Purchases and Sales Made in Q4 2023 in Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG) during Q4 2023. 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 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-549- 6.6% |
$26.4K - $29.3K
|
7.78K
$535K
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-574- 58.63% |
$27.6K - $30.6K
|
405
$27.9K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-594- 21.38% |
$28.5K - $31.7K
|
2.18K
$150K
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-595- 1.68% |
$28.6K - $31.8K
|
34.8K
$2.4M
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-600- 10.73% |
$28.8K - $32K
|
4.99K
$343K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-626- 86.7% |
$30.1K - $33.4K
|
96
$6.61K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-665- 5.43% |
$32K - $35.5K
|
11.6K
$798K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-720- 1.11% |
$34.6K - $38.4K
|
63.9K
$4.39M
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-723- 2.9% |
$34.7K - $38.6K
|
24.2K
$1.67M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-738- 3.18% |
$35.5K - $39.4K
|
22.5K
$1.55M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-752- 11.27% |
$36.1K - $40.1K
|
5.92K
$407K
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-793- 0.61% |
$38.1K - $42.3K
|
129K
$8.85M
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-844- 2.18% |
$40.6K - $45K
|
38K
$2.61M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-879- 11.65% |
$42.2K - $46.9K
|
6.67K
$459K
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-892- 10.71% |
$42.9K - $47.6K
|
7.43K
$512K
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-907- 4.39% |
$43.6K - $48.4K
|
19.7K
$1.36M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-991- 0.87% |
$47.6K - $52.9K
|
114K
$7.81M
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-1.01K- 14.32% |
$48.3K - $53.7K
|
6.02K
$414K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.02K- 2.69% |
$48.9K - $54.3K
|
36.9K
$2.54M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.04K- 4.49% |
$49.8K - $55.3K
|
22K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.05K- 1.85% |
$50.3K - $55.8K
|
55.6K
$3.83M
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.17K- 8.59% |
$56.4K - $62.6K
|
12.5K
$859K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.2K- 1.66% |
$57.7K - $64K
|
71.2K
$4.9M
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-1.23K- 13.14% |
$59K - $65.5K
|
8.11K
$558K
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.28K- 15.1% |
$61.6K - $68.4K
|
7.21K
$496K
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.31K- 2.52% |
$62.8K - $69.8K
|
50.6K
$3.48M
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 2.25% |
$65.2K - $72.4K
|
58.9K
$4.05M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.38K- 3.0% |
$66.2K - $73.5K
|
44.6K
$3.07M
|
|
Feb 14, 2024
Q4 2023
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-1.38K- 16.82% |
$66.3K - $73.7K
|
6.83K
$470K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.39K- 4.26% |
$66.5K - $73.9K
|
31.1K
$2.14M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.47K- 1.97% |
$70.5K - $78.3K
|
73K
$5.02M
|
|
May 28, 2025
Q4 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.47K- 5.85% |
$70.8K - $78.7K
|
23.7K
$1.63M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.57K- 2.48% |
$75.4K - $83.7K
|
61.6K
$4.24M
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.58K- 99.56% |
$75.8K - $84.2K
|
7
$482
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.59K- 4.87% |
$76.5K - $85K
|
31.1K
$2.14M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.71K- 26.89% |
$82K - $91K
|
4.64K
$319K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.74K- 1.75% |
$83.5K - $92.7K
|
97.5K
$6.71M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.74K- 5.02% |
$83.5K - $92.7K
|
32.9K
$2.26M
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.74K- 0.45% |
$83.7K - $93K
|
389K
$26.8M
|
|
May 28, 2025
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.77K- 28.94% |
$84.9K - $94.3K
|
4.34K
$298K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.84K- 23.27% |
$88.3K - $98.1K
|
6.06K
$417K
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.86K- 4.72% |
$89.3K - $99.2K
|
37.5K
$2.58M
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.91K- 4.12% |
$91.5K - $102K
|
44.4K
$3.05M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.92K- 11.7% |
$92.4K - $103K
|
14.5K
$999K
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2K- 2.3% |
$95.9K - $106K
|
84.8K
$5.84M
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.41K- 11.19% |
$116K - $129K
|
19.1K
$1.32M
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.43K- 7.8% |
$117K - $130K
|
28.7K
$1.98M
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 6.19% |
$120K - $133K
|
37.7K
$2.6M
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-2.7K- 0.47% |
$130K - $144K
|
568K
$39.1M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.79K- 16.3% |
$134K - $149K
|
14.3K
$985K
|