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 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
790+ 2323.53% |
$38K - $42.2K
|
824
$56.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
748+ 299.2% |
$35.9K - $39.9K
|
998
$68.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
718+ 3263.64% |
$34.5K - $38.3K
|
740
$51K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
716+ 5.99% |
$34.4K - $38.2K
|
12.7K
$873K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
682+ 15.01% |
$32.8K - $36.4K
|
5.23K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
646+ 35.97% |
$31K - $34.5K
|
2.44K
$168K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
622+ 0.6% |
$29.9K - $33.2K
|
105K
$7.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
580+ 11.39% |
$27.9K - $31K
|
5.67K
$391K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
570+ 13.06% |
$27.4K - $30.4K
|
4.94K
$340K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
568+ 6.01% |
$27.3K - $30.3K
|
10K
$690K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
560New |
$26.9K - $29.9K
|
560
$38.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
553+ 5.86% |
$26.6K - $29.5K
|
10K
$689K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
553+ 1.64% |
$26.6K - $29.5K
|
34.3K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
497+ 3.16% |
$23.9K - $26.5K
|
16.2K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
BUY
|
- |
470+ 0.75% |
$22.6K - $25.1K
|
63.1K
$4.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
460+ 222.22% |
$22.1K - $24.6K
|
667
$46K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
445+ 0.07% |
$21.4K - $23.7K
|
612K
$42.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
443+ 5.32% |
$21.3K - $23.6K
|
8.77K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
440+ 7.11% |
$21.1K - $23.5K
|
6.63K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
438+ 1.15% |
$21K - $23.4K
|
38.5K
$2.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
432+ 0.93% |
$20.8K - $23.1K
|
46.8K
$3.23M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
403+ 105.5% |
$19.4K - $21.5K
|
785
$54.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
374+ 27.93% |
$18K - $20K
|
1.71K
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
350New |
$16.8K - $18.7K
|
350
$24.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
348+ 7.94% |
$16.7K - $18.6K
|
4.73K
$326K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
335+ 35.94% |
$16.1K - $17.9K
|
1.27K
$87.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
330New |
$15.9K - $17.6K
|
330
$22.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
320+ 112.68% |
$15.4K - $17.1K
|
604
$41.6K
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
317New |
$15.2K - $16.9K
|
317
$21.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
317+ 4.74% |
$15.2K - $16.9K
|
7.01K
$483K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
316+ 35.07% |
$15.2K - $16.9K
|
1.22K
$83.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
314New |
$15.1K - $16.8K
|
314
$21.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
309New |
$14.8K - $16.5K
|
309
$21.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
307New |
$14.8K - $16.4K
|
307
$21.2K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
281+ 0.93% |
$13.5K - $15K
|
30.6K
$2.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280+ 48.78% |
$13.5K - $14.9K
|
854
$58.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
270New |
$13K - $14.4K
|
270
$18.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
259New |
$12.4K - $13.8K
|
259
$17.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
259+ 2.95% |
$12.4K - $13.8K
|
9.03K
$623K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
236New |
$11.3K - $12.6K
|
236
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
235+ 109.3% |
$11.3K - $12.5K
|
450
$31K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
229+ 26.88% |
$11K - $12.2K
|
1.08K
$74.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
225+ 3.42% |
$10.8K - $12K
|
6.8K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
223+ 5.43% |
$10.7K - $11.9K
|
4.33K
$299K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
216+ 13.46% |
$10.4K - $11.5K
|
1.82K
$126K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
209New |
$10K - $11.2K
|
209
$14.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
206+ 0.28% |
$9.9K - $11K
|
73.1K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.52% |
$9.61K - $10.7K
|
38.4K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 30.53% |
$9.61K - $10.7K
|
855
$59K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
198+ 1.51% |
$9.51K - $10.6K
|
13.3K
$916K
|