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 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.68K+ 9.29% |
$88.2K - $104K
|
19.8K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.67K+ 5.63% |
$87.5K - $103K
|
31.3K
$2.15M
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
1.62K+ 22.95% |
$85.2K - $101K
|
8.7K
$599K
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.61K+ 6.45% |
$84.7K - $100K
|
26.6K
$1.83M
|
|
Nov 13, 2024
Q3 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.55K+ 6.21% |
$81.3K - $96.1K
|
26.5K
$1.82M
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
1.53K+ 19.97% |
$80.5K - $95.1K
|
9.22K
$634K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 8.19% |
$75.9K - $89.7K
|
19.1K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.44K+ 6.27% |
$75.8K - $89.5K
|
24.5K
$1.68M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.33K+ 6.07% |
$69.6K - $82.3K
|
23.2K
$1.6M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.3K+ 12.28% |
$68.4K - $80.9K
|
11.9K
$821K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.27K+ 0.75% |
$66.7K - $78.9K
|
170K
$11.7M
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.25K+ 14.89% |
$65.6K - $77.6K
|
9.65K
$664K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
1.25K+ 40.52% |
$65.4K - $77.3K
|
4.32K
$297K
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
1.18K+ 9.26% |
$61.7K - $72.9K
|
13.9K
$954K
|
|
Nov 14, 2024
Q3 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.15K+ 0.43% |
$60.4K - $71.4K
|
270K
$18.6M
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
1.14K+ 4.49% |
$59.9K - $70.8K
|
26.6K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.1K+ 2.82% |
$57.7K - $68.2K
|
40.1K
$2.76M
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.09K+ 7.63% |
$57.2K - $67.6K
|
15.4K
$1.06M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.03K+ 19.82% |
$54.2K - $64.1K
|
6.25K
$430K
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1KNew |
$52.5K - $62K
|
1K
$68.8K
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
966+ 230.0% |
$50.7K - $59.9K
|
1.39K
$95.4K
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
950+ 12.28% |
$49.8K - $58.9K
|
8.69K
$598K
|
|
Nov 12, 2024
Q3 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
948+ 0.23% |
$49.7K - $58.8K
|
411K
$28.3M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
939+ 1.11% |
$49.3K - $58.2K
|
85.9K
$5.91M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
935+ 22.09% |
$49.1K - $58K
|
5.17K
$356K
|
|
Nov 13, 2024
Q3 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
929+ 16.28% |
$48.7K - $57.6K
|
6.64K
$457K
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
910+ 2.99% |
$47.7K - $56.4K
|
31.3K
$2.16M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
880+ 2.05% |
$46.2K - $54.6K
|
43.8K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
863+ 3.14% |
$45.3K - $53.5K
|
28.4K
$1.95M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
851+ 11.44% |
$44.6K - $52.8K
|
8.29K
$571K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
841+ 29.59% |
$44.1K - $52.2K
|
3.68K
$253K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
840+ 14.86% |
$44.1K - $52.1K
|
6.49K
$447K
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
829New |
$43.5K - $51.4K
|
829
$57K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
812+ 0.66% |
$42.6K - $50.4K
|
124K
$8.5M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
757+ 141.23% |
$39.7K - $46.9K
|
1.29K
$89K
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
750+ 9.69% |
$39.3K - $46.5K
|
8.49K
$584K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
665+ 44.84% |
$34.9K - $41.2K
|
2.15K
$148K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
663+ 6.12% |
$34.8K - $41.1K
|
11.5K
$791K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
656+ 2.59% |
$34.4K - $40.7K
|
26K
$1.79M
|
|
Nov 14, 2024
Q3 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
650New |
$34.1K - $40.3K
|
650
$44.7K
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
619+ 16.0% |
$32.5K - $38.4K
|
4.49K
$309K
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
596+ 3.68% |
$31.3K - $37K
|
16.8K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
573+ 8.36% |
$30.1K - $35.5K
|
7.43K
$511K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
558+ 6.42% |
$29.3K - $34.6K
|
9.25K
$636K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
553+ 6.85% |
$29K - $34.3K
|
8.63K
$593K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
543+ 0.28% |
$28.5K - $33.7K
|
194K
$13.4M
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
518New |
$27.2K - $32.1K
|
518
$35.6K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
500+ 21.64% |
$26.2K - $31K
|
2.81K
$193K
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
500+ 10.2% |
$26.2K - $31K
|
5.4K
$372K
|
|
Nov 14, 2024
Q3 2024
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
500+ 9.91% |
$26.2K - $31K
|
5.54K
$381K
|