Purchases and Sales Made in Q1 2023 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q1 2023. 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 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-46- 1.17% |
$2.63K - $2.99K
|
3.87K
$240K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-49- 0.59% |
$2.8K - $3.18K
|
8.26K
$512K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 43.97% |
$2.91K - $3.31K
|
65
$4.03K
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-55- 0.93% |
$3.14K - $3.57K
|
5.87K
$364K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-58- 0.71% |
$3.31K - $3.77K
|
8.17K
$506K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-59- 0.97% |
$3.37K - $3.83K
|
6K
$372K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-59- 0.09% |
$3.37K - $3.83K
|
64.8K
$4.02M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-59- 17.61% |
$3.37K - $3.83K
|
276
$17.1K
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-84- 1.16% |
$4.8K - $5.46K
|
7.16K
$444K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-100- 2.35% |
$5.72K - $6.5K
|
4.15K
$257K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-103- 54.79% |
$5.89K - $6.69K
|
85
$5.27K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-117- 1.86% |
$6.69K - $7.6K
|
6.17K
$383K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-120- 22.99% |
$6.86K - $7.8K
|
402
$24.9K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-129- 29.19% |
$7.37K - $8.38K
|
313
$19.4K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-129- 63.86% |
$7.37K - $8.38K
|
73
$4.53K
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-154- 3.77% |
$8.8K - $10K
|
3.93K
$244K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-168- 0.1% |
$9.6K - $10.9K
|
169K
$10.5M
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-172- 0.51% |
$9.83K - $11.2K
|
33.3K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-192- 8.26% |
$11K - $12.5K
|
2.13K
$132K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-197- 11.55% |
$11.3K - $12.8K
|
1.51K
$93.6K
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-210- 5.53% |
$12K - $13.6K
|
3.59K
$222K
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-248- 5.16% |
$14.2K - $16.1K
|
4.56K
$283K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-252- 2.81% |
$14.4K - $16.4K
|
8.73K
$541K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-269- 62.56% |
$15.4K - $17.5K
|
161
$9.98K
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-290- 0.4% |
$16.6K - $18.8K
|
71.7K
$4.45M
|
|
May 05, 2023
Q1 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-296- 0.53% |
$16.9K - $19.2K
|
56K
$3.47M
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.74% |
$17.1K - $19.5K
|
10.7K
$660K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-306- 98.39% |
$17.5K - $19.9K
|
5
$310
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-324- 59.89% |
$18.5K - $21K
|
217
$13.5K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-338- 0.76% |
$19.3K - $22K
|
44.1K
$2.73M
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-350- 0.58% |
$20K - $22.7K
|
60.3K
$3.74M
|
|
May 17, 2023
Q1 2023
|
Castellan Group
Louisville, KY |
SELL
|
- |
-380- 0.97% |
$21.7K - $24.7K
|
38.7K
$2.4M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-394- 12.29% |
$22.5K - $25.6K
|
2.81K
$174K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-399- 66.06% |
$22.8K - $25.9K
|
205
$12.7K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-400- 7.29% |
$22.9K - $26K
|
5.09K
$316K
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-438- 4.16% |
$25K - $28.5K
|
10.1K
$626K
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-449- 6.29% |
$25.7K - $29.2K
|
6.69K
$415K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-453- 9.15% |
$25.9K - $29.4K
|
4.5K
$279K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-472- 1.23% |
$27K - $30.7K
|
38K
$2.36M
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-489- 4.59% |
$27.9K - $31.8K
|
10.2K
$631K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-508- 0.55% |
$29K - $33K
|
91.1K
$5.65M
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-530- 13.24% |
$30.3K - $34.4K
|
3.47K
$215K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-532- 4.51% |
$30.4K - $34.6K
|
11.3K
$698K
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-532- 1.43% |
$30.4K - $34.6K
|
36.6K
$2.27M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-544- 9.56% |
$31.1K - $35.3K
|
5.15K
$319K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-550- 6.42% |
$31.4K - $35.7K
|
8.02K
$497K
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-589- 5.35% |
$33.7K - $38.3K
|
10.4K
$646K
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-630- 5.66% |
$36K - $40.9K
|
10.5K
$651K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-647Closed |
$37K - $42K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-652- 4.5% |
$37.3K - $42.4K
|
13.8K
$857K
|