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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.18MNew |
$125M - $142M
|
2.18M
$157M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
128New |
$7.32K - $8.31K
|
128
$9.24K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
248+ 7.75% |
$14.2K - $16.1K
|
3.45K
$249K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300New |
$17.1K - $19.5K
|
300
$21.7K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
27New |
$1.54K - $1.75K
|
27
$1.95K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
202New |
$11.5K - $13.1K
|
202
$14.6K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$914 - $1.04K
|
16
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-171K- 98.11% |
$9.79M - $11.1M
|
3.3K
$238K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 27.95% |
$5.14K - $5.85K
|
412
$29.8K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 19.23% |
$286 - $325
|
31
$2.24K
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.98KNew |
$285K - $324K
|
4.98K
$360K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.28K- 12.62% |
$73K - $83K
|
8.84K
$638K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
956New |
$54.6K - $62.1K
|
956
$69K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
145New |
$8.29K - $9.42K
|
145
$10.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$57.2 - $65
|
197
$14.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
96New |
$5.49K - $6.24K
|
96
$6.93K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 2.35% |
$5.72K - $6.5K
|
4.15K
$300K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6New |
$343 - $390
|
6
$433
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.93% |
$5.72K - $6.5K
|
3.52K
$254K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-40- 3.6% |
$2.29K - $2.6K
|
1.07K
$77.3K
|
|
| Q4 2022 | |||||||
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.3KClosed |
$130K - $146K
|
0
$0
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1KNew |
$56.3K - $63.5K
|
1K
$72.2K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
257New |
$14.5K - $16.3K
|
257
$18.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
150+ 3.34% |
$8.44K - $9.53K
|
4.64K
$335K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
448New |
$25.2K - $28.5K
|
448
$32.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$289K - $326K
|
5.14K
$371K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
601+ 2.34% |
$33.8K - $38.2K
|
26.3K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.81KNew |
$552K - $623K
|
9.81K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25.7K+ 3.18% |
$1.44M - $1.63M
|
834K
$60.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
37.7KNew |
$2.12M - $2.39M
|
37.7K
$2.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$75.9K - $85.6K
|
1.35K
$97.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7+ 100.0% |
$394 - $445
|
14
$1.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-103- 5.81% |
$5.8K - $6.54K
|
1.67K
$121K
|
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.5K+ 32.94% |
$589K - $665K
|
42.3K
$3.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
151New |
$8.5K - $9.59K
|
151
$10.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
6New |
$338 - $381
|
6
$433
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
56+ 1.46% |
$3.15K - $3.56K
|
3.9K
$281K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
641New |
$36.1K - $40.7K
|
641
$46.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-116- 2.94% |
$6.53K - $7.37K
|
3.83K
$276K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-40- 75.47% |
$2.25K - $2.54K
|
13
$939
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.57KNew |
$257K - $290K
|
4.57K
$330K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
61.9KNew |
$3.48M - $3.93M
|
61.9K
$4.47M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3.2KNew |
$180K - $203K
|
3.2K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.01KNew |
$56.8K - $64.2K
|
1.01K
$72.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
65New |
$3.66K - $4.13K
|
65
$4.69K
|
|
|
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
153KNew |
$8.6M - $9.71M
|
153K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.66KNew |
$262K - $296K
|
4.66K
$336K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.23K+ 5.73% |
$69.2K - $78.1K
|
22.7K
$1.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-603- 8.26% |
$33.9K - $38.3K
|
6.69K
$483K
|
|