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 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 0.47% |
$5.63K - $6.35K
|
21.4K
$1.47M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 52.91% |
$5.63K - $6.35K
|
89
$6.14K
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-100- 16.13% |
$5.63K - $6.35K
|
520
$35.9K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-101- 87.07% |
$5.68K - $6.42K
|
15
$1.03K
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-101- 9.19% |
$5.68K - $6.42K
|
998
$68.8K
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-103- 5.81% |
$5.8K - $6.54K
|
1.67K
$115K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-109- 5.84% |
$6.13K - $6.92K
|
1.76K
$121K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-109- 3.06% |
$6.13K - $6.92K
|
3.45K
$238K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-116- 2.94% |
$6.53K - $7.37K
|
3.83K
$264K
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-132- 2.41% |
$7.43K - $8.38K
|
5.35K
$369K
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-133- 1.63% |
$7.48K - $8.45K
|
8K
$552K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-146- 0.84% |
$8.22K - $9.27K
|
17.2K
$1.18M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-157- 9.62% |
$8.83K - $9.97K
|
1.48K
$102K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160- 4.79% |
$9K - $10.2K
|
3.18K
$219K
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-162- 2.45% |
$9.12K - $10.3K
|
6.44K
$444K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-175- 42.37% |
$9.85K - $11.1K
|
238
$16.4K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-187- 0.48% |
$10.5K - $11.9K
|
38.5K
$2.66M
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-199- 18.34% |
$11.2K - $12.6K
|
886
$61.1K
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-200- 28.61% |
$11.3K - $12.7K
|
499
$34.4K
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-200- 2.52% |
$11.3K - $12.7K
|
7.74K
$534K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-200- 1.23% |
$11.3K - $12.7K
|
16.1K
$1.11M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-206- 6.78% |
$11.6K - $13.1K
|
2.83K
$195K
|
|
Jan 13, 2023
Q4 2022
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-231- 0.11% |
$13K - $14.7K
|
202K
$13.9M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-244- 0.42% |
$13.7K - $15.5K
|
58.5K
$4.03M
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-265- 0.69% |
$14.9K - $16.8K
|
38.2K
$2.63M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-269- 3.04% |
$15.1K - $17.1K
|
8.57K
$591K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-293- 2.94% |
$16.5K - $18.6K
|
9.69K
$668K
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.75% |
$16.9K - $19.1K
|
39.5K
$2.73M
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-300- 43.92% |
$16.9K - $19.1K
|
383
$26.4K
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-307- 6.94% |
$17.3K - $19.5K
|
4.12K
$284K
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-310- 0.86% |
$17.4K - $19.7K
|
35.7K
$2.46M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-312- 7.53% |
$17.6K - $19.8K
|
3.83K
$264K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-323- 93.35% |
$18.2K - $20.5K
|
23
$1.59K
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-328- 4.33% |
$18.5K - $20.8K
|
7.25K
$500K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-342- 2.61% |
$19.2K - $21.7K
|
12.8K
$881K
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-356- 6.19% |
$20K - $22.6K
|
5.4K
$372K
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-358- 4.78% |
$20.1K - $22.7K
|
7.14K
$492K
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-374- 1.45% |
$21K - $23.8K
|
25.4K
$1.75M
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-375- 0.6% |
$21.1K - $23.8K
|
62.1K
$4.28M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-380- 22.37% |
$21.4K - $24.1K
|
1.32K
$90.9K
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-387- 2.83% |
$21.8K - $24.6K
|
13.3K
$915K
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-387- 2.83% |
$21.8K - $24.6K
|
13.3K
$915K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-400- 93.02% |
$22.5K - $25.4K
|
30
$2.07K
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
SELL
|
- |
-445- 3.88% |
$25K - $28.3K
|
11K
$759K
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-446- 11.81% |
$25.1K - $28.3K
|
3.33K
$230K
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-451- 7.91% |
$25.4K - $28.6K
|
5.25K
$362K
|
|
Jan 19, 2023
Q4 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-473- 4.07% |
$26.6K - $30K
|
11.1K
$768K
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
SELL
|
- |
-493- 1.29% |
$27.7K - $31.3K
|
37.6K
$2.59M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-512- 1.34% |
$28.8K - $32.5K
|
37.6K
$2.59M
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-571- 2.81% |
$32.1K - $36.3K
|
19.8K
$1.36M
|