Schwarz Dygos Wheeler Investment Advisors LLC Kinder Morgan, Inc. Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$392 Million
Q3 2024

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$16.11 - $17.89 $19,734 - $21,915	-1,225 Reduced 6.52%	17,555 $302,000
Q4 2022 Feb 08, 2023	SELL	$16.91 - $19.17 $22,828 - $25,879	-1,350 Reduced 6.71%	18,780 $339,000
Q2 2022 Aug 09, 2022	SELL	$16.05 - $20.14 $1,605 - $2,014	-100 Reduced 0.49%	20,130 $337,000
Q4 2021 Feb 08, 2022	BUY	$15.24 - $18.65 $9,144 - $11,190	600 Added 3.06%	20,230 $321,000
Q2 2021 Jul 28, 2021	SELL	$16.36 - $19.14 $17,178 - $20,097	-1,050 Reduced 5.08%	19,630 $358,000
Q1 2021 May 07, 2021	BUY	$13.56 - $16.8 $7,797 - $9,660	575 Added 2.86%	20,680 $344,000
Q4 2020 Feb 12, 2021	SELL	$11.48 - $14.97 $1,722 - $2,245	-150 Reduced 0.74%	20,105 $275,000
Q3 2020 Nov 03, 2020	SELL	$12.23 - $15.19 $4,586 - $5,696	-375 Reduced 1.82%	20,255 $250,000
Q2 2020 Jul 15, 2020	BUY	$12.73 - $17.97 $11,800 - $16,658	927 Added 4.7%	20,630 $293,000
Q1 2020 Apr 14, 2020	BUY	$9.98 - $22.24 $9,730 - $21,684	975 Added 5.21%	19,703 $274,000
Q4 2019 Jan 09, 2020	BUY	$19.15 - $21.2 $26,331 - $29,150	1,375 Added 7.92%	18,728 $396,000
Q3 2019 Nov 15, 2019	BUY	$19.57 - $21.29 $1,604 - $1,745	82 Added 0.47%	17,353 $358,000
Q2 2019 Nov 15, 2019	BUY	$19.36 - $21.38 $135 - $149	7 Added 0.04%	17,271 $361,000
Q1 2019 Nov 15, 2019	BUY	$15.71 - $20.42 $20,894 - $27,158	1,330 Added 8.35%	17,264 $345,000
Q4 2018 Nov 15, 2019	BUY	$14.71 - $18.57 $234,389 - $295,894	15,934 New	15,934 $245,000

Others Institutions Holding KMI

# of Institutions

1,604

Shares Held

1.43B

Call Options Held

25.5M

Put Options Held

14.7M

Vanguard Group Inc Valley Forge, PA

201M
Shares

$5.66 Billion
0.08% of portfolio
Black Rock Inc. New York, NY

157M
Shares

$4.41 Billion
0.07% of portfolio
State Street Corp Boston, MA

127M
Shares

$3.55 Billion
0.12% of portfolio
Bank Of America Corp Charlotte, NC

63.6M
Shares

$1.79 Billion
0.12% of portfolio
Geode Capital Management, LLC Boston, MA

50.5M
Shares

$1.42 Billion
0.09% of portfolio

View Full List

About KINDER MORGAN, INC.

Ticker KMI
Exchange NYSE
Sector Energy
Industry Oil & Gas Midstream
Shares Outstandng 2,247,739,904
Market Cap $63.1B
Description
Kinder Morgan, Inc. operates as an energy infrastructure company in North America. The company operates through four segments: Natural Gas Pipelines, Products Pipelines, Terminals, and CO2. The Natural Gas Pipelines segment owns and operates interstate and intrastate natural gas pipeline, and underground storage systems; natural gas gathering sy...

More about KMI

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