Ae Wealth Management LLC Kkr & Co. Inc. Transaction History

Ae Wealth Management LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$54.1 - $84.69 $168,467 - $263,724	-3,114 Reduced 21.84%	11,146 $923,000
Q3 2023 Oct 11, 2023	BUY	$53.91 - $64.46 $9,056 - $10,829	168 Added 1.19%	14,260 $878,000
Q2 2023 Jul 10, 2023	BUY	$47.79 - $58.61 $15,436 - $18,931	323 Added 2.35%	14,092 $789,000
Q1 2023 Apr 14, 2023	BUY	$46.69 - $59.1 $108,507 - $137,348	2,324 Added 20.31%	13,769 $723,000
Q4 2022 Jan 31, 2023	BUY	$43.95 - $57.08 $36,039 - $46,805	820 Added 7.72%	11,445 $531,000
Q3 2022 Oct 25, 2022	BUY	$19.95 - $55.46 $27,730 - $77,089	1,390 Added 15.05%	10,625 $457,000
Q2 2022 Aug 03, 2022	BUY	$45.06 - $59.94 $60,155 - $80,019	1,335 Added 16.9%	9,235 $427,000
Q1 2022 Apr 18, 2022	BUY	$50.85 - $74.31 $79,122 - $115,626	1,556 Added 24.53%	7,900 $462,000
Q4 2021 Jan 20, 2022	BUY	$60.27 - $83.4 $41,526 - $57,462	689 Added 12.18%	6,344 $473,000
Q3 2021 Nov 01, 2021	BUY	$57.37 - $67.58 $47,158 - $55,550	822 Added 17.01%	5,655 $344,000
Q2 2021 Jul 21, 2021	BUY	$50.35 - $60.76 $243,341 - $293,653	4,833 New	4,833 $286,000
Q1 2020 May 07, 2020	SELL	$18.5 - $33.93 $173,900 - $318,942	-9,400 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$25.38 - $29.84 $29,796 - $35,032	1,174 Added 14.27%	9,400 $274,000
Q3 2019 Nov 05, 2019	SELL	$23.98 - $29.6 $4,436 - $5,476	-185 Reduced 2.2%	8,226 $221,000
Q2 2019 Jul 22, 2019	BUY	$22.28 - $25.27 $187,397 - $212,545	8,411 New	8,411 $213,000

1,166

522M

4.31M

2.62M

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $115B
Description
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market and middle market investments. The firm conside...

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