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 14, 2024
Q1 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-173K- 97.52% |
$8.42M - $9.39M
|
4.4K
$303K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-86- 0.92% |
$4.18K - $4.66K
|
9.26K
$637K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.38KNew |
$261K - $291K
|
5.38K
$370K
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
466+ 8.31% |
$22.7K - $25.3K
|
6.08K
$418K
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-183- 2.13% |
$8.9K - $9.92K
|
8.39K
$577K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.92K+ 29.27% |
$239K - $267K
|
21.7K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.84K+ 60.38% |
$284K - $317K
|
15.5K
$1.07M
|
|
May 13, 2024
Q1 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
4.31KNew |
$209K - $234K
|
4.31K
$296K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
59New |
$2.87K - $3.2K
|
59
$4.06K
|
|
May 13, 2024
Q1 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
150KNew |
$7.31M - $8.15M
|
150K
$10.3M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.95KNew |
$192K - $214K
|
3.95K
$272K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-161- 0.27% |
$7.83K - $8.73K
|
60K
$4.13M
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 2.61% |
$389 - $434
|
299
$20.6K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14.9K+ 4.13% |
$727K - $810K
|
376K
$25.9M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07KNew |
$52K - $58K
|
1.07K
$73.6K
|
|
May 09, 2024
Q1 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-181K- 41.72% |
$8.8M - $9.82M
|
253K
$17.4M
|
|
May 08, 2024
Q1 2024
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
3.97KNew |
$193K - $215K
|
3.97K
$273K
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-75- 18.52% |
$3.65K - $4.07K
|
330
$22.7K
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
89.8KNew |
$4.37M - $4.87M
|
89.8K
$6.18M
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7KNew |
$340K - $379K
|
7K
$482K
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
85+ 16.35% |
$4.13K - $4.61K
|
605
$41.6K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
113New |
$5.49K - $6.13K
|
113
$7.78K
|
|
May 02, 2024
Q1 2024
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-43.7K- 80.12% |
$2.12M - $2.37M
|
10.8K
$745K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 32.15% |
$72.5K - $80.8K
|
6.13K
$422K
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-90- 1.35% |
$4.38K - $4.88K
|
6.58K
$453K
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
597New |
$29K - $32.4K
|
597
$41.1K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
250+ 30.34% |
$12.2K - $13.6K
|
1.07K
$73.9K
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
18+ 16.22% |
$875 - $976
|
129
$8.88K
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
17.6KNew |
$856K - $954K
|
17.6K
$1.21M
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
200+ 273.97% |
$9.72K - $10.8K
|
273
$18.8K
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
7.05KNew |
$343K - $382K
|
7.05K
$485K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-428- 7.54% |
$20.8K - $23.2K
|
5.25K
$361K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-668- 50.07% |
$32.5K - $36.2K
|
666
$45.8K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.8KNew |
$87.5K - $97.6K
|
1.8K
$124K
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
27+ 3.79% |
$1.31K - $1.46K
|
740
$50.9K
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14New |
$681 - $759
|
14
$963
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.5K- 0.11% |
$122K - $135K
|
2.18M
$150M
|
|
Apr 15, 2024
Q1 2024
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
640KNew |
$31.1M - $34.7M
|
640K
$44M
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
804New |
$39.1K - $43.6K
|
804
$55.3K
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3- -0.0% |
$146 - $163
|
64.1K
$4.41M
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-2.2K- 99.06% |
$107K - $119K
|
21
$1.45K
|
|
Q4 2023 | |||||||
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
259K+ 14.66% |
$12.4M - $13.8M
|
2.02M
$139M
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8New |
$384 - $427
|
8
$550
|
|
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
$27.5M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$48.1K - $53.4K
|
1K
$68.8K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
138+ 87.34% |
$6.63K - $7.37K
|
296
$20.4K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.24K- 38.12% |
$155K - $173K
|
5.25K
$361K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
119New |
$5.72K - $6.35K
|
119
$8.19K
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-11- 0.22% |
$529 - $587
|
4.89K
$337K
|