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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.28% |
$57 - $63.7
|
79
$5.12K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1New |
$57 - $63.7
|
1
$64.9
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1+ 0.0% |
$57 - $63.7
|
30.3K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.35% |
$57 - $63.7
|
283
$18.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$57 - $63.7
|
5.99K
$389K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.43% |
$114 - $127
|
462
$30K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 14.29% |
$114 - $127
|
12
$778
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 4.92% |
$171 - $191
|
58
$3.76K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 16.67% |
$171 - $191
|
15
$973
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-5- 0.09% |
$285 - $318
|
5.53K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6- 0.09% |
$342 - $382
|
6.56K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 10.53% |
$342 - $382
|
51
$3.31K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.55% |
$456 - $509
|
1.45K
$94K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 4.39% |
$513 - $573
|
196
$12.7K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 4.39% |
$513 - $573
|
196
$12.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 4.35% |
$570 - $637
|
220
$14.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 1.72% |
$684 - $764
|
687
$44.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-13- 0.19% |
$741 - $828
|
6.68K
$433K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-13- 0.29% |
$741 - $828
|
4.49K
$291K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-15- 0.3% |
$855 - $955
|
4.92K
$319K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15- 3.77% |
$855 - $955
|
383
$24.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-15- 14.42% |
$855 - $955
|
89
$5.77K
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-16- 0.41% |
$912 - $1.02K
|
3.87K
$251K
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-18- 2.07% |
$1.03K - $1.15K
|
850
$55.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22- 0.12% |
$1.25K - $1.4K
|
17.9K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-30- 0.35% |
$1.71K - $1.91K
|
8.58K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 46.15% |
$2.05K - $2.29K
|
42
$2.72K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-41- 0.14% |
$2.34K - $2.61K
|
29.6K
$1.92M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-42- 3.64% |
$2.39K - $2.67K
|
1.11K
$72.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-44- 6.36% |
$2.51K - $2.8K
|
648
$42K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-46- 0.75% |
$2.62K - $2.93K
|
6.13K
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-50- 0.08% |
$2.85K - $3.18K
|
60.2K
$3.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-52- 3.9% |
$2.97K - $3.31K
|
1.28K
$83K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-55- 1.33% |
$3.14K - $3.5K
|
4.08K
$265K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-59- 9.34% |
$3.36K - $3.76K
|
573
$37.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-65- 0.31% |
$3.71K - $4.14K
|
20.8K
$1.35M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-68- 0.76% |
$3.88K - $4.33K
|
8.9K
$577K
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-73- 0.05% |
$4.16K - $4.65K
|
141K
$9.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-78- 0.63% |
$4.45K - $4.97K
|
12.2K
$793K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101- 0.49% |
$5.76K - $6.43K
|
20.6K
$1.34M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-102- 28.49% |
$5.82K - $6.5K
|
256
$16.6K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-102- 0.16% |
$5.82K - $6.5K
|
62.1K
$4.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-105- 1.0% |
$5.99K - $6.69K
|
10.4K
$675K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-110- 2.41% |
$6.27K - $7K
|
4.45K
$289K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-115- 6.71% |
$6.56K - $7.32K
|
1.6K
$104K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-115- 6.71% |
$6.56K - $7.32K
|
1.6K
$104K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-126- 2.62% |
$7.18K - $8.02K
|
4.68K
$303K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-131- 3.7% |
$7.47K - $8.34K
|
3.41K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-141- 23.62% |
$8.04K - $8.98K
|
456
$29.6K
|