A detailed history of Montag A & Associates Inc transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Montag A & Associates Inc holds 2,884 shares of KKR stock, worth $384,235. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,884
Previous 2,878 0.21%
Holding current value
$384,235
Previous $289,000 4.84%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$92.62 - $111.49 $555 - $668
6 Added 0.21%
2,884 $303,000
Q1 2024

May 07, 2024

BUY
$79.89 - $101.64 $6,710 - $8,537
84 Added 3.01%
2,878 $289,000
Q4 2023

Feb 07, 2024

BUY
$54.1 - $84.69 $6,924 - $10,840
128 Added 4.8%
2,794 $231,000
Q4 2022

Feb 02, 2023

SELL
$43.95 - $57.08 $67,023 - $87,047
-1,525 Reduced 36.39%
2,666 $123,000
Q3 2022

Nov 09, 2022

BUY
$19.95 - $55.46 $50,114 - $139,315
2,512 Added 149.61%
4,191 $180,000
Q2 2021

Aug 03, 2021

BUY
$50.35 - $60.76 $50 - $60
1 Added 0.06%
1,679 $99,000
Q4 2020

Feb 12, 2021

BUY
$34.15 - $40.49 $57,303 - $67,942
1,678 New
1,678 $68,000

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 $115B
  • 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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