Purchases and Sales Made in Q3 2021 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
203+ 1.05% |
$12.5K - $14.1K
|
19.5K
$1.21M
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
181+ 1.67% |
$11.1K - $12.5K
|
11K
$682K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
171+ 15.13% |
$10.5K - $11.8K
|
1.3K
$80.7K
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
165+ 3.2% |
$10.1K - $11.4K
|
5.32K
$330K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
161+ 21.27% |
$9.88K - $11.2K
|
918
$56.9K
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
157+ 261.67% |
$9.64K - $10.9K
|
217
$13.5K
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
150+ 2.06% |
$9.21K - $10.4K
|
7.44K
$461K
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
142New |
$8.72K - $9.83K
|
142
$8.81K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 0.55% |
$8.1K - $9.14K
|
24.2K
$1.5M
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123+ 9.98% |
$7.55K - $8.52K
|
1.36K
$84K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 11.31% |
$7.43K - $8.38K
|
1.19K
$73.9K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
119+ 33.62% |
$7.31K - $8.24K
|
473
$29.3K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
114+ 8.41% |
$7K - $7.9K
|
1.47K
$91.1K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
114New |
$7K - $7.9K
|
114
$7.07K
|
|
Oct 27, 2021
Q3 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
108+ 2.28% |
$6.63K - $7.48K
|
4.84K
$300K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
104+ 2.87% |
$6.38K - $7.2K
|
3.73K
$231K
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
100+ 1.81% |
$6.14K - $6.93K
|
5.62K
$348K
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
96+ 10.84% |
$5.89K - $6.65K
|
982
$60.9K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
74+ 18.14% |
$4.54K - $5.13K
|
482
$29.9K
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
74+ 10.57% |
$4.54K - $5.13K
|
774
$48K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
66+ 4.21% |
$4.05K - $4.57K
|
1.63K
$101K
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
56New |
$3.44K - $3.88K
|
56
$3.47K
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
56New |
$3.44K - $3.88K
|
56
$3.47K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 33.54% |
$3.32K - $3.74K
|
215
$13.3K
|
|
Oct 19, 2021
Q3 2021
|
Townsend & Associates, Inc
|
BUY
|
- |
40+ 0.83% |
$2.46K - $2.77K
|
4.84K
$300K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
30+ 0.48% |
$1.84K - $2.08K
|
6.32K
$392K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
30+ 26.09% |
$1.84K - $2.08K
|
145
$8.99K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
30+ 2.11% |
$1.84K - $2.08K
|
1.45K
$90.1K
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
28New |
$1.72K - $1.94K
|
28
$1.74K
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25+ 1.74% |
$1.53K - $1.73K
|
1.46K
$90.7K
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
25New |
$1.53K - $1.73K
|
25
$1.55K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
24+ 0.44% |
$1.47K - $1.66K
|
5.45K
$338K
|
|
Nov 01, 2021
Q3 2021
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
22+ 0.24% |
$1.35K - $1.52K
|
9.07K
$562K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22+ 36.67% |
$1.35K - $1.52K
|
82
$5.08K
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
21+ 0.02% |
$1.29K - $1.45K
|
84K
$5.21M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20+ 45.45% |
$1.23K - $1.39K
|
64
$3.97K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 8.97% |
$1.23K - $1.39K
|
243
$15.1K
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 19.78% |
$1.11K - $1.25K
|
109
$6.76K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 0.7% |
$1.04K - $1.18K
|
2.43K
$151K
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
13+ 0.01% |
$798 - $900
|
164K
$10.2M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
11New |
$675 - $762
|
11
$682
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
9+ 69.23% |
$553 - $623
|
22
$1.36K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9+ 2.75% |
$553 - $623
|
336
$20.8K
|
|
Oct 13, 2021
Q3 2021
|
Mattern Wealth Management LLC
|
BUY
|
- |
8+ 0.08% |
$491 - $554
|
10.6K
$658K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8+ 0.01% |
$491 - $554
|
80K
$4.96M
|
|
Nov 01, 2021
Q3 2021
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
4+ 0.82% |
$246 - $277
|
490
$30.4K
|
|
Nov 15, 2021
Q3 2021
|
Phoenix Wealth Advisors
|
BUY
|
- |
4+ 0.12% |
$246 - $277
|
3.25K
$202K
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.87% |
$246 - $277
|
462
$28.6K
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3+ 0.74% |
$184 - $208
|
408
$25.3K
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3+ 0.25% |
$184 - $208
|
1.21K
$74.9K
|