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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-38- 3.75% |
$2.28K - $2.64K
|
976
$70.5K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
65+ 1.9% |
$3.89K - $4.52K
|
3.48K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
75.9KNew |
$4.54M - $5.27M
|
75.9K
$5.48M
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
63+ 1.49% |
$3.77K - $4.38K
|
4.3K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-45- 5.34% |
$2.7K - $3.13K
|
797
$57.6K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.56K+ 834.86% |
$393K - $456K
|
7.35K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.28KNew |
$436K - $506K
|
7.28K
$526K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
720+ 216.87% |
$43.1K - $50.1K
|
1.05K
$76K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
31New |
$1.86K - $2.16K
|
31
$2.24K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
69+ 1.98% |
$4.13K - $4.8K
|
3.55K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.24KNew |
$194K - $225K
|
3.24K
$234K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
3.77KNew |
$226K - $262K
|
3.77K
$272K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
842New |
$50.4K - $58.5K
|
842
$60.8K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
467New |
$28K - $32.5K
|
467
$33.7K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
14+ 1.61% |
$839 - $973
|
886
$64K
|
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
10.9KNew |
$650K - $755K
|
10.9K
$784K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
10+ 0.25% |
$599 - $695
|
4.08K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.83% |
$12K - $13.9K
|
10.8K
$776K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.23KNew |
$193K - $224K
|
3.23K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
5.8K+ 0.7% |
$347K - $403K
|
836K
$60.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
478New |
$28.6K - $33.2K
|
478
$34.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
41New |
$2.46K - $2.85K
|
41
$2.96K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
14+ 0.39% |
$839 - $973
|
3.61K
$261K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
71+ 8.75% |
$4.25K - $4.94K
|
882
$63.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.8K+ 2370.62% |
$826K - $959K
|
14.4K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
256+ 0.36% |
$15.3K - $17.8K
|
70.6K
$5.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
257+ 6.88% |
$15.4K - $17.9K
|
3.99K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
200New |
$12K - $13.9K
|
200
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-22- 4.7% |
$1.32K - $1.53K
|
446
$32.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
3.62K+ 28.37% |
$217K - $252K
|
16.4K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2New |
$120 - $139
|
2
$144
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-179- 66.54% |
$10.7K - $12.4K
|
90
$6.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$15K - $17.4K
|
250
$18.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
49+ 0.61% |
$2.94K - $3.41K
|
8.06K
$582K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2New |
$120 - $139
|
2
$144
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-150- 1.98% |
$8.99K - $10.4K
|
7.42K
$536K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
33.4KNew |
$2M - $2.32M
|
33.4K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
28New |
$1.68K - $1.95K
|
28
$2.02K
|
|
|
Apr 23, 2025
Q1 2025
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.1KNew |
$186K - $216K
|
3.1K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
5New |
$300 - $348
|
5
$361
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
467New |
$28K - $32.5K
|
467
$33.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-5.31K- 58.25% |
$318K - $369K
|
3.8K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.12KNew |
$187K - $217K
|
3.12K
$225K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.91M- 99.61% |
$115M - $133M
|
7.58K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
21New |
$1.26K - $1.46K
|
21
$1.52K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-100- 1.68% |
$5.99K - $6.95K
|
5.84K
$422K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.4KNew |
$203K - $236K
|
3.4K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-369- 3.87% |
$22.1K - $25.7K
|
9.17K
$662K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.98K- 22.11% |
$179K - $207K
|
10.5K
$759K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13New |
$779 - $904
|
13
$939
|