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

Avitas Wealth Management LLC

$708 Million
Q4 2024

A detailed history of Avitas Wealth Management LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 33,858 shares of KKR stock, worth $5.66 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

33,858

Previous 34,128 0.79%

Holding current value

$5.66 Million

Previous $4.46 Million 12.37%

% of portfolio

0.71%

Previous 0.64%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$129.87 - $162.87 $35,064 - $43,974	-270 Reduced 0.79%	33,858 $5.01 Million
Q3 2024 Oct 25, 2024	SELL	$104.51 - $133.23 $35,742 - $45,564	-342 Reduced 0.99%	34,128 $4.46 Million
Q2 2024 Jul 24, 2024	SELL	$92.62 - $111.49 $36,955 - $44,484	-399 Reduced 1.14%	34,470 $3.63 Million
Q1 2024 Apr 24, 2024	SELL	$79.89 - $101.64 $32,595 - $41,469	-408 Reduced 1.16%	34,869 $3.51 Million
Q4 2023 Jan 24, 2024	BUY	$54.1 - $84.69 $21,964 - $34,384	406 Added 1.16%	35,277 $2.92 Million
Q3 2023 Nov 02, 2023	SELL	$53.91 - $64.46 $41,402 - $49,505	-768 Reduced 2.15%	34,871 $2.15 Million
Q2 2023 Jul 18, 2023	SELL	$47.79 - $58.61 $4,874 - $5,978	-102 Reduced 0.29%	35,639 $2 Million
Q1 2023 May 15, 2023	SELL	$46.69 - $59.1 $6,116 - $7,742	-131 Reduced 0.37%	35,741 $1.88 Million
Q4 2022 Jan 10, 2023	BUY	$43.95 - $57.08 $10,855 - $14,098	247 Added 0.69%	35,872 $0
Q3 2022 Oct 27, 2022	BUY	$19.95 - $55.46 $10,513 - $29,227	527 Added 1.5%	35,625 $1.53 Million
Q2 2022 Jul 29, 2022	BUY	$45.06 - $59.94 $493,947 - $657,062	10,962 Added 45.42%	35,098 $1.63 Million
Q1 2022 Apr 28, 2022	SELL	$50.85 - $74.31 $1.34 Million - $1.96 Million	-26,356 Reduced 52.2%	24,136 $1.41 Million
Q4 2021 Jan 26, 2022	BUY	$60.27 - $83.4 $37,548 - $51,958	623 Added 1.25%	50,492 $3.76 Million
Q3 2021 Oct 28, 2021	SELL	$57.37 - $67.58 $47,903 - $56,429	-835 Reduced 1.65%	49,869 $3.04 Million
Q2 2021 Jul 12, 2021	BUY	$50.35 - $60.76 $57,550 - $69,448	1,143 Added 2.31%	50,704 $3 Million
Q1 2021 May 13, 2021	SELL	$37.56 - $49.35 $128,492 - $168,826	-3,421 Reduced 6.46%	49,561 $2.42 Million
Q4 2020 Feb 26, 2021	BUY	$34.15 - $40.49 $853 - $1,012	25 Added 0.05%	52,982 $2.15 Million
Q3 2020 Oct 06, 2020	SELL	$30.8 - $37.01 $4,034 - $4,848	-131 Reduced 0.25%	52,957 $1.82 Million
Q2 2020 Jul 30, 2020	SELL	$21.84 - $31.8 $55,539 - $80,867	-2,543 Reduced 4.57%	53,088 $1.64 Million
Q1 2020 May 13, 2020	BUY	$18.5 - $33.93 $1.03 Million - $1.89 Million	55,631 New	55,631 $1.31 Million

Others Institutions Holding KKR

# of Institutions

1,323

Shares Held

507M

Call Options Held

4.56M

Put Options Held

4.53M

View Full List

About KKR & Co. Inc.

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $144B
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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Avitas Wealth Management LLC Kkr & Co. Inc. Transaction History