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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-150Closed |
$9.03K - $10.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.96KClosed |
$298K - $339K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-72Closed |
$4.33K - $4.92K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.16K+ 7726.67% |
$69.8K - $79.2K
|
1.17K
$72.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1KClosed |
$60.2K - $68.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
43+ 0.88% |
$2.59K - $2.94K
|
4.93K
$303K
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-25Closed |
$1.51K - $1.71K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-406Closed |
$24.4K - $27.7K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-247Closed |
$15.3K - $16.9K
|
0
$0
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.11KNew |
$254K - $282K
|
4.11K
$252K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
600New |
$37.1K - $41.2K
|
600
$36.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$61.8 - $68.6
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.3KNew |
$451K - $501K
|
7.3K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-508Closed |
$31.4K - $34.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
74.6K+ 3.19% |
$4.61M - $5.12M
|
2.41M
$148M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-18.7KClosed |
$1.16M - $1.28M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Seven Eight Capital, LP
|
SELL
|
- |
-17KClosed |
$1.05M - $1.17M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-918Closed |
$56.7K - $63K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-107Closed |
$6.61K - $7.34K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-20.8KClosed |
$1.28M - $1.43M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-17.1KClosed |
$1.05M - $1.17M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-945Closed |
$58.4K - $64.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
84+ 289.66% |
$5.19K - $5.76K
|
113
$6.95K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$433 - $480
|
7
$431
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4+ 0.98% |
$247 - $274
|
412
$25.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-501Closed |
$31K - $34.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-132Closed |
$8.16K - $9.06K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-78Closed |
$4.82K - $5.35K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-900- 17.74% |
$55.6K - $61.7K
|
4.17K
$257K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
226New |
$14K - $15.5K
|
226
$13.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-90KClosed |
$5.56M - $6.17M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
262+ 16.32% |
$16.2K - $18K
|
1.87K
$115K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4KNew |
$247K - $274K
|
4K
$246K
|
|
|
Jan 18, 2022
Q4 2021
|
Bluescape Energy Partners LLC
|
BUY
|
- |
289K+ 12.2% |
$17.9M - $19.8M
|
2.66M
$163M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-60- 33.52% |
$3.71K - $4.12K
|
119
$7.32K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
145New |
$8.96K - $9.95K
|
145
$8.92K
|
|
| Q3 2021 | |||||||
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-25KClosed |
$1.54M - $1.73M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.43KClosed |
$87.6K - $98.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
660New |
$40.5K - $45.7K
|
660
$40.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-35Closed |
$2.15K - $2.42K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-59Closed |
$3.62K - $4.09K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
SELL
|
- |
-1.01KClosed |
$61.8K - $69.7K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
331New |
$20.3K - $22.9K
|
331
$20.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.46KClosed |
$274K - $309K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-234Closed |
$14.4K - $16.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41Closed |
$2.52K - $2.84K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
114New |
$7K - $7.9K
|
114
$7.01K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-6.22KClosed |
$382K - $431K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-3.32KClosed |
$204K - $230K
|
0
$0
|
|