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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-9.94KClosed |
$501K - $612K
|
0
$0
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$628K - $767K
|
12.5K
$858K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-77.8KClosed |
$3.92M - $4.79M
|
0
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
834New |
$42.1K - $51.3K
|
834
$57.4K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$202 - $246
|
4
$275
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.68KNew |
$236K - $288K
|
4.68K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
83New |
$4.18K - $5.11K
|
83
$5.71K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.94K- 16.43% |
$249K - $304K
|
25.1K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
271KNew |
$13.7M - $16.7M
|
271K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-150- 3.26% |
$7.56K - $9.23K
|
4.45K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.36K+ 163.96% |
$371K - $453K
|
11.9K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
699New |
$35.2K - $43K
|
699
$48.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.34K+ 93.79% |
$320K - $391K
|
13.1K
$902K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.18K+ 116.97% |
$261K - $319K
|
9.6K
$661K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.27KNew |
$367K - $447K
|
7.27K
$500K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-90- 1.86% |
$4.54K - $5.54K
|
4.76K
$328K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-618- 5.13% |
$31.2K - $38K
|
11.4K
$787K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.02K- 2.24% |
$51.5K - $62.9K
|
44.5K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-251- 1.03% |
$12.7K - $15.5K
|
24K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.56M- 35.9% |
$78.7M - $96.1M
|
2.79M
$192M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-39Closed |
$1.97K - $2.4K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
39New |
$1.97K - $2.4K
|
39
$2.68K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.63KNew |
$284K - $347K
|
5.63K
$388K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.57KNew |
$331K - $405K
|
6.57K
$452K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 3.53% |
$151 - $185
|
88
$6.06K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.29K- 51.9% |
$217K - $264K
|
3.98K
$274K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-914- 7.63% |
$46.1K - $56.3K
|
11.1K
$761K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
21.3KNew |
$1.07M - $1.31M
|
21.3K
$1.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.06KNew |
$53.6K - $65.5K
|
1.06K
$73.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-606- 60.0% |
$30.6K - $37.3K
|
404
$27.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
201New |
$10.1K - $12.4K
|
201
$13.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-36- 8.26% |
$1.82K - $2.22K
|
400
$27.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-612- 13.08% |
$30.9K - $37.7K
|
4.07K
$280K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
15KNew |
$756K - $923K
|
15K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$655 - $800
|
13
$895
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-32- 5.44% |
$1.61K - $1.97K
|
556
$38.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
2.3K+ 13.07% |
$116K - $142K
|
19.9K
$1.37M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$504 - $616
|
10
$688
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$706 - $862
|
14
$963
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
275New |
$13.9K - $16.9K
|
275
$18.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
330+ 1.34% |
$16.6K - $20.3K
|
25K
$1.72M
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.2KClosed |
$68.2K - $76.2K
|
0
$0
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
16.2KNew |
$925K - $1.03M
|
16.2K
$1.12M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
164New |
$9.35K - $10.4K
|
164
$11.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
105New |
$5.99K - $6.69K
|
105
$7.23K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$513 - $573
|
9
$619
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
41.9KNew |
$2.39M - $2.67M
|
41.9K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
632+ 0.51% |
$36K - $40.2K
|
124K
$8.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$602K - $673K
|
10.6K
$727K
|
|