Latest Institutional Transactions on Evergy, Inc. (EVRG)

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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
Jan 09, 2023 Q4 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-8
- 2.09%
$450 - $508
375 $26K
Jan 04, 2023 Q4 2022
Bartlett & Co. LLC

SELL
 -
-100
- 52.91%
$5.63K - $6.35K
89 $6.18K
Q3 2022
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
SELL
 -
-1.14K
- 22.6%
$67.9K - $81.6K
3.92K $272K
Nov 15, 2022 Q3 2022
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
11
New
$653 - $786
11 $764
Nov 14, 2022 Q3 2022
Dt Investment Partners, LLC

BUY
 -
600
New
$35.6K - $42.9K
600 $41.7K
Nov 14, 2022 Q3 2022
Ubs Oconnor LLC

Chicago, IL
BUY
 -
21.7K
New
$1.29M - $1.55M
21.7K $1.51M
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
265
+ 4.49%
$15.7K - $18.9K
6.17K $428K
Nov 14, 2022 Q3 2022
Howe & Rusling Inc

Rochester, NY
BUY
 -
14
New
$832 - $1K
14 $972
Nov 14, 2022 Q3 2022
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
12
New
$713 - $857
12 $834
Nov 14, 2022 Q3 2022
Bellwether Advisors, LLC

SELL
 -
-2
- 4.17%
$119 - $143
46 $3.2K
Nov 14, 2022 Q3 2022
Eaton Vance Management

Boston, MA
BUY
 -
162
+ 1.18%
$9.62K - $11.6K
13.9K $965K
Nov 14, 2022 Q3 2022
Karlinski Andrew C

Irvine, CA
BUY
 -
1
+ 3.03%
$59.4 - $71.4
34 $2.36K
Nov 14, 2022 Q3 2022
Covington Capital Management

BUY
 -
454
+ 42.51%
$27K - $32.4K
1.52K $106K
Nov 14, 2022 Q3 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
232
New
$13.8K - $16.6K
232 $16.1K
Nov 10, 2022 Q3 2022
Agf Investments Inc.

Toronto, A6
BUY
 -
29.6K
New
$1.76M - $2.11M
29.6K $2.06M
Nov 10, 2022 Q3 2022
Agf Investments LLC

Boston, MA
BUY
 -
522
New
$31K - $37.3K
522 $36.3K
Nov 09, 2022 Q3 2022
Navellier & Associates Inc

Reno, NV
BUY
 -
58.1K
New
$3.45M - $4.15M
58.1K $4.04M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
205
New
$12.2K - $14.6K
205 $14.2K
Nov 08, 2022 Q3 2022
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-98
- 26.63%
$5.82K - $7K
270 $18.8K
Nov 08, 2022 Q3 2022
Mark Sheptoff Financial Planning, LLC

Glastonbury, CT
SELL
 -
-269
- 50.0%
$16K - $19.2K
269 $18.7K
Nov 07, 2022 Q3 2022
Tevis Investment Management

BUY
 -
89
+ 14.54%
$5.29K - $6.36K
701 $48.7K
Nov 07, 2022 Q3 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-929
- 1.71%
$55.2K - $66.4K
53.3K $3.7M
Nov 04, 2022 Q3 2022
Duncker Streett & CO Inc

BUY
 -
31
New
$1.84K - $2.21K
31 $2.15K
Nov 04, 2022 Q3 2022
Cowa, LLC

Tulsa, OK
BUY
 -
1.2K
New
$71K - $85.4K
1.2K $83.1K
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
115
New
$6.83K - $8.21K
115 $7.99K
Nov 03, 2022 Q3 2022
Cypress Capital Management LLC

Greenville, DE
SELL
 -
-27.5K
- 15.65%
$1.63M - $1.97M
148K $10.3M
Oct 28, 2022 Q3 2022
Community Bank, N.A.

BUY
 -
43
New
$2.55K - $3.07K
43 $2.99K
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

BUY
 -
3.76K
New
$223K - $269K
3.76K $261K
Oct 26, 2022 Q3 2022
Udine Wealth Management, Inc.

BUY
 -
19.5K
New
$1.16M - $1.4M
19.5K $1.36M
Oct 21, 2022 Q3 2022
Nu Wave Investment Management, LLC

BUY
 -
270
New
$16K - $19.3K
270 $18.8K
Oct 18, 2022 Q3 2022
William Allan, LLC

SELL
 -
-190
- 3.71%
$11.3K - $13.6K
4.94K $343K
Oct 17, 2022 Q3 2022
One Advisory Partners, LLC

BUY
 -
4.15K
New
$247K - $297K
4.15K $288K
Oct 14, 2022 Q3 2022
Redpoint Investment Management Pty LTD

SELL
 -
-237
- 3.67%
$14.1K - $16.9K
6.22K $432K
Oct 12, 2022 Q3 2022
City Holding CO

SELL
 -
-87
- 9.72%
$5.17K - $6.21K
808 $56.1K
Oct 11, 2022 Q3 2022
Fulcrum Equity Management

BUY
 -
3.59K
New
$213K - $256K
3.59K $249K
Q2 2022
Nov 26, 2024 Q2 2022
Erste Asset Management Gmb H

Vienna, C4
SELL
 -
0
Closed
$0 - $0
0 $0
Oct 17, 2024 Q2 2022
Wr Wealth Planners, LLC

Columbia, MO
SELL
 -
-59
Closed
$3.55K - $4.28K
0 $0
Jul 17, 2024 Q2 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
19
+ 0.93%
$1.14K - $1.38K
2.05K $143K
Sep 13, 2022 Q2 2022
Brown Advisory Inc

BUY
 -
3.75K
New
$226K - $273K
3.75K $261K
Aug 17, 2022 Q2 2022
Cordant, Inc.

Portland, OR
SELL
 -
-40
Closed
$2.41K - $2.9K
0 $0
Aug 15, 2022 Q2 2022
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-498
Closed
$29.9K - $36.2K
0 $0
Aug 15, 2022 Q2 2022
Jacobs Levy Equity Management, Inc

Florham Park, NJ
SELL
 -
-8.62K
- 22.53%
$518K - $626K
29.6K $2.06M
Aug 15, 2022 Q2 2022
Longfellow Investment Management CO LLC

Boston, MA
SELL
 -
-2.9K
Closed
$175K - $211K
0 $0
Aug 15, 2022 Q2 2022
Cigna Investments Inc

Bloomfield, CT
SELL
 -
-3.99K
Closed
$240K - $290K
0 $0
Aug 15, 2022 Q2 2022
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-1.97K
Closed
$118K - $143K
0 $0
Aug 15, 2022 Q2 2022
Paul Singer Elliott Investment Management L.P. | West Palm Beach, Fl
SELL
 -
-2.24M
Closed
$135M - $163M
0 $0
Aug 15, 2022 Q2 2022
Tcwp LLC

Tampa, FL
SELL
 -
-38
Closed
$2.29K - $2.76K
0 $0
Aug 15, 2022 Q2 2022
Senator Investment Group LP

New York, NY
SELL
 -
-110K
Closed
$6.62M - $7.99M
0 $0
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-74
- 0.1%
$4.45K - $5.37K
77.4K $5.38M

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