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 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
597New |
$29K - $32.4K
|
597
$36.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
250+ 30.34% |
$12.2K - $13.6K
|
1.07K
$66.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
18+ 16.22% |
$875 - $976
|
129
$7.93K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
17.6KNew |
$856K - $954K
|
17.6K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16New |
$778 - $867
|
16
$984
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
200+ 273.97% |
$9.72K - $10.8K
|
273
$16.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
7.05KNew |
$343K - $382K
|
7.05K
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-49- 9.48% |
$2.38K - $2.66K
|
468
$28.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-428- 7.54% |
$20.8K - $23.2K
|
5.25K
$323K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-668- 50.07% |
$32.5K - $36.2K
|
666
$41K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$87.5K - $97.6K
|
1.8K
$111K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
339+ 0.65% |
$16.5K - $18.4K
|
52.2K
$3.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 3.79% |
$1.31K - $1.46K
|
740
$45.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
55+ 239.13% |
$2.67K - $2.98K
|
78
$4.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14New |
$681 - $759
|
14
$861
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 53.33% |
$389 - $434
|
23
$1.41K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.5K- 0.11% |
$122K - $135K
|
2.18M
$134M
|
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
640KNew |
$31.1M - $34.7M
|
640K
$39.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
804New |
$39.1K - $43.6K
|
804
$49.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3- -0.0% |
$146 - $163
|
64.1K
$3.94M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.2K- 99.06% |
$107K - $119K
|
21
$1.29K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8New |
$384 - $427
|
8
$492
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
976New |
$46.9K - $52.1K
|
976
$60K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-306Closed |
$14.7K - $16.3K
|
0
$0
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
400KNew |
$19.2M - $21.3M
|
400K
$24.6M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$48.1K - $53.4K
|
1K
$61.5K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
138+ 87.34% |
$6.63K - $7.37K
|
296
$18.2K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.24K- 38.12% |
$155K - $173K
|
5.25K
$323K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
119New |
$5.72K - $6.35K
|
119
$7.32K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-2.83K- 31.71% |
$136K - $151K
|
6.09K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-11- 0.22% |
$529 - $587
|
4.89K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
123KNew |
$5.93M - $6.59M
|
123K
$7.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.38K- 16.82% |
$66.3K - $73.7K
|
6.83K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-258- 3.55% |
$12.4K - $13.8K
|
7.02K
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
330New |
$15.9K - $17.6K
|
330
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
933New |
$44.8K - $49.8K
|
933
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.84KNew |
$184K - $205K
|
3.84K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-223- 17.57% |
$10.7K - $11.9K
|
1.05K
$64.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
17.7KNew |
$850K - $944K
|
17.7K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.99KNew |
$240K - $266K
|
4.99K
$307K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
43.6K+ 115.68% |
$2.1M - $2.33M
|
81.3K
$5M
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
6KNew |
$288K - $320K
|
6K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-163- 20.05% |
$7.83K - $8.7K
|
650
$40K
|
|
|
Feb 13, 2024
Q4 2023
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
4.63K+ 6.38% |
$222K - $247K
|
77.1K
$4.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
BUY
|
- |
8.63K+ 10.68% |
$414K - $460K
|
89.4K
$5.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
39.4KNew |
$1.89M - $2.1M
|
39.4K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
51.5KNew |
$2.48M - $2.75M
|
51.5K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
25.2KNew |
$1.21M - $1.35M
|
25.2K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
314New |
$15.1K - $16.8K
|
314
$19.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
209New |
$10K - $11.2K
|
209
$12.9K
|
|