A detailed history of Ever Source Wealth Advisors, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 98,342 shares of KKR stock, worth $15 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
98,342
Previous 99,431 1.1%
Holding current value
$15 Million
Previous $10.5 Million 22.72%
% of portfolio
0.87%
Previous 0.7%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$104.51 - $133.23 $113,811 - $145,087
-1,089 Reduced 1.1%
98,342 $12.8 Million
Q2 2024

Aug 13, 2024

BUY
$92.62 - $111.49 $173,755 - $209,155
1,876 Added 1.92%
99,431 $10.5 Million
Q1 2024

Jun 11, 2024

SELL
$79.89 - $101.64 $149,713 - $190,473
-1,874 Reduced 1.88%
97,555 $9.81 Million
Q4 2023

Feb 09, 2024

SELL
$54.1 - $84.69 $221,918 - $347,398
-4,102 Reduced 3.96%
99,429 $8.24 Million
Q3 2023

Nov 03, 2023

BUY
$53.91 - $64.46 $94,989 - $113,578
1,762 Added 1.73%
103,531 $6.38 Million
Q2 2023

Aug 04, 2023

BUY
$47.79 - $58.61 $10,083 - $12,366
211 Added 0.21%
101,769 $5.7 Million
Q1 2023

May 11, 2023

BUY
$46.69 - $59.1 $46,223 - $58,509
990 Added 0.98%
101,558 $5.33 Million
Q4 2022

Feb 09, 2023

BUY
$43.95 - $57.08 $4.42 Million - $5.74 Million
100,551 Added 591476.5%
100,568 $4.67 Million
Q3 2022

Nov 07, 2022

BUY
$19.95 - $55.46 $339 - $942
17 New
17 $1,000

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 $131B
  • 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
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