Purchases and Sales Made in Q2 2024 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q2 2024. 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 0.41% |
$926 - $1.11K
|
2.46K
$328K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
10New |
$926 - $1.11K
|
10
$1.33K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.1% |
$926 - $1.11K
|
10.2K
$1.36M
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
10New |
$926 - $1.11K
|
10
$1.33K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
8+ 12.7% |
$741 - $892
|
71
$9.46K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 0.48% |
$648 - $780
|
1.47K
$196K
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7+ 0.15% |
$648 - $780
|
4.72K
$629K
|
|
Aug 06, 2024
Q2 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.15% |
$648 - $780
|
4.72K
$628K
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6+ 0.16% |
$556 - $669
|
3.77K
$502K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.21% |
$556 - $669
|
2.88K
$384K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6+ 33.33% |
$556 - $669
|
24
$3.2K
|
|
Aug 12, 2024
Q2 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.0% |
$556 - $669
|
203K
$27M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.14% |
$463 - $557
|
3.58K
$476K
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 20.0% |
$463 - $557
|
30
$4K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
5New |
$463 - $557
|
5
$666
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$370 - $446
|
4
$533
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4+ 0.12% |
$370 - $446
|
3.37K
$449K
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.18% |
$278 - $334
|
1.63K
$217K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$278 - $334
|
3.76K
$501K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3+ 0.09% |
$278 - $334
|
3.25K
$434K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.05% |
$185 - $223
|
3.99K
$532K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2New |
$185 - $223
|
2
$266
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1+ 0.02% |
$92.6 - $111
|
4.23K
$563K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.1% |
$92.6 - $111
|
978
$130K
|
|
Jul 22, 2024
Q2 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$92.6 - $111
|
3.16K
$422K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1+ 0.04% |
$92.6 - $111
|
2.42K
$323K
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.18% |
$92.6 - $111
|
549
$73.1K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1New |
$92.6 - $111
|
1
$133
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.03% |
$92.6 - $111
|
2.97K
$396K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.54% |
$92.6 - $111
|
186
$24.8K
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-1- 1.85% |
$92.6 - $111
|
53
$7.06K
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 3.23% |
$185 - $223
|
60
$7.99K
|
|
Aug 13, 2024
Q2 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-2- 0.01% |
$185 - $223
|
21.7K
$2.89M
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-3- 0.12% |
$278 - $334
|
2.55K
$340K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4- 36.36% |
$370 - $446
|
7
$933
|
|
Jul 26, 2024
Q2 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.13% |
$463 - $557
|
3.71K
$494K
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-5- 0.24% |
$463 - $557
|
2.06K
$275K
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-5- 6.25% |
$463 - $557
|
75
$9.99K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-7- 0.07% |
$648 - $780
|
10.2K
$1.35M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-10- 0.5% |
$926 - $1.11K
|
1.97K
$263K
|
|
Aug 01, 2024
Q2 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-11- 0.01% |
$1.02K - $1.23K
|
107K
$14.2M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11- 0.34% |
$1.02K - $1.23K
|
3.25K
$433K
|
|
Aug 02, 2024
Q2 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-11- 0.31% |
$1.02K - $1.23K
|
3.51K
$467K
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-12- 0.69% |
$1.11K - $1.34K
|
1.74K
$232K
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-13- 0.1% |
$1.2K - $1.45K
|
12.7K
$1.69M
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-16- 0.15% |
$1.48K - $1.78K
|
10.8K
$1.44M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17- 0.69% |
$1.57K - $1.9K
|
2.45K
$326K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 6.32% |
$1.67K - $2.01K
|
267
$35.6K
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-25- 0.69% |
$2.32K - $2.79K
|
3.59K
$478K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-25- 0.4% |
$2.32K - $2.79K
|
6.25K
$833K
|