Purchases and Sales Made in Q3 2024 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q3 2024. 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 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.56KNew |
$186K - $220K
|
3.56K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.55KNew |
$186K - $220K
|
3.55K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
3.55K+ 1.89% |
$186K - $220K
|
192K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.54K+ 5.78% |
$186K - $220K
|
64.8K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Aviva PLC
|
BUY
|
- |
3.53KNew |
$185K - $219K
|
3.53K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
3.5KNew |
$184K - $217K
|
3.5K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
3.47KNew |
$182K - $215K
|
3.47K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.45KNew |
$181K - $214K
|
3.45K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.41KNew |
$179K - $212K
|
3.41K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.39K+ 22.26% |
$178K - $210K
|
18.6K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.37KNew |
$177K - $209K
|
3.37K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.33KNew |
$175K - $207K
|
3.33K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.31K+ 50.36% |
$173K - $205K
|
9.87K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
3.3KNew |
$173K - $205K
|
3.3K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
3.26KNew |
$171K - $202K
|
3.26K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.25KNew |
$171K - $202K
|
3.25K
$207K
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
3.25KNew |
$170K - $201K
|
3.25K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.15K+ 43.52% |
$165K - $195K
|
10.4K
$661K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
3.05K+ 3.31% |
$160K - $189K
|
94.9K
$6.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.03K+ 6.91% |
$159K - $188K
|
46.8K
$2.99M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.91K+ 40.26% |
$153K - $180K
|
10.1K
$646K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
2.9K+ 4.09% |
$152K - $180K
|
73.9K
$4.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Arizona State Retirement System
|
BUY
|
- |
2.77K+ 4.39% |
$145K - $172K
|
65.9K
$4.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
2.68K+ 29.13% |
$140K - $166K
|
11.9K
$756K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
2.58K+ 7.06% |
$135K - $160K
|
39.1K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.53K+ 10.91% |
$133K - $157K
|
25.7K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
2.5K+ 20.34% |
$131K - $155K
|
14.8K
$943K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.47K+ 28.9% |
$130K - $153K
|
11K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
2.4K+ 46.1% |
$126K - $149K
|
7.61K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.39K+ 7.3% |
$125K - $148K
|
35.1K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.35K+ 58.31% |
$123K - $146K
|
6.37K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
2.31K+ 3.01% |
$121K - $143K
|
79.1K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 10.81% |
$119K - $141K
|
23.3K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
2.27K+ 23.86% |
$119K - $141K
|
11.8K
$750K
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.25K+ 12.21% |
$118K - $140K
|
20.7K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.2K+ 26.8% |
$116K - $137K
|
10.4K
$664K
|
|
|
Nov 07, 2024
Q3 2024
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
2.2K+ 0.32% |
$115K - $136K
|
682K
$43.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.17KNew |
$114K - $135K
|
2.17K
$138K
|
|
|
Oct 23, 2024
Q3 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.05K+ 70.69% |
$108K - $127K
|
4.95K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
2KNew |
$105K - $124K
|
2K
$128K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2KNew |
$105K - $124K
|
2K
$127K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.69K+ 19.54% |
$88.4K - $105K
|
10.3K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.68K+ 9.29% |
$88.2K - $104K
|
19.8K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.67K+ 5.63% |
$87.5K - $103K
|
31.3K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.62K+ 22.95% |
$85.2K - $101K
|
8.7K
$555K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.61K+ 6.45% |
$84.7K - $100K
|
26.6K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.55K+ 6.21% |
$81.3K - $96.1K
|
26.5K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.53K+ 19.97% |
$80.5K - $95.1K
|
9.22K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 8.19% |
$75.9K - $89.7K
|
19.1K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.44K+ 6.27% |
$75.8K - $89.5K
|
24.5K
$1.56M
|