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 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.59K- 4.87% |
$76.5K - $85K
|
31.1K
$1.64M
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
56+ 1.24% |
$2.69K - $2.99K
|
4.56K
$241K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
21.5KNew |
$1.03M - $1.15M
|
21.5K
$1.13M
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
2New |
$96.1 - $107
|
2
$106
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
553+ 5.86% |
$26.6K - $29.5K
|
10K
$528K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84+ 25.69% |
$4.04K - $4.48K
|
411
$21.7K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
553+ 1.64% |
$26.6K - $29.5K
|
34.3K
$1.81M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
309New |
$14.8K - $16.5K
|
309
$16.3K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
12New |
$577 - $640
|
12
$634
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
32New |
$1.54K - $1.71K
|
32
$1.69K
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
568+ 6.01% |
$27.3K - $30.3K
|
10K
$529K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.75KNew |
$276K - $307K
|
5.75K
$304K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
45.8KNew |
$2.2M - $2.44M
|
45.8K
$2.42M
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.75K+ 19.94% |
$83.9K - $93.2K
|
10.5K
$555K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-600- 10.73% |
$28.8K - $32K
|
4.99K
$264K
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.86KNew |
$426K - $473K
|
8.86K
$468K
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.54KNew |
$266K - $296K
|
5.54K
$293K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.06% |
$144 - $160
|
5.22K
$276K
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-31.9K- 75.35% |
$1.53M - $1.7M
|
10.4K
$550K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-349- 53.94% |
$16.8K - $18.6K
|
298
$15.7K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.88KNew |
$138K - $154K
|
2.88K
$152K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-534- 84.49% |
$25.7K - $28.5K
|
98
$5.18K
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
46.4K+ 8.6% |
$2.23M - $2.48M
|
586K
$31M
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.12K+ 36.55% |
$102K - $113K
|
7.92K
$418K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
41New |
$1.97K - $2.19K
|
41
$2.17K
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
200+ 30.53% |
$9.61K - $10.7K
|
855
$45.2K
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-248- 5.92% |
$11.9K - $13.2K
|
3.94K
$208K
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-8.71KClosed |
$418K - $465K
|
0
$0
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.41K- 11.19% |
$116K - $129K
|
19.1K
$1.01M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280+ 48.78% |
$13.5K - $14.9K
|
854
$45.1K
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-1.01K- 14.32% |
$48.3K - $53.7K
|
6.02K
$318K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.09% |
$144 - $160
|
277
$14.6K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.83KNew |
$87.7K - $97.4K
|
1.83K
$96.4K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-8- 2.9% |
$384 - $427
|
268
$14.2K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-19.5K- 67.15% |
$938K - $1.04M
|
9.55K
$504K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.17K- 8.59% |
$56.4K - $62.6K
|
12.5K
$660K
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 3.63% |
$4.81K - $5.34K
|
2.66K
$140K
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.87KNew |
$186K - $207K
|
3.87K
$205K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-104- 2.0% |
$5.24K - $6.4K
|
5.11K
$270K
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$628K - $767K
|
12.5K
$658K
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
1.63K+ 15.26% |
$81.9K - $100K
|
12.3K
$648K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-77.8KClosed |
$3.92M - $4.79M
|
0
$0
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
834New |
$42.1K - $51.3K
|
834
$44.1K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$202 - $246
|
4
$211
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
5.92KNew |
$298K - $364K
|
5.92K
$313K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.68KNew |
$236K - $288K
|
4.68K
$247K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
10New |
$504 - $616
|
10
$528
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
83New |
$4.18K - $5.11K
|
83
$4.38K
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.94K- 16.43% |
$249K - $304K
|
25.1K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-15.3K- 69.08% |
$770K - $940K
|
6.84K
$361K
|