Purchases and Sales Made in Q1 2022 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q1 2022. The information is specifically focused on institutions that hold shares of Evergy, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
71+ 1.79% |
$4.27K - $4.85K
|
4.04K
$278K
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
70+ 0.18% |
$4.21K - $4.78K
|
39K
$2.68M
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
68New |
$4.09K - $4.65K
|
68
$4.68K
|
|
|
May 04, 2022
Q1 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
68+ 0.11% |
$4.09K - $4.65K
|
64.3K
$4.42M
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
62+ 151.22% |
$3.73K - $4.24K
|
103
$7.09K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
60+ 1.27% |
$3.61K - $4.1K
|
4.8K
$330K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
59New |
$3.55K - $4.03K
|
59
$4.06K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
55+ 0.26% |
$3.31K - $3.76K
|
20.9K
$1.44M
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
48+ 1.51% |
$2.89K - $3.28K
|
3.22K
$221K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
46+ 3.23% |
$2.77K - $3.14K
|
1.47K
$101K
|
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
44+ 0.12% |
$2.65K - $3.01K
|
36.2K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 1.25% |
$2.59K - $2.94K
|
3.47K
$239K
|
|
|
Apr 14, 2022
Q1 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
43+ 0.88% |
$2.59K - $2.94K
|
4.93K
$339K
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
42New |
$2.53K - $2.87K
|
42
$2.89K
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
40New |
$2.41K - $2.73K
|
40
$2.75K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
38New |
$2.29K - $2.6K
|
38
$2.61K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
33+ 47.14% |
$1.99K - $2.26K
|
103
$7.09K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
33New |
$1.99K - $2.26K
|
33
$2.27K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
27+ 0.73% |
$1.63K - $1.85K
|
3.7K
$255K
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
26New |
$1.57K - $1.78K
|
26
$1.79K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
26New |
$1.57K - $1.78K
|
26
$1.79K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
24New |
$1.44K - $1.64K
|
24
$1.65K
|
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
24+ 0.26% |
$1.44K - $1.64K
|
9.11K
$627K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
23+ 0.53% |
$1.38K - $1.57K
|
4.36K
$300K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
20+ 0.27% |
$1.2K - $1.37K
|
7.46K
$513K
|
|
|
Apr 21, 2022
Q1 2022
|
Miller Howard Investments Inc
|
BUY
|
- |
19+ 0.02% |
$1.14K - $1.3K
|
82K
$5.64M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18New |
$1.08K - $1.23K
|
18
$1.24K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 0.89% |
$1.08K - $1.23K
|
2.04K
$140K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
17+ 10.56% |
$1.02K - $1.16K
|
178
$12.2K
|
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
16+ 0.55% |
$963 - $1.09K
|
2.94K
$203K
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
15+ 0.49% |
$903 - $1.03K
|
3.1K
$213K
|
|
|
May 09, 2022
Q1 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
15New |
$903 - $1.03K
|
15
$1.03K
|
|
|
Apr 14, 2022
Q1 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
10+ 0.09% |
$602 - $683
|
10.6K
$731K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
10+ 1.09% |
$602 - $683
|
928
$63.9K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10+ 0.22% |
$602 - $683
|
4.46K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9+ 0.24% |
$542 - $615
|
3.8K
$262K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
8New |
$482 - $547
|
8
$550
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
6+ 3.45% |
$361 - $410
|
180
$12.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 14.29% |
$361 - $410
|
48
$3.3K
|
|
|
May 11, 2022
Q1 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 1.01% |
$301 - $342
|
499
$34.3K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.08% |
$181 - $205
|
3.92K
$270K
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
3+ 3.75% |
$181 - $205
|
83
$5.71K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.78% |
$120 - $137
|
258
$17.8K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 12.5% |
$120 - $137
|
18
$1.24K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.29% |
$120 - $137
|
157
$10.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$60.2 - $68.3
|
3.96K
$273K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1+ 0.03% |
$60.2 - $68.3
|
3.78K
$260K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.54% |
$60.2 - $68.3
|
185
$12.7K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$60.2 - $68.3
|
4.14K
$285K
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
1+ 0.03% |
$60.2 - $68.3
|
3.13K
$215K
|