Purchases and Sales Made in Q3 2023 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
150+ 1.11% |
$8.09K - $9.67K
|
13.7K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
130+ 0.16% |
$7.01K - $8.38K
|
81.2K
$12M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
117+ 2.87% |
$6.31K - $7.54K
|
4.19K
$621K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
117+ 2.87% |
$6.31K - $7.54K
|
4.19K
$621K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
112+ 0.78% |
$6.04K - $7.22K
|
14.4K
$2.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
104+ 315.15% |
$5.61K - $6.7K
|
137
$20.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
104+ 0.34% |
$5.61K - $6.7K
|
30.6K
$4.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
104+ 0.95% |
$5.61K - $6.7K
|
11K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
103+ 2.59% |
$5.55K - $6.64K
|
4.08K
$605K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
92+ 92.0% |
$4.96K - $5.93K
|
192
$28.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
91+ 0.04% |
$4.91K - $5.87K
|
223K
$33.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
90+ 0.69% |
$4.85K - $5.8K
|
13.1K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
82+ 54.67% |
$4.42K - $5.29K
|
232
$34.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
82New |
$4.42K - $5.29K
|
82
$12.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
81+ 6.09% |
$4.37K - $5.22K
|
1.41K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
79New |
$4.26K - $5.09K
|
79
$11.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
75New |
$4.04K - $4.83K
|
75
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
70+ 0.4% |
$3.77K - $4.51K
|
17.4K
$2.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
66New |
$3.56K - $4.25K
|
66
$9.78K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
62+ 0.82% |
$3.34K - $4K
|
7.58K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57+ 0.5% |
$3.07K - $3.67K
|
11.6K
$1.71M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
50+ 1.05% |
$2.7K - $3.22K
|
4.83K
$716K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
39+ 100.0% |
$2.1K - $2.51K
|
78
$11.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
30+ 0.08% |
$1.62K - $1.93K
|
35.9K
$5.32M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30+ 0.21% |
$1.62K - $1.93K
|
14.2K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
29New |
$1.56K - $1.87K
|
29
$4.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
22+ 0.18% |
$1.19K - $1.42K
|
12.4K
$1.84M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
21+ 0.29% |
$1.13K - $1.35K
|
7.33K
$1.09M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
21+ 43.75% |
$1.13K - $1.35K
|
69
$10.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21+ 0.36% |
$1.13K - $1.35K
|
5.85K
$868K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
20+ 62.5% |
$1.08K - $1.29K
|
52
$7.71K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
20+ 0.17% |
$1.08K - $1.29K
|
12K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
19+ 0.14% |
$1.02K - $1.22K
|
14K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 0.6% |
$970 - $1.16K
|
2.99K
$444K
|
|
|
Apr 29, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.09% |
$916 - $1.1K
|
19.4K
$2.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.09% |
$916 - $1.1K
|
19.4K
$2.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
16+ 0.41% |
$863 - $1.03K
|
3.91K
$579K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16+ 0.16% |
$863 - $1.03K
|
10.3K
$1.52M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14+ 29.79% |
$755 - $902
|
61
$9.04K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
13+ 0.28% |
$701 - $838
|
4.7K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
12+ 0.26% |
$647 - $774
|
4.69K
$695K
|
|
|
Nov 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10+ 0.27% |
$539 - $645
|
3.75K
$555K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$539 - $645
|
10
$1.48K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
10+ 0.02% |
$539 - $645
|
64K
$9.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
9+ 0.27% |
$485 - $580
|
3.36K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9+ 0.19% |
$485 - $580
|
4.79K
$711K
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.22% |
$431 - $516
|
3.67K
$544K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7New |
$377 - $451
|
7
$1.04K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
6+ 600.0% |
$323 - $387
|
7
$1.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.27% |
$270 - $322
|
1.89K
$280K
|