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 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-60- 0.13% |
$2.88K - $3.2K
|
46.3K
$3.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-62- 20.46% |
$2.98K - $3.31K
|
241
$16.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-64- 1.91% |
$3.08K - $3.42K
|
3.29K
$227K
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-64- 0.32% |
$3.08K - $3.42K
|
19.8K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-69- 0.75% |
$3.32K - $3.68K
|
9.08K
$626K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-87- 54.37% |
$4.18K - $4.64K
|
73
$5.03K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-96- 2.36% |
$4.61K - $5.12K
|
3.98K
$274K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 3.63% |
$4.81K - $5.34K
|
2.66K
$183K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-107- 1.54% |
$5.14K - $5.71K
|
6.86K
$473K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-110- 19.82% |
$5.29K - $5.87K
|
445
$30.7K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-112- 57.14% |
$5.38K - $5.98K
|
84
$5.79K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-153- 1.61% |
$7.35K - $8.17K
|
9.35K
$645K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-154- 8.11% |
$7.4K - $8.22K
|
1.75K
$120K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-161- 1.03% |
$7.74K - $8.59K
|
15.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-163- 20.05% |
$7.83K - $8.7K
|
650
$44.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-170- 2.16% |
$8.17K - $9.07K
|
7.69K
$530K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-175- 2.2% |
$8.41K - $9.34K
|
7.77K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-175- 55.56% |
$8.41K - $9.34K
|
140
$9.65K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-180- 0.52% |
$8.65K - $9.61K
|
34.5K
$2.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-196- 0.88% |
$9.42K - $10.5K
|
22K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-197- 0.59% |
$9.47K - $10.5K
|
33.1K
$2.29M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-200- 3.78% |
$9.61K - $10.7K
|
5.1K
$351K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-208- 2.31% |
$9.99K - $11.1K
|
8.78K
$606K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-223- 17.57% |
$10.7K - $11.9K
|
1.05K
$72.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-239- 2.51% |
$11.5K - $12.8K
|
9.29K
$640K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-244- 0.75% |
$11.7K - $13K
|
32.4K
$2.23M
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-248- 5.92% |
$11.9K - $13.2K
|
3.94K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-250- 19.53% |
$12K - $13.3K
|
1.03K
$71K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-258- 4.66% |
$12.4K - $13.8K
|
5.27K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-258- 3.55% |
$12.4K - $13.8K
|
7.02K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-300- 13.26% |
$14.4K - $16K
|
1.96K
$135K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 2.11% |
$14.4K - $16K
|
13.9K
$958K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-306Closed |
$14.7K - $16.3K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-319- 11.11% |
$15.3K - $17K
|
2.55K
$176K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-349- 53.94% |
$16.8K - $18.6K
|
298
$20.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-400- 4.37% |
$19.2K - $21.3K
|
8.76K
$604K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-410- 59.94% |
$19.7K - $21.9K
|
274
$18.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-413- 3.27% |
$19.8K - $22K
|
12.2K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-470- 1.71% |
$22.6K - $25.1K
|
27K
$1.86M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-471- 67.29% |
$22.6K - $25.1K
|
229
$15.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-483- 4.74% |
$23.2K - $25.8K
|
9.71K
$670K
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-485- 20.46% |
$23.3K - $25.9K
|
1.89K
$130K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-490- 43.4% |
$23.5K - $26.2K
|
639
$44.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-500- 3.21% |
$24K - $26.7K
|
15.1K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-513- 8.71% |
$24.6K - $27.4K
|
5.38K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-526- 4.94% |
$25.3K - $28.1K
|
10.1K
$698K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-534- 84.49% |
$25.7K - $28.5K
|
98
$6.76K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-541- 0.89% |
$26K - $28.9K
|
60.2K
$4.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-549- 6.6% |
$26.4K - $29.3K
|
7.78K
$536K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-574- 58.63% |
$27.6K - $30.6K
|
405
$27.9K
|