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 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-5.37K- 4.49% |
$306K - $342K
|
114K
$8.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.29M - $1.44M
|
22.7K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
16+ 0.03% |
$912 - $1.02K
|
60.7K
$4.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.47KNew |
$198K - $221K
|
3.47K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.3K+ 5.36% |
$1.5M - $1.68M
|
518K
$36.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-89K- 3.98% |
$5.07M - $5.66M
|
2.15M
$151M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 4.35% |
$570 - $637
|
220
$15.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-7.2K- 6.17% |
$411K - $458K
|
109K
$7.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-715- 12.27% |
$40.8K - $45.5K
|
5.11K
$359K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-453- 10.41% |
$25.8K - $28.8K
|
3.9K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30.8KNew |
$1.76M - $1.96M
|
30.8K
$2.16M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-587- 11.48% |
$33.5K - $37.4K
|
4.53K
$318K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
299New |
$17K - $19K
|
299
$21K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
367+ 10.79% |
$20.9K - $23.4K
|
3.77K
$264K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22KNew |
$1.25M - $1.4M
|
22K
$1.54M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-416- 10.42% |
$23.7K - $26.5K
|
3.58K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.55% |
$456 - $509
|
1.45K
$102K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
478New |
$27.3K - $30.4K
|
478
$33.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.23% |
$114 - $127
|
165
$11.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-542- 20.37% |
$30.9K - $34.5K
|
2.12K
$149K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-365- 95.05% |
$20.8K - $23.2K
|
19
$1.33K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-115- 6.71% |
$6.56K - $7.32K
|
1.6K
$112K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
152+ 3.78% |
$8.67K - $9.68K
|
4.17K
$293K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-115- 6.71% |
$6.56K - $7.32K
|
1.6K
$112K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
534New |
$30.4K - $34K
|
534
$37.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.74KNew |
$213K - $238K
|
3.74K
$262K
|
|
| Q1 2023 | |||||||
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-14.4K- 77.31% |
$822K - $934K
|
4.22K
$296K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
695+ 21.27% |
$39.7K - $45.1K
|
3.96K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 2.1% |
$1.43K - $1.62K
|
1.17K
$82K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
299New |
$17.1K - $19.4K
|
299
$21K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$3.14K - $3.57K
|
55
$3.86K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 20.83% |
$286 - $325
|
19
$1.33K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.18MNew |
$125M - $142M
|
2.18M
$153M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
128New |
$7.32K - $8.31K
|
128
$8.98K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
248+ 7.75% |
$14.2K - $16.1K
|
3.45K
$242K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300New |
$17.1K - $19.5K
|
300
$21.1K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
27New |
$1.54K - $1.75K
|
27
$1.89K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
202New |
$11.5K - $13.1K
|
202
$14.2K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$914 - $1.04K
|
16
$1.12K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-171K- 98.11% |
$9.79M - $11.1M
|
3.3K
$232K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 27.95% |
$5.14K - $5.85K
|
412
$28.9K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 19.23% |
$286 - $325
|
31
$2.18K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.98KNew |
$285K - $324K
|
4.98K
$349K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.28K- 12.62% |
$73K - $83K
|
8.84K
$621K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
956New |
$54.6K - $62.1K
|
956
$67.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
145New |
$8.29K - $9.42K
|
145
$10.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$57.2 - $65
|
197
$13.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
96New |
$5.49K - $6.24K
|
96
$6.74K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 2.35% |
$5.72K - $6.5K
|
4.15K
$291K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6New |
$343 - $390
|
6
$421
|
|