Marks Group Wealth Management, Inc Kkr & Co. Inc. Transaction History

Marks Group Wealth Management, Inc

$996 Million
Q1 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 4,702 shares of KKR stock, worth $569,130. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,702

Previous 5,079 7.42%

Holding current value

$569,130

Previous $751,000 27.7%

% of portfolio

0.05%

Previous 0.08%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$108.17 - $167.07 $40,780 - $62,985	-377 Reduced 7.42%	4,702 $543,000
Q4 2024 Jan 29, 2025	SELL	$129.87 - $162.87 $61,947 - $77,688	-477 Reduced 8.59%	5,079 $751,000
Q3 2024 Oct 30, 2024	SELL	$104.51 - $133.23 $66,050 - $84,201	-632 Reduced 10.21%	5,556 $725,000
Q2 2024 Aug 14, 2024	SELL	$92.62 - $111.49 $72,614 - $87,408	-784 Reduced 11.24%	6,188 $651,000
Q1 2024 Apr 29, 2024	SELL	$79.89 - $101.64 $40,584 - $51,633	-508 Reduced 6.79%	6,972 $701,000
Q4 2023 Feb 01, 2024	BUY	$54.1 - $84.69 $7,898 - $12,364	146 Added 1.99%	7,480 $619,000
Q3 2023 Oct 30, 2023	BUY	$53.91 - $64.46 $1,132 - $1,353	21 Added 0.29%	7,334 $451,000
Q2 2023 Jul 19, 2023	SELL	$47.79 - $58.61 $61,410 - $75,313	-1,285 Reduced 14.95%	7,313 $409,000
Q1 2023 May 03, 2023	BUY	$46.69 - $59.1 $8,310 - $10,519	178 Added 2.11%	8,598 $451,000
Q4 2022 Feb 06, 2023	BUY	$43.95 - $57.08 $1,626 - $2,111	37 Added 0.44%	8,420 $390,000
Q3 2022 Nov 10, 2022	BUY	$19.95 - $55.46 $4,229 - $11,757	212 Added 2.59%	8,383 $360,000
Q2 2022 Aug 09, 2022	BUY	$45.06 - $59.94 $14,238 - $18,941	316 Added 4.02%	8,171 $378,000
Q1 2022 May 10, 2022	BUY	$50.85 - $74.31 $19,424 - $28,386	382 Added 5.11%	7,855 $459,000
Q4 2021 Feb 14, 2022	SELL	$60.27 - $83.4 $46,287 - $64,051	-768 Reduced 9.32%	7,473 $557,000
Q3 2021 Nov 15, 2021	SELL	$57.37 - $67.58 $19,620 - $23,112	-342 Reduced 3.98%	8,241 $502,000
Q2 2021 Aug 10, 2021	SELL	$50.35 - $60.76 $9,918 - $11,969	-197 Reduced 2.24%	8,583 $508,000
Q1 2021 May 17, 2021	SELL	$37.56 - $49.35 $18,742 - $24,625	-499 Reduced 5.38%	8,780 $429,000
Q4 2020 Feb 08, 2021	SELL	$34.15 - $40.49 $13,284 - $15,750	-389 Reduced 4.02%	9,279 $376,000
Q3 2020 Nov 10, 2020	SELL	$30.8 - $37.01 $17,217 - $20,688	-559 Reduced 5.47%	9,668 $332,000
Q1 2020 Apr 23, 2020	BUY	$18.5 - $33.93 $28,545 - $52,353	1,543 Added 17.77%	10,227 $240,000
Q4 2019 Feb 12, 2020	BUY	$25.38 - $29.84 $220,399 - $259,130	8,684 New	8,684 $253,000

Others Institutions Holding KKR

# of Institutions

1,444

Shares Held

513M

Call Options Held

4.68M

Put Options Held

6.61M

View Full List

About KKR & Co. Inc.

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $104B
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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Marks Group Wealth Management, Inc Kkr & Co. Inc. Transaction History