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 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
8+ 2.13% |
$475 - $571
|
383
$26.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 14.04% |
$475 - $571
|
65
$4.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7New |
$416 - $500
|
7
$482
|
|
|
Nov 14, 2022
Q3 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
7+ 0.86% |
$416 - $500
|
821
$56.5K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5+ 0.38% |
$297 - $357
|
1.34K
$92K
|
|
|
Nov 04, 2022
Q3 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
5+ 0.99% |
$297 - $357
|
508
$35K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.84% |
$238 - $286
|
478
$32.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.69% |
$178 - $214
|
439
$30.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$119 - $143
|
4.74K
$326K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.77% |
$119 - $143
|
263
$18.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$119 - $143
|
15.5K
$1.07M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 6.45% |
$119 - $143
|
33
$2.27K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1+ 3.03% |
$59.4 - $71.4
|
34
$2.34K
|
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
1+ 33.33% |
$59.4 - $71.4
|
4
$275
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.51% |
$59.4 - $71.4
|
196
$13.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$59.4 - $71.4
|
3.97K
$273K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.63% |
$59.4 - $71.4
|
159
$10.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.0% |
$59.4 - $71.4
|
33.5K
$2.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 4.55% |
$59.4 - $71.4
|
21
$1.45K
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2- 4.17% |
$119 - $143
|
46
$3.17K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4- 0.1% |
$238 - $286
|
4.13K
$284K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-7- 0.98% |
$416 - $500
|
710
$48.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.05% |
$475 - $571
|
15.9K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-10- 0.13% |
$594 - $714
|
7.5K
$516K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 0.96% |
$594 - $714
|
1.03K
$71K
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-10- 0.01% |
$594 - $714
|
77.5K
$5.33M
|
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-13- 20.97% |
$772 - $929
|
49
$3.37K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15- 0.29% |
$891 - $1.07K
|
5.15K
$354K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-15- 48.39% |
$891 - $1.07K
|
16
$1.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-22- 0.64% |
$1.31K - $1.57K
|
3.41K
$235K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-28- 16.77% |
$1.66K - $2K
|
139
$9.56K
|
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-30- 0.03% |
$1.78K - $2.14K
|
96.1K
$6.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-31- 0.46% |
$1.84K - $2.21K
|
6.74K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-32- 0.63% |
$1.9K - $2.29K
|
5.03K
$346K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-35- 7.53% |
$2.08K - $2.5K
|
430
$29.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-36- 44.44% |
$2.14K - $2.57K
|
45
$3.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-37- 57.81% |
$2.2K - $2.64K
|
27
$1.86K
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-42- 0.54% |
$2.49K - $3K
|
7.69K
$529K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-46- 4.02% |
$2.73K - $3.29K
|
1.1K
$75.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-46- 0.21% |
$2.73K - $3.29K
|
21.8K
$1.5M
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-60- 1.45% |
$3.56K - $4.29K
|
4.07K
$280K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-65- 1.2% |
$3.86K - $4.64K
|
5.36K
$369K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-81- 0.89% |
$4.81K - $5.79K
|
9.06K
$623K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-87- 9.72% |
$5.17K - $6.21K
|
808
$55.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-96- 5.13% |
$5.7K - $6.86K
|
1.77K
$122K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-98- 26.63% |
$5.82K - $7K
|
270
$18.6K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-100- 5.51% |
$5.94K - $7.14K
|
1.72K
$118K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-100- 5.51% |
$5.94K - $7.14K
|
1.72K
$118K
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-109- 20.0% |
$6.47K - $7.79K
|
436
$30K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-124- 0.62% |
$7.37K - $8.86K
|
19.7K
$1.36M
|