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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-66.5K- 85.83% |
$3.2M - $3.55M
|
11K
$766K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100New |
$4.81K - $5.34K
|
100
$6.98K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
98New |
$4.71K - $5.23K
|
98
$6.84K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
21.5KNew |
$1.03M - $1.15M
|
21.5K
$1.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
553+ 5.86% |
$26.6K - $29.5K
|
10K
$698K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
84+ 25.69% |
$4.04K - $4.48K
|
411
$28.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
309New |
$14.8K - $16.5K
|
309
$21.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
32New |
$1.54K - $1.71K
|
32
$2.23K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
1.75K+ 19.94% |
$83.9K - $93.2K
|
10.5K
$733K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
8.86KNew |
$426K - $473K
|
8.86K
$618K
|
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
SELL
|
- |
-31.9K- 75.35% |
$1.53M - $1.7M
|
10.4K
$727K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.88KNew |
$138K - $154K
|
2.88K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-248- 5.92% |
$11.9K - $13.2K
|
3.94K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-8.71KClosed |
$418K - $465K
|
0
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.09% |
$144 - $160
|
277
$19.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.83KNew |
$87.7K - $97.4K
|
1.83K
$127K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
3.87KNew |
$186K - $207K
|
3.87K
$270K
|
|
| Q3 2023 | |||||||
|
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
$870K
|
|
|
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
$58.2K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4New |
$202 - $246
|
4
$279
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.68KNew |
$236K - $288K
|
4.68K
$327K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
83New |
$4.18K - $5.11K
|
83
$5.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-4.94K- 16.43% |
$249K - $304K
|
25.1K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
271KNew |
$13.7M - $16.7M
|
271K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-150- 3.26% |
$7.56K - $9.23K
|
4.45K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.36K+ 163.96% |
$371K - $453K
|
11.9K
$827K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
699New |
$35.2K - $43K
|
699
$48.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.34K+ 93.79% |
$320K - $391K
|
13.1K
$915K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.18K+ 116.97% |
$261K - $319K
|
9.6K
$670K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
7.27KNew |
$367K - $447K
|
7.27K
$507K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-90- 1.86% |
$4.54K - $5.54K
|
4.76K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-618- 5.13% |
$31.2K - $38K
|
11.4K
$798K
|
|
|
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
$3.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-251- 1.03% |
$12.7K - $15.5K
|
24K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.56M- 35.9% |
$78.7M - $96.1M
|
2.79M
$195M
|
|
|
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
$2.72K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
5.63KNew |
$284K - $347K
|
5.63K
$393K
|
|
|
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
$459K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3+ 3.53% |
$151 - $185
|
88
$6.14K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.29K- 51.9% |
$217K - $264K
|
3.98K
$278K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-914- 7.63% |
$46.1K - $56.3K
|
11.1K
$772K
|
|
|
Nov 02, 2023
Q3 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
21.3KNew |
$1.07M - $1.31M
|
21.3K
$1.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.06KNew |
$53.6K - $65.5K
|
1.06K
$74.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-606- 60.0% |
$30.6K - $37.3K
|
404
$28.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
201New |
$10.1K - $12.4K
|
201
$14K
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-36- 8.26% |
$1.82K - $2.22K
|
400
$27.9K
|
|