A detailed history of Ep Wealth Advisors, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,291 shares of KKR stock, worth $657,209. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,291
Previous 4,162 3.1%
Holding current value
$657,209
Previous $418,000 7.89%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$92.62 - $111.49 $11,947 - $14,382
129 Added 3.1%
4,291 $451,000
Q1 2024

May 14, 2024

SELL
$79.89 - $101.64 $116,639 - $148,394
-1,460 Reduced 25.97%
4,162 $418,000
Q4 2023

Feb 28, 2024

BUY
$54.1 - $84.69 $81,799 - $128,051
1,512 Added 36.79%
5,622 $465,000
Q3 2023

Nov 22, 2023

SELL
$53.91 - $64.46 $1.15 Million - $1.38 Million
-21,345 Reduced 83.85%
4,110 $253,000
Q2 2023

Aug 14, 2023

SELL
$47.79 - $58.61 $589,202 - $722,602
-12,329 Reduced 32.63%
25,455 $1.43 Million
Q1 2023

Jun 05, 2023

BUY
$46.69 - $59.1 $1.76 Million - $2.23 Million
37,784 New
37,784 $1.98 Million
Q2 2022

Aug 11, 2022

SELL
$45.06 - $59.94 $167,758 - $223,156
-3,723 Closed
0 $0
Q1 2022

May 20, 2022

BUY
$50.85 - $74.31 $9,305 - $13,598
183 Added 5.17%
3,723 $218,000
Q4 2021

Feb 17, 2022

SELL
$60.27 - $83.4 $1,386 - $1,918
-23 Reduced 0.65%
3,540 $264,000
Q3 2021

Nov 23, 2021

SELL
$57.37 - $67.58 $754,243 - $888,474
-13,147 Reduced 78.68%
3,563 $217,000
Q3 2021

Nov 16, 2021

BUY
$57.37 - $67.58 $628,029 - $739,798
10,947 Added 189.95%
16,710 $217,000
Q2 2021

Aug 24, 2021

BUY
$50.35 - $60.76 $22,204 - $26,795
441 Added 8.29%
5,763 $341,000
Q4 2020

Feb 18, 2021

BUY
$34.15 - $40.49 $181,746 - $215,487
5,322 New
5,322 $215,000

Others Institutions Holding KKR

About KKR & Co. Inc.


  • Ticker KKR
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 859,833,024
  • Market Cap $132B
  • 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...
More about KKR
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.