Latest Institutional Transactions on Evergy, Inc. (EVRG)
This table provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
212K+ 5709.68% |
$12.5M - $13.8M
|
216K
$13.6M
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-15.4K- 52.24% |
$907K - $999K
|
14K
$887K
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-186- 2.0% |
$11K - $12.1K
|
9.11K
$575K
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.38KNew |
$318K - $349K
|
5.38K
$340K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$59.1 - $65
|
1
$63.2
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.12K+ 71.34% |
$65.9K - $72.5K
|
2.68K
$169K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.04K- 17.2% |
$239K - $263K
|
19.5K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.31K+ 29.13% |
$77.2K - $85K
|
5.79K
$366K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 1.57% |
$17.7K - $19.5K
|
18.8K
$1.19M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 10.53% |
$118 - $130
|
21
$1.33K
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
12.9K+ 10.8% |
$763K - $840K
|
133K
$8.37M
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-8- 34.78% |
$472 - $520
|
15
$947
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
15K+ 20.25% |
$885K - $974K
|
89K
$5.62M
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11KNew |
$652K - $718K
|
11K
$698K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-165- 4.71% |
$9.74K - $10.7K
|
3.34K
$211K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
550+ 5.81% |
$32.5K - $35.8K
|
10K
$633K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
916K+ 15406.41% |
$54.1M - $59.5M
|
922K
$58.2M
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-297- 5.66% |
$17.5K - $19.3K
|
4.95K
$313K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
178+ 104.09% |
$10.5K - $11.6K
|
349
$22K
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-549- 2.21% |
$32.4K - $35.7K
|
24.3K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20- 10.2% |
$1.18K - $1.3K
|
176
$11.1K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.17KNew |
$246K - $271K
|
4.17K
$263K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-965- 21.85% |
$57K - $62.7K
|
3.45K
$218K
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-35- 0.59% |
$2.07K - $2.28K
|
5.94K
$375K
|
|
Jan 16, 2025
Q4 2024
|
Community Bank Of Raymore
|
BUY
|
- |
1.16K+ 3.89% |
$68.3K - $75.2K
|
30.9K
$1.95M
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.82K- 11.52% |
$226K - $248K
|
29.4K
$1.85M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.42K- 28.38% |
$83.9K - $92.4K
|
3.59K
$226K
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.7K+ 11.49% |
$100K - $111K
|
16.5K
$1.04M
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-20- 0.2% |
$1.18K - $1.3K
|
9.76K
$616K
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3- 0.02% |
$177 - $195
|
18.4K
$1.16M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
844+ 13.51% |
$49.8K - $54.9K
|
7.09K
$448K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
182+ 2.55% |
$10.7K - $11.8K
|
7.32K
$462K
|
|
Jan 15, 2025
Q4 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-31K- 13.46% |
$1.83M - $2.01M
|
199K
$12.6M
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
37+ 0.85% |
$2.19K - $2.41K
|
4.4K
$278K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.38KNew |
$258K - $284K
|
4.38K
$276K
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
68+ 44.44% |
$4.02K - $4.42K
|
221
$14K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$59.1 - $65
|
1
$63.2
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-2K- 26.72% |
$118K - $130K
|
5.49K
$346K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
506+ 6.8% |
$29.9K - $32.9K
|
7.94K
$502K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
285+ 17.98% |
$16.8K - $18.5K
|
1.87K
$118K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-89- 2.51% |
$5.26K - $5.79K
|
3.46K
$219K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-17- 21.79% |
$1K - $1.11K
|
61
$3.85K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.19KNew |
$70.3K - $77.4K
|
1.19K
$75.2K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 7.18% |
$62K - $68.3K
|
13.6K
$857K
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-825- 4.91% |
$48.7K - $53.6K
|
16K
$1.01M
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
316K+ 43.59% |
$18.7M - $20.6M
|
1.04M
$65.8M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.21K+ 18.3% |
$71.3K - $78.5K
|
7.81K
$493K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
359+ 33.61% |
$21.2K - $23.3K
|
1.43K
$90.1K
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
8.34K+ 7.0% |
$493K - $542K
|
128K
$8.05M
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
446+ 1.31% |
$26.3K - $29K
|
34.5K
$2.18M
|