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
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-19- 9.45% |
$997 - $1.18K
|
182
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 0.32% |
$1.1K - $1.3K
|
6.55K
$450K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-27- 47.37% |
$1.42K - $1.67K
|
30
$2.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-28- 0.38% |
$1.47K - $1.74K
|
7.29K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 25.0% |
$1.52K - $1.8K
|
87
$5.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 0.51% |
$1.73K - $2.05K
|
6.38K
$439K
|
|
|
Oct 08, 2024
Q3 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-35- 0.47% |
$1.84K - $2.17K
|
7.49K
$515K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-35- 0.36% |
$1.84K - $2.17K
|
9.78K
$673K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-40- 0.33% |
$2.1K - $2.48K
|
12.1K
$832K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-40- 0.45% |
$2.1K - $2.48K
|
8.87K
$610K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-46- 4.52% |
$2.41K - $2.85K
|
972
$66.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-54- 24.0% |
$2.83K - $3.35K
|
171
$11.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-59- 0.75% |
$3.1K - $3.66K
|
7.77K
$535K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-63- 26.36% |
$3.3K - $3.91K
|
176
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-73- 0.55% |
$3.83K - $4.53K
|
13.2K
$905K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-84- 0.36% |
$4.41K - $5.21K
|
23.5K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-86- 11.07% |
$4.51K - $5.33K
|
691
$47.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-97- 0.91% |
$5.09K - $6.01K
|
10.6K
$730K
|
|
|
Oct 23, 2024
Q3 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.77% |
$5.25K - $6.2K
|
12.9K
$888K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-105- 0.31% |
$5.51K - $6.51K
|
34.3K
$2.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-110- 0.08% |
$5.77K - $6.82K
|
132K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-113- 25.86% |
$5.93K - $7.01K
|
324
$22.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-113- 8.19% |
$5.93K - $7.01K
|
1.27K
$87.2K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-114- 1.01% |
$5.98K - $7.07K
|
11.2K
$771K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-120- 1.11% |
$6.3K - $7.44K
|
10.6K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-131- 6.54% |
$6.87K - $8.12K
|
1.87K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-142- 1.28% |
$7.45K - $8.81K
|
11K
$756K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-148- 7.01% |
$7.76K - $9.18K
|
1.96K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-150- 2.49% |
$7.87K - $9.3K
|
5.88K
$404K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-155- 26.14% |
$8.13K - $9.61K
|
438
$30.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-162- 24.58% |
$8.5K - $10K
|
497
$34.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Ethic Inc.
New York, NY |
SELL
|
- |
-165- 1.35% |
$8.66K - $10.2K
|
12K
$828K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-167- 0.18% |
$8.76K - $10.4K
|
93K
$6.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-167- 1.16% |
$8.76K - $10.4K
|
14.2K
$980K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-173- 1.65% |
$9.08K - $10.7K
|
10.3K
$709K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-178- 18.7% |
$9.34K - $11K
|
774
$53.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-183- 0.5% |
$9.6K - $11.3K
|
36.4K
$2.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-184- 0.76% |
$9.65K - $11.4K
|
24.2K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-201- 20.57% |
$10.5K - $12.5K
|
776
$53.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-205- 40.67% |
$10.8K - $12.7K
|
299
$20.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-224- 8.77% |
$11.8K - $13.9K
|
2.33K
$160K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-225- 2.32% |
$11.8K - $14K
|
9.47K
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-231- 5.74% |
$12.1K - $14.3K
|
3.8K
$261K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-250- 29.24% |
$13.1K - $15.5K
|
605
$41.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-257- 6.06% |
$13.5K - $15.9K
|
3.99K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-286- 0.57% |
$15K - $17.7K
|
49.8K
$3.43M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-289- 4.19% |
$15.2K - $17.9K
|
6.6K
$454K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.41% |
$15.7K - $18.6K
|
72.2K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.6% |
$15.7K - $18.6K
|
11.3K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-303- 1.59% |
$15.9K - $18.8K
|
18.7K
$1.29M
|