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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
3.79KNew |
$182K - $202K
|
3.79K
$261K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 8.73% |
$172K - $191K
|
44.7K
$3.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.48K+ 22.06% |
$167K - $186K
|
19.3K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.1K+ 22.58% |
$149K - $165K
|
16.8K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.1K+ 309.5% |
$149K - $165K
|
4.1K
$282K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.94K+ 17.01% |
$141K - $157K
|
20.2K
$1.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.91K+ 56.95% |
$140K - $155K
|
8.01K
$553K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.88KNew |
$138K - $154K
|
2.88K
$199K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.68K+ 15.86% |
$129K - $143K
|
19.6K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.65K+ 39.43% |
$127K - $141K
|
9.37K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.62K+ 478.43% |
$126K - $140K
|
3.16K
$218K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.57K+ 29.83% |
$123K - $137K
|
11.2K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.5K+ 7.2% |
$120K - $134K
|
37.3K
$2.57M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.44K+ 13.09% |
$117K - $130K
|
21K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.41K+ 15.92% |
$116K - $129K
|
17.6K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.31K+ 18.56% |
$111K - $123K
|
14.7K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.21K+ 9.45% |
$106K - $118K
|
25.6K
$1.77M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.12K+ 36.55% |
$102K - $113K
|
7.92K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.05K+ 23.34% |
$98.5K - $109K
|
10.8K
$747K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.88K+ 3.75% |
$90.2K - $100K
|
51.9K
$3.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.83KNew |
$87.7K - $97.4K
|
1.83K
$126K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.76K+ 3.04% |
$84.7K - $94.1K
|
59.8K
$4.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.75K+ 19.94% |
$83.9K - $93.2K
|
10.5K
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.65KNew |
$79.3K - $88.1K
|
1.65K
$114K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.65K+ 25.49% |
$79.2K - $88K
|
8.12K
$560K
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
1.63K+ 15.26% |
$78.1K - $86.7K
|
12.3K
$846K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
1.61K+ 0.97% |
$77.1K - $85.7K
|
167K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.6KNew |
$76.7K - $85.2K
|
1.6K
$110K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.41K+ 4.09% |
$67.7K - $75.1K
|
35.8K
$2.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.38KNew |
$66.2K - $73.5K
|
1.38K
$95K
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.29K+ 80.56% |
$61.9K - $68.8K
|
2.89K
$199K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.29KNew |
$61.9K - $68.7K
|
1.29K
$88.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.29K+ 5.17% |
$61.8K - $68.6K
|
26.1K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.21K+ 4.17% |
$58.3K - $64.8K
|
30.3K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.19K+ 27.87% |
$57.3K - $63.6K
|
5.47K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.09K+ 96.63% |
$52.3K - $58.1K
|
2.22K
$153K
|
|
|
Jan 10, 2024
Q4 2023
|
Community Bank Of Raymore
|
BUY
|
- |
1.03K+ 1.98% |
$49.4K - $54.9K
|
53K
$3.65M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$48.1K - $53.4K
|
1K
$69K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
976New |
$46.9K - $52.1K
|
976
$67.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
933New |
$44.8K - $49.8K
|
933
$64.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
920+ 0.42% |
$44.2K - $49.1K
|
218K
$15M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
912+ 2.38% |
$43.8K - $48.7K
|
39.2K
$2.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
897+ 138.0% |
$43.1K - $47.9K
|
1.55K
$107K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
862+ 21.24% |
$41.4K - $46K
|
4.92K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
862+ 41.34% |
$41.4K - $46K
|
2.95K
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
861+ 13.16% |
$41.4K - $46K
|
7.4K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
818New |
$39.3K - $43.7K
|
818
$56.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
816+ 4.28% |
$39.2K - $43.5K
|
19.9K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
801+ 11.35% |
$38.5K - $42.7K
|
7.86K
$542K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
800New |
$38.4K - $42.7K
|
800
$55.2K
|