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, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
27New |
$1.54K - $1.75K
|
27
$1.66K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
202New |
$11.5K - $13.1K
|
202
$12.4K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$914 - $1.04K
|
16
$984
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-171K- 98.11% |
$9.79M - $11.1M
|
3.3K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 27.95% |
$5.14K - $5.85K
|
412
$25.3K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 19.23% |
$286 - $325
|
31
$1.91K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.98KNew |
$285K - $324K
|
4.98K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.28K- 12.62% |
$73K - $83K
|
8.84K
$544K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-3.52K- 10.91% |
$201K - $229K
|
28.8K
$1.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
956New |
$54.6K - $62.1K
|
956
$58.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
145New |
$8.29K - $9.42K
|
145
$8.92K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$57.2 - $65
|
197
$12.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
96New |
$5.49K - $6.24K
|
96
$5.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 2.35% |
$5.72K - $6.5K
|
4.15K
$255K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26.2KNew |
$1.49M - $1.7M
|
26.2K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6New |
$343 - $390
|
6
$369
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.93% |
$5.72K - $6.5K
|
3.52K
$216K
|
|
|
Apr 17, 2023
Q1 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
3.77KNew |
$216K - $245K
|
3.77K
$232K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 3.6% |
$2.29K - $2.6K
|
1.07K
$65.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.81KNew |
$218K - $248K
|
3.81K
$234K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.3KClosed |
$130K - $146K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 52.91% |
$5.63K - $6.35K
|
89
$5.47K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1KNew |
$56.3K - $63.5K
|
1K
$61.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
257New |
$14.5K - $16.3K
|
257
$15.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.73K - $5.34K
|
84
$5.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-18.5K- 74.02% |
$1.04M - $1.17M
|
6.49K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
150+ 3.34% |
$8.44K - $9.53K
|
4.64K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
448New |
$25.2K - $28.5K
|
448
$27.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$289K - $326K
|
5.14K
$316K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
601+ 2.34% |
$33.8K - $38.2K
|
26.3K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22New |
$1.24K - $1.4K
|
22
$1.35K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.81KNew |
$552K - $623K
|
9.81K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25.7K+ 3.18% |
$1.44M - $1.63M
|
834K
$51.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
37.7KNew |
$2.12M - $2.39M
|
37.7K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$75.9K - $85.6K
|
1.35K
$82.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7+ 100.0% |
$394 - $445
|
14
$861
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.47% |
$1.01K - $1.14K
|
3.83K
$236K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-103- 5.81% |
$5.8K - $6.54K
|
1.67K
$103K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.5K+ 32.94% |
$589K - $665K
|
42.3K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
151New |
$8.5K - $9.59K
|
151
$9.29K
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.33KNew |
$187K - $212K
|
3.33K
$205K
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
86.3K+ 1499.06% |
$4.86M - $5.48M
|
92.1K
$5.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6New |
$338 - $381
|
6
$369
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
56+ 1.46% |
$3.15K - $3.56K
|
3.9K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
641New |
$36.1K - $40.7K
|
641
$39.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-116- 2.94% |
$6.53K - $7.37K
|
3.83K
$235K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-40- 75.47% |
$2.25K - $2.54K
|
13
$800
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.57KNew |
$257K - $290K
|
4.57K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-160- 4.79% |
$9K - $10.2K
|
3.18K
$196K
|
|