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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
15KNew |
$756K - $923K
|
15K
$1.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$655 - $800
|
13
$907
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-32- 5.44% |
$1.61K - $1.97K
|
556
$38.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Polianta LTD
|
BUY
|
- |
2.3K+ 13.07% |
$116K - $142K
|
19.9K
$1.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
10New |
$504 - $616
|
10
$698
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
14New |
$706 - $862
|
14
$977
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
275New |
$13.9K - $16.9K
|
275
$19.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
330+ 1.34% |
$16.6K - $20.3K
|
25K
$1.74M
|
|
| 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
$1.13M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
164New |
$9.35K - $10.4K
|
164
$11.4K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
105New |
$5.99K - $6.69K
|
105
$7.33K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$513 - $573
|
9
$628
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
41.9KNew |
$2.39M - $2.67M
|
41.9K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
632+ 0.51% |
$36K - $40.2K
|
124K
$8.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$602K - $673K
|
10.6K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
165+ 634.62% |
$9.41K - $10.5K
|
191
$13.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Castellan Group
Louisville, KY |
BUY
|
- |
1.16K+ 2.98% |
$65.9K - $73.6K
|
39.9K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-5.37K- 4.49% |
$306K - $342K
|
114K
$7.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.29M - $1.44M
|
22.7K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
16+ 0.03% |
$912 - $1.02K
|
60.7K
$4.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.47KNew |
$198K - $221K
|
3.47K
$242K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
26.3K+ 5.36% |
$1.5M - $1.68M
|
518K
$36.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-89K- 3.98% |
$5.07M - $5.66M
|
2.15M
$150M
|
|
|
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
$7.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-715- 12.27% |
$40.8K - $45.5K
|
5.11K
$357K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-453- 10.41% |
$25.8K - $28.8K
|
3.9K
$272K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30.8KNew |
$1.76M - $1.96M
|
30.8K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-587- 11.48% |
$33.5K - $37.4K
|
4.53K
$316K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
299New |
$17K - $19K
|
299
$20.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
367+ 10.79% |
$20.9K - $23.4K
|
3.77K
$263K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
22KNew |
$1.25M - $1.4M
|
22K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-416- 10.42% |
$23.7K - $26.5K
|
3.58K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.55% |
$456 - $509
|
1.45K
$101K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.23% |
$114 - $127
|
165
$11.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-542- 20.37% |
$30.9K - $34.5K
|
2.12K
$148K
|
|
|
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
$291K
|
|
|
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
$37.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.74KNew |
$213K - $238K
|
3.74K
$261K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
695+ 21.27% |
$39.7K - $45.1K
|
3.96K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25- 2.1% |
$1.43K - $1.62K
|
1.17K
$81.5K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
299New |
$17.1K - $19.4K
|
299
$20.9K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$3.14K - $3.57K
|
55
$3.84K
|
|
|
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
$152M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
128New |
$7.32K - $8.31K
|
128
$8.93K
|
|