Purchases and Sales Made in Q4 2023 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.15KNew |
$344K - $382K
|
7.15K
$493K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
7.1KNew |
$341K - $379K
|
7.1K
$490K
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
7.09K+ 3.42% |
$341K - $379K
|
214K
$14.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.03K+ 1201.37% |
$338K - $375K
|
7.61K
$525K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.98K+ 74.79% |
$335K - $372K
|
16.3K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
6.82K+ 1.65% |
$328K - $364K
|
420K
$29M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.62KNew |
$318K - $353K
|
6.62K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.59K+ 39.92% |
$317K - $352K
|
23.1K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.51K+ 11.63% |
$313K - $347K
|
62.5K
$4.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
6.44K+ 6.41% |
$309K - $344K
|
107K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.29KNew |
$302K - $336K
|
6.29K
$434K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.23K+ 133.92% |
$300K - $333K
|
10.9K
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.06K+ 8.98% |
$291K - $324K
|
73.6K
$5.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6KNew |
$288K - $320K
|
6K
$414K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75KNew |
$276K - $307K
|
5.75K
$397K
|
|
|
Feb 14, 2024
Q4 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
5.66K+ 27.24% |
$272K - $302K
|
26.4K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.66KNew |
$272K - $302K
|
5.66K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.65KNew |
$271K - $301K
|
5.65K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.62K+ 113.79% |
$270K - $300K
|
10.6K
$728K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.54KNew |
$266K - $296K
|
5.54K
$382K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.41K+ 11.06% |
$260K - $289K
|
54.3K
$3.74M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
5.4KNew |
$260K - $288K
|
5.4K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.21KNew |
$250K - $278K
|
5.21K
$359K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.11KNew |
$245K - $272K
|
5.11K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
5.09K+ 34.32% |
$245K - $272K
|
19.9K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.99KNew |
$240K - $266K
|
4.99K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.97KNew |
$239K - $265K
|
4.97K
$343K
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.68K+ 13.58% |
$225K - $250K
|
39.1K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
4.68K+ 13.58% |
$225K - $250K
|
39.1K
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.67KNew |
$224K - $249K
|
4.67K
$322K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.66K+ 7.59% |
$224K - $248K
|
66K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.65K+ 2.78% |
$223K - $248K
|
172K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.63K+ 6.38% |
$222K - $247K
|
77.1K
$5.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.62KNew |
$222K - $247K
|
4.62K
$319K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.58K+ 28.76% |
$220K - $244K
|
20.5K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.57KNew |
$220K - $244K
|
4.57K
$315K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.43KNew |
$213K - $236K
|
4.43K
$305K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.38K+ 82.6% |
$210K - $234K
|
9.68K
$667K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$210K - $233K
|
4.36K
$301K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
4.34KNew |
$209K - $232K
|
4.34K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.34KNew |
$208K - $231K
|
4.34K
$299K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.27KNew |
$205K - $228K
|
4.27K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.16K+ 12.48% |
$200K - $222K
|
37.5K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
4.1K+ 111.59% |
$197K - $219K
|
7.78K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.02KNew |
$193K - $215K
|
4.02K
$277K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
3.96K+ 94.42% |
$190K - $212K
|
8.16K
$563K
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
3.9KNew |
$187K - $208K
|
3.9K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.89K+ 64.92% |
$187K - $207K
|
9.87K
$681K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.87KNew |
$186K - $207K
|
3.87K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.84KNew |
$184K - $205K
|
3.84K
$264K
|