Purchases and Sales Made in Q1 2024 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q1 2024. 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 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3+ 0.04% |
$146 - $163
|
7.76K
$409K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$146 - $163
|
8
$422
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 20.0% |
$146 - $163
|
18
$949
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.19% |
$48.6 - $54.2
|
85
$4.48K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.37% |
$48.6 - $54.2
|
74
$3.9K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$48.6 - $54.2
|
4
$211
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.69% |
$48.6 - $54.2
|
14
$738
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 11.11% |
$48.6 - $54.2
|
10
$527
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$48.6 - $54.2
|
6.71K
$354K
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.2
|
4.92K
$259K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2- 0.4% |
$97.2 - $108
|
499
$26.3K
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3- -0.0% |
$146 - $163
|
64.1K
$3.38M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 1.63% |
$340 - $379
|
422
$22.2K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 2.61% |
$389 - $434
|
299
$15.8K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9- 0.09% |
$438 - $488
|
10.5K
$554K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-12- 4.63% |
$583 - $651
|
247
$13K
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 1.89% |
$681 - $759
|
726
$38.3K
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 2.68% |
$729 - $813
|
545
$28.7K
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-17- 9.29% |
$827 - $922
|
166
$8.75K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 4.93% |
$1.22K - $1.36K
|
482
$25.4K
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 2.43% |
$1.22K - $1.36K
|
1.01K
$53K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 6.87% |
$1.51K - $1.68K
|
420
$22.1K
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-34- 10.73% |
$1.65K - $1.84K
|
283
$14.9K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 4.21% |
$1.85K - $2.06K
|
865
$45.6K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-42- 77.78% |
$2.04K - $2.28K
|
12
$633
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-43- 0.58% |
$2.09K - $2.33K
|
7.39K
$390K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-44- 38.26% |
$2.14K - $2.39K
|
71
$3.74K
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.81% |
$2.14K - $2.39K
|
5.36K
$282K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-48- 6.11% |
$2.33K - $2.6K
|
737
$38.8K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-49- 9.48% |
$2.38K - $2.66K
|
468
$24.7K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 1.43% |
$3.06K - $3.42K
|
4.36K
$230K
|
|
Apr 30, 2024
Q1 2024
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-63- 0.32% |
$3.06K - $3.42K
|
19.7K
$1.04M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-67- 1.59% |
$3.26K - $3.63K
|
4.15K
$219K
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-74- 0.14% |
$3.6K - $4.01K
|
54.2K
$2.86M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-75- 18.52% |
$3.65K - $4.07K
|
330
$17.4K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-81- 33.61% |
$3.94K - $4.39K
|
160
$8.43K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-86- 0.92% |
$4.18K - $4.66K
|
9.26K
$488K
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-90- 1.35% |
$4.38K - $4.88K
|
6.58K
$347K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-94- 5.46% |
$4.57K - $5.1K
|
1.63K
$85.9K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-97- 72.39% |
$4.72K - $5.26K
|
37
$1.95K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-98- 5.38% |
$4.76K - $5.31K
|
1.72K
$90.8K
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-99- 1.29% |
$4.81K - $5.37K
|
7.59K
$400K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-101- 1.98% |
$4.91K - $5.48K
|
5K
$263K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-125- 11.11% |
$6.08K - $6.78K
|
1K
$52.7K
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-129- 24.07% |
$6.27K - $6.99K
|
407
$21.5K
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-135- 1.52% |
$6.56K - $7.32K
|
8.77K
$462K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-161- 0.27% |
$7.83K - $8.73K
|
60K
$3.16M
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-167- 1.26% |
$8.12K - $9.05K
|
13.1K
$691K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-168- 1.62% |
$8.17K - $9.11K
|
10.2K
$538K
|