Purchases and Sales Made in Q1 2025 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q1 2025. The information is specifically focused on institutions that hold shares of KKR & Co. Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
121+ 3.03% |
$13.1K - $20.2K
|
4.12K
$468K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
117+ 1.39% |
$12.7K - $19.5K
|
8.53K
$969K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
102+ 261.54% |
$11K - $17K
|
141
$16K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
95+ 2.81% |
$10.3K - $15.9K
|
3.48K
$395K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
82+ 4.06% |
$8.87K - $13.7K
|
2.1K
$239K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 15.18% |
$8.11K - $12.5K
|
569
$64.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
75+ 104.17% |
$8.11K - $12.5K
|
147
$16.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
68+ 26.25% |
$7.36K - $11.4K
|
327
$37.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
BUY
|
- |
62+ 3.19% |
$6.71K - $10.4K
|
2.01K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
56+ 17.18% |
$6.06K - $9.36K
|
382
$43.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
52+ 0.93% |
$5.62K - $8.69K
|
5.67K
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
52+ 0.47% |
$5.62K - $8.69K
|
11K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
41New |
$4.43K - $6.85K
|
41
$4.66K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
40+ 0.39% |
$4.33K - $6.68K
|
10.4K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
38+ 0.82% |
$4.11K - $6.35K
|
4.7K
$534K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
37+ 0.97% |
$4K - $6.18K
|
3.85K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
30+ 375.0% |
$3.25K - $5.01K
|
38
$4.32K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
28+ 0.75% |
$3.03K - $4.68K
|
3.76K
$428K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
27+ 4.95% |
$2.92K - $4.51K
|
573
$65.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$2.7K - $4.18K
|
25
$2.84K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
24+ 0.73% |
$2.6K - $4.01K
|
3.33K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
21New |
$2.27K - $3.51K
|
21
$2.39K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
18New |
$1.95K - $3.01K
|
18
$2.05K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
17+ 3.4% |
$1.84K - $2.84K
|
517
$58.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 0.08% |
$1.84K - $2.84K
|
20.5K
$2.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
16+ 34.04% |
$1.73K - $2.67K
|
63
$7.16K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15New |
$1.62K - $2.51K
|
15
$1.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
15New |
$1.62K - $2.51K
|
15
$1.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
9+ 0.41% |
$974 - $1.5K
|
2.23K
$253K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
8+ 0.25% |
$865 - $1.34K
|
3.18K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.12% |
$757 - $1.17K
|
5.74K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
7+ 6.42% |
$757 - $1.17K
|
116
$13.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
6New |
$649 - $1K
|
6
$682
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6+ 0.61% |
$649 - $1K
|
990
$112K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
6+ 0.05% |
$649 - $1K
|
13.3K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6+ 0.19% |
$649 - $1K
|
3.17K
$360K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 27.78% |
$541 - $835
|
23
$2.61K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
5+ 35.71% |
$541 - $835
|
19
$2.16K
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
4+ 0.14% |
$433 - $668
|
2.87K
$326K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4+ 4.21% |
$433 - $668
|
99
$11.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3+ 0.02% |
$325 - $501
|
12.1K
$1.38M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
3New |
$325 - $501
|
3
$341
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.12% |
$216 - $334
|
1.64K
$186K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$216 - $334
|
116
$13.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.06% |
$216 - $334
|
3.54K
$402K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 3.33% |
$108 - $167
|
31
$3.52K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1New |
$108 - $167
|
1
$114
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $167
|
1.94K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.09% |
$108 - $167
|
1.12K
$127K
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
1+ 0.05% |
$108 - $167
|
2.1K
$239K
|