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 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
194+ 12.69% |
$9.32K - $10.4K
|
1.72K
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
192+ 1.06% |
$9.23K - $10.2K
|
18.4K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
188+ 4.52% |
$9.03K - $10K
|
4.35K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
182New |
$8.75K - $9.71K
|
182
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
181+ 2.75% |
$8.7K - $9.66K
|
6.77K
$467K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
158New |
$7.59K - $8.43K
|
158
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
151+ 4.43% |
$7.26K - $8.06K
|
3.56K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
141+ 49.65% |
$6.78K - $7.53K
|
425
$29.3K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
138+ 87.34% |
$6.63K - $7.37K
|
296
$20.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
133+ 35.56% |
$6.39K - $7.1K
|
507
$35K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
128+ 3.13% |
$6.15K - $6.83K
|
4.22K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
125+ 12.5% |
$6.01K - $6.67K
|
1.13K
$77.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
119New |
$5.72K - $6.35K
|
119
$8.21K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
119New |
$5.72K - $6.35K
|
119
$8.21K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
118+ 125.53% |
$5.67K - $6.3K
|
212
$14.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
112+ 1.92% |
$5.38K - $5.98K
|
5.93K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
111New |
$5.33K - $5.92K
|
111
$7.65K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100New |
$4.81K - $5.34K
|
100
$6.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 1.49% |
$4.81K - $5.34K
|
6.79K
$468K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
98New |
$4.71K - $5.23K
|
98
$6.76K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89New |
$4.28K - $4.75K
|
89
$6.14K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
87+ 0.22% |
$4.18K - $4.64K
|
40.2K
$2.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87New |
$4.18K - $4.64K
|
87
$6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84+ 25.69% |
$4.04K - $4.48K
|
411
$28.3K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
78+ 0.0% |
$3.75K - $4.16K
|
30.8M
$2.12B
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
63+ 0.78% |
$3.03K - $3.36K
|
8.18K
$564K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
61+ 20.75% |
$2.93K - $3.26K
|
355
$24.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60+ 48.78% |
$2.88K - $3.2K
|
183
$12.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
59+ 7.38% |
$2.83K - $3.15K
|
859
$59.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
58+ 1.59% |
$2.79K - $3.1K
|
3.71K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
58+ 0.88% |
$2.79K - $3.1K
|
6.67K
$460K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
56+ 1.24% |
$2.69K - $2.99K
|
4.56K
$314K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
55+ 11.9% |
$2.64K - $2.94K
|
517
$35.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$1.97K - $2.19K
|
41
$2.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
40+ 0.44% |
$1.92K - $2.13K
|
9.16K
$631K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
39+ 0.97% |
$1.87K - $2.08K
|
4.05K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
37+ 0.62% |
$1.78K - $1.97K
|
6.01K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 184.21% |
$1.68K - $1.87K
|
54
$3.72K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 59.26% |
$1.54K - $1.71K
|
86
$5.93K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
32New |
$1.54K - $1.71K
|
32
$2.21K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
25+ 0.12% |
$1.2K - $1.33K
|
20.4K
$1.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
23+ 0.4% |
$1.11K - $1.23K
|
5.77K
$398K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
20+ 0.44% |
$961 - $1.07K
|
4.61K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
20+ 0.28% |
$961 - $1.07K
|
7.27K
$501K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16+ 0.24% |
$769 - $854
|
6.71K
$462K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15New |
$721 - $801
|
15
$1.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
15New |
$721 - $801
|
15
$1.03K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$721 - $801
|
15
$1.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
15+ 3.44% |
$721 - $801
|
451
$31.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
12New |
$577 - $640
|
12
$827
|