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 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
97+ 1.39% |
$5.53K - $6.18K
|
7.09K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
86+ 0.65% |
$4.9K - $5.48K
|
13.4K
$866K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
82+ 11.29% |
$4.68K - $5.22K
|
808
$52.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
82+ 1.73% |
$4.68K - $5.22K
|
4.81K
$312K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
BUY
|
- |
79+ 0.36% |
$4.5K - $5.03K
|
22.1K
$1.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
78+ 0.96% |
$4.45K - $4.97K
|
8.25K
$535K
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
76+ 2.19% |
$4.33K - $4.84K
|
3.55K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
75+ 8.12% |
$4.28K - $4.78K
|
999
$64.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
68+ 7.3% |
$3.88K - $4.33K
|
999
$64.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
67+ 11.0% |
$3.82K - $4.27K
|
676
$43.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
62+ 1.33% |
$3.54K - $3.95K
|
4.73K
$307K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
61+ 3.13% |
$3.48K - $3.88K
|
2.01K
$130K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
50+ 1.78% |
$2.85K - $3.18K
|
2.86K
$186K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
50+ 1.78% |
$2.85K - $3.18K
|
2.86K
$186K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
43+ 0.13% |
$2.45K - $2.74K
|
32.4K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
42+ 0.76% |
$2.39K - $2.67K
|
5.55K
$360K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41+ 0.9% |
$2.34K - $2.61K
|
4.61K
$299K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
32+ 5.76% |
$1.82K - $2.04K
|
588
$38.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
32+ 0.49% |
$1.82K - $2.04K
|
6.61K
$429K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
31+ 0.75% |
$1.77K - $1.97K
|
4.17K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
29+ 0.4% |
$1.65K - $1.85K
|
7.25K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28+ 1.03% |
$1.6K - $1.78K
|
2.75K
$178K
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
28+ 0.14% |
$1.6K - $1.78K
|
19.8K
$1.29M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
27New |
$1.54K - $1.72K
|
27
$1.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25+ 0.3% |
$1.43K - $1.59K
|
8.28K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
25+ 5.01% |
$1.43K - $1.59K
|
524
$34K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
24New |
$1.37K - $1.53K
|
24
$1.56K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
16+ 0.03% |
$912 - $1.02K
|
60.7K
$3.94M
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
15+ 0.32% |
$855 - $955
|
4.64K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
11+ 0.11% |
$627 - $700
|
10.2K
$660K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
9New |
$513 - $573
|
9
$584
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.05% |
$456 - $509
|
15.9K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7+ 0.83% |
$399 - $446
|
847
$54.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 3.27% |
$399 - $446
|
221
$14.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
6+ 1.16% |
$342 - $382
|
524
$34K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
6+ 21.43% |
$342 - $382
|
34
$2.21K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 9.52% |
$342 - $382
|
69
$4.48K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 1.02% |
$285 - $318
|
493
$32K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 6.15% |
$228 - $255
|
69
$4.48K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4+ 1.34% |
$228 - $255
|
303
$19.7K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.07% |
$171 - $191
|
4.09K
$265K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3+ 0.44% |
$171 - $191
|
691
$44.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 20.0% |
$171 - $191
|
18
$1.17K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 1.12% |
$171 - $191
|
271
$17.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
3+ 0.01% |
$171 - $191
|
33.3K
$2.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.15% |
$114 - $127
|
1.33K
$86.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.23% |
$114 - $127
|
165
$10.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.06% |
$57 - $63.7
|
1.79K
$116K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.28% |
$57 - $63.7
|
79
$5.12K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.1% |
$57 - $63.7
|
990
$64.2K
|