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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
90+ 27.95% |
$5.14K - $5.85K
|
412
$25.5K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
82New |
$4.69K - $5.33K
|
82
$5.08K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
55New |
$3.14K - $3.57K
|
55
$3.41K
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
27New |
$1.54K - $1.75K
|
27
$1.67K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16New |
$914 - $1.04K
|
16
$991
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
6New |
$343 - $390
|
6
$372
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
5+ 19.23% |
$286 - $325
|
31
$1.92K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$57.2 - $65
|
197
$12.2K
|
|
Q4 2022 | |||||||
Feb 03, 2023
Q4 2022
|
Coann Capital LLC
Westport, CT |
BUY
|
- |
153KNew |
$8.6M - $9.71M
|
153K
$9.47M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
86.3K+ 1499.06% |
$4.86M - $5.48M
|
92.1K
$5.7M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
61.9KNew |
$3.48M - $3.93M
|
61.9K
$3.83M
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
37.7KNew |
$2.12M - $2.39M
|
37.7K
$2.33M
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
32.7KNew |
$1.84M - $2.08M
|
32.7K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
25.7K+ 3.18% |
$1.44M - $1.63M
|
834K
$51.6M
|
|
Jan 03, 2023
Q4 2022
|
Pensionfund Sabic
|
BUY
|
- |
22KNew |
$1.24M - $1.4M
|
22K
$1.36M
|
|
Feb 13, 2023
Q4 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
10.5K+ 32.94% |
$589K - $665K
|
42.3K
$2.62M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
9.81KNew |
$552K - $623K
|
9.81K
$608K
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
5.14KNew |
$289K - $326K
|
5.14K
$318K
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.66KNew |
$262K - $296K
|
4.66K
$289K
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.57KNew |
$257K - $290K
|
4.57K
$283K
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.23KNew |
$238K - $268K
|
4.23K
$262K
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.6KNew |
$203K - $229K
|
3.6K
$223K
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.33KNew |
$187K - $212K
|
3.33K
$206K
|
|
Feb 09, 2023
Q4 2022
|
Aviva PLC
|
BUY
|
- |
3.3KNew |
$186K - $210K
|
3.3K
$205K
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.25KNew |
$183K - $206K
|
3.25K
$201K
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
3.2KNew |
$180K - $203K
|
3.2K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Man Group PLC
London, X0 |
BUY
|
- |
1.67K+ 16.33% |
$93.7K - $106K
|
11.9K
$734K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.35KNew |
$75.9K - $85.6K
|
1.35K
$83.5K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.23K+ 5.73% |
$69.2K - $78.1K
|
22.7K
$1.41M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.01KNew |
$56.8K - $64.2K
|
1.01K
$62.6K
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1KNew |
$56.3K - $63.5K
|
1K
$61.9K
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
641New |
$36.1K - $40.7K
|
641
$39.7K
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
601+ 2.34% |
$33.8K - $38.2K
|
26.3K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
448New |
$25.2K - $28.5K
|
448
$27.7K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
316+ 7.34% |
$17.8K - $20.1K
|
4.62K
$286K
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
257New |
$14.5K - $16.3K
|
257
$15.9K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
254New |
$14.3K - $16.1K
|
254
$15.7K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
200New |
$11.3K - $12.7K
|
200
$12.4K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
151New |
$8.5K - $9.59K
|
151
$9.35K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
150+ 3.34% |
$8.44K - $9.53K
|
4.64K
$288K
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
BUY
|
- |
117+ 0.12% |
$6.58K - $7.43K
|
96.2K
$5.96M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
109New |
$6.13K - $6.92K
|
109
$6.75K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
106New |
$5.96K - $6.73K
|
106
$6.57K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
84New |
$4.73K - $5.34K
|
84
$5.2K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
65New |
$3.66K - $4.13K
|
65
$4.03K
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
56+ 1.46% |
$3.15K - $3.56K
|
3.9K
$241K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$2.87K - $3.24K
|
51
$3.16K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.55K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$1.41K - $1.59K
|
25
$1.55K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
23New |
$1.29K - $1.46K
|
23
$1.42K
|