A detailed history of Institute For Wealth Management, Llc. transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 7,564 shares of KKR stock, worth $1.14 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,564
Previous 7,654 1.18%
Holding current value
$1.14 Million
Previous $805,000 22.61%
% of portfolio
0.13%
Previous 0.11%

Shares

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

Nov 12, 2024

SELL
$104.51 - $133.23 $9,405 - $11,990
-90 Reduced 1.18%
7,564 $987,000
Q2 2024

Jul 25, 2024

SELL
$92.62 - $111.49 $10,095 - $12,152
-109 Reduced 1.4%
7,654 $805,000
Q1 2024

Apr 30, 2024

BUY
$79.89 - $101.64 $214,025 - $272,293
2,679 Added 52.69%
7,763 $780,000
Q4 2023

Jan 31, 2024

SELL
$54.1 - $84.69 $24,507 - $38,364
-453 Reduced 8.18%
5,084 $421,000
Q3 2023

Oct 13, 2023

SELL
$53.91 - $64.46 $23,343 - $27,911
-433 Reduced 7.25%
5,537 $341,000
Q1 2023

Apr 20, 2023

SELL
$46.69 - $59.1 $6,816 - $8,628
-146 Reduced 2.39%
5,970 $313,000
Q4 2022

Feb 02, 2023

SELL
$43.95 - $57.08 $167,537 - $217,588
-3,812 Reduced 38.4%
6,116 $283,000
Q2 2022

Jul 25, 2022

BUY
$45.06 - $59.94 $8,741 - $11,628
194 Added 1.99%
9,928 $460,000
Q1 2022

Apr 29, 2022

BUY
$50.85 - $74.31 $17,390 - $25,414
342 Added 3.64%
9,734 $569,000
Q4 2021

Jan 21, 2022

BUY
$60.27 - $83.4 $24,951 - $34,527
414 Added 4.61%
9,392 $700,000
Q3 2021

Nov 15, 2021

BUY
$57.37 - $67.58 $57,943 - $68,255
1,010 Added 12.68%
8,978 $547,000
Q2 2021

Jul 21, 2021

BUY
$50.35 - $60.76 $21,902 - $26,430
435 Added 5.77%
7,968 $472,000
Q1 2021

May 04, 2021

BUY
$37.56 - $49.35 $89,280 - $117,304
2,377 Added 46.1%
7,533 $368,000
Q4 2020

Feb 01, 2021

BUY
$34.15 - $40.49 $176,077 - $208,766
5,156 New
5,156 $209,000

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 $130B
  • 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 Institute For Wealth Management, Llc. Portfolio

Follow Institute For Wealth Management, 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.