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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
481+ 3.56% |
$25.2K - $29.8K
|
14K
$963K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
461+ 0.55% |
$24.2K - $28.6K
|
84.4K
$5.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
460+ 6.59% |
$24.1K - $28.5K
|
7.44K
$512K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
441New |
$23.1K - $27.3K
|
441
$30.3K
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
411+ 5.06% |
$21.6K - $25.5K
|
8.54K
$587K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
397+ 5.42% |
$20.8K - $24.6K
|
7.73K
$532K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
383+ 0.08% |
$20.1K - $23.7K
|
452K
$31.1M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
342+ 3800.0% |
$17.9K - $21.2K
|
351
$24.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
341+ 281.82% |
$17.9K - $21.1K
|
462
$31.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
333+ 27.07% |
$17.5K - $20.6K
|
1.56K
$108K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
315+ 5.57% |
$16.5K - $19.5K
|
5.98K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
299+ 5.02% |
$15.7K - $18.5K
|
6.25K
$430K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
269+ 527.45% |
$14.1K - $16.7K
|
320
$22K
|
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
265New |
$13.9K - $16.4K
|
265
$18.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
248+ 8.83% |
$13K - $15.4K
|
3.06K
$210K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
241+ 5.95% |
$12.6K - $14.9K
|
4.29K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
237New |
$12.4K - $14.7K
|
237
$16.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
214+ 0.57% |
$11.2K - $13.3K
|
37.5K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
212+ 1.16% |
$11.1K - $13.1K
|
18.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
212+ 3.85% |
$11.1K - $13.1K
|
5.72K
$393K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
211+ 2.22% |
$11.1K - $13.1K
|
9.7K
$668K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
200+ 6.32% |
$10.5K - $12.4K
|
3.36K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.55% |
$10.5K - $12.4K
|
36.8K
$2.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
200New |
$10.5K - $12.4K
|
200
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
190+ 179.25% |
$9.97K - $11.8K
|
296
$20.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
187+ 0.97% |
$9.81K - $11.6K
|
19.5K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
171+ 2.26% |
$8.97K - $10.6K
|
7.75K
$533K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
170+ 47.09% |
$8.92K - $10.5K
|
531
$36.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
168+ 2.21% |
$8.81K - $10.4K
|
7.78K
$535K
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
163+ 3.54% |
$8.55K - $10.1K
|
4.77K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
156+ 1.0% |
$8.18K - $9.67K
|
15.8K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
155+ 2.13% |
$8.13K - $9.61K
|
7.45K
$513K
|
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
153New |
$8.03K - $9.49K
|
153
$10.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
138New |
$7.24K - $8.56K
|
138
$9.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
135+ 7.11% |
$7.08K - $8.37K
|
2.03K
$140K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
126+ 2.39% |
$6.61K - $7.81K
|
5.4K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
122New |
$6.4K - $7.57K
|
122
$8.39K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
119New |
$6.24K - $7.38K
|
119
$8.19K
|
|
|
Nov 08, 2024
Q3 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
114+ 0.04% |
$5.98K - $7.07K
|
284K
$19.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
109+ 1.5% |
$5.72K - $6.76K
|
7.36K
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
106+ 23.71% |
$5.56K - $6.57K
|
553
$38.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
88+ 1.44% |
$4.62K - $5.46K
|
6.19K
$426K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
75+ 1.03% |
$3.93K - $4.65K
|
7.35K
$505K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 3.47% |
$3.93K - $4.65K
|
2.24K
$154K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
75+ 11.68% |
$3.93K - $4.65K
|
717
$49.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70+ 3.2% |
$3.67K - $4.34K
|
2.26K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.87% |
$3.51K - $4.15K
|
7.73K
$532K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 4.22% |
$3.3K - $3.91K
|
1.56K
$107K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
61+ 5.26% |
$3.2K - $3.78K
|
1.22K
$84K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 46.15% |
$3.15K - $3.72K
|
190
$13.1K
|