Latest Institutional Purchases of Evergy, Inc. (EVRG)
This list provides information on the latest institutional transactions involving Evergy, Inc. (EVRG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
316+ 0.49% |
$18.7K - $20.5K
|
64.2K
$4.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
299New |
$17.7K - $19.4K
|
299
$20.3K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
288New |
$17K - $18.7K
|
288
$19.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
285+ 17.98% |
$16.8K - $18.5K
|
1.87K
$127K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
200New |
$11.8K - $13K
|
200
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
185New |
$10.9K - $12K
|
185
$12.6K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
177New |
$10.5K - $11.5K
|
177
$12K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
162New |
$9.57K - $10.5K
|
162
$11K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
142New |
$8.39K - $9.23K
|
142
$9.63K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
124New |
$7.32K - $8.06K
|
124
$8.41K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
123+ 15.85% |
$7.26K - $8K
|
899
$61K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
122+ 100.0% |
$7.21K - $7.93K
|
244
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
82New |
$4.84K - $5.33K
|
82
$5.56K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
58New |
$3.43K - $3.77K
|
58
$3.93K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
55New |
$3.25K - $3.58K
|
55
$3.73K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
36New |
$2.13K - $2.34K
|
36
$2.44K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
36New |
$2.13K - $2.34K
|
36
$2.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
30New |
$1.77K - $1.95K
|
30
$2.04K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
29New |
$1.71K - $1.89K
|
29
$1.97K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
14New |
$827 - $910
|
14
$950
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 13.79% |
$709 - $780
|
99
$6.72K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
10New |
$591 - $650
|
10
$678
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
8New |
$472 - $520
|
8
$543
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 1.73% |
$472 - $520
|
470
$31.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5New |
$295 - $325
|
5
$339
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
5New |
$295 - $325
|
5
$339
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
5New |
$295 - $325
|
5
$339
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1New |
$59.1 - $65
|
1
$67.8
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1New |
$59.1 - $65
|
1
$67.8
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
123K+ 657.15% |
$6.43M - $7.6M
|
141K
$9.58M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
21.5KNew |
$1.13M - $1.33M
|
21.5K
$1.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$759K - $897K
|
14.5K
$981K
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
12.2KNew |
$642K - $759K
|
12.2K
$830K
|
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
11.1KNew |
$583K - $689K
|
11.1K
$753K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
9.17KNew |
$481K - $568K
|
9.17K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.16K+ 6478.57% |
$428K - $506K
|
8.29K
$562K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5.86KNew |
$307K - $363K
|
5.86K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
4.9KNew |
$257K - $304K
|
4.9K
$332K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
4.76KNew |
$250K - $295K
|
4.76K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
4.52KNew |
$237K - $281K
|
4.52K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.98KNew |
$209K - $247K
|
3.98K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.77KNew |
$198K - $234K
|
3.77K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.76KNew |
$197K - $233K
|
3.76K
$255K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.74KNew |
$196K - $232K
|
3.74K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.61KNew |
$189K - $224K
|
3.61K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
3.53KNew |
$185K - $219K
|
3.53K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.25KNew |
$170K - $201K
|
3.25K
$220K
|
|
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
3.24K+ 33.11% |
$170K - $201K
|
13K
$884K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.25K+ 12.21% |
$118K - $140K
|
20.7K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.2K+ 26.8% |
$116K - $137K
|
10.4K
$707K
|
|