Latest Institutional Transactions on Kkr & Co. Inc. (KKR)
This table provides information on the latest institutional transactions involving Kkr & Co. Inc. (KKR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.39KNew |
$181K - $227K
|
1.39K
$194K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
5New |
$649 - $814
|
5
$696
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-35- 1.77% |
$4.55K - $5.7K
|
1.95K
$271K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.12KNew |
$535K - $671K
|
4.12K
$573K
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
78+ 3.94% |
$10.1K - $12.7K
|
2.06K
$287K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.06% |
$130 - $163
|
1.79K
$249K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.65K+ 64.99% |
$214K - $269K
|
4.19K
$583K
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
108+ 4.35% |
$14K - $17.6K
|
2.59K
$361K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-370- 7.93% |
$48.1K - $60.3K
|
4.3K
$598K
|
|
Feb 04, 2025
Q4 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
1.45KNew |
$188K - $236K
|
1.45K
$202K
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-57- 1.44% |
$7.4K - $9.28K
|
3.91K
$545K
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
2.5K+ 92.46% |
$325K - $407K
|
5.2K
$725K
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
3+ 0.17% |
$390 - $489
|
1.72K
$239K
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-75- 18.84% |
$9.74K - $12.2K
|
323
$45K
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-70- 4.55% |
$9.09K - $11.4K
|
1.47K
$205K
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
261+ 11.23% |
$33.9K - $42.5K
|
2.59K
$360K
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
89New |
$11.6K - $14.5K
|
89
$12.4K
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.39KNew |
$180K - $226K
|
1.39K
$193K
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
SELL
|
- |
-20.2K- 40.55% |
$2.62M - $3.29M
|
29.6K
$4.12M
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-39- 2.39% |
$5.06K - $6.35K
|
1.59K
$221K
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-102- 14.83% |
$13.2K - $16.6K
|
586
$81.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.58K+ 6.01% |
$724K - $908K
|
98.3K
$13.7M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
17New |
$2.21K - $2.77K
|
17
$2.37K
|
|
Jan 31, 2025
Q4 2024
|
Pinnbrook Capital Management LP
|
BUY
|
CALL |
100KNew |
$13M - $16.3M
|
100K
$13.9M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6- 6.38% |
$779 - $977
|
88
$12.3K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
585New |
$76K - $95.3K
|
585
$81.4K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.61KNew |
$209K - $263K
|
1.61K
$224K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.93K+ 98.84% |
$511K - $641K
|
7.91K
$1.1M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.12KNew |
$145K - $182K
|
1.12K
$156K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-308- 18.17% |
$40K - $50.2K
|
1.39K
$193K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-212- 10.51% |
$27.5K - $34.5K
|
1.81K
$251K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.48K+ 6.06% |
$193K - $242K
|
26K
$3.61M
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 4.47% |
$221K - $277K
|
36.3K
$5.05M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-33- 50.0% |
$4.29K - $5.37K
|
33
$4.59K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-777- 12.36% |
$101K - $127K
|
5.51K
$767K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-40- 0.42% |
$5.19K - $6.51K
|
9.4K
$1.31M
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-200- 4.1% |
$26K - $32.6K
|
4.67K
$651K
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
14+ 0.9% |
$1.82K - $2.28K
|
1.57K
$219K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-252- 14.84% |
$32.7K - $41K
|
1.45K
$201K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
65+ 17.81% |
$8.44K - $10.6K
|
430
$59.9K
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
1.81KNew |
$235K - $294K
|
1.81K
$251K
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
15KNew |
$1.95M - $2.44M
|
15K
$2.09M
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.46% |
$3.51K - $4.4K
|
1.82K
$253K
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.2% |
$130 - $163
|
509
$70.9K
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-270- 0.79% |
$35.1K - $44K
|
33.9K
$4.71M
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
886+ 38.07% |
$115K - $144K
|
3.21K
$447K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 5.88% |
$390 - $489
|
48
$6.68K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36New |
$4.68K - $5.86K
|
36
$5.01K
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-2.66K- 3.98% |
$345K - $433K
|
64.2K
$8.93M
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1.63KNew |
$212K - $266K
|
1.63K
$227K
|