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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
84+ 289.66% |
$5.19K - $5.76K
|
113
$7.89K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$433 - $480
|
7
$488
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4+ 0.98% |
$247 - $274
|
412
$28.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-132Closed |
$8.16K - $9.06K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-78Closed |
$4.82K - $5.35K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-900- 17.74% |
$55.6K - $61.7K
|
4.17K
$291K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
226New |
$14K - $15.5K
|
226
$15.8K
|
|
|
Jan 27, 2022
Q4 2021
|
Bright Rock Capital Management, LLC
|
SELL
|
- |
-90KClosed |
$5.56M - $6.17M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
262+ 16.32% |
$16.2K - $18K
|
1.87K
$130K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4KNew |
$247K - $274K
|
4K
$279K
|
|
|
Jan 18, 2022
Q4 2021
|
Bluescape Energy Partners LLC
|
BUY
|
- |
289K+ 12.2% |
$17.9M - $19.8M
|
2.66M
$185M
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-60- 33.52% |
$3.71K - $4.12K
|
119
$8.3K
|
|
|
Jan 11, 2022
Q4 2021
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
145New |
$8.96K - $9.95K
|
145
$10.1K
|
|
| Q3 2021 | |||||||
|
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
$46.1K
|
|
|
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
$23.1K
|
|
|
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
$7.95K
|
|
|
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
$3.91K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-480- 50.37% |
$29.5K - $33.2K
|
473
$33K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
PUT |
-100- 50.0% |
$6.14K - $6.93K
|
100
$6.98K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.9KNew |
$301K - $340K
|
4.9K
$342K
|
|
|
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
$6.63K
|
|
|
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
|
|