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 |
|---|---|---|---|---|---|---|---|
|
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
$45.4K
|
|
|
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
$22.8K
|
|
|
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
$7.84K
|
|
|
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
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5.58KClosed |
$342K - $386K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
56New |
$3.44K - $3.88K
|
56
$3.85K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-480- 50.37% |
$29.5K - $33.2K
|
473
$32.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$6.14K - $6.93K
|
100
$6.88K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.9KNew |
$301K - $340K
|
4.9K
$337K
|
|
|
Oct 19, 2021
Q3 2021
|
Goodwin Daniel L
|
SELL
|
- |
-9.8KClosed |
$602K - $679K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-201Closed |
$12.3K - $13.9K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-150Closed |
$9.21K - $10.4K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-5.25KClosed |
$322K - $364K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-918Closed |
$55K - $59.5K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-19KClosed |
$1.14M - $1.23M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Brahman Capital Corp.
New York, NY |
SELL
|
- |
-236KClosed |
$14.1M - $15.3M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Davide Leone & Partners Investment CO Ltd.
London, X0 |
SELL
|
- |
-16.2KClosed |
$972K - $1.05M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-9.4KClosed |
$563K - $609K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-294Closed |
$17.6K - $19.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.64KClosed |
$218K - $236K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-8.93KClosed |
$535K - $579K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
95New |
$5.69K - $6.16K
|
95
$6.54K
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-581Closed |
$34.8K - $37.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7Closed |
$420 - $454
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-4.6KClosed |
$276K - $298K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-65Closed |
$3.9K - $4.21K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-3.9KClosed |
$234K - $253K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100Closed |
$5.99K - $6.48K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-16Closed |
$959 - $1.04K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-10.4KClosed |
$626K - $677K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-80Closed |
$4.79K - $5.18K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
9.92KNew |
$594K - $643K
|
9.92K
$682K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
68New |
$4.08K - $4.41K
|
68
$4.68K
|
|
|
Jul 20, 2021
Q2 2021
|
Bck Capital Management LP
Stamford, CT |
SELL
|
- |
-17.6KClosed |
$1.06M - $1.14M
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-59KClosed |
$3.54M - $3.82M
|
0
$0
|
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
59New |
$3.54K - $3.82K
|
59
$4.06K
|
|
| Q1 2021 | |||||||
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
103+ 343.33% |
$5.4K - $6.2K
|
133
$9.15K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-371Closed |
$19.4K - $22.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-200Closed |
$10.5K - $12K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-20KClosed |
$1.05M - $1.2M
|
0
$0
|
|