$8.5K - $9.59K
|
151
$10.4K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
150+ 3.34% |
$8.44K - $9.53K
|
4.64K
$320K
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
137+ 0.42% |
$7.71K - $8.7K
|
32.6K
$2.25M
|