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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
117+ 0.12% |
$6.58K - $7.43K
|
96.2K
$6.63M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
109New |
$6.13K - $6.92K
|
109
$7.52K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106New |
$5.96K - $6.73K
|
106
$7.31K
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.68% |
$5.63K - $6.35K
|
14.8K
$1.02M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
99+ 96.12% |
$5.57K - $6.29K
|
202
$13.9K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
95+ 3.03% |
$5.35K - $6.03K
|
3.24K
$223K
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
94+ 1.71% |
$5.29K - $5.97K
|
5.6K
$386K
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
92+ 1314.29% |
$5.18K - $5.84K
|
99
$6.83K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.73K - $5.34K
|
84
$5.79K
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
78+ 0.43% |
$4.39K - $4.95K
|
18K
$1.24M
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
76+ 12.08% |
$4.28K - $4.83K
|
705
$48.6K
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
75+ 0.86% |
$4.22K - $4.76K
|
8.78K
$605K
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
69+ 1.46% |
$3.88K - $4.38K
|
4.81K
$332K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
65New |
$3.66K - $4.13K
|
65
$4.48K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 43.88% |
$3.43K - $3.87K
|
200
$13.8K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
61New |
$3.43K - $3.87K
|
61
$4.21K
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
56+ 1.46% |
$3.15K - $3.56K
|
3.9K
$269K
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
55New |
$3.09K - $3.49K
|
55
$3.79K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$2.87K - $3.24K
|
51
$3.52K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
46New |
$2.59K - $2.92K
|
46
$3.17K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
45+ 1.63% |
$2.53K - $2.86K
|
2.8K
$193K
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
41+ 8.58% |
$2.31K - $2.6K
|
519
$35.8K
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 3.74% |
$2.25K - $2.54K
|
1.11K
$76.5K
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
38+ 0.7% |
$2.14K - $2.41K
|
5.44K
$375K
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
36+ 0.11% |
$2.03K - $2.29K
|
32.3K
$2.23M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
34New |
$1.91K - $2.16K
|
34
$2.34K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
32+ 5.57% |
$1.8K - $2.03K
|
607
$41.9K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
31+ 7.16% |
$1.74K - $1.97K
|
464
$32K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
31+ 39.74% |
$1.74K - $1.97K
|
109
$7.52K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26+ 0.98% |
$1.46K - $1.65K
|
2.69K
$185K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.72K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
25+ 0.59% |
$1.41K - $1.59K
|
4.25K
$293K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.72K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$1.29K - $1.46K
|
23
$1.59K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22New |
$1.24K - $1.4K
|
22
$1.52K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
19+ 0.46% |
$1.07K - $1.21K
|
4.15K
$286K
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.47% |
$1.01K - $1.14K
|
3.83K
$264K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.21% |
$788 - $889
|
6.75K
$466K
|
|
Jan 31, 2023
Q4 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
13+ 0.32% |
$732 - $826
|
4.09K
$282K
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.09% |
$563 - $635
|
10.7K
$735K
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
10+ 0.15% |
$563 - $635
|
6.59K
$454K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10New |
$563 - $635
|
10
$690
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
9+ 90.0% |
$506 - $572
|
19
$1.31K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 16.07% |
$506 - $572
|
65
$4.48K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.11% |
$450 - $508
|
7.19K
$496K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 2.45% |
$450 - $508
|
335
$23.1K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
7+ 1.5% |
$394 - $445
|
474
$32.7K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7New |
$394 - $445
|
7
$483
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7+ 100.0% |
$394 - $445
|
14
$965
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6New |
$338 - $381
|
6
$414
|