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 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
29+ 0.62% |
$3.03K - $3.86K
|
4.69K
$695K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
28+ 1.14% |
$2.93K - $3.73K
|
2.49K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
28+ 22.4% |
$2.93K - $3.73K
|
153
$22.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26+ 50.98% |
$2.72K - $3.46K
|
77
$11.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
26New |
$2.72K - $3.46K
|
26
$3.85K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 0.97% |
$2.61K - $3.33K
|
2.6K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
25+ 15.63% |
$2.61K - $3.33K
|
185
$27.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
25New |
$2.61K - $3.33K
|
25
$3.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
23+ 56.1% |
$2.4K - $3.06K
|
64
$9.49K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
22+ 50.0% |
$2.3K - $2.93K
|
66
$9.78K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
22+ 0.53% |
$2.3K - $2.93K
|
4.18K
$619K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
21+ 0.26% |
$2.19K - $2.8K
|
7.97K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19+ 0.83% |
$1.99K - $2.53K
|
2.32K
$344K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
19+ 0.72% |
$1.99K - $2.53K
|
2.65K
$392K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
18+ 5.0% |
$1.88K - $2.4K
|
378
$56K
|
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
17+ 0.71% |
$1.78K - $2.26K
|
2.43K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 0.31% |
$1.57K - $2K
|
4.8K
$712K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15New |
$1.57K - $2K
|
15
$2.22K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13New |
$1.36K - $1.73K
|
13
$1.93K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
12+ 21.05% |
$1.25K - $1.6K
|
69
$10.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
12+ 4.4% |
$1.25K - $1.6K
|
285
$42.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10+ 0.17% |
$1.05K - $1.33K
|
6.01K
$891K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.07% |
$1.05K - $1.33K
|
14.3K
$2.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 19.61% |
$1.05K - $1.33K
|
61
$9.04K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9+ 0.37% |
$941 - $1.2K
|
2.46K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
9+ 12.68% |
$941 - $1.2K
|
80
$11.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.08% |
$941 - $1.2K
|
11.3K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
8+ 0.08% |
$836 - $1.07K
|
9.59K
$1.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 0.94% |
$836 - $1.07K
|
855
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
7+ 0.15% |
$732 - $933
|
4.72K
$700K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
7+ 0.15% |
$732 - $933
|
4.73K
$701K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$627 - $799
|
5.28K
$783K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
6+ 0.09% |
$627 - $799
|
6.94K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5+ 0.04% |
$523 - $666
|
13.5K
$2M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5New |
$523 - $666
|
5
$741
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
5+ 0.13% |
$523 - $666
|
3.77K
$559K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 1.43% |
$523 - $666
|
355
$52.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.06% |
$523 - $666
|
8.46K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.11% |
$418 - $533
|
3.76K
$558K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4New |
$418 - $533
|
4
$593
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 3.64% |
$418 - $533
|
114
$16.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.17% |
$418 - $533
|
2.37K
$352K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4New |
$418 - $533
|
4
$593
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
3New |
$314 - $400
|
3
$445
|
|
|
Nov 15, 2024
Q3 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
3+ 0.09% |
$314 - $400
|
3.51K
$520K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3New |
$314 - $400
|
3
$445
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
3+ 0.1% |
$314 - $400
|
2.98K
$441K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3+ 0.05% |
$314 - $400
|
6.44K
$954K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
3New |
$314 - $400
|
3
$445
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 0.12% |
$314 - $400
|
2.55K
$378K
|