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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-400- 6.21% |
$19.8K - $22.3K
|
6.04K
$416K
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
PUT |
-11.4K- 52.29% |
$565K - $635K
|
10.4K
$716K
|
|
Jul 31, 2024
Q2 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
30KNew |
$1.49M - $1.67M
|
30K
$2.07M
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-53- 14.52% |
$2.63K - $2.95K
|
312
$21.5K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
49New |
$2.43K - $2.73K
|
49
$3.37K
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 25.0% |
$49.6 - $55.7
|
3
$206
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
11New |
$545 - $613
|
11
$757
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-102- 10.18% |
$5.06K - $5.69K
|
900
$61.9K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.7% |
$297 - $334
|
860
$59.2K
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 2.26% |
$198 - $223
|
181
$12.5K
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.5KNew |
$74.4K - $83.7K
|
1.5K
$103K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 6.88% |
$545 - $613
|
149
$10.3K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
62New |
$3.07K - $3.46K
|
62
$4.27K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
499+ 99.8% |
$24.7K - $27.8K
|
999
$68.7K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
291New |
$14.4K - $16.2K
|
291
$20K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3New |
$149 - $167
|
3
$206
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
440New |
$21.8K - $24.5K
|
440
$30.3K
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
365+ 57.48% |
$18.1K - $20.3K
|
1K
$68.8K
|
|
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
$4.61K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
18New |
$892 - $1K
|
18
$1.24K
|
|
Jul 10, 2024
Q2 2024
|
Amf Tjanstepension Ab
|
BUY
|
- |
499KNew |
$24.7M - $27.8M
|
499K
$34.3M
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-2.89K- 17.97% |
$143K - $161K
|
13.2K
$907K
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
873New |
$43.3K - $48.7K
|
873
$60.1K
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-27- 3.23% |
$1.34K - $1.5K
|
808
$55.6K
|
|
Q1 2024 | |||||||
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-15- 3.22% |
$729 - $813
|
451
$31K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 7.14% |
$48.6 - $54.2
|
13
$895
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-142- 17.75% |
$6.9K - $7.7K
|
658
$45.3K
|
|
Aug 28, 2024
Q1 2024
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-707K- 98.41% |
$34.4M - $38.3M
|
11.4K
$784K
|
|
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
$5.85K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 253.33% |
$1.85K - $2.06K
|
53
$3.65K
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.81% |
$2.14K - $2.39K
|
5.36K
$369K
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-14.3K- 11.28% |
$697K - $777K
|
113K
$7.76M
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
215New |
$10.5K - $11.7K
|
215
$14.8K
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-7.92K- 28.03% |
$385K - $429K
|
20.3K
$1.4M
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
20KNew |
$972K - $1.08M
|
20K
$1.38M
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
5.07KNew |
$246K - $275K
|
5.07K
$349K
|
|
May 15, 2024
Q1 2024
|
Point State Capital LP
New York, NY |
BUY
|
- |
84.2K+ 48.0% |
$4.09M - $4.57M
|
260K
$17.9M
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
CALL |
6.2KNew |
$301K - $336K
|
6.2K
$427K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.93KNew |
$337K - $376K
|
6.93K
$477K
|
|
May 15, 2024
Q1 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-12K- 41.52% |
$583K - $651K
|
16.9K
$1.16M
|
|
May 15, 2024
Q1 2024
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
129K+ 159.51% |
$6.26M - $6.98M
|
209K
$14.4M
|
|
May 15, 2024
Q1 2024
|
Twinbeech Capital LP
Purchase, NY |
SELL
|
- |
-264K- 96.97% |
$12.8M - $14.3M
|
8.25K
$568K
|
|
May 15, 2024
Q1 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
45.8KNew |
$2.23M - $2.48M
|
45.8K
$3.15M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.98K+ 90.8% |
$291K - $324K
|
12.6K
$865K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$729 - $813
|
15
$1.03K
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-8.89K- 36.75% |
$432K - $482K
|
15.3K
$1.05M
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.67K- 36.48% |
$324K - $361K
|
11.6K
$799K
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
4KNew |
$194K - $217K
|
4K
$275K
|