A detailed history of Summit Trail Advisors, LLC transactions in Kkr & Co. Inc. stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 3,955 shares of KKR stock, worth $637,822. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,955
Previous 3,606 9.68%
Holding current value
$637,822
Previous $379,000 36.15%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$104.51 - $133.23 $36,473 - $46,497
349 Added 9.68%
3,955 $516,000
Q2 2024

Aug 13, 2024

SELL
$92.62 - $111.49 $210,710 - $253,639
-2,275 Reduced 38.68%
3,606 $379,000
Q1 2024

Apr 23, 2024

BUY
$79.89 - $101.64 $117,598 - $149,614
1,472 Added 33.39%
5,881 $591,000
Q4 2023

Feb 06, 2024

BUY
$54.1 - $84.69 $20,233 - $31,674
374 Added 9.27%
4,409 $365,000
Q3 2023

Oct 30, 2023

BUY
$53.91 - $64.46 $217,526 - $260,096
4,035 New
4,035 $248,000

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 $139B
  • 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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