Purchases and Sales Made in Q4 2021 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 0.87% |
$247 - $274
|
466
$24.6K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.08% |
$185 - $206
|
3.92K
$206K
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
2+ 2.74% |
$124 - $137
|
75
$3.95K
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.79% |
$124 - $137
|
256
$13.5K
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.65% |
$61.8 - $68.6
|
155
$8.17K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.54% |
$61.8 - $68.6
|
185
$9.75K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.03% |
$61.8 - $68.6
|
3.8K
$200K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.55% |
$61.8 - $68.6
|
184
$9.7K
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-1Closed |
$61.8 - $68.6
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-1- 0.15% |
$61.8 - $68.6
|
681
$35.9K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3- 0.25% |
$185 - $206
|
1.21K
$63.5K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4- 0.02% |
$247 - $274
|
19.1K
$1.01M
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 2.79% |
$309 - $343
|
174
$9.17K
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5- 0.02% |
$309 - $343
|
28.1K
$1.48M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5- 0.34% |
$309 - $343
|
1.46K
$77.2K
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-6- 0.12% |
$371 - $412
|
5.01K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-8- 0.16% |
$494 - $549
|
5.11K
$270K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13- 0.21% |
$803 - $892
|
6.31K
$332K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-15- 4.46% |
$927 - $1.03K
|
321
$16.9K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-18- 21.95% |
$1.11K - $1.23K
|
64
$3.37K
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-20- 80.0% |
$1.24K - $1.37K
|
5
$264
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24- 0.22% |
$1.48K - $1.65K
|
10.8K
$568K
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-30- 0.63% |
$1.85K - $2.06K
|
4.71K
$248K
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-30- 0.26% |
$1.85K - $2.06K
|
11.7K
$617K
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-38- 1.0% |
$2.35K - $2.61K
|
3.76K
$198K
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-48- 0.96% |
$2.97K - $3.29K
|
4.93K
$260K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-51- 3.12% |
$3.15K - $3.5K
|
1.58K
$83.4K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-54- 25.12% |
$3.34K - $3.7K
|
161
$8.49K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-58- 1.21% |
$3.58K - $3.98K
|
4.74K
$250K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-60- 33.52% |
$3.71K - $4.12K
|
119
$6.27K
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-60- 27.65% |
$3.71K - $4.12K
|
157
$8.28K
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-74- 9.56% |
$4.57K - $5.08K
|
700
$36.9K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-75- 5.13% |
$4.64K - $5.15K
|
1.39K
$73.2K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-76- 0.8% |
$4.7K - $5.21K
|
9.43K
$497K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-78Closed |
$4.82K - $5.35K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-80- 6.15% |
$4.94K - $5.49K
|
1.22K
$64.4K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-83- 2.48% |
$5.13K - $5.69K
|
3.27K
$172K
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-85Closed |
$5.25K - $5.83K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-94- 2.32% |
$5.81K - $6.45K
|
3.96K
$209K
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-98- 1.59% |
$6.06K - $6.72K
|
6.08K
$321K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-98- 0.94% |
$6.06K - $6.72K
|
10.3K
$544K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-100- 8.31% |
$6.18K - $6.86K
|
1.1K
$58.1K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-107Closed |
$6.61K - $7.34K
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-115- 1.57% |
$7.11K - $7.89K
|
7.22K
$381K
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-118- 1.45% |
$7.29K - $8.1K
|
8.03K
$423K
|
|
Feb 10, 2022
Q4 2021
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-121- 0.62% |
$7.48K - $8.3K
|
19.3K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-123- 2.97% |
$7.6K - $8.44K
|
4.02K
$212K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-132Closed |
$8.16K - $9.06K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-145- 20.25% |
$8.96K - $9.95K
|
571
$30.1K
|