Baker Tilly Wealth Management, LLC Kkr & Co. Inc. Transaction History

Baker Tilly Wealth Management, LLC

$273 Million
Q2 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,933 shares of KKR stock, worth $892,501. This represents 0.29% of its overall portfolio holdings.

Number of Shares

5,933

Previous 5,582 6.29%

Holding current value

$892,501

Previous $645,000 22.33%

% of portfolio

0.29%

Previous 0.26%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$92.79 - $134.29 $32,569 - $47,135	351 Added 6.29%	5,933 $789,000
Q1 2025 Apr 09, 2025	SELL	$108.17 - $167.07 $32,883 - $50,789	-304 Reduced 5.16%	5,582 $645,000
Q4 2024 Jan 10, 2025	BUY	$129.87 - $162.87 $10,519 - $13,192	81 Added 1.4%	5,886 $870,000
Q3 2024 Oct 24, 2024	BUY	$104.51 - $133.23 $58,630 - $74,742	561 Added 10.7%	5,805 $758,000
Q2 2024 Jul 18, 2024	BUY	$92.62 - $111.49 $9,817 - $11,817	106 Added 2.06%	5,244 $551,000
Q1 2024 May 09, 2024	SELL	$79.89 - $101.64 $8,148 - $10,367	-102 Reduced 1.95%	5,138 $516,000
Q4 2023 Jan 10, 2024	SELL	$54.1 - $84.69 $122,861 - $192,330	-2,271 Reduced 30.24%	5,240 $434,000
Q3 2023 Oct 10, 2023	SELL	$53.91 - $64.46 $1.05 Million - $1.26 Million	-19,557 Reduced 72.25%	7,511 $462,000
Q2 2023 Jul 20, 2023	SELL	$47.79 - $58.61 $135,102 - $165,690	-2,827 Reduced 9.46%	27,068 $1.52 Million
Q1 2023 Apr 12, 2023	BUY	$46.69 - $59.1 $199,739 - $252,829	4,278 Added 16.7%	29,895 $1.57 Million
Q4 2022 Jan 26, 2023	BUY	$43.95 - $57.08 $336,876 - $437,518	7,665 Added 42.7%	25,617 $0
Q3 2022 Oct 20, 2022	SELL	$19.95 - $55.46 $34,972 - $97,221	-1,753 Reduced 8.9%	17,952 $772,000
Q2 2022 Jul 28, 2022	BUY	$45.06 - $59.94 $63,084 - $83,916	1,400 Added 7.65%	19,705 $912,000
Q1 2022 Apr 27, 2022	BUY	$50.85 - $74.31 $239,147 - $349,479	4,703 Added 34.58%	18,305 $1.07 Million
Q4 2021 Feb 08, 2022	BUY	$60.27 - $83.4 $134,281 - $185,815	2,228 Added 19.59%	13,602 $1.01 Million
Q3 2021 Nov 02, 2021	BUY	$57.37 - $67.58 $110,838 - $130,564	1,932 Added 20.46%	11,374 $692,000
Q2 2021 Jul 30, 2021	BUY	$50.35 - $60.76 $10,825 - $13,063	215 Added 2.33%	9,442 $559,000
Q1 2021 Apr 28, 2021	BUY	$37.56 - $49.35 $346,566 - $455,352	9,227 New	9,227 $451,000

Others Institutions Holding KKR

# of Institutions

1,465

Shares Held

513M

Call Options Held

4.71M

Put Options Held

7.13M

View Full List

About KKR & Co. Inc.

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $129B
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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Baker Tilly Wealth Management, LLC Kkr & Co. Inc. Transaction History