Purchases and Sales Made in Q3 2024 in Kkr & Co. Inc. (KKR)
This table provides information about the institutional ownership of Kkr & Co. Inc. (KKR) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 21.05% |
$1.25K - $1.6K
|
69
$10.5K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
12+ 4.4% |
$1.25K - $1.6K
|
285
$43.4K
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.07% |
$1.05K - $1.33K
|
14.3K
$2.18M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 19.61% |
$1.05K - $1.33K
|
61
$9.28K
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10+ 0.17% |
$1.05K - $1.33K
|
6.01K
$914K
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$941 - $1.2K
|
2.46K
$374K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.08% |
$941 - $1.2K
|
11.3K
$1.72M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 12.68% |
$941 - $1.2K
|
80
$12.2K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
8+ 0.08% |
$836 - $1.07K
|
9.59K
$1.46M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.94% |
$836 - $1.07K
|
855
$130K
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.15% |
$732 - $933
|
4.72K
$719K
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7+ 0.15% |
$732 - $933
|
4.73K
$720K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.09% |
$627 - $799
|
6.94K
$1.06M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$627 - $799
|
5.28K
$803K
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.13% |
$523 - $666
|
3.77K
$574K
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5+ 0.04% |
$523 - $666
|
13.5K
$2.06M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.06% |
$523 - $666
|
8.46K
$1.29M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 1.43% |
$523 - $666
|
355
$54K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$523 - $666
|
5
$761
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 3.64% |
$418 - $533
|
114
$17.3K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.17% |
$418 - $533
|
2.37K
$361K
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4New |
$418 - $533
|
4
$609
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$418 - $533
|
4
$609
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$418 - $533
|
3.76K
$573K
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3+ 0.1% |
$314 - $400
|
2.98K
$453K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.05% |
$314 - $400
|
6.44K
$979K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$314 - $400
|
3
$456
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3New |
$314 - $400
|
3
$456
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$314 - $400
|
3
$456
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.12% |
$314 - $400
|
2.55K
$388K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.12% |
$209 - $266
|
1.63K
$249K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2+ 0.06% |
$209 - $266
|
3.45K
$525K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
2+ 0.2% |
$209 - $266
|
980
$149K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$209 - $266
|
10.6K
$1.62M
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$209 - $266
|
2.9K
$441K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.11% |
$209 - $266
|
1.79K
$272K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$105 - $133
|
1
$152
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
1New |
$105 - $133
|
1
$152
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1+ 0.03% |
$105 - $133
|
3.17K
$481K
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$105 - $133
|
6.7K
$1.02M
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.2% |
$105 - $133
|
508
$77.3K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$105 - $133
|
13
$1.98K
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$105 - $133
|
6.42K
$976K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 3.77% |
$209 - $266
|
51
$7.76K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3- 0.4% |
$314 - $400
|
750
$114K
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.08% |
$314 - $400
|
3.7K
$563K
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-3- 0.08% |
$314 - $400
|
3.56K
$542K
|
|
Nov 12, 2024
Q3 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-5- 0.22% |
$523 - $666
|
2.28K
$347K
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-7- 3.52% |
$732 - $933
|
192
$29.2K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-7- 11.67% |
$732 - $933
|
53
$8.06K
|