Purchases and Sales Made in Q2 2023 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
432+ 2880.0% |
$24.6K - $27.5K
|
447
$29K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
428+ 6.4% |
$24.4K - $27.3K
|
7.11K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
422+ 0.11% |
$24.1K - $26.9K
|
392K
$25.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
398+ 1.19% |
$22.7K - $25.3K
|
34K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
397+ 6.99% |
$22.6K - $25.3K
|
6.07K
$394K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
388+ 0.45% |
$22.1K - $24.7K
|
86.1K
$5.59M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
370+ 6.86% |
$21.1K - $23.6K
|
5.77K
$374K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
367+ 10.79% |
$20.9K - $23.4K
|
3.77K
$244K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
365+ 1.69% |
$20.8K - $23.2K
|
21.9K
$1.42M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
346+ 7.11% |
$19.7K - $22K
|
5.21K
$338K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
346+ 7.11% |
$19.7K - $22K
|
5.21K
$338K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
341+ 6.62% |
$19.4K - $21.7K
|
5.49K
$356K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
329+ 53.5% |
$18.8K - $21K
|
944
$61.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
318+ 1.75% |
$18.1K - $20.3K
|
18.5K
$1.2M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
316New |
$18K - $20.1K
|
316
$20.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
308+ 0.64% |
$17.6K - $19.6K
|
48.2K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
308+ 4.62% |
$17.6K - $19.6K
|
6.97K
$452K
|
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
299New |
$17K - $19K
|
299
$19.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
255+ 158.39% |
$14.5K - $16.2K
|
416
$27K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
254+ 11.91% |
$14.5K - $16.2K
|
2.39K
$155K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
252+ 3.09% |
$14.4K - $16K
|
8.41K
$545K
|
|
|
Jul 24, 2023
Q2 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
229+ 0.61% |
$13.1K - $14.6K
|
37.9K
$2.46M
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
223+ 1.62% |
$12.7K - $14.2K
|
14K
$905K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
207+ 0.58% |
$11.8K - $13.2K
|
35.9K
$2.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
206+ 2.85% |
$11.7K - $13.1K
|
7.42K
$482K
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
188+ 4.68% |
$10.7K - $12K
|
4.21K
$273K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
175New |
$9.98K - $11.1K
|
175
$11.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
167+ 4.85% |
$9.52K - $10.6K
|
3.61K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
165+ 2.62% |
$9.41K - $10.5K
|
6.47K
$420K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
165+ 634.62% |
$9.41K - $10.5K
|
191
$12.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
164New |
$9.35K - $10.4K
|
164
$10.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
152+ 3.78% |
$8.67K - $9.68K
|
4.17K
$271K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
151+ 0.98% |
$8.61K - $9.62K
|
15.6K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
148+ 0.55% |
$8.44K - $9.42K
|
27.2K
$1.76M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
142+ 21.58% |
$8.1K - $9.04K
|
800
$51.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
141+ 0.66% |
$8.04K - $8.98K
|
21.6K
$1.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
136+ 78.16% |
$7.75K - $8.66K
|
310
$20.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
136+ 3.6% |
$7.75K - $8.66K
|
3.92K
$254K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133+ 11.69% |
$7.58K - $8.47K
|
1.27K
$82.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
133+ 1.6% |
$7.58K - $8.47K
|
8.42K
$546K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
130+ 0.13% |
$7.41K - $8.28K
|
97.3K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
126+ 0.2% |
$7.18K - $8.02K
|
63.7K
$4.13M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
124+ 3.46% |
$7.07K - $7.9K
|
3.71K
$241K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
116+ 53.21% |
$6.61K - $7.39K
|
334
$21.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
114New |
$6.5K - $7.26K
|
114
$7.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
114+ 52.53% |
$6.5K - $7.26K
|
331
$21.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
106+ 1.77% |
$6.04K - $6.75K
|
6.11K
$396K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
105New |
$5.99K - $6.69K
|
105
$6.81K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
102+ 0.73% |
$5.82K - $6.5K
|
14.1K
$915K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
98+ 0.1% |
$5.59K - $6.24K
|
103K
$6.68M
|