Forvis Wealth Advisors, LLC Kayne Anderson Energy Infrastructure Fund, Inc. Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 09, 2018	SELL	$17.35 - $19.6 $272,290 - $307,602	-15,694 Closed	0 $0
Q1 2018 Apr 20, 2018	SELL	$16.09 - $20.24 $128,832 - $162,061	-8,007 Reduced 33.78%	15,694 $276,000
Q4 2017 Jan 18, 2018	BUY	$14.59 - $19.05 $345,797 - $451,504	23,701	23,701 $452,000

Others Institutions Holding KYN

# of Institutions

241

Shares Held

50.6M

Call Options Held

6.8K

Put Options Held

14.3K

Morgan Stanley New York, NY

9.43M
Shares

$128 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

6.05M
Shares

$81.9 Million
0.15% of portfolio
Bank Of America Corp Charlotte, NC

4.2M
Shares

$56.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

2.35M
Shares

$31.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

2.11M
Shares

$28.6 Million
0.01% of portfolio

About Kayne Anderson Energy Infrastructure Fund, Inc.

Ticker KYN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Kayne Anderson MLP Investment Company is a closed ended equity mutual fund launched and managed by KA Fund Advisors, LLC. It is co-managed by Kayne Anderson Capital Advisors, L.P. The fund invests in the public equity markets of the United States. It invests in stocks of companies operating in the energy sector. The fund primarily invests in ene...

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