Purchases and Sales Made in Q3 2022 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q3 2022. 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 04, 2022
Q3 2022
|
Retirement Systems Of Alabama
|
BUY
|
- |
158+ 0.21% |
$9.39K - $11.3K
|
76.2K
$4.97M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
157+ 3.18% |
$9.33K - $11.2K
|
5.1K
$333K
|
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
142+ 21.58% |
$8.43K - $10.1K
|
800
$52.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
141+ 3.88% |
$8.38K - $10.1K
|
3.78K
$246K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
141+ 0.67% |
$8.38K - $10.1K
|
21.2K
$1.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
130+ 0.1% |
$7.72K - $9.29K
|
125K
$8.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
122+ 0.63% |
$7.25K - $8.71K
|
19.5K
$1.27M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
115New |
$6.83K - $8.21K
|
115
$7.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
111+ 2.06% |
$6.59K - $7.93K
|
5.51K
$359K
|
|
|
Nov 09, 2022
Q3 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
106+ 1.97% |
$6.3K - $7.57K
|
5.49K
$358K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
100+ 1.41% |
$5.94K - $7.14K
|
7.22K
$471K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 23.98% |
$5.94K - $7.14K
|
517
$33.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
98+ 18.56% |
$5.82K - $7K
|
626
$40.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
97+ 230.95% |
$5.76K - $6.93K
|
139
$9.06K
|
|
|
Oct 12, 2022
Q3 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
95+ 0.14% |
$5.64K - $6.79K
|
67.3K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
93+ 0.54% |
$5.52K - $6.64K
|
17.4K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
93+ 1.85% |
$5.52K - $6.64K
|
5.13K
$335K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
92+ 0.29% |
$5.46K - $6.57K
|
32.3K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
91+ 2.38% |
$5.41K - $6.5K
|
3.91K
$255K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
89+ 14.54% |
$5.29K - $6.36K
|
701
$45.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
81+ 30.22% |
$4.81K - $5.79K
|
349
$22.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 1.88% |
$4.63K - $5.57K
|
4.22K
$275K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
78+ 1.87% |
$4.63K - $5.57K
|
4.26K
$277K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
72+ 2.35% |
$4.28K - $5.14K
|
3.14K
$205K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
62+ 1.53% |
$3.68K - $4.43K
|
4.12K
$268K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
59+ 37.82% |
$3.5K - $4.21K
|
215
$14K
|
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
53New |
$3.15K - $3.79K
|
53
$3.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
47+ 1.05% |
$2.79K - $3.36K
|
4.53K
$296K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
43New |
$2.55K - $3.07K
|
43
$2.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
42+ 3.3% |
$2.49K - $3K
|
1.31K
$85.7K
|
|
|
Nov 01, 2022
Q3 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
39+ 0.34% |
$2.32K - $2.79K
|
11.6K
$757K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
38+ 21.35% |
$2.26K - $2.71K
|
216
$14.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 43.06% |
$1.84K - $2.21K
|
103
$6.72K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
31New |
$1.84K - $2.21K
|
31
$2.02K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
30+ 4.59% |
$1.78K - $2.14K
|
683
$44.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
30+ 0.67% |
$1.78K - $2.14K
|
4.49K
$293K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.8% |
$1.43K - $1.71K
|
3.04K
$198K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
22+ 70.97% |
$1.31K - $1.57K
|
53
$3.46K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
18New |
$1.07K - $1.29K
|
18
$1.17K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
17+ 0.46% |
$1.01K - $1.21K
|
3.72K
$242K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16+ 2.86% |
$950 - $1.14K
|
575
$37.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
15+ 42.86% |
$891 - $1.07K
|
50
$3.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
14New |
$832 - $1K
|
14
$913
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
14+ 12.17% |
$832 - $1K
|
129
$8.41K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
12New |
$713 - $857
|
12
$783
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11New |
$653 - $786
|
11
$717
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10New |
$594 - $714
|
10
$652
|
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
10+ 0.28% |
$594 - $714
|
3.54K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9+ 0.0% |
$535 - $643
|
231K
$15.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
9+ 0.08% |
$535 - $643
|
10.6K
$694K
|