Mission Wealth Management, LP Kkr & Co. Inc. Transaction History

Mission Wealth Management, LP

$4.24 Billion
Q4 2024

A detailed history of Mission Wealth Management, LP transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 20,507 shares of KKR stock, worth $2.22 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

20,507

Previous 20,589 0.4%

Holding current value

$2.22 Million

Previous $2.69 Million 12.83%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$129.87 - $162.87 $10,649 - $13,355	-82 Reduced 0.4%	20,507 $3.03 Million
Q3 2024 Oct 31, 2024	BUY	$104.51 - $133.23 $19,856 - $25,313	190 Added 0.93%	20,589 $2.69 Million
Q2 2024 Aug 02, 2024	BUY	$92.62 - $111.49 $7,409 - $8,919	80 Added 0.39%	20,399 $2.15 Million
Q1 2024 Apr 30, 2024	BUY	$79.89 - $101.64 $13,022 - $16,567	163 Added 0.81%	20,319 $2.04 Million
Q4 2023 Feb 05, 2024	BUY	$54.1 - $84.69 $1,190 - $1,863	22 Added 0.11%	20,156 $1.67 Million
Q3 2023 Oct 23, 2023	BUY	$53.91 - $64.46 $434,945 - $520,063	8,068 Added 66.87%	20,134 $1.24 Million
Q2 2023 Aug 04, 2023	SELL	$47.79 - $58.61 $1,338 - $1,641	-28 Reduced 0.23%	12,066 $675,000
Q1 2023 Apr 07, 2023	BUY	$46.69 - $59.1 $3,034 - $3,841	65 Added 0.54%	12,094 $635,000
Q4 2022 Feb 02, 2023	SELL	$43.95 - $57.08 $263 - $342	-6 Reduced 0.05%	12,029 $558,000
Q3 2022 Oct 12, 2022	BUY	$19.95 - $55.46 $99 - $277	5 Added 0.04%	12,035 $518,000
Q2 2022 Jul 27, 2022	SELL	$45.06 - $59.94 $21,133 - $28,111	-469 Reduced 3.75%	12,030 $557,000
Q1 2022 Apr 25, 2022	BUY	$50.85 - $74.31 $23,340 - $34,108	459 Added 3.81%	12,499 $731,000
Q4 2021 Feb 11, 2022	SELL	$60.27 - $83.4 $10,607 - $14,678	-176 Reduced 1.44%	12,040 $897,000
Q3 2021 Nov 05, 2021	SELL	$57.37 - $67.58 $90,874 - $107,046	-1,584 Reduced 11.48%	12,216 $744,000
Q2 2021 Aug 10, 2021	BUY	$50.35 - $60.76 $90,630 - $109,368	1,800 Added 15.0%	13,800 $818,000
Q3 2020 Oct 16, 2020	BUY	$30.8 - $37.01 $369,600 - $444,120	12,000 New	12,000 $412,000

Others Institutions Holding KKR

# of Institutions

1,450

Shares Held

516M

Call Options Held

4.93M

Put Options Held

5.28M

View Full List

About KKR & Co. Inc.

Ticker KKR
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 859,833,024
Market Cap $93B
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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Mission Wealth Management, LP Kkr & Co. Inc. Transaction History