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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
129+ 1.33% |
$6.39K - $7.19K
|
9.82K
$604K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
6.26KNew |
$310K - $349K
|
6.26K
$385K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
49New |
$2.43K - $2.73K
|
49
$3.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-100- 2.47% |
$4.96K - $5.57K
|
3.95K
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$49.6 - $55.7
|
3
$185
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$545 - $613
|
11
$677
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-102- 10.18% |
$5.06K - $5.69K
|
900
$55.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.7% |
$297 - $334
|
860
$52.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
10+ 15.63% |
$496 - $557
|
74
$4.55K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 2.26% |
$198 - $223
|
181
$11.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.5KNew |
$74.4K - $83.7K
|
1.5K
$92.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 6.88% |
$545 - $613
|
149
$9.16K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$3.07K - $3.46K
|
62
$3.81K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
499+ 99.8% |
$24.7K - $27.8K
|
999
$61.4K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
291New |
$14.4K - $16.2K
|
291
$17.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3New |
$149 - $167
|
3
$185
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
163New |
$8.08K - $9.09K
|
163
$10K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
52+ 86.67% |
$2.58K - $2.9K
|
112
$6.89K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-901- 2.44% |
$44.7K - $50.2K
|
36K
$2.21M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
440New |
$21.8K - $24.5K
|
440
$27.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 35.71% |
$248 - $279
|
19
$1.17K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
365+ 57.48% |
$18.1K - $20.3K
|
1K
$61.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-29- 9.73% |
$1.44K - $1.62K
|
269
$16.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-4.21KClosed |
$209K - $235K
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-31- 31.63% |
$1.54K - $1.73K
|
67
$4.12K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18New |
$892 - $1K
|
18
$1.11K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2+ 0.56% |
$99.1 - $111
|
358
$22K
|
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
499KNew |
$24.7M - $27.8M
|
499K
$30.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-2.89K- 17.97% |
$143K - $161K
|
13.2K
$811K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
414+ 48.42% |
$20.5K - $23.1K
|
1.27K
$78K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
149+ 2.98% |
$7.38K - $8.31K
|
5.15K
$316K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
873New |
$43.3K - $48.7K
|
873
$53.7K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 3.23% |
$1.34K - $1.5K
|
808
$49.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
4.41KNew |
$218K - $246K
|
4.41K
$271K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15+ 0.19% |
$743 - $836
|
8.02K
$493K
|
|
| Q1 2024 | |||||||
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-142- 17.75% |
$6.9K - $7.7K
|
658
$40.5K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
18.4K+ 7.37% |
$896K - $999K
|
269K
$16.5M
|
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-707K- 98.41% |
$34.4M - $38.3M
|
11.4K
$701K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9Closed |
$438 - $488
|
0
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.19% |
$48.6 - $54.2
|
85
$5.23K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 253.33% |
$1.85K - $2.06K
|
53
$3.26K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.81% |
$2.14K - $2.39K
|
5.36K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-9.68K- 28.02% |
$470K - $524K
|
24.9K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-14.3K- 11.28% |
$697K - $777K
|
113K
$6.94M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
215New |
$10.5K - $11.7K
|
215
$13.2K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-7.92K- 28.03% |
$385K - $429K
|
20.3K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
20KNew |
$972K - $1.08M
|
20K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
5.07KNew |
$246K - $275K
|
5.07K
$312K
|
|
|
May 15, 2024
Q1 2024
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-3.1K- 6.4% |
$151K - $168K
|
45.3K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
84.2K+ 48.0% |
$4.09M - $4.57M
|
260K
$16M
|
|