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 10, 2021
Q1 2021
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-143- 12.89% |
$7.49K - $8.6K
|
966
$59.4K
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.43KClosed |
$74.8K - $85.8K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-200Closed |
$10.5K - $12K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-98Closed |
$5.14K - $5.9K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-295Closed |
$15.5K - $17.7K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-27Closed |
$1.42K - $1.62K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-75- 1.65% |
$3.93K - $4.51K
|
4.48K
$276K
|
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-3.8KClosed |
$199K - $229K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-311Closed |
$16.3K - $18.7K
|
0
$0
|
|
|
Apr 13, 2021
Q1 2021
|
Norway Savings Bank
|
SELL
|
- |
-34Closed |
$1.78K - $2.05K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8New |
$407 - $469
|
8
$492
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-119Closed |
$6.05K - $6.97K
|
0
$0
|
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-57Closed |
$2.9K - $3.34K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-53.1KClosed |
$2.7M - $3.11M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Davidson Kempner Capital Management LP
New York, NY |
SELL
|
- |
-430K- 28.07% |
$21.8M - $25.2M
|
1.1M
$67.7M
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-331Closed |
$16.8K - $19.4K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Opus Investment Management Inc
|
SELL
|
- |
-53.4KClosed |
$2.71M - $3.13M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Clearline Capital LP
New York, NY |
SELL
|
- |
-27.8KClosed |
$1.41M - $1.63M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Barings LLC
|
SELL
|
- |
-22.3KClosed |
$1.13M - $1.3M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Kemnay Advisory Services Inc.
New York, NY |
SELL
|
- |
-11.2KClosed |
$568K - $655K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-15.7KClosed |
$800K - $922K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-659- 48.46% |
$33.5K - $38.6K
|
701
$43.1K
|
|
|
Feb 16, 2021
Q4 2020
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-463KClosed |
$23.5M - $27.1M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-44.9KClosed |
$2.28M - $2.63M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-365KClosed |
$18.5M - $21.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-195KClosed |
$9.89M - $11.4M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-72.5KClosed |
$3.68M - $4.25M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1KNew |
$50.8K - $58.6K
|
1K
$61.5K
|
|
|
Feb 12, 2021
Q4 2020
|
Centersquare Investment Management LLC
Plymouth Meeting, PA |
SELL
|
- |
-670Closed |
$34K - $39.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-8.61KClosed |
$438K - $505K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
16.3KNew |
$829K - $956K
|
16.3K
$1M
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-128Closed |
$6.5K - $7.5K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Toms Capital Investment Management LP
New York, NY |
SELL
|
- |
-800KClosed |
$40.7M - $46.9M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-346KClosed |
$17.6M - $20.3M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-301Closed |
$15.3K - $17.6K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-10Closed |
$508 - $586
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-907Closed |
$46.1K - $53.1K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Boston Partners
Boston, MA |
SELL
|
- |
-1.36MClosed |
$68.9M - $79.4M
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-643Closed |
$32.7K - $37.7K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
SELL
|
- |
-117KClosed |
$5.95M - $6.86M
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
West Financial Advisors, LLC
|
BUY
|
- |
681New |
$34.6K - $39.9K
|
681
$41.9K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
598New |
$30.4K - $35K
|
598
$36.8K
|
|
|
Jan 29, 2021
Q4 2020
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.8KNew |
$142K - $164K
|
2.8K
$172K
|
|
|
Jan 27, 2021
Q4 2020
|
James Investment Research Inc
|
SELL
|
- |
-500Closed |
$25.4K - $29.3K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Segantii Capital Management LTD
|
SELL
|
- |
-57.7KClosed |
$2.93M - $3.38M
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Artemis Investment Management LLP
|
SELL
|
- |
-44.4KClosed |
$2.26M - $2.6M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
200+ 20.02% |
$9.82K - $13K
|
1.2K
$73.7K
|
|
|
Nov 30, 2020
Q3 2020
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.87KClosed |
$239K - $316K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-119Closed |
$5.85K - $7.71K
|
0
$0
|
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.9KClosed |
$683K - $902K
|
0
$0
|
|