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 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
16+ 0.16% |
$778 - $867
|
9.73K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$729 - $813
|
15
$1.05K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14New |
$681 - $759
|
14
$977
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
14New |
$681 - $759
|
14
$977
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11+ 0.08% |
$535 - $596
|
14.3K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 11.63% |
$486 - $542
|
96
$6.7K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 7.52% |
$486 - $542
|
143
$9.98K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
10+ 0.11% |
$486 - $542
|
9.04K
$631K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
8+ 53.33% |
$389 - $434
|
23
$1.6K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
6+ 1.2% |
$292 - $325
|
506
$35.3K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5+ 0.63% |
$243 - $271
|
805
$56.2K
|
|
|
May 15, 2024
Q1 2024
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4+ 0.01% |
$194 - $217
|
34.5K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 60.0% |
$146 - $163
|
8
$558
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3+ 0.04% |
$146 - $163
|
7.76K
$542K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3+ 0.25% |
$146 - $163
|
1.23K
$85.6K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3+ 20.0% |
$146 - $163
|
18
$1.26K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.37% |
$48.6 - $54.2
|
74
$5.16K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$48.6 - $54.2
|
6.71K
$468K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
1+ 11.11% |
$48.6 - $54.2
|
10
$698
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1+ 0.02% |
$48.6 - $54.2
|
4.92K
$343K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$48.6 - $54.2
|
4
$279
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 7.69% |
$48.6 - $54.2
|
14
$977
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.19% |
$48.6 - $54.2
|
85
$5.93K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1- 7.14% |
$48.6 - $54.2
|
13
$907
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-2- 0.4% |
$97.2 - $108
|
499
$34.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3- -0.0% |
$146 - $163
|
64.1K
$4.47M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-7- 1.63% |
$340 - $379
|
422
$29.4K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-8- 2.61% |
$389 - $434
|
299
$20.9K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9- 0.09% |
$438 - $488
|
10.5K
$733K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9Closed |
$438 - $488
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 0.79% |
$486 - $542
|
1.26K
$87.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-12- 4.63% |
$583 - $651
|
247
$17.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-14- 1.89% |
$681 - $759
|
726
$50.7K
|
|
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-15- 3.22% |
$729 - $813
|
451
$31.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 2.68% |
$729 - $813
|
545
$38K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-17- 9.29% |
$827 - $922
|
166
$11.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 4.93% |
$1.22K - $1.36K
|
482
$33.6K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-25- 2.43% |
$1.22K - $1.36K
|
1.01K
$70.1K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 6.87% |
$1.51K - $1.68K
|
420
$29.3K
|
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-34- 10.73% |
$1.65K - $1.84K
|
283
$19.7K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 4.21% |
$1.85K - $2.06K
|
865
$60.4K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-42- 77.78% |
$2.04K - $2.28K
|
12
$837
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-43- 0.58% |
$2.09K - $2.33K
|
7.39K
$516K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-44- 0.81% |
$2.14K - $2.39K
|
5.36K
$374K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-44- 38.26% |
$2.14K - $2.39K
|
71
$4.95K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-48- 6.11% |
$2.33K - $2.6K
|
737
$51.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-49- 9.48% |
$2.38K - $2.66K
|
468
$32.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-63- 1.43% |
$3.06K - $3.42K
|
4.36K
$304K
|