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 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 3.38% |
$2.1K - $2.27K
|
1.07K
$66.4K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
34+ 11.6% |
$2.04K - $2.2K
|
327
$20.3K
|
|
Jul 19, 2021
Q2 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
32+ 0.17% |
$1.92K - $2.07K
|
19.2K
$1.19M
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
28+ 0.79% |
$1.68K - $1.81K
|
3.56K
$221K
|
|
Aug 05, 2021
Q2 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 180.0% |
$1.62K - $1.75K
|
42
$2.6K
|
|
Aug 12, 2021
Q2 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
22+ 0.52% |
$1.32K - $1.43K
|
4.22K
$262K
|
|
Aug 04, 2021
Q2 2021
|
Glassman Wealth Services
|
BUY
|
- |
21+ 22.34% |
$1.26K - $1.36K
|
115
$7.13K
|
|
Aug 06, 2021
Q2 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 9.85% |
$1.2K - $1.3K
|
223
$13.8K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20+ 0.58% |
$1.2K - $1.3K
|
3.48K
$216K
|
|
Jul 22, 2021
Q2 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
18+ 0.2% |
$1.08K - $1.17K
|
9.04K
$561K
|
|
Aug 03, 2021
Q2 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
13New |
$779 - $843
|
13
$806
|
|
Aug 12, 2021
Q2 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
10+ 0.29% |
$599 - $648
|
3.43K
$213K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
8New |
$479 - $518
|
8
$496
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
8+ 15.38% |
$479 - $518
|
60
$3.72K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7+ 140.0% |
$420 - $454
|
12
$744
|
|
Aug 13, 2021
Q2 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.83% |
$240 - $259
|
486
$30.1K
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.88% |
$240 - $259
|
458
$28.4K
|
|
Jul 13, 2021
Q2 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
4+ 0.95% |
$240 - $259
|
424
$26.3K
|
|
Jul 29, 2021
Q2 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.09% |
$180 - $194
|
3.37K
$209K
|
|
Jul 26, 2021
Q2 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
3+ 0.07% |
$180 - $194
|
4.05K
$251K
|
|
Jul 28, 2021
Q2 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3+ 0.75% |
$180 - $194
|
405
$25.1K
|
|
Jul 27, 2021
Q2 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$180 - $194
|
15.9K
$984K
|
|
Jul 15, 2021
Q2 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.8% |
$120 - $130
|
252
$15.6K
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.55% |
$59.9 - $64.8
|
184
$11.4K
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.55% |
$59.9 - $64.8
|
183
$11.3K
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.66% |
$59.9 - $64.8
|
153
$9.49K
|
|
Sep 21, 2023
Q2 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.32% |
$240 - $259
|
1.23K
$76.4K
|
|
Aug 10, 2021
Q2 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-6- 54.55% |
$360 - $389
|
5
$310
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 7.14% |
$360 - $389
|
78
$4.84K
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7Closed |
$420 - $454
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 0.6% |
$420 - $454
|
1.16K
$71.7K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-10- 0.09% |
$599 - $648
|
10.8K
$670K
|
|
Aug 13, 2021
Q2 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-13- 0.27% |
$779 - $843
|
4.87K
$302K
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-16Closed |
$959 - $1.04K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-17- 8.85% |
$1.02K - $1.1K
|
175
$10.9K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-19- 1.66% |
$1.14K - $1.23K
|
1.13K
$69.9K
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26- 12.44% |
$1.56K - $1.69K
|
183
$11.3K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-29- 0.69% |
$1.74K - $1.88K
|
4.18K
$259K
|
|
Aug 09, 2021
Q2 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 1.82% |
$1.74K - $1.88K
|
1.57K
$97.2K
|
|
Aug 05, 2021
Q2 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-31- 0.64% |
$1.86K - $2.01K
|
4.85K
$301K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-36Closed |
$2.16K - $2.33K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-48- 5.04% |
$2.88K - $3.11K
|
905
$56.1K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-53- 1.25% |
$3.18K - $3.43K
|
4.2K
$260K
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-65Closed |
$3.9K - $4.21K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-73- 0.19% |
$4.37K - $4.73K
|
38.6K
$2.4M
|
|
Aug 03, 2021
Q2 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-74- 0.88% |
$4.43K - $4.8K
|
8.29K
$514K
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-80- 1.61% |
$4.79K - $5.18K
|
4.9K
$304K
|
|
Jul 28, 2021
Q2 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-80Closed |
$4.79K - $5.18K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
SELL
|
- |
-80- 4.64% |
$4.79K - $5.18K
|
1.64K
$102K
|