Purchases and Sales Made in Q4 2024 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q4 2024. 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 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
320New |
$18.9K - $20.8K
|
320
$22.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
316+ 0.49% |
$18.7K - $20.5K
|
64.2K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
315+ 3.57% |
$18.6K - $20.5K
|
9.14K
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
315+ 9.69% |
$18.6K - $20.5K
|
3.57K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
299New |
$17.7K - $19.4K
|
299
$20.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
290+ 3.94% |
$17.1K - $18.9K
|
7.65K
$527K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
288New |
$17K - $18.7K
|
288
$19.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
285+ 17.98% |
$16.8K - $18.5K
|
1.87K
$129K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
280+ 52.73% |
$16.5K - $18.2K
|
811
$55.9K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
249+ 3.22% |
$14.7K - $16.2K
|
7.98K
$550K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
245+ 6125.0% |
$14.5K - $15.9K
|
249
$17.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
238+ 6.52% |
$14.1K - $15.5K
|
3.89K
$268K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
233+ 32.5% |
$13.8K - $15.1K
|
950
$65.5K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
226+ 0.74% |
$13.3K - $14.7K
|
30.6K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
221+ 4.75% |
$13.1K - $14.4K
|
4.88K
$336K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
212New |
$12.5K - $13.8K
|
212
$14.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
210+ 3.66% |
$12.4K - $13.7K
|
5.95K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
210+ 0.87% |
$12.4K - $13.7K
|
24.4K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
209+ 0.43% |
$12.3K - $13.6K
|
49.2K
$3.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
200New |
$11.8K - $13K
|
200
$13.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
200+ 0.45% |
$11.8K - $13K
|
44.3K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
190+ 5.16% |
$11.2K - $12.4K
|
3.87K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$10.9K - $12K
|
185
$12.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
182+ 2.55% |
$10.7K - $11.8K
|
7.32K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
178+ 104.09% |
$10.5K - $11.6K
|
349
$24.1K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
177New |
$10.5K - $11.5K
|
177
$12.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
174New |
$10.3K - $11.3K
|
174
$12K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
173+ 5.66% |
$10.2K - $11.2K
|
3.23K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
163+ 4.62% |
$9.63K - $10.6K
|
3.69K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
162+ 1.4% |
$9.57K - $10.5K
|
11.7K
$810K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
162New |
$9.57K - $10.5K
|
162
$11.2K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
142New |
$8.39K - $9.23K
|
142
$9.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
139+ 0.39% |
$8.21K - $9.04K
|
35.7K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
138+ 0.71% |
$8.15K - $8.97K
|
19.6K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
134+ 2.34% |
$7.91K - $8.71K
|
5.85K
$403K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
130+ 1.67% |
$7.68K - $8.45K
|
7.91K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
124New |
$7.32K - $8.06K
|
124
$8.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 15.85% |
$7.26K - $8K
|
899
$62K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
122+ 100.0% |
$7.21K - $7.93K
|
244
$16.8K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
104+ 16.1% |
$6.14K - $6.76K
|
750
$51.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
101+ 10.39% |
$5.97K - $6.57K
|
1.07K
$74K
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
100+ 0.35% |
$5.91K - $6.5K
|
28.5K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
99+ 0.43% |
$5.85K - $6.44K
|
23.4K
$1.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
92+ 4.91% |
$5.43K - $5.98K
|
1.97K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
92New |
$5.43K - $5.98K
|
92
$6.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82New |
$4.84K - $5.33K
|
82
$5.65K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
81+ 1.5% |
$4.78K - $5.27K
|
5.5K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
78+ 1.17% |
$4.61K - $5.07K
|
6.77K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
78+ 1.06% |
$4.61K - $5.07K
|
7.42K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
77+ 1.02% |
$4.55K - $5.01K
|
7.64K
$527K
|