Cfm Wealth Partners LLC Kkr & Co. Inc. Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 25,626 shares of KKR stock, worth $3.76 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

25,626

Previous 17,148 49.44%

Holding current value

$3.76 Million

Previous $2.24 Million 49.44%

% of portfolio

0.59%

Previous 0.46%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$104.51 - $133.23 $886,035 - $1.13 Million	8,478 Added 49.44%	25,626 $3.35 Million
Q3 2024 Oct 15, 2024	SELL	$104.51 - $133.23 $471,026 - $600,467	-4,507 Reduced 20.81%	17,148 $2.24 Million
Q2 2024 Jul 18, 2024	BUY	$92.62 - $111.49 $417,438 - $502,485	4,507 Added 26.28%	21,655 $2.28 Million
Q1 2024 Apr 15, 2024	BUY	$79.89 - $101.64 $318,361 - $405,035	3,985 Added 30.27%	17,148 $1.72 Million
Q4 2023 Jan 11, 2024	BUY	$54.1 - $84.69 $5,193 - $8,130	96 Added 0.73%	13,163 $1.09 Million
Q3 2023 Oct 11, 2023	BUY	$53.91 - $64.46 $4,851 - $5,801	90 Added 0.69%	13,067 $804,000
Q2 2023 Jul 14, 2023	SELL	$47.79 - $58.61 $13,190 - $16,176	-276 Reduced 2.08%	12,977 $726,000
Q1 2023 Apr 12, 2023	BUY	$46.69 - $59.1 $618,782 - $783,252	13,253 New	13,253 $696,000
Q4 2022 Jan 19, 2023	SELL	$43.95 - $57.08 $540,277 - $701,684	-12,293 Reduced 46.4%	14,201 $659 Million
Q3 2022 Oct 17, 2022	SELL	$19.95 - $55.46 $70,383 - $195,662	-3,528 Reduced 11.75%	26,494 $1.14 Million
Q2 2022 Jul 12, 2022	SELL	$45.06 - $59.94 $82,955 - $110,349	-1,841 Reduced 5.78%	30,022 $1.39 Million
Q1 2022 Apr 14, 2022	SELL	$50.85 - $74.31 $281,810 - $411,826	-5,542 Reduced 14.82%	31,863 $1.86 Million
Q4 2021 Jan 21, 2022	BUY	$60.27 - $83.4 $1.39 Million - $1.92 Million	23,073 Added 160.99%	37,405 $2.75 Million
Q3 2021 Oct 25, 2021	BUY	$57.37 - $67.58 $156,677 - $184,560	2,731 Added 23.54%	14,332 $872,000
Q2 2021 Jul 21, 2021	BUY	$50.35 - $60.76 $584,110 - $704,876	11,601 New	11,601 $687,000

Others Institutions Holding KKR

# of Institutions

1,282

Shares Held

487M

Call Options Held

4.47M

Put Options Held

4.52M

View Full List

About KKR & Co. Inc.

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $126B
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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Cfm Wealth Partners LLC Kkr & Co. Inc. Transaction History