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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
316+ 7.34% |
$17.8K - $20.1K
|
4.62K
$322K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.25KNew |
$183K - $206K
|
3.25K
$227K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.32K- 96.65% |
$243K - $275K
|
150
$10.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
109New |
$6.13K - $6.92K
|
109
$7.61K
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-93- 1.03% |
$5.23K - $5.91K
|
8.96K
$626K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.74K
|
|
|
Jan 20, 2023
Q4 2022
|
Patrizia Pty LTD
Barton, C3 |
SELL
|
- |
-60.3KClosed |
$3.4M - $3.83M
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
32.7KNew |
$1.84M - $2.08M
|
32.7K
$2.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$2.87K - $3.24K
|
51
$3.56K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.74K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-100- 0.47% |
$5.63K - $6.35K
|
21.4K
$1.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106New |
$5.96K - $6.73K
|
106
$7.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$1.29K - $1.46K
|
23
$1.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
254New |
$14.3K - $16.1K
|
254
$17.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-8- 2.09% |
$450 - $508
|
375
$26.2K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 52.91% |
$5.63K - $6.35K
|
89
$6.21K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-1.14K- 22.6% |
$67.9K - $81.6K
|
3.92K
$273K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11New |
$653 - $786
|
11
$768
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
600New |
$35.6K - $42.9K
|
600
$41.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$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
$430K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$832 - $1K
|
14
$977
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$713 - $857
|
12
$837
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 4.17% |
$119 - $143
|
46
$3.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Clear Sky Advisers, LLC
Houston, TX |
BUY
|
- |
20K+ 21.74% |
$1.19M - $1.43M
|
112K
$7.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
162+ 1.18% |
$9.62K - $11.6K
|
13.9K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 3.03% |
$59.4 - $71.4
|
34
$2.37K
|
|
|
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
|
- |
232New |
$13.8K - $16.6K
|
232
$16.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
29.6KNew |
$1.76M - $2.11M
|
29.6K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
522New |
$31K - $37.3K
|
522
$36.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
58.1KNew |
$3.45M - $4.15M
|
58.1K
$4.05M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
205New |
$12.2K - $14.6K
|
205
$14.3K
|
|
|
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
$18.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
89+ 14.54% |
$5.29K - $6.36K
|
701
$48.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-929- 1.71% |
$55.2K - $66.4K
|
53.3K
$3.72M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
31New |
$1.84K - $2.21K
|
31
$2.16K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.2KNew |
$71K - $85.4K
|
1.2K
$83.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
115New |
$6.83K - $8.21K
|
115
$8.02K
|
|
|
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
|
- |
43New |
$2.55K - $3.07K
|
43
$3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.76KNew |
$223K - $269K
|
3.76K
$263K
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
19.5KNew |
$1.16M - $1.4M
|
19.5K
$1.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
270New |
$16K - $19.3K
|
270
$18.8K
|
|
|
Oct 18, 2022
Q3 2022
|
William Allan, LLC
|
SELL
|
- |
-190- 3.71% |
$11.3K - $13.6K
|
4.94K
$344K
|
|
|
Oct 17, 2022
Q3 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.15KNew |
$247K - $297K
|
4.15K
$290K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-237- 3.67% |
$14.1K - $16.9K
|
6.22K
$434K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
3.59KNew |
$213K - $256K
|
3.59K
$250K
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|