Purchases and Sales Made in Q2 2021 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
393+ 7.46% |
$23.6K - $25.5K
|
5.66K
$298K
|
|
Jul 26, 2021
Q2 2021
|
Meritage Portfolio Management
|
BUY
|
- |
320+ 0.61% |
$19.2K - $20.7K
|
53K
$2.79M
|
|
Aug 03, 2021
Q2 2021
|
Financial Counselors Inc
|
BUY
|
- |
318+ 0.42% |
$19.1K - $20.6K
|
75.7K
$3.99M
|
|
Aug 13, 2021
Q2 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
309+ 0.45% |
$18.5K - $20K
|
69.5K
$3.66M
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
296+ 8.88% |
$17.7K - $19.2K
|
3.63K
$191K
|
|
Jul 23, 2021
Q2 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
278+ 9.37% |
$16.7K - $18K
|
3.25K
$171K
|
|
Aug 13, 2021
Q2 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
260New |
$15.6K - $16.9K
|
260
$13.7K
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
252+ 4.58% |
$15.1K - $16.3K
|
5.76K
$304K
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
244+ 0.69% |
$14.6K - $15.8K
|
35.5K
$1.87M
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
230New |
$13.8K - $14.9K
|
230
$12.1K
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
229+ 4.44% |
$13.7K - $14.8K
|
5.39K
$284K
|
|
Aug 04, 2021
Q2 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
211+ 17.35% |
$12.6K - $13.7K
|
1.43K
$75.2K
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
201New |
$12K - $13K
|
201
$10.6K
|
|
Aug 05, 2021
Q2 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$12K - $13K
|
200
$10.5K
|
|
Jul 16, 2021
Q2 2021
|
Louisiana State Employees Retirement System
|
BUY
|
- |
200+ 1.42% |
$12K - $13K
|
14.3K
$754K
|
|
Jul 27, 2021
Q2 2021
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
192+ 0.51% |
$11.5K - $12.4K
|
38.1K
$2.01M
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
176+ 2.2% |
$10.5K - $11.4K
|
8.17K
$431K
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
164+ 3.86% |
$9.83K - $10.6K
|
4.42K
$233K
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
152+ 43.93% |
$9.11K - $9.85K
|
498
$26.2K
|
|
Jul 29, 2021
Q2 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
150New |
$8.99K - $9.72K
|
150
$7.91K
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149+ 15.19% |
$8.93K - $9.66K
|
1.13K
$59.6K
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
143+ 195.89% |
$8.57K - $9.27K
|
216
$11.4K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
140+ 1.59% |
$8.39K - $9.07K
|
8.93K
$471K
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
138+ 2.34% |
$8.27K - $8.94K
|
6.03K
$318K
|
|
Aug 13, 2021
Q2 2021
|
Seeyond
Paris, I0 |
BUY
|
- |
137+ 0.45% |
$8.21K - $8.88K
|
30.5K
$1.61M
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
136+ 0.76% |
$8.15K - $8.81K
|
18K
$949K
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
131New |
$7.85K - $8.49K
|
131
$6.91K
|
|
Aug 02, 2021
Q2 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
125+ 1.87% |
$7.49K - $8.1K
|
6.82K
$359K
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
124+ 1.21% |
$7.43K - $8.04K
|
10.4K
$549K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
120+ 3.01% |
$7.19K - $7.78K
|
4.11K
$217K
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
BUY
|
- |
115+ 38.98% |
$6.89K - $7.45K
|
410
$21.6K
|
|
Dec 27, 2021
Q2 2021
|
Resolute Advisors LLC
|
BUY
|
- |
107New |
$6.41K - $6.93K
|
107
$5.64K
|
|
Aug 13, 2021
Q2 2021
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
100+ 0.01% |
$5.99K - $6.48K
|
1.3M
$68.7M
|
|
Aug 16, 2021
Q2 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.23% |
$5.99K - $6.48K
|
43.5K
$2.29M
|
|
Jul 29, 2021
Q2 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
97+ 646.67% |
$5.81K - $6.29K
|
112
$5.9K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
95New |
$5.69K - $6.16K
|
95
$5.01K
|
|
Aug 16, 2021
Q2 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
94+ 0.47% |
$5.63K - $6.09K
|
20K
$1.05M
|
|
Aug 11, 2021
Q2 2021
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
93+ 0.49% |
$5.57K - $6.03K
|
19K
$1M
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
91+ 1.89% |
$5.45K - $5.9K
|
4.9K
$258K
|
|
Aug 13, 2021
Q2 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
83+ 0.12% |
$4.97K - $5.38K
|
69.9K
$3.69M
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
69+ 1.62% |
$4.14K - $4.47K
|
4.33K
$228K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
68New |
$4.08K - $4.41K
|
68
$3.58K
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
67New |
$4.02K - $4.34K
|
67
$3.53K
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
59New |
$3.54K - $3.82K
|
59
$3.11K
|
|
Aug 12, 2021
Q2 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
55+ 1.37% |
$3.3K - $3.56K
|
4.07K
$214K
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
53+ 14.93% |
$3.18K - $3.43K
|
408
$21.5K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
41New |
$2.46K - $2.66K
|
41
$2.16K
|
|
Jul 21, 2021
Q2 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
39+ 0.82% |
$2.34K - $2.53K
|
4.8K
$253K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 3.38% |
$2.1K - $2.27K
|
1.07K
$56.4K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 11.6% |
$2.04K - $2.2K
|
327
$17.2K
|