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 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6New |
$338 - $381
|
6
$414
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
5+ 0.11% |
$281 - $318
|
4.61K
$318K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
5+ 0.08% |
$281 - $318
|
5.97K
$411K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.98% |
$281 - $318
|
513
$35.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.9% |
$225 - $254
|
214
$14.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
4+ 2.22% |
$225 - $254
|
184
$12.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.68% |
$169 - $191
|
442
$30.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.94% |
$169 - $191
|
322
$22.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
3+ 18.75% |
$169 - $191
|
19
$1.31K
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3+ 0.06% |
$169 - $191
|
5.04K
$347K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$169 - $191
|
15.5K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.01% |
$113 - $127
|
33.5K
$2.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.76% |
$113 - $127
|
265
$18.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.63% |
$56.3 - $63.5
|
160
$11K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$56.3 - $63.5
|
5
$345
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.0% |
$56.3 - $63.5
|
87.5K
$6.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-2- 0.03% |
$113 - $127
|
6.98K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 9.52% |
$113 - $127
|
19
$1.31K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3- 0.02% |
$169 - $191
|
19.7K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4- 0.03% |
$225 - $254
|
15.9K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4- 0.7% |
$225 - $254
|
571
$39.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-5- 0.37% |
$281 - $318
|
1.33K
$91.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6- 13.33% |
$338 - $381
|
39
$2.69K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-7- 0.16% |
$394 - $445
|
4.25K
$293K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8- 2.09% |
$450 - $508
|
375
$25.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8- 6.2% |
$450 - $508
|
121
$8.34K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-9- 27.27% |
$506 - $572
|
24
$1.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10- 0.57% |
$563 - $635
|
1.76K
$121K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-14- 1.97% |
$788 - $889
|
696
$48K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14- 0.28% |
$788 - $889
|
5.02K
$346K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-15- 23.08% |
$844 - $953
|
50
$3.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-23- 16.55% |
$1.29K - $1.46K
|
116
$8K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-24- 48.0% |
$1.35K - $1.52K
|
26
$1.79K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-28- 12.96% |
$1.58K - $1.78K
|
188
$13K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31- 58.49% |
$1.74K - $1.97K
|
22
$1.52K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 8.88% |
$1.74K - $1.97K
|
318
$21.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-34- 0.25% |
$1.91K - $2.16K
|
13.6K
$940K
|
|
|
Feb 08, 2023
Q4 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-37- 75.51% |
$2.08K - $2.35K
|
12
$827
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-38Closed |
$2.14K - $2.41K
|
0
$0
|
|
|
May 09, 2023
Q4 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-39- 4.75% |
$2.19K - $2.48K
|
782
$53.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-40- 75.47% |
$2.25K - $2.54K
|
13
$896
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-41- 0.21% |
$2.31K - $2.6K
|
19.5K
$1.34M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-53- 25.85% |
$2.98K - $3.37K
|
152
$10.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-61- 30.96% |
$3.43K - $3.87K
|
136
$9.38K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-62- 1.78% |
$3.49K - $3.94K
|
3.41K
$235K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-71- 1.72% |
$4K - $4.51K
|
4.05K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-76- 1.68% |
$4.28K - $4.83K
|
4.46K
$307K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-93- 1.03% |
$5.23K - $5.91K
|
8.96K
$618K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-95- 64.63% |
$5.35K - $6.03K
|
52
$3.59K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 52.91% |
$5.63K - $6.35K
|
89
$6.14K
|