A detailed history of Mount Yale Investment Advisors, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 2,458 shares of KKR stock, worth $373,935. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,458
Previous 2,449 0.37%
Holding current value
$373,935
Previous $257,000 24.51%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 23, 2024

BUY
$104.51 - $133.23 $940 - $1,199
9 Added 0.37%
2,458 $320,000
Q2 2024

Aug 13, 2024

SELL
$92.62 - $111.49 $1,574 - $1,895
-17 Reduced 0.69%
2,449 $257,000
Q1 2024

May 15, 2024

SELL
$79.89 - $101.64 $1,118 - $1,422
-14 Reduced 0.56%
2,466 $248,000
Q4 2023

Feb 12, 2024

BUY
$54.1 - $84.69 $134,168 - $210,031
2,480 New
2,480 $205,000
Q2 2022

Aug 02, 2022

SELL
$45.06 - $59.94 $172,444 - $229,390
-3,827 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$50.85 - $74.31 $40,222 - $58,779
791 Added 26.05%
3,827 $224,000
Q4 2021

Feb 02, 2022

BUY
$60.27 - $83.4 $182,979 - $253,202
3,036 New
3,036 $226,000
Q3 2021

Nov 02, 2021

SELL
$57.37 - $67.58 $199,073 - $234,502
-3,470 Closed
0 $0
Q2 2021

Aug 04, 2021

BUY
$50.35 - $60.76 $174,714 - $210,837
3,470 New
3,470 $206,000
Q4 2018

Feb 14, 2019

SELL
$18.68 - $28.03 $40,722 - $61,105
-2,180 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$25.1 - $28.25 $54,718 - $61,585
2,180 New
2,180 $54,000

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 $131B
  • 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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